Data Import, Data Migration, Layout.

How you can effortlessly start with existing data and CI yourself and what alternative services are available:

Enter 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 categorized under the term "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 provided 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, then import the (possibly adjusted) file with all data.

Custom Fields
f you want to import custom data fields, create them in MOCO first and make sure the Excel column has the same name when importing. » Create custom fields

2. Projects & Leads

Generally, it only makes sense to record ongoing projects. Subsequently, record hours in bulk (more than 24 hours in a day is possible) and upload a timesheet to date as a file in the project 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, you can roughly record the invoices under the client or project.

For traceability, we recommend

• Name the invoice number after the original invoice (temporarily set number ranges to "manual" for this)
• Clearly indicate in the title that it is not the original invoice (e.g., "RECORDED").
• Optionally, the original receipt can be uploaded as an attachment - it will 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 "Invoicing" and set to paid via the bulk action at the bottom left in the corresponding month. To prevent invoices from being marked as "overdue", set them to "ignored".

4. Only Represent Income

If you start with MOCO mid-year and want to visualize income and expenditures (gross) for the 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 be smaller or larger, depending on how extensive the import requests are.

Generally, anything can be imported that could previously be exported from the other systems in table form (xls or csv). 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 accurate cost estimate, please specify which data should be imported and provide a brief excerpt (1 line or sample data is sufficient). Since this usually involves sensitive data, we offer the following method for clarification:

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 proposals 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 In-App Service and inquire.

Layout Service

Fine-Tuning Session or Complete Service

If the self-adjustable options are not sufficient (see above "Layout Proposals & Invoices"), the following services are available, managed by our designer:

• Live Fine-Tuning Session, where the requirements can be discussed, implemented, and assessed live.
• Implementation of a template/look-and-feel/CI (example PDF). The basic implementation is done as close to the template as possible. A joint live fine-tuning efficiently rounds off the implementation. Costs typically range between 200.– and 400.–.