Data Import, Data Migration, Layout.

How to pragmatically start with existing data and CI yourself and what alternative services are available:

Import Existing Data Yourself

1. Companies & Contacts

Companies
Under "Companies" at the top right (1) import clients, suppliers, and other companies (Format: Excel). Private individuals who are clients or suppliers are also categorised under "Companies" in MOCO.

Contacts
Under "Contacts" at the top right, import (personal) contacts (Format: Excel). Contacts are automatically assigned to companies if the company name matches exactly with the contact.

Important: Use the template!
The Excel data you wish to import must match the linked template (2). To ensure the data is imported as intended, test import a file with a few data lines first, and then import the (possibly adjusted) file with all data.

Custom Fields
If you want to import custom data fields, create the custom fields in MOCO beforehand » Create custom fields. and ensure that the Excel column is named identically during import.

2. Projects & Leads

Generally, it only makes sense to record ongoing projects. Backdate hours collectively (more than 24 hours in a day is possible) and upload a timesheet to date in the project as a file for reference. Alternatively, data can be imported via API. » API Interface.

3. Record Individual Invoices

To have all previous invoices of the current year also recorded as income in MOCO, invoices can be roughly recorded under the client or project.

For traceability, we recommend

• Name the invoice number after the original invoice (temporarily set number ranges to "manual")
• Clearly indicate in the title that it is not the original invoice (e.g., "RECORDED LATER").
• Optionally, the original document can be uploaded as an attachment - it will then be directly integrated into the document PDF.

To ensure payments also appear as income in the cash flow
All invoices of a month can be marked in the list under "Billing" and set to paid in the corresponding month via the bulk action at the bottom left. To prevent invoices from being marked as "overdue", set them to "ignored".

4. Only Display Income

If starting with MOCO mid-year and wanting to visualise income and expenses (gross) for cash flow from previous months, record the monthly amount in the respective area under "Payments" > "+" > "Payment without Invoice".

5. Import Data via API Interface

With programming skills, various data can also be independently imported via the API interface. » API Interface.

Data Import Service

Other Data – Cost Estimation

We offer data import from any other systems such as Spirit, Revolver, Troi, Rodeo, HQ, Harvest, Mite. The effort can vary depending on how extensive the import requirements are.

Generally, anything that could previously be exported from the other system in tabular form (xls or csv) can be imported. It is important to carefully consider which data is absolutely necessary. Costs typically range between 300.– and 1200.– and also significantly depend on data quality.

For a more precise cost estimate, please specify which data should be imported and provide a brief excerpt (1 line or sample data is sufficient). Since this often involves sensitive data, we offer the following approach for these clarifications:

2. Inform us via the In-App Service or the » Contact Form

3. We will get back to you after reviewing the data/info.

Set Layout Yourself

In the settings under "Layout", there are numerous options for a CI-compliant, uniform layout for quotes and invoices. Among others:

• Upload letterhead
• Use custom fonts
• Adjust margins, titles, info area, etc.
• Fields from MOCO can be hidden and custom fields created

» To the setting options

We can usually implement individual further specific requests free of charge. It's best to send a screenshot via the In-App Service and inquire.