How to Integrate Mosaic

Step 1: From your Home Page, navigate to Manage Integrations and go to “Integrations”.

Step 2: Select Financing Partners, locate the integration card titled "Mosaic" and click “Connect”.

Step 3: Enter your Base URL, Client ID, Client Secret, Partner Identifier, and Sales Rep Identifier (The details will be provided by the Account Manager or contact Mosaic to get your Organization details). Click “Verify and Connect”.

Step 4: Your organization can now utilize the benefits of having Mosaic as your financing partner.