---
title: 'Exact Synergy + Cotality DASH'
url: 'https://www.staging38.commercient.com/product/exact-synergy-cotality-dash/'
date: '2026-06-19T10:21:21-04:00'
modified: '2026-06-19T10:21:21-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Cotality DASH, giving your team access to Exact Synergy data directly within Cotality DASH. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact Synergy and Cotality DASH, syncing customer, order and operational data between the ERP and Cotality DASH. Teams get a connected view of business data across Exact Synergy and Cotality DASH with consistent records on both sides.

## What syncs

- Sync Exact Synergy Credit Notes to Cotality DASH
- Update Exact Synergy Customers from Cotality DASH Data
- Import Cotality DASH Records into Exact Synergy as New Entries
- Sync Exact Synergy Customers to Cotality DASH Account Records
- Export Exact Synergy Sales Orders and Invoices to Cotality DASH
- Update Cotality DASH with Exact Synergy Items and Inventory Data

## Why Commercient

### Purchase order management

Export Exact Synergy Purchase Orders to Cotality DASH so procurement and operations teams can manage purchasing from either system with consistent data.

### Payment and cash management

Sync Exact Synergy Payments and receipt data to Cotality DASH so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Exact Synergy Quotes to Cotality DASH so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Exact Synergy Customers to Cotality DASH so both platforms share accurate and up-to-date customer information for operations and account management.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## About Cotality DASH

Cotality DASH is a real estate data and analytics platform for mortgage professionals and property services companies, providing property data, market analytics and workflow tools.

## Frequently asked questions

### Can Exact Synergy Invoices data sync to Cotality DASH?

Yes, Commercient can sync Exact Synergy Invoices data to Cotality DASH when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Cotality DASH be imported into Exact Synergy?

Commercient can support importing new records created in Cotality DASH into Exact Synergy when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Exact Synergy and Cotality DASH integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Exact Synergy and Cotality DASH?

Commercient can connect Exact Synergy and Cotality DASH to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Exact Synergy Customers sync to Cotality DASH automatically?

Yes, Commercient can sync Exact Synergy Customers to Cotality DASH so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.