This integration ensures that when service is commissioned in Mosaic, the relevant service user details and service orders (including creditor and provider contract creation) flow through to Abacus/Provider Portal for payment processing. Configuration is required in both Mosaic and Provider Portal.
⚠️Important: This is an administrator-level configuration task. Changes to these settings affect the flow of data between Mosaic and Provider Portal.
What the integration covers
The Mosaic purchasing integration handles:
Service user demographics (name, address, reference).
Planned service, including service orders.
Automatic creation of creditors and provider contracts in Abacus when new providers are encountered.
Mosaic configuration
The following Mosaic-side configuration is performed by The Access Group:
Database scripts — SQL scripts are run against the Mosaic database to install the interface.
System properties and service/element mapping — configured using a SQL script produced by the configuration spreadsheet.
AbacusServiceElements filter mapping — defines which service type and element type combinations are sent to Abacus/Provider Portal.
Service start dates — set at the point of connection to Abacus as part of the cut-over process.
Filter mappings maintained by administrators
AbacusProviders
This filter controls which service providers have their planned service sent to Abacus/Provider Portal. Administrators are responsible for maintaining this mapping.
⚠️Important: An empty AbacusProviders list is interpreted as "do not filter by provider" — meaning all providers would be included. To maintain deliberate control, add a dummy organisation that is not linked to any active services. Remove it once the interface is running.
AbacusWorkflowTriggers
This filter enables the financial assessment workflow, triggering early transmission of a person to Abacus/Provider Portal before purchasing is complete. This is typically linked to the Financial Assessment Request workflow step.
Provider Portal settings
Navigate to Administration > System Settings to configure the following:
Enable auto polling of Mosaic Purchasing Data Import.
When set to True, Provider Portal automatically polls Mosaic for new purchasing data.
⚠️Important: Setting this to True immediately activates polling. This should be the final step when connecting Provider Portal to Mosaic.
Auto create missing contracts
When set to True, the system automatically creates provider contracts and creditors when new providers are encountered in the imported data. This can be pre-configured at any time.
Import interval
Controls how frequently Provider Portal polls Mosaic for new data. This can be pre-configured at any time.
Restricting the polling period
A set of system settings controls when polling is active. By default, polling is deactivated between 6pm and 8am to avoid competing for system resources overnight.
Troubleshooting
If the purchasing integration is not working as expected, check the following:
Area | What to check |
Service user import exceptions | Open the Service User Import Exceptions Work Tray to view and resolve issues. |
Service order import exceptions | Open the Service Order Import Exceptions Work Tray to view and resolve issues. |
Mosaic purchasing data import job | Check the job status in Administration > Job Service. |
Mosaic reports | Review the reports that accompany the purchasing interface for error details. |