Connect your ERP

Dashmor connects to your firm's cloud ERP with a read-only API key that your admin creates. Dashmor never creates, changes or deletes anything in your ERP.

What you need

• An admin in your ERP who can create an API key
• A user for that key who can read the data your team reports on
• About 20 minutes

How it works

1. In Dashmor, open Settings › Connection and choose your ERP.
2. Dashmor shows each click in your ERP with pictures: create the read-only key, then paste it into Dashmor.
3. Select Check my connection. Dashmor lists what it can read.
4. Start the sync and watch it reach 100%. Your dashboards are ready the same day and stay in sync on the schedule you choose.

Who sees what

People, groups and project access come from your ERP. Each person sees only the projects their ERP access covers, and is switched off in Dashmor when your ERP switches them off. See People & access.

Stop access any time

Turn off the key in your ERP, or remove the connection in Dashmor. When you remove it, Dashmor deletes its copy of your data.

Before you connect, check that your firm's agreement with your ERP provider allows connecting a third-party application. Questions? Use the chat or write to support@dashmor.ai.