BQE Core Integrated Data

Field mapping reference for BQE Core

What this page covers: A complete reference mapping every BQE Core field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.

Integration typeCloud (BQE Core API)
Setup complexityLow
Configurable fieldsBill rate override, phase archiving, inactive phase status
PrerequisiteBQE Core Integration Setup

How Data Flows

BQE Core (BQE Core API) → Mosaic Sync Engine (field mapping) → Mosaic (11 synced data types)

Mosaic pulls data from BQE Core using the BQE Core API. Members, clients, projects, phases, activities, time entries, roles, and rate information are mapped into Mosaic's data model.


Integrated Data Types

The integration syncs 11 data categories from BQE Core into Mosaic:

Data TypeDescription
MembersMember records with name, email, and active/archived status
Standard RolesRole definitions derived from member titles
Member RolesDefault role assignment per member
Member Project RolesMember-to-project role assignments from project staff classifications
ClientsClient records (name, description, status)
ProjectsProject records (name, code, fee, dates, billable status, project status)
PhasesPhase breakdowns under projects (name, code, fee, dates, billable status, phase status)
Work CategoriesBQE Core activity items synced to Mosaic for time categorization
Time EntriesTime records (hours, date, billability, rate, comments, approval status)
Member Bill RatesMember-level billing rate entries with effective date ranges
Member Cost RatesMember-level cost rate entries with effective date ranges

This list may expand as new features are added.

Not Synced

Data TypeDescription
Office / RegionGeographic or office classifications on members or projects
DepartmentMember department assignments
Rate GroupsBQE Core rate tables are not synced as Mosaic rate groups
Project ManagerProject Manager assignment is not pulled from BQE Core

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for API sources. Read this legend before reviewing the mappings.

SymbolMeaningExample
.API object field referenceEmployee.FirstName = the FirstName field from the Employee object
>Fallback priority — use the first available valueProject.CompletedOn then Project.DueDate = use CompletedOn; if null, use DueDate

Members

What Syncs to MosaicWhere It Comes From in BQE Core
Member IDThe unique BQE Core employee identifier
First NameThe member's first name
Middle NameThe member's middle initial
Last NameThe member's last name
EmailThe default email address from the member's address record
Is ActiveWhether the member's status is Active
Is ArchivedMembers with any status other than Active are archived
Created DateWhen the member record was created in BQE Core
Modified DateWhen the member record was last updated in BQE Core

Standard Roles

What Syncs to MosaicWhere It Comes From in BQE Core
Role IDA unique identifier derived from the role title
Role NameThe member's title from BQE Core

Roles in Mosaic are sourced from BQE Core member titles. Each unique title becomes a Standard Role in Mosaic.


Member Roles

What Syncs to MosaicWhere It Comes From in BQE Core
Member Role IDThe member's BQE Core employee identifier
MemberThe member this role assignment belongs to
RoleThe member's title from BQE Core
Override Member RolesWhether this assignment overrides existing Mosaic roles (default: off)

Member Project Roles

What Syncs to MosaicWhere It Comes From in BQE Core
Member Project Role IDA composite of the member, project, phase, and classification
ProjectThe project the assignment is for
PhaseThe phase the assignment is for (when the assignment targets a phase)
MemberThe member assigned to the project or phase
RoleThe classification (role) assigned to the member on the project staff list
Start DateThe start date of the project assignment
Created DateWhen the assignment record was created in BQE Core
Modified DateWhen the assignment record was last updated in BQE Core

Clients

What Syncs to MosaicWhere It Comes From in BQE Core
Client IDThe unique BQE Core client identifier
Client NameThe client's display name
Client DescriptionThe client memo/description
Is ArchivedClients with any status other than Active are archived
Created DateWhen the client record was created in BQE Core
Modified DateWhen the client record was last updated in BQE Core

Projects

What Syncs to MosaicWhere It Comes From in BQE Core
Project IDThe unique BQE Core project identifier
Project NameThe project name
Project NumberThe project code
DescriptionThe project memo
ClientThe client linked to the project
Billable StatusDetermined by Contract Type — Marketing and Overhead are not billable; everything else is billable
Project StatusMapped from BQE Core project status (configurable mapping — see Project Status Mapping)
Is ArchivedProjects with status Canceled or Inactive are archived
FeeThe project's contract amount
Start DateThe project start date
End DateThe completed-on date if present, otherwise the due date
Created DateWhen the project record was created in BQE Core
Modified DateWhen the project record was last updated in BQE Core

Project Status Mapping

BQE Core project statuses map to Mosaic project statuses using the following defaults. The mapping is configurable in your integration settings.

BQE Core StatusDefault Mosaic Project StatusDefault Mosaic Phase Status
ActiveActiveActive
CompletedCompleteComplete
HoldHoldHold
InactiveHoldNot Started
CanceledHoldNot Started
DraftProposalNot Started

Phases

What Syncs to MosaicWhere It Comes From in BQE Core
Phase IDThe unique BQE Core phase identifier
Phase NameThe phase name
Phase NumberThe phase code
ParentThe parent project or parent phase
ProjectThe root project the phase belongs to
ClientThe client linked to the phase's project
OrderThe phase order within its parent
Billable StatusDetermined by Contract Type — Marketing and Overhead are not billable; everything else is billable
Phase StatusMapped from BQE Core project status (see Project Status Mapping). Inactive phase status is configurable.
Is ArchivedConfigurable — phases with status Canceled and/or Inactive can be archived (see settings)
FeeThe phase's contract amount
Start DateThe phase start date
End DateThe completed-on date if present, otherwise the due date
Created DateWhen the phase record was created in BQE Core
Modified DateWhen the phase record was last updated in BQE Core

Phase Archive Settings

Two configurable options control which phase statuses are archived in Mosaic:

  • Archive canceled phases — phases with status Canceled are archived
  • Archive inactive phases — phases with status Inactive are archived

Both options can be enabled, disabled, or combined.


Work Categories

What Syncs to MosaicWhere It Comes From in BQE Core
Activity IDThe BQE Core activity item identifier
Activity CodeThe activity item code
Activity Name / TitleThe activity item description
Is BillableWhether the activity is marked billable in BQE Core
Created DateWhen the activity item was created in BQE Core
Modified DateWhen the activity item was last updated in BQE Core

Time Entries

What Syncs to MosaicWhere It Comes From in BQE Core
Time Entry IDThe unique BQE Core time entry identifier
DateThe date of the time entry
MemberThe member who logged the time
ProjectThe project the time was logged against
PhaseThe phase the time was logged against (when the entry targets a phase)
Work CategoryThe activity item used for the time entry
HoursThe actual hours logged
DescriptionThe time entry description
BillableWhether the time entry is marked billable
Hourly RateThe bill rate on the time entry
StatusApproval status — Not Submitted, Submitted, Approved, or Rejected
Created DateWhen the time entry was created in BQE Core
Modified DateWhen the time entry was last updated in BQE Core

Approval Status

Mosaic uses the most recent workflow event on the time entry to determine status: Submitted maps to Submitted, Approved to Approved, Rejected to Rejected, and Unsubmitted/Unapproved to Not Submitted. If no workflow events exist, the status is Not Submitted.


Member Bill Rates

What Syncs to MosaicWhere It Comes From in BQE Core
Bill Rate IDA composite of the member identifier and the rate's start date
MemberThe member the bill rate applies to
Rate AmountThe bill rate amount
Rate DescriptionAuto-generated as <First Name> <Last Name>'s Bill Rate - <Start Date>
Start DateThe effective start date of the bill rate
End DateThe effective end date of the bill rate
Override Bill RatesWhether this bill rate overrides existing rates in Mosaic (configurable)

Override Bill Rates Setting

By default, BQE Core bill rates are added without overriding existing Mosaic rates. The isOverridingBillRates setting can be enabled to overwrite existing Mosaic bill rates during sync.


Member Cost Rates

What Syncs to MosaicWhere It Comes From in BQE Core
Cost Rate IDA composite of the member identifier and the rate's start date
MemberThe member the cost rate applies to
Hourly RateThe cost rate amount
Rate TypeAlways Hourly
DescriptionAuto-generated as <First Name> <Last Name>'s Cost Rate - <Start Date>
Start DateThe effective start date of the cost rate
End DateThe effective end date of the cost rate

Configurable Fields at a Glance

The following fields can be configured during integration setup. Refer to your integration settings to see which option is active.

EntityFieldAvailable Options
Project / PhaseStatus MappingConfigurable mapping from each BQE Core status to a Mosaic status
PhaseInactive Phase StatusWhen BQE Core status is Inactive or Canceled, override the Mosaic phase status
PhaseArchive BehaviorArchive canceled phases, archive inactive phases, or both
Member Bill RateOverride Existing RatesWhether incoming bill rates overwrite existing Mosaic rates (default: off)

Troubleshooting & FAQ

Why isn't a member's role showing up in Mosaic?

Roles in Mosaic come from the BQE Core member's title. If a member has no title set in BQE Core, no role will be created. Review the member's record in BQE Core and ensure a title is set, then run a sync.

Why is a project showing as "Not Billable" in Mosaic?

Projects and phases marked as Marketing or Overhead in BQE Core are synced as Not Billable in Mosaic. All other contract types are synced as Billable. To change a project's billable status, update its Contract Type in BQE Core.

Why isn't a canceled or inactive phase archived in Mosaic?

Phase archiving is controlled by the Archive canceled phases and Archive inactive phases settings. If neither is enabled, those phases will sync as active in Mosaic. Contact your Mosaic Solutions team to update these settings.

Why is a member's email blank in Mosaic?

Mosaic uses the email from the member's default address record in BQE Core. If the default address has no email communication, the member will sync without an email. Ensure the default address has an Email entry.

I need a data source or field that isn't listed here.

Any integration not listed in this documentation is considered a customization and is charged at an hourly rate. For more information, see Integration Requests.


BQE Core Documentation Links

A consolidated reference of all BQE Core documentation referenced in this guide:

TopicLink
API ExplorerBQE Core API Explorer
BQE Core HelpBQE Core Support

Related Documentation