BST10 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 BST10

Connection types

On-Premise / Hosted: Connects to your BST10 SQL Server via replication to Mosaic's cloud infrastructure on Azure. Mosaic reads from your Final schema (posted data) and syncs members, clients, projects, phases, labor bill classes, bill rates, and posted time entries.

2. What Mosaic syncs from BST10

Data Type	Description
Clients	Client records (name, code)
Members	Member name and email
Member Project Bill Rates	Member-to-project rate assignments from labor bill rate schedules (with optional project-level overrides)
Member Roles	Default role per member based on the member's labor bill class
Phases	Task/phase breakdowns under projects (fee, dates, status, billable)
Projects	Project records (number, dates, fee, billable, status, client)
Standard Bill Rates	Individual rate amounts derived from labor bill rate schedule rate types
Standard Roles	Organization-wide role definitions sourced from labor bill classes
Time Entries	Posted time entries (hours, project, phase, member, billability, description)

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

BST10 Integrated Data

Not Synced

Data Type	Description
Unposted Time	Time entries that have not been posted in BST10
Non-Labor Expenses	Time/expense entries where `LaborExpense` is not flagged as labor
Department	Organizational department associated with a member
Office / Region	Geographic or branch location classifications on members or projects
Activities / Work Categories	BST10 labor activity codes are not synced as a standalone entity

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	SQL Server replica access is 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

✅ BST10 SQL Server replica or replication connection set up

✅ 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 BST10 connection details:
- On-Premise / Hosted: SQL Server access and replication setup — see BST10 Integration Setup
Review the BST10 Visual Settings Guide to plan your Mosaic configuration ahead of onboarding

7. Setup and Technical Documentation

Connecting BST10

Connection Type	Resource	Description
On-Premise / Hosted	BST10 Integration Setup	Step-by-step guide to connect BST10 to Mosaic via SQL Server

Technical documentation

Resource	Description
BST10 Visual Settings Guide	Integration settings reference for BST10 deployments
BST10 Integrated Data	Detailed field mappings, configurable settings, and troubleshooting for BST10

BST10 Integration FAQ - Common questions about setup, data sync, and configuration.