Steps

Step 1: Integration Setup

• Follow the setup instructions specific to your chosen integration.

Step 2: First Data Review

• Occurs within the first two weeks post-integration. A Customer Success Manager will confirm the integration data is accurate and properly formatted. We recommend having management team members knowledgeable about the integrated data present.

Step 3: Final Data Review

• Conducted as needed, typically 1-2 weeks after the first review, to resolve any issues identified initially.

Getting Started with Integrations

Our Customer Success and Solutions Engineering teams are ready to assist with connecting your integrations and ensuring smooth data flow. This may include:

• Screen sharing sessions with our Solutions Engineering team.
• Temporary access to a server machine for setup.
• Additional details about your software usage.

Integration Timeline

The completion time for integrations can vary, often taking several days, depending on the specific applications involved.

General Integration Terms

Please review our General Integration Terms for comprehensive guidelines applicable to all integrations.

readme.mosaicapp.com

Integration Terms & Conditions

❗️

Unsupported Data Sources

• Changing field names in Mosaic to match custom labels in your ERP.
• Integrating data types that aren’t listed in the integration documentation.

👍

Customizations:

If you need a data source or endpoint that isn’t listed in the documentation, it will be considered a customization and charged at an hourly rate.

For more information, please see Integration Requests.

Supported Mosaic Solutions

• Cleaning up data caused by a Mosaic issue.

Unsupported Mosaic Solutions

• Cleaning up data caused by user error (e.g., mismatched CSV Import fields).