General Integration

Navigating to Integration Settings

You can navigate to the integration settings by:

1. Log in using an Admin account.
2. Select the company settings in the bottom left of the page as indicated in the image below

   Note: If you are not on an Admin account you will not see this. You will only see the bubble below which is personal settings, not company settings.

3. From there navigate to integrations on the side menu as shown here:

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The Integration page varies

Depending on the integration you have set up, the details of the next page will vary slightly.

No integrations set up

If you have no integrations set up, you will see a list of applications that we currently integrate with, or are working on. If you are interested in setting up an integration, please reach out to support via the support bubble in the bottom right:

Multiple Integrations

If you have multiple integrations you will see a list of your current integrations at the top of the screen. From here, you can select one to navigate to each integration's settings.

Integration Settings

Once you navigate into your specific integration settings page, you will be able to import and link projects from that integrated application into Mosaic.

To import new data (eg. a new project not in Mosaic):

In this example we are importing a project, although the steps are similar for other data types.

1. Select the Import tab from the tabs shown below.
2. Navigate to the Project you want to Import.
3. Select the checkbox to the right of the Project as shown by the arrow below.
4. (Optional) Select more Projects.
5. Select 'Import (1) as new'.

   This number will change to reflect however many Projects you selected.

6. That's it! Navigate to the 'Linked' tab to check that the project has been imported successfully.

Note: Depending on the integration you selected you may see a variety of data types you can select from and import, in the picture below we have the Asana integration which only has 'Projects' and 'Members' Data types, but expect to see different data types for others.

To Link data between Mosaic and your integration. (eg. A project that already exists in Mosaic and your integrated application)

In this example we are importing a project, although the steps are similar for other data types.

1. Select the Link tab from the tabs shown above.
2. Navigate to the Project you want to Link.
3. Select the plus to the right of the Project as shown by the arrow below.
4. (Optional) Select more Projects.
5. Select a pre-existing project in Mosaic to link to.
6. Select Save.

   There may be a pop up warning you about linked timesheets being imported. If there are timesheets linked that you would not like to bring over, then you should not link, otherwise select 'Yes, Link project'.

7. That's it! Navigate to the 'Linked' tab to check that the project has been imported successfully.

Auto Sync

The Auto-Sync feature allows projects to automatically link and upload into Mosaic without having to manually link each one as above. For companies with a large amount of projects, the importing and linking process can be long and tedious, the auto-sync feature helps to streamline this process.

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Auto-Sync allows for up to three project layers to be linked: Project, Phase, Work Category.

If your projects in your integrated application use more than 3 layers (eg. Ajera offers up to 6 layers) please contact support before trying to set up this feature.

Auto Sync can be turned on in the Integrations tab as follows:

1. Select the cog next to the integration name as shown below:

2. Select “All Projects in ____” (The example below says ‘Deltek’ but it can be other integrations).
3. Select the Portfolio you would like projects imported into
4. If you would like phases to be automatically imported (rather than linking each one manually) select the 'Import all Phases' option below
5. (Optional) If you have Phases that you would not like to import, you can instead select “Excluding some Phases” and add the phases you would like to exclude.

Auto import all timesheet

This feature allows Work Categories to automatically link and upload into Mosaic without having to manually link each one. For companies with a large amount of Work Categories - also know as Service Items (QuickBooks) or Labor Codes (Deltek), the importing and linking process can be long and tedious, the Auto import all timesheet feature helps to streamline this process.