BQE Core Integration Guide

Mosaic integrations securely connect your ERP systems to bring the right people, project, financial, and time entry data into Mosaic for resource planning and management. By automating data synchronization, Mosaic eliminates manual data entry, reduces errors, and centralizes critical information in one location.

During onboarding, we'll help you connect your system, review your data to ensure it flows correctly, and CS will guide you through the tools and workflows. Start with the step‑by‑step setup instructions below, then follow the settings guide to finish configuration and validate your data.

1. How do we integrate to BQE Core

Connection types

Cloud: Uses BQE Core's API with OAuth-based authentication (username and password). Mosaic syncs members, clients, projects, phases, activities, time entries, roles, and member bill/cost rates directly from the BQE Core API. Further setup details can be found at the links in section 7.

2. What Mosaic syncs from BQE Core

Data Type	Description
Members	Member records (name, email, active/archived status)
Standard Roles	Role definitions derived from member titles
Member Roles	Default role assignment per member
Member Project Roles	Member-to-project role assignments from project staff classifications
Clients	Client records (name, description, status)
Projects	Project records (name, code, fee, dates, billable status, project status)
Phases	Phase breakdowns under projects (name, code, fee, dates, billable status, phase status)
Work Categories	BQE Core activity items synced to Mosaic for time categorization
Time Entries	Time records (hours, date, billability, rate, comments, approval status)
Member Bill Rates	Member-level billing rate entries with effective date ranges
Member Cost Rates	Member-level cost rate entries with effective date ranges

For detailed field mappings and settings per data type, see:

BQE Core Integrated Data

Not Synced

Data Type	Description
Department	Member department assignments
Office / Region	Geographic or office classifications on members or projects
Rate Groups	BQE Core rate tables are not synced as Mosaic rate groups
Project Manager	Project Manager assignment is not pulled from BQE Core

3. What Mosaic provides during onboarding

Integration setup support (guidance, troubleshooting)
Pre-built connectors and setup instructions (outlined in this document)
Training & guidance on workflows and best practices

4. Implementation steps

Step	What Happens
1. Intake	Submit integration request and technical deep-dive forms
2. Validation	Mosaic Solutions team reviews your forms and confirms requirements
3. Connection	BQE Core OAuth credentials are configured and connectivity is established
4. Configuration	Integration settings are applied and initial data sync runs
5. Testing	Data is validated, discrepancies are resolved, and workflows are confirmed
6. Go-Live	Integration is finalized and handed off to your team

📘
Timeline varies by environment complexity.
Your CSM will share a tailored schedule during onboarding.
Timely completion of forms and provision of credentials keeps things on track.
Requests to sync additional fields or change integration behavior are scoped as Statements of Work and billed at your contracted implementation rate.

5. Readiness Checklist

In order for onboarding to be considered successful, we need these items to be completed:

✅ Technical lead assigned - Designated integration point of contact for Mosaic

✅ Integration Request and Technical Deep Dive forms submitted

✅ BQE Core integration connection set up via OAuth credentials

✅ Setup Your Mosaic Integration Settings review call for onboarding

✅ Historical data sync confirmed by our Solutions team

6. What Mosaic needs from you and next steps

Submit your integration request form and deep dive form (you should have already received this in your welcome packet)
- Mosaic reviews & starts set up process. Solutions team will review your forms and may reach out.
Provide IT point of contact in case troubleshooting is needed.
Provide BQE Core connection details:
- Cloud: OAuth credentials (username and password) — see BQE Core Integration Setup
Review the BQE Core Visual Settings Guide to plan your Mosaic configuration ahead of onboarding

7. Setup and Technical Documentation

Connecting BQE Core

Connection Type	Resource	Description
Cloud	BQE Core Integration Setup	Step-by-step guide to connect BQE Core to Mosaic via OAuth

Cloud technical documentation

Resource	Description
BQE Core Visual Settings Guide	Integration settings reference for BQE Core deployments
BQE Core Integrated Data	Detailed field mappings, configurable settings, and troubleshooting for BQE Core
BQE Core API Explorer	BQE Core's official API reference documentation