1. Turn existing ticket into sync ticket

    • If a ticket regarding the sync already exists, it will just be turned into a sync ticket.
    • First we need to reply to customer to get them to schedule a meeting. Add the appropriate canned response and be sure to send the appropriate scheduling link based on the customer's country
      1. Send Meeting Request canned response:
        • Sync (A1) > "1 - initial reply - Go Live ticket - any customer except AFB"
        • Sync (A1) > "2 - initial reply - Go Live ticket - AFB only"
          • AFB only, immediately close the ticket
      2. Set to status: First Sync
    • Then add ticket note from canned response. This includes instructions as well as the questions.
      • Sync (A1) > "3 - A1 internal ticket notes"
    • Follow the instructions from the canned response.

  2. Create new sync ticket (any customer except AFB)

    • A new sync ticket will get created as part of the Go Live process by a support agent.
    • If for some reason there is a need to create one from scratch, follow these instructions.
      1. Create new email (not new ticket) using template: "sync_A1_ticket"
        • This is the meeting request
        • Be sure to send the appropriate scheduling link based on the customer's country
        • If customer is not live, remove appropriate text
      2. Add ticket note from canned response. This includes instructions as well as the questions.
        1. Sync (A1) > "3 - A1 internal ticket notes"
      3. Follow the instructions from the canned response
        • Note on the ticket prior to the meeting which sync types the customer can have. This should already be noted by the agent working the go live ticket. If not, get the answer from the customer's account manager.
        • Add the answer to any known questions
        • Save the note.

  3. Sync ticket created from Go Live process (AFB only)

    1. The customer has already received an email from template: "Sync Ticket After Go Live"
    2. Reply to customer with canned response:
      • "Sync (A1) > "2 - initial reply - Go Live ticket - AFB only"
    3. Close ticket

  4. Sync ticket created from Go Live process (any customer except AFB)

    1. The customer has already received an email from template: "Sync Ticket After Go Live"
    2. Send Meeting Request canned response:
      • Sync (A1) > "1 - initial reply - Go Live ticket - any customer except AFB"
      • Send the appropriate scheduling link based on customer's country
    3. Set to status to "First Sync" if not already set.
    4. Add ticket note from canned response. This includes instructions as well as the questions.
      • Sync (A1) > "3 - A1 internal ticket notes"
    5. Follow the instructions from the canned response
      • Note on the ticket prior to the meeting which sync types the customer can have. This should already be noted by the agent working the go live ticket. If not, get the answer from the customer's account manager.
      • Add the answer to any known questions
      • Save the note.

  5. Determining if customer can have Full Sync or not

    1. If they can have Full Sync, that should already be noted on the ticket from Support (Abbie)
    2. If that has not been noted. Refer to the following information to determine whether or not the customer can have Full sync:
      1. AFB
        1. LUMP or FULL
        2. DO NOT HAVE AN A1 MEETING WITH AFB
      2. Fast Signs
        1. LUMP or FULL
        2. Set as LUMP unless they request FULL
      3. Sign World (Indy)
        1. LUMP or FULL
        2. Ask what sync type they want
      4. Signarama
        1. LUMP or FULL
        2. Ask what sync type they want
      5. Speed Pro
        1. LUMP only unless their package allows FULL
        2. Check with the Account Manager to see if they can have FULL 
        3. If yes, then ask what sync type they want
      6. All other (Indy)
        1. LUMP only unless their package allows FULL
        2. Check with the Account Manager to see if they can have FULL
        3. If yes, then ask what sync type they want

  6. Meeting - Introduction

        There is no need for screen sharing. We are just gathering information and sending the link to the instructions.
    1. "Hi, this is _ _ _ _ _"  /  "Thank you for scheduling the meeting", etc...  /  "The other agents in the meeting are _ _ _ _ _"

      • State your name, do some sort of introduction.

    2. "Will anyone else be joining us?"

  7. Meeting Script 1-A: subscription is Lump or Full

    1. "Today's meeting is the start of the sync process."
      1. "I will document answers to a few questions."
      2. "We will discuss the sync types available."
      3. "You will need to choose the sync type and I will set your system to match."
      4. "We will have a brief Q&A session about the setup instructions."
      5. "I will then send a link to the instructions."
    2. "Do you have any questions so far?"
    3. "We can move on the the questions." 

  8. Meeting Script 1-B: subscription is Lump Only 

    1. "Today's meeting is the start of the sync process."
      1. "I will document answers to a few questions."
      2. "I will set your system to Lump Sync export."

      3. "We will have a brief Q&A session about the setup instructions."
      4. "I will then send a link to the instructions."
    2. "Do you have any questions so far?"
    3. "We can move on the the questions." 


  9. Meeting - determine what sync type the customer can have based on answers

    1. Which accounting software will you be using?
      1. QuickBooks Desktop: need the year
      2. QuickBooks Online: need the version
      3. Anything other than QB and Xero: NO EXPORT.  They can discuss other methods with an accounting specialist.
      4. https://support.corebridge.net/a/solutions/articles/19000018230-accounting-export-options 
    2. If your accounting application is a desktop version, is it installed on Windows or Mac?
      1. QB Desktop on MAC
        1. Must use IIF manual import
        2. The sync tool is Windows only
    3. If your accounting application is a desktop version, is it installed on a local computer or do you use a hosting service?
      1. QB Desktop on Hosted Server
        1. Not supported. They can move forward but if the software fails they must use IIF manual import and complete that setup.
      2. https://support.corebridge.net/a/solutions/articles/19000049438-quickbooks-desktop-hosted-important-information 
    4. If you are using QuickBooks Online, what is the country version?
      1. US Version
        1. Lump Sync: no issue
        2. Full Sync: If the Automated Sales Tax feature is enabled it must be turned off (This is currently US only). Customer must contact QuickBooks support if they don't know how to turn it off. Customer has to manually maintain tax rates in QuickBooks to match CoreBridge and that can't happen if that feature is enabled. 
      2. Other Versions
        1. The following versions are known to use line item sales tax which we don't support. They can only have Lump Sync. As we sell to other foreign countries this list may be expanded.
          1. UK (VAT)
          2. Australia (GST)
          3. Singapore (GST)
    5. Are bank transactions being entered into your accounting application?
      1. This has no bearing on the sync type. We want the answer to be able to discuss it on the sync meeting.
      2. "If you are using the bank feed or importing bank transactions, you don't want to post any transactions from CoreBridge. You want to wait until you sync to handle the transactions properly."
    6. Has any CoreBridge data been manually entered in your accounting application?
      1. This has no bearing on the sync type. This is to get them thinking and for us to address if needed.
      2. NO - move on
      3. Yes - If they want to start the sync from day one anything entered manually must be deleted so they don't get duplicate data in their accounting software
        1. "If you want to start the sync from day one, anything entered manually will need to be deleted."
    7. Are you Live in CoreBridge (entering real orders and payments)?
      1. This has no bearing on the sync. We want to know and/or confirm they are live. There is no sync until they are live.
      2. NO
        1. "Since your system isn't live yet you can still complete the setup but the sync doesn't happen until your system is live."
    8. If you are Live, what was your Go Live date?
      1. This has no bearing on the sync type.
      2. The is usually the date they officially go live with a Go Live ticket.
      3. It could also be the date they went live even if there was no Go Live ticket
      4. Existing system: If they took over an existing system, we must have the specific date the new owner went live. The date should be when all transactions in the system are only for the new owner. The day before should be the last day any activity happened for the prior owner. If the old owner and the new owner both have transactions on the same date, the customer will need to clean that up manually in their accounting software because the data that exports will be co-mingled.
    9. Is your CoreBridge system new or have you taken over an existing system?
      1. This has no bearing on the sync type.
      2. We need to know this in order to address the Go Live date
    10. If you are Live, are CoreBridge Reconciliations being completed daily?
      1. This has no bearing on the sync type.
      2. This is to remind that about reconciliations
      3. If time allows, do a Q&A at the END of the meeting. If no time send a scheduling link.
    11. Do you have multiple locations, multiple CoreBridge systems or plan to? 
      1. NO - move on
      2. Yes - QuickBooks Desktop
        • CLASS tracking must be enabled
      3. Yes - QuickBooks Online
        • They must have a version that has the CLASS TRACKING feature in order to separate locations in QuickBooks
      4. Yes - Xero
        • Xero doesn't have Class tracking so the sync has no way to separate locations in Xero. We recommend each location be it's own system and each system sync to it's own Xero company. If not they will need to come up with a way to separate locations in Xero
    12. If your answer to question 11 was Yes, will you be exporting CoreBridge data to a single company or multiple companies?
      1. Single system - multiple locations
        1. All locations will sync to the same company. 
        2. The only way to have each location export to it's own company is to use QuickBooks Desktop Lump IIF export.
      2. Multiple systems
        1. We highly recommend each system sync to it's own company
        2. Syncing multiple systems to a single company has been done but there are usually issues. Unless they can maintain strict control over naming they will get sync errors and will need to manually address.
        3. Lump Sync - accounts must always be the same among all systems and CoreBridge. You then have the issue of duplicate journal entry numbers.
        4. Full Sync - all records must be the same among all systems and CoreBridge. You then have the issue of duplicate invoice numbers, payment numbers, PO numbers, accounts, customers, part and modifiers - names and type, vendors, tax agencies, tax groups
    13.  currently using, or do you plan to use in the future, these CoreBridge integrations: Pressero, XMPie, Avalara, TaxJar?
        1. Lump Sync
          • Must enable LUMP TAX AGENCIES setting in CoreBridge
        2. Full Sync - QuickBooks Desktop
          1. Must use SYNC TAX AS LINE ITEM on sync tool
        3. Full Sync - QuickBooks Online
          1. Not compatible. Must use Lump Sync
        4. Full Sync - Xero
          1. Not compatible. Must use Lump Sync
  10. Discuss export types

  11. Meeting - have customer decide on the export type they want, if there is a choice

    1. "Thank you. Please give me a minute to configure your system."
  12. Lock the chosen export type in in the Accounting Options

    1. cbms.support > CB Support > Add-Ons > Accounting Options
  13. Save the export type in the customer's system

    1. Accounting Module > Accounting Export

  14. Meeting Script 2-A: Lump Sync reconciliations 

    1. "Thank you."
    2. "We will now have a brief review of the setup instructions." 
    3. "The first instruction step is performing a CoreBridge reconciliation."
    4. "Each reconciliation contains the financial data that will sync to your accounting software."
    5. "Without reconciliations no financial data will sync."
    6. "A reconciliation should be performed at the each of each business day after orders have been moved to completed status and payments have been entered."
    7. "If a reconciliation does not get performed on a given day, we recommend waiting until the end of the following day so that you capture an entire days worth of activity."
      • "Do you have any questions so far?"
    8. "A reconciliation should be performed when there is any activity on your system, not just when payments have been entered."
    9. "Performing a reconciliation daily provides the following benefits:"
      1. "It's easier to reconcile a single day of payments than it is to reconcile multiple days."
      2. "It helps decrease the amount of time needed in your accounting software to reconcile your bank statement."
      3. "It ensures that income from any month does not post to the following month in your accounting software which will cause 2 months to be off."
    10. "Do you have any questions before we continue?"
    11. "Let's discuss the setup."

  15. Meeting Script 2-B: Full Sync reconciliations 

    1. "Thank you."
    2. "We will now have a brief review of the setup instructions." 
    3. "The first instruction step is performing a CoreBridge reconciliation."
    4. "Each reconciliation contains the payments that will sync to your accounting software."
    5. "Without reconciliations, payments won't sync."
    6. "We recommend performing a sync a the end of each business day after payments have been entered."

    7. "Do you have any questions before we continue?"
    8. "Let's discuss the setup."

    9. (Go to appropriate section based on sync type/accounting software)


      3-A: QuickBooks Desktop Lump Sync  
      3-B: QB Online Lump Sync 
      3-C: QB Desktop Full Sync 
      3-D: QB Online Full Sync 
      3-E: Xero Full Sync 
      3-F: Xero Lump Sync 
      3-G: IIF/MAC 



  16. Meeting Script 3-A: QB Desktop Lump Sync 

    1. QUICKBOOKS SETTINGS
      1. "There are settings in QuickBooks that need to be configured. In the setup instructions there is a link to a separate article that will guide you."

    2. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 3 places that display the accounts that need to be matched to QuickBooks".
      2. "Income accounts, Cost of Goods Sold accounts, and what we refer to as Reconciliation accounts, all need to match between CoreBridge and QuickBooks."
      3. "The account number needs to match, the name needs to match, the account type needs to match, and the parent-child hierarchy needs to match."
      4. "You don't want to add accounts from QuickBooks into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."

      5. "Do you have any questions before we continue?"
       
    3. SYNC TOOL
      1. "The sync is controlled by our custom software we call the Sync Tool. There is a link on your CoreBridge system to download the software. Before your sync meeting, please download and install the software on the computer you will run the sync on. The software needs to be installed on the same computer as QuickBooks."
      2. "You don't need to set it up. We will set it up for you on your sync meeting."

      3. "Do you have any questions?"
       
    4. COMPLETE SETUP INSTRUCTIONS
      1. "Once the person responsible for QuickBooks completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."   
      2. "Do you have any final questions?"

         
      3. "Thank you. Once the meeting is closed I will email the setup information." 

    5. Send canned response for setup
    6. Set ticket to First Sync

  17. Meeting Script 3-B: QB Online Lump Sync 

    1. QUICKBOOKS SETTINGS
      1. "There are settings in QuickBooks that need to be configured. In the setup instructions there is a link to a separate article that will guide you."

       
    2. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 2 places that display the accounts that need to be matched to QuickBooks".

      2. "Income accounts, and what we refer to as Reconciliation accounts, all need to match between CoreBridge and QuickBooks."

      3. "The account number needs to match, the name needs to match, the account type needs to match, and the parent-child hierarchy needs to match."

      4. "You don't want to add accounts from QuickBooks into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."


      5. "Do you have any questions?"

    3. MULTIPLE LOCATIONS ONLY

      1. If they have multiple locations remind them they need a version of QBO that has Class Tracking.

    4. COMPLETE SETUP INSTRUCTIONS
      1. "Once the person responsible for QuickBooks completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."


      2. "Do you have any final questions?"
      3. "Thank you. Once the meeting is closed I will email the setup information."

    5. Send canned response for setup

    6. Set ticket to First Sync

  18. Meeting Script 3-C: QB Desktop Full Sync 

    1. QUICKBOOKS SETTINGS
      1. "There are settings in QuickBooks that need to be configured. In the setup instructions there is a link to a separate article that will guide you."


    2. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 2 places that display the accounts that need to be matched to QuickBooks."

      2. "Income accounts and Cost of Goods accounts all need to match between CoreBridge and QuickBooks."

      3. "The account number needs to match, the name needs to match, the account type needs to match, and the parent-child hierarchy needs to match."

      4. "You don't want to add accounts from QuickBooks into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."


      5. "Do you have any questions before we continue?"

    3. EXISTING CUSTOMERS
      1. "Do you have existing Customers in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If there is a Customer in both CoreBridge and QuickBooks and the name is the same, there won't be any issues."
          2. "If the name is not exactly the same, the sync will create a duplicate Customer."
          3. "If there is a Vendor in QuickBooks with the same name as a Customer in CoreBridge, the sync will fail. Each name must be unique."

          4. "Do you have any questions?"

    4. EXISTING INVOICES
      1. "Do you have existing invoices in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If the invoice numbers in CoreBridge are the same invoice numbers in QuickBooks, the sync will fail. There are settings in CoreBridge to control the invoice numbers."

          2. "Do you have any questions?"

    5. EXISTING ITEMS
      1. "Do you have existing items in QuickBooks?"
        1. If they have existing invoices in QuickBooks they will have existing items
        2. NO - next step
        3. YES
          1. "If the item name is different between CoreBridge and QuickBooks, there won't be any issues. The sync will create a new item."
          2. "If the item name is the same between CoreBridge and QuickBooks, the item type also needs to be the same."
          3. "If the item type is different in QuickBooks than it is in CoreBridge, the sync will attempt to change the type in QuickBooks to match. QuickBooks does not allow items of type Inventory to be changed which will cause the sync to fail."

          4. "Will that be an issue?"
            1. NO - next step
            2. YES
              1. "The item type can't be changed in CoreBridge but it can be done by our programmers."
              2. "You can also fix the issue in QuickBooks by making the name different than CoreBridge."
              3. "How would you like to address the issue?"

    6. EXISTING EMPLOYEES
      1. "Do you have employees in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If you sell to an Employee by creating a Customer in CoreBridge, the sync will fail if the Customer name matches the Employee name."

          2. "Do you have any questions?"

    7. EXISTING VENDORS
      1. "Do you have existing Vendors in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If there is a Vendor in both CoreBridge and QuickBooks and the name is the same, there won't be any issues."
          2. "If the name is not exactly the same, the sync will create a duplicate Vendor."
          3. "If there is a Vendor in QuickBooks with the same name as a Customer in CoreBridge, the sync will fail. Each name must be unique."

          4. "Do you have any questions?

    8. SYNC TOOL
      1. "The sync is controlled by our custom software we call the Sync Tool. There is a link on your CoreBridge system to download the software. Before your sync meeting, please download and install the software on the computer you will run the sync on. The software needs to be installed on the same computer as QuickBooks."

      2. "You don't need to set it up. We will set it up for you on your sync meeting."


      3. "Do you have any questions?"

       
    9. COMPLETE SETUP INSTRUCTIONS
      1. "Once the person responsible for QuickBooks completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."

      2. "Do you have any final questions?"

         
      3. "Thank you. Once the meeting is closed I will email the setup information."

    10. Send canned response for setup
    11. Set ticket to First Sync

  19. Meeting Script 3-D: QB Online Full Sync 

    1. QUICKBOOKS SETTINGS
      1. "There are settings in QuickBooks that need to be configured. Please be sure to address those settings so that the sync doesn't fail. In the instructions there are settings that are noted and there are also additional settings in a separate article."

         
    2. SALES TAX 1
      1. "Tax Groups, Tax Agencies, and tax rates don't sync to QuickBooks. They must be added manually."
      2. "Sales tax calculated in CoreBridge doesn't sync to QuickBooks. QuickBooks does it's own sales tax calculation."
      3. "Whenever tax rates change, they must be changed in both CoreBridge and QuickBooks."
      4. "When paying sales tax, the CoreBridge sales tax reports should be used. Exempt sales won't appear on the QuickBooks sales tax report."
      5. "When you're ready, we will send a current list of tax records in your system. Not all existing records are visible in the Management Module."

      6. "Do you have any questions?"

    3. SALES TAX 2 - US QBO ONLY
      1. "QuickBooks Online US versions have a feature called AUTOMATED SALES TAX. That feature doesn't work with Full Sync."
      2. "Is your QuickBooks company using the AUTOMATED SALES TAX feature or the manual SALES TAX CENTER?"
        1. QBO: Taxes
        2. This is what is displayed when using the SALES TAX CENTER

        3. If you see EDIT SETTINGS and a list of agencies with filing frequency, start of tax period, and start date, that is the AUTOMATED SALES TAX

    4. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 2 places that display the accounts that need to be matched to QuickBooks".

      2. "Income accounts and Cost of Good Sold accounts all need to match between CoreBridge and QuickBooks."

      3. "The account number needs to match, the name needs to match, the account type needs to match, and the parent-child hierarchy needs to match."

      4. "You don't want to add accounts from QuickBooks into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."


      5. "Do you have any questions before we continue?"

    5. EXISTING CUSTOMERS
      1. "Do you have existing customers in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If there is a Customer in both CoreBridge and QuickBooks and the name is the same, there won't be any issues."
          2. "If the name is not exactly the same, the sync will create a duplicate Customer."
          3. "If there is a Vendor in QuickBooks with the same name as a Customer in CoreBridge, the sync will fail. Each name must be unique."

          4. "Do you have any questions?"

    6. EXISTING INVOICES
      1. "Do you have existing invoices in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If the invoice numbers in CoreBridge are the same invoice numbers in QuickBooks, the sync will fail. There are settings in CoreBridge to control the invoice numbers."

          2. "Do you have any questions?"

    7. EXISTING ITEMS
      1. "Do you have existing items in QuickBooks?"
        1. If they have existing invoices in QuickBooks they will have existing items
        2. NO - next step
        3. YES
          1. "If the item name is different between CoreBridge and QuickBooks, there won't be any issues. The sync will create a new item."
          2. "If the item name is the same between CoreBridge and QuickBooks, the item type also needs to be the same."
          3. "If the item type is different in QuickBooks than it is in CoreBridge, the sync will attempt to change the type in QuickBooks to match. QuickBooks does not allow items of type Inventory to be changed which will cause the sync to fail."

          4. "Will that be an issue?"
            1. NO - next step
            2. YES
              1. "The item type can't be changed in CoreBridge but it can be done by our programmers."
              2. "You can also fix the issue in QuickBooks my making the name different than CoreBridge."
              3. "How would you like to address the issue?"

    8. EXISTING EMPLOYEES
      1. "Do you have Employees in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If you sell to an Employee by creating a Customer in CoreBridge, the sync will fail if the Customer name matches the Employee name."

          2. "Do you have any questions?"

    9. EXISTING VENDORS
      1. "Do you have existing Vendors in QuickBooks?"
        1. NO - next step
        2. YES
          1. "If there is a Vendor in both CoreBridge and QuickBooks and the name is the same, there won't be any issues."
          2. "If the name is not exactly the same, the sync will create a duplicate Vendor."
          3. "If there is a Vendor in QuickBooks with the same name as a Customer in CoreBridge, they sync will fail. Each name must be different."

          4. "Do you have any questions?"


    10. COMPLETE SETUP INSTRUCTIONS
      1. "Once the person responsible for QuickBooks completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."
      2. "Please be sure to read the RELATED ARTICLES mentioned in the setup instructions. They provide details about the sync that aren't noted in the instructions."

      3. "Do you have any final questions?"

         
      4. "Thank you. Once the meeting is closed I will email the setup information."

    11. Send canned response for setup
    12. Set ticket to First Sync

  20. Meeting Script 3-E: Xero Full Sync  

    1. GENERAL LEDGER ACCOUNTS
      1. "Income accounts need to match between CoreBridge and Xero."

      2. "The account number needs to match, the name needs to match, and the account type needs to match."

      3. "You don't want to add accounts from Xero into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."

      4. "There is a part of the setup that involves pulling in accounts from Xero to CoreBridge. That will require Xero to be authorized. There is a 30 minute authorization window. Once 30 minutes expire, Xero will need to be authorized again if that part of the setup hasn't been completed."

      5. "Do you have any questions before we continue?"

         
    2. SALES TAX 1
      1. "When Xero calculates sales tax differently than CoreBridge, it will look for a specific account number to handle the rounding. The account number is based on the Xero currency. Please be sure to assign the specific account number to your sales tax account in Xero noted in the instructions."

      2. "Do you have any questions?"

    3. SALES TAX 2 (Singapore, Indonesia, South Africa only)
      1. "Tax Groups, Tax Agencies, and tax rates don't sync to Xero. They must be added manually."
      2. "Sales tax calculated in CoreBridge doesn't sync to Xero. Xero does it's own sales tax calculation."
      3. "Whenever tax rates change, they must be changed in both CoreBridge and Xero."
      4. "When you're ready, we will send a current list of tax records in your system. Not all existing records are visible in the Management Module."

      5. "Do you have any questions?"

    4. IN-STORE CREDIT
      1. "When you give a customer in-store credit, the amount will sync to Xero and will use an inventory item. The item must be created manually in Xero."

      2. "Do you have any questions?"

    5. EXISTING CUSTOMERS
      1. "Do you have existing Customers in Xero?"
        1. NO - next step
        2. YES
          1. "If there is a Customer in both CoreBridge and Xero and the name is the same, there won't be any issues."
          2. "If the name is not exactly the same, the sync will create a duplicate Customer."

          3. "Do you have any questions?"

    6. EXISTING INVOICES
      1. "Do you have existing invoices in Xero?"
        1. NO - next step
        2. YES
          1. "If the invoice numbers in CoreBridge are the same invoice numbers in Xero, the sync will fail. There are settings in CoreBridge to control the invoice numbers to ensure that the numbers are different."

          2. "Do you have any questions?"
             
    7. COMPLETE SETUP INSTRUCTIONS
      1. "Once the person responsible for Xero completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."
      2. "Please be sure to read the RELATED ARTICLE mentioned in the setup instructions. They provide details about the sync that aren't noted in the instructions."

      3. "Do you have any final questions?"

         
      4. "Thank you. Once the meeting is closed I will email the setup information."

    8. Send canned response for setup
    9. Set ticket to First Sync

  21. Meeting Script 3-F: Xero Lump Sync 

    1. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 2 places that display the accounts that need to be matched to Xero".
      2. "Income accounts, and what we refer to as Reconciliation accounts, all need to match between CoreBridge and Xero."
      3. "The account number needs to match, the name needs to match, and the account type needs to match."
      4. "You don't want to add accounts from Xero into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."

      5. "Do you have any questions?"

    2. ADD NEW CONTACT IN XERO

      1. "To process payments in Xero, a fake customer needs to be created in Xero."

      2. "Please be sure to perform that step."    


    3. COMPLETE SETUP INSTRUCTIONS

      1. "Once the person responsible for Xero completes the setup, we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."   
      2. "Please be sure to read the RELATED ARTICLES mentioned in the setup instructions. The provide details about the sync that aren't noted in the instructions."

      3. "Do you have any final questions?"

         
      4. "Thank you. Once the meeting is closed I will email the setup information." 

    4. Send canned response for setup
    5. Set ticket to First Sync

  22. Meeting Script 3-G: IIF or MAC (lump) 

    1. QUICKBOOKS SETTINGS
      1. "There are settings in QuickBooks that need to be configured. In the setup instructions there is a link to a separate article that will guide you."

       
    2. GENERAL LEDGER ACCOUNTS
      1. "In CoreBridge, there are 2 places that display the accounts that need to be matched to QuickBooks."
      2. "Income accounts, and what we refer to as Reconciliation accounts, all need to match between CoreBridge and QuickBooks."
      3. "The account number needs to match, the name needs to match, the account type needs to match, and the parent-child hierarchy needs to match."

      4. "You don't want to add accounts from QuickBooks into CoreBridge. The only accounts that matter for the sync are the ones in CoreBridge."

      5. "When performing the import, QuickBooks doesn't perform account validation. If the accounts don't match, the import will be successful but data will post to a wrong account giving you erroneous data in QuickBooks."

      6. "Do you have any questions before we continue?"

       
    3. CLASSES

      1. "The IIF file will contain a CLASS which is the location name from your system. If you want your journal entries to have a Class assigned, the Class will need to be added manually to QuickBooks."

      2. "Do you have any questions?"

    4. FAKE CUSTOMER

      1. "The IIF file will contain a customer name of COREBRIDGE IMPORT."

      2. "If you want an easy way to find your CoreBridge journal entries in QuickBooks please be sure to perform that step."

      3. "Do  you have any questions?"

    5. COMPLETE SETUP INSTRUCTIONS

      1. "Once the person responsible for QuickBooks completes the setup,  we will review your system and if everything looks OK we will meet with you again to perform your first sync with you."   

      2. "Do you have any final questions?"
         

      3. "Thank you. Once the meeting is closed I will email the setup information." 

    6. Send canned response for setup
    7. Set ticket to First Sync