CoreLogic Sage 300 integration
Why You Need a CoreLogic DASH Sage 300 Integration
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CoreLogic® DASH + Sage 300 Construction Integration
CoreLogic (formerly Next Gear Solutions) provides a leading software platform for property restoration contractors. Within this platform, CoreLogic® DASH is a web-based restoration management system that helps companies manage jobs, equipment, work orders, calendars, reporting, business accounting, and estimating in a single portal.
Sage 300 Construction and Real Estate (Sage 300 CRE) delivers robust job cost, GL, AP, AR, and financial management for construction and restoration businesses. The CoreLogic DASH + Sage 300 integration powered by PixisSync links these systems so restoration job data in DASH stays aligned with job cost and financials in Sage 300—without manual re-keying.
Talk to Pixis SoftwareWhy Connect Sage 300 and DASH
Restoration and construction companies that run jobs in CoreLogic DASH and accounting in Sage 300 Construction often end up with disconnected data:
- Jobs and customers created in DASH must be re-entered into Sage 300 for billing and job cost.
- Job numbers, phases, and cost codes drift out of sync between the ERP and restoration platform.
- Accounting waits on manual exports from DASH before AR can invoice or recognize revenue.
- Teams spend time reconciling claims, supplements, and change orders across two systems.
The CoreLogic DASH + Sage 300 integration with PixisSync removes these pain points by automating the flow of job, customer, and financial data so your field, claims, and accounting teams all work from the same numbers.
Key Benefits for Restoration, Construction & Finance
- For Restoration & Project Managers: Jobs managed in DASH stay linked to Sage 300 job numbers, cost codes, and phases, so teams can focus on execution instead of worrying about how the job is set up in the ERP.
- For Accounting & Controllers: Cleaner AR and job cost in Sage 300 with job actuals and approved invoices flowing from DASH instead of being retyped from reports or PDFs.
- For Estimators & Claims Teams: Approved scopes and supplements in DASH can drive Sage 300 billing and revenue, reducing missed line items and under-billing.
- For Owners & Leadership: A single source of truth for profitability across restoration and construction work—no more trying to reconcile Sage 300 reports with separate DASH exports.
Integration Workflow
PixisSync links CoreLogic DASH and Sage 300 Construction using a structured, rules-driven integration so each system can focus on what it does best:
- Export Customer → Sage 300 customers are exported to DASH so new restoration jobs always reference the correct account and billing information.
- Export Job → Sage 300 jobs and cost structures can be created in DASH to keep job numbers and phases consistent from ERP to field.
- Import Job Actuals → Labor, equipment, and other job actuals from DASH are imported into Sage 300 for accurate job costing and WIP.
- Import AR Invoices → Approved invoices from DASH feed Sage 300 AR to accelerate billing and reduce manual entry of claim invoices.
Coverage Summary
| Area | Examples | Status |
|---|---|---|
| Customers & Accounts | Property owners, carriers, TPA accounts | Export Customer |
| Jobs & Projects | Restoration jobs, construction projects, job numbers & phases | Export Job / Import Job Actuals |
| Financials | Job costs, invoices, claim billing, supplements | Import Job Actuals & AR Invoices |
| Reporting | WIP, profitability by job, carrier/program performance | ERP-ready in Sage 300 |
Ready to Connect Sage 300 with CoreLogic DASH?
Pixis Software has created a CoreLogic DASH + Sage 300 Construction integration using PixisSync so you can decrease time spent on duplicate entry and reduce the errors that come with manual processes. Let PixisSync handle the tedious work so you can focus on running your restoration and construction business.
Talk to Pixis SoftwareIf you operate multiple systems alongside Sage 300 Construction, Pixis can extend your CoreLogic® DASH integration across the rest of your stack. We also offer CoreLogic DASH integrations for Acumatica Construction Edition, ACCEO Avantage, Foundation Software, Viewpoint Spectrum, and Viewpoint Vista, helping CoreLogic (formerly Next Gear Solutions) DASH stay synchronized with all of your key accounting and ERP tools.