Importing Data From Your Integration

Integrations Settings

To begin the process of importing or linking your data on Mosaic, navigate to the Settings > Integrations page for your organization

28772877

Select your integration from the Current Integrations menu

35163516

Importing Data

Members

Members (employees) can be either imported as new or linked to an existing member on Mosaic. To bring in a member into Mosaic for project planning, select that member and click either Import as New or Link w/Existing. Use Link w/Existing if there is an existing Mosaic account for that team member.

817817

To link the member with an existing account, select the Mosaic member from the dropdown menu. To import a new member, confirm the Name and Email of the member and click Import 1. You can edit these fields as needed.

24142414

Once linked, you'll be able to see all the linked members between your integration and Mosaic under Linked to Mosaic.

25022502

πŸ“˜

Please Note

User activation is not required for time entry integration. On Deltek, time will sync even if a user's account was not created by accepting an invitation to Mosaic.

Projects

Projects can be imported or linked between your integration and Mosaic. Both active and archived projects can be brought into Mosaic for project planning by selecting the project, and either clicking Import 1 as new under the Import tab or linking the project to an existing project on Mosaic under the Link tab.

Importing a project as new into Mosaic:

16661666

Linking the project to an existing project on Mosaic:

24182418

Once linked, you will be able to see all your linked projects under the Linked tab.

Phases

Phases can be created as new or linked to an existing phase on Mosaic under the Projects tab > Linked.

24902490

Once all the phases are linked for a project, a green linked icon will appear for each linked phase as well as for the entire project.

24622462

Clients

Clients are an optional field associated with project data types and can be used as a filter when creating reports on Mosaic. Clients can be imported as new or linked to an existing client in Mosaic.

13381338

Timesheets

Work categories can be imported as new or linked with existing work categories in Mosaic under the Timesheets tab.

15521552