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). Even private individuals who are clients or suppliers are 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 Notes
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 rows first, and then import the (possibly adjusted) file with all data.

2. Projects & Leads

Generally, it only makes sense to record ongoing projects. To do this, retrospectively enter hours (more than 24 hours in a day are 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. Retrospectively Enter Individual Invoices

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

For traceability, we recommend

• Naming the invoice number after the original invoice (temporarily set number ranges to "manual" for this)
• Clearly marking in the title that it is not the original invoice (e.g., "RETROSPECTIVELY ENTERED").
• Optionally upload the original receipt as an attachment - this will be directly integrated into the document PDF.

So that 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 for the corresponding month using the bulk action at the bottom left. To prevent invoices from being marked as "overdue", set them to "ignored".

4. Display Income Only

If you start using MOCO mid-year and want to visualize the income and expenditures (gross) for cash flow from previous months, you can enter the monthly amount in the respective section under "Payments" > "+" > "Payment without Invoice".

5. Import Data via API Interface

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

Data Import Service

Other Data – Cost Estimate

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

Generally, anything that could previously be exported from the other systems in table form (xls or csv) can be imported. It's important to carefully consider which data is essential. Typically, costs 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 method 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.

Customize Layout

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 configuration options

Individual additional specific requests can usually be implemented 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 completes the implementation. Typically, costs range between 200.– and 400.–.