Integrated Data

Unanet A/E Cloud

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

Integration typeCloud (REST API)
Setup complexityModerate
PrerequisiteUnanet A/E Cloud Integration Setup

How Data Flows

Unanet A/E Cloud (REST API) → Mosaic Sync Engine (field mapping) → Mosaic (10 synced data types)

The integration uses the Unanet A/E REST API to access data. Employee records, client firms, projects, phases, time entries, roles, bill rates, departments, offices, and entity rates are all pulled through the API and mapped into Mosaic.


Integrated Data Types

The integration syncs 10 data categories from Unanet A/E Cloud into Mosaic:

#Data TypeDescription
1EmployeesStaff records with names, emails, and job titles
2ClientsClient records (Unanet A/E Firms)
3ProjectsProject records including client, charge type, and fee
4PhasesTask breakdowns under projects with fees and dates
5Time EntriesTimesheet entries with hours, project, and employee
6RolesEmployee roles (job titles)
7Bill Rates (Rate Groups)Rate schedules with job titles and flat rates
8DepartmentsOrganizational units (OrgUnits)
9OfficesOffice locations (Org)
10Entity RatesProject-level bill rates and fee schedules

This list may expand as new features are added.


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 referencePerson.FirstName = the FirstName field from the Person object
Values combined into one composite valuePerson.FirstNamePerson.LastName = concatenated into a full name
>Fallback priority — use the first available valueTask.StartDate > Task.EndDate = use StartDate; if null, use EndDate

Detailed Field Mappings

Jump to a section: Employees | Clients | Projects | Phases | Time Entries | Roles | Bill Rates (Rate Groups) | Departments | Offices | Entity Rates


Employees

What Syncs to MosaicWhere It Comes From in Unanet A/E
NameThe employee's first name and last name
EmailThe employee's work email address
Default RoleThe employee's current job title (see note below)

Please Note: Mosaic does not support importing role associations from Unanet A/E, as Unanet A/E allows multiple job positions associated to each member without specific dates. Mosaic requires start and end dates for each role. Users must manually assign roles in Mosaic with defined time frames.


Clients

What Syncs to MosaicWhere It Comes From in Unanet A/E
Client NameThe firm name from Unanet A/E Firms

Projects

What Syncs to MosaicWhere It Comes From in Unanet A/E
Project TitleThe project name
ClientThe client linked to the project
Billable StatusThe project's charge type — determines billable or not billable
FeeThe project's labor fixed fee

Phases

What Syncs to MosaicWhere It Comes From in Unanet A/E
Phase TitleThe task name
Phase NumberThe task code
FeeThe task's labor fixed fee
Billable StatusThe task's expense type — determines billable or not billable
Start DateThe task start date
End DateThe task end date

Time Entries

What Syncs to MosaicWhere It Comes From in Unanet A/E
DateThe timesheet entry date
HoursThe number of hours logged
ProjectThe project name the time was logged against
PhaseThe project path identifying the phase
EmployeeThe employee who logged the time

Roles

What Syncs to MosaicWhere It Comes From in Unanet A/E
Role NameThe role name
Role DescriptionThe role description

Bill Rates (Rate Groups)

What Syncs to MosaicWhere It Comes From in Unanet A/E
Rate Group TitleThe rate schedule name
RoleThe job title on the rate schedule
RateThe flat regular rate
Start DateThe effective start date of the rate
End DateThe end date of the rate

Departments

What Syncs to MosaicWhere It Comes From in Unanet A/E
Department NameThe organizational unit name or code
DescriptionThe organizational unit description
Active or ArchivedThe active status of the organizational unit

Offices

What Syncs to MosaicWhere It Comes From in Unanet A/E
Office NameThe org name or code
DescriptionThe org description
Active or ArchivedThe active status of the org

Entity Rates

What Syncs to MosaicWhere It Comes From in Unanet A/E
Entity Rate NameThe fee schedule name
AmountThe rate value from the fee schedule
Rate GroupThe labor category associated with the rate
DescriptionThe fee schedule description
Start and End DateThe effective dates of the fee schedule


Unanet Documentation Links

A consolidated reference of all Unanet A/E Cloud documentation referenced in this guide:

TopicLink
Unanet Help CenterUnanet Help
Unanet WebsiteUnanet

Related Documentation