Vista Integration Guide

Mosaic integrations securely connect your ERP systems to bring the right people, project, financial, and time entry data into Mosaic for resource planning and management. By automating data synchronization, Mosaic eliminates manual data entry, reduces errors, and centralizes critical information in one location.

During onboarding, we'll help you connect your system, review your data to ensure it flows correctly, and CS will guide you through the tools and workflows. Start with the step‑by‑step setup instructions below, then follow the settings guide to finish configuration and validate your data.

1. How do we integrate to Vista

Connection types

On-Premise: Connects to your Vista SQL Server via replication to Mosaic's cloud infrastructure on Azure. Vista is supported on-premise only — there is no Cloud / API integration mode. The agent reads directly from replicated Vista tables (no stored procedures or schema changes required).

2. What Mosaic syncs from Vista

Data Type	Description
Members	Employee name, email
Clients	Customer records from Accounts Receivable
Projects	Job records (number, dates, status, contract amount, client, currency)
Phases	Job-phase breakdowns under projects with cost aggregation
Time Entries	Cost detail entries — both posted and unposted (hours, project, phase, employee, hourly rate)
Standard Roles	Roles derived from Vista Class + Craft combinations
Member Roles	Default role per Member based on the employee's Class and Craft assignments
Rate Groups	Rate Tables grouped per company
Rates	Individual rate entries within a Rate Group, keyed by Class + Craft
Entity Rates	Links a Rate Group, Role, and Rate together
Member Bill Rates	Per-employee billable rates with effective date ranges (requires `budEmpRates` table)
Currency Exchange Rates	Currency conversion rates with effective date ranges (multi-currency customers)

For detailed field mappings and settings per data type, see:

Vista Integrated Data

Not Synced

Data Type	Description
Departments	Departmental groupings within a member
Offices / Regions / Locations	Member or project organizational unit assignments
Work Categories / Activities	Time-entry activity codes are not surfaced
Cost Rates	Member and Role-level cost rates — only charge rates are synced
Work Plans	Vista does not surface a resource-planning entity that Mosaic can sync as Work Plans
Project Manager assignments	Not mapped from Vista
Consultant / Expense / Labor breakdowns	Only the lump `ContractAmt` is sent — Labor / Consultant / Expense subtotals are not synced
Portfolios / Invoices / AR billing	Not in the supported data-type list
Project / Phase Archived flag	No source-side archived flag is read — Mosaic-side archive is driven by deletion detection during sync
Time-entry Billable flag	Not propagated — Vista charge-type → Mosaic billable mapping is not wired up
Time-entry Posted vs Unposted status	Both flow into Mosaic — the distinction is not preserved on the Mosaic time-entry record

3. What Mosaic provides during onboarding

Integration setup support (guidance, troubleshooting)
Pre-built connectors and setup instructions (outlined in this document)
Training & guidance on workflows and best practices

4. Implementation steps

Step	What Happens
1. Intake	Submit integration request and technical deep-dive forms
2. Validation	Mosaic Solutions team reviews your forms and confirms requirements
3. Connection	SQL Server replication is configured and connectivity is established
4. Configuration	Integration settings are applied and the initial data sync runs
5. Testing	Data is validated, discrepancies are resolved, and workflows are confirmed
6. Go-Live	Integration is finalized and handed off to your team

📘
Timeline varies by environment complexity and the speed of replication setup on your side.
Your CSM will share a tailored schedule during onboarding.
Timely completion of forms and provision of credentials keeps things on track.
Requests to sync additional fields or change integration behavior are scoped as Statements of Work and billed at your contracted implementation rate.

5. Readiness Checklist

In order for onboarding to be considered successful, we need these items to be completed:

✅ Technical lead assigned — Designated integration point of contact for Mosaic

✅ Integration Request and Technical Deep Dive forms submitted

✅ SQL Server replication of your Vista database configured per the SQL Server Integration Requirements

✅ Companies List confirmed with your Mosaic Solutions Engineer (the list of Vista JCCo / PRCo IDs the integration should read)

✅ Setup Your Mosaic Integration Settings review call completed for onboarding

✅ Historical data sync confirmed by our Solutions team

6. What Mosaic needs from you and next steps

Submit your integration request form and deep dive form (you should have already received this in your welcome packet)
- Mosaic reviews & starts the setup process. The Solutions team will review your forms and may reach out.
Provide an IT point of contact in case troubleshooting is needed.
Provide Vista connection details:
- On-Premise: SQL Server access (server URL, database name, dedicated SQL user with read access to the replicated database) — see Vista On-Premise Integration Setup
Confirm which Vista companies (JCCo / PRCo) the integration should read from.
Review the Vista Visual Settings Guide to plan your Mosaic configuration ahead of onboarding.

7. Setup and Technical Documentation

Connecting Vista

Connection Type	Resource	Description
On-Premise	Vista On-Premise Integration Setup	Step-by-step guide to connect Vista on-premise to Mosaic via SQL Server replication

Technical documentation

Resource	Description
Vista Visual Settings Guide	Integration settings reference for Vista
Vista Integrated Data	Detailed field mappings, replicated tables, and troubleshooting for Vista deployments
SQL Server Integration Requirements	Replication and SQL Server access requirements shared by all on-premise SQL Server integrations
Create Duplicate SQL Server Table with Primary Key	Workaround for replicating tables that don't have primary keys in Vista
Vista Terms & Conditions	Integration terms and conditions for Vista