- In Ajera, navigate to Utility > Setup Integrations
- Under the API User tab, click on New to create a new API User
- Enter a Username (e.g., mosaic) and Password for the API User
- An API user is a separate entity from an Employee user. You cannot use a regular Employee user for integrating with Mosaic.
- The password must meet Ajera's password requirements.
- Select an Authorizing Employee
- Add the following Can Read permissions to the API User:
- List Chargeable Phases
- Get Clients
- List Clients
- Get Employees
- List Employees
- Get Projects
- List Projects
- Get Projects with Resources
- Get Project Totals
- List Project Types
- List Rate Tables
- The Username and Password of the Ajera API User (created in Step #3 above). These are the credentials that are in the Username/Password fields, not the credentials of the Ajera User that is listed as the “Authorizing Employee”.
- The API URL that is visible in the API Settings tab.
This usually looks like: “https://ajera.com/XXXXXXX/AjeraAPI.ashx?…”
- Login to projects.mosaicapp.com and navigate to the company settings from the Home screen
- Select Integrations from the Settings menu
- Select Ajera Cloud from the Financial options
- Enter the Server URL (API URL in Step #7) and Username and Password of the Ajera API User (in Step #3) to connect your Ajera instance to Mosaic.
- Select Include consultant fee if you would like to bring consultant fees for past and future projects (you can also turn this off in the Integration Settings after you connect)
- If you are connecting to Ajera Cloud with Timesheet, please also fill out the following ODBC fields in the Connect to Deltek Ajera modal:
- ODBC Username
- ODBC Password
- ODBC Hybrid Data Pipeline Source
- ODBC Service URL (do not include
https://at the beginning or the
/at the end)
Fees are brought into Mosaic from your Contract amounts. In Ajera these amounts are located within the Project Control Center -> Manage tab
Updated 28 days ago