Seamlessly Sync CoreLogic DASH with Your Cloud ERP
The Bridge Between Restoration Excellence and Financial Precision
CoreLogic DASH is the gold standard for restoration job management, but legacy accounting integrations often tether your back office to the past. My ERP Partner provides a robust, bi-directional integration that connects DASH directly to today’s leading cloud-native ERP platforms—including Sage Intacct, Acumatica, and NetSuite.
Retain the specialized job-costing tools your team loves while gaining the reporting power, automated workflows, and flexibility of a modern, multi-entity cloud financial system.
The Problem: The "On-Premise" Data Silo
Many restoration firms stick with outdated on-premise systems or entry-level software like QuickBooks because they offer basic, native DASH connectivity. However, these setups create significant operational roadblocks as your business grows:
Manual Consolidation: Managing multiple locations, franchises, or subsidiaries across disconnected files is time-consuming and error-prone.
Delayed Reporting: Critical decision-making suffers when job profitability and cash flow data aren’t available in real-time.
Technical Debt: Legacy software lacks the scalability, open APIs, and modern security required to compete in today’s market.
The Solution: Real-Time Bi-Directional Integration
Our custom connector eliminates manual double-entry, ensuring your field restoration teams and back-office financial teams are always perfectly aligned. Whether your organization runs on Sage Intacct, Acumatica, or NetSuite, our bridge optimizes your entire operational data flow.
Data Flow Highlights
| From CoreLogic DASH to Your ERP | From Your ERP to CoreLogic DASH |
| Project & Job Data: Automated sync of new and updated job information. | Vendor Sync: Maintain a single, clean source of truth for all subcontractors and suppliers. |
| Customer Info: Seamless transfer of client details and insurance loss documentation context. | Employee Sync: Keep your team rosters updated automatically across both systems for accurate resource scheduling and tracking. |
| Procurement: Work orders in the field are converted directly to Purchase Orders. | AR Information: Real-time visibility into customer invoices, adjustments, payments, reversals, and refunds so your field teams always know payment statuses. |
| PO Completion: Instant status updates in DASH upon order fulfillment. | AP Information: Direct tracking of job costs, corporate credit card charges, financial adjustments, reversals, and inventory costs flowing straight back into your projects. |
About My ERP Partner
At My ERP Partner, we believe that your software should adapt to your business—not the other way around. Founded on the principle of truly vendor-agnostic consulting, we meet you where you are to help you get where you want to go. We specialize in selecting, optimizing, and supporting leading mid-market ERP solutions across both cloud and on-premise platforms. Because every software publisher has unique industry strengths, our deep expertise across multiple systems ensures you get unbiased guidance and a tailored fit for your unique workflows. Whether you need ongoing support, deep customization, or are leveraging our proud status as an Acumatica Gold Certified Partner, we are your trusted ally in building a seamless, scalable digital foundation.
Frequently Asked Questions
How does the integration actually save my team time?
It completely eliminates the need for manual data entry. Instead of your team spending hours re-typing job details, customer info, or financial transactions from DASH into your accounting software, the data flows automatically between both systems. This cuts down on admin overhead and prevents costly human errors.
Is the data sync real-time?
Yes. Our connector is built for adjustable synchronization schedules. This means when a job status changes in Dash or a transaction is recorded in ERP system, both the systems reflect the update almost immediately, ensuring your field and office teams are always on the same page.
We operate multiple subsidiaries; can this handle consolidated reporting?
Absolutely. One of the primary reasons growing restoration firms upgrade to modern cloud systems like Sage Intacct, Acumatica, or NetSuite is their powerful multi-entity management. Our integration seamlessly funnels data from your various DASH branches or franchises into a centralized ERP environment, making multi-entity consolidated reporting and month-end close incredibly fast.
Do I need to change how my field team uses CoreLogic DASH?
Not at all. Your restoration team can continue using DASH exactly as they do today. The integration works silently in the background, which means there is zero learning curve or operational disruption for your project managers, estimators, or technicians.
What happens if we aren't using a modern cloud ERP yet?
We specialize in helping companies migrate away from entry-level software or legacy systems like QuickBooks, Sage 100, or Sage 300. As technology consultants, we can manage your entire digital transformation—from helping you choose and implement the right platform (Sage Intacct, Acumatica, or NetSuite) to ensuring your DASH data is perfectly mapped and integrated.
How secure is the connection between the platforms?
Security is our top priority. The connector utilizes secure API protocols and advanced encryption standards to ensure that your sensitive financial records, employee rosters, and customer insurance data are fully protected as they move between DASH and your cloud ERP.
Can the integration be customized for our specific restoration workflow?
While our core connector handles the essential restoration data flows (such as Jobs, Vendor/Employee Sync, AP, and AR tracking), we understand that no two businesses are identical. Because we are custom software developers as well as consultants, we can easily modify the integration logic to fit your specific transaction volumes, custom fields, and unique approval processes.
Ready to Upgrade Your Financial Core?
If you are already utilizing CoreLogic DASH alongside Sage Intacct, Acumatica, or NetSuite, our connector is ready to configure and deploy. If you are currently looking to migrate away from a legacy on-premise system or QuickBooks to a modern cloud environment, our team is prepared to architect a solution that fits your exact volume, workflow, and business structure.
Looking to Connect Another ERP Platform?
At My ERP Partner, our mission is to build seamless bridges between your field operations and your financial core. While we offer standard connectors for leading systems like Sage Intacct, Acumatica, and NetSuite, our development team regularly designs custom integration pathways tailored to your unique technical ecosystem.
If you are using a different cloud platform or have complex workflow requirements, we would love to help you scope out a solution. Please fill out our brief interest form below, and our integration architects will get back to you to discuss your project.