How to Map Mosaic Equipment
Note: Users must map equipment to begin generating quotes with Mosaic Financing in the system.
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 X SubcontractorHUb 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.
Step 5: Go to “Manage Database”.
Step 6: Click “Database”.
Step 7: Go to “Solar System” to map the equipment one by one.
Step 8: Click “Panels” to map the panels to Mosaic.
Step 9: Click “Map fields”.
Step 10: Enter your Mosaic panel data.
Step 11: Once done, click “Map Data”.
Step 12: Next, go to “Inverters” to map them to Mosaic.
Step 13: Click “Map fields”.
Step 14: Enter your Mosaic Inverter Data.
Step 15: Once done, click “Map Data”.
Step 16: Now, go to “Batteries”.
Step 17: From the dropdown, select “Batteries”.
Step 18: Click “Map Fields”.
Step 19: Enter your Mosaic Battery Data.
Step 20: Once done, click “Map Data”.
Now you have mapped all the necessary equipment to Mosaic.