Data Import, Data Migration, Layout.

How to get started pragmatically with existing data and your CI yourself, and what alternative services are available:

Import Existing Data Yourself

1. Companies & Contacts

Companies
Under "Companies", top right (1), import clients, suppliers, and other companies (format: Excel). Private individuals who are a client or supplier are also grouped under the umbrella term "Companies" in MOCO.

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

Important: Use the Template!
The Excel data you want to import must match the linked template (2). To make sure the data is imported as intended, first import a file with just a few rows of data as a test, and only then import the (possibly adjusted) file with all data.

Custom Fields
If you want to import your own data fields, create the Custom Fields in MOCO beforehand » Create Custom Fields. and make sure the Excel column has exactly the same name during import.

2. Projects & Leads

As a rule, it only makes sense to record ongoing projects. To do this, add hours retrospectively in bulk (> 24 h in a day is possible) and, for reference, upload a Timesheet to date to the project as a file. Alternatively, data can be imported via the API. » API Interface.

3. Recreate Individual Invoices

To have all invoices issued so far in the current year in MOCO as income as well, you can roughly recreate the invoices on the client or the project.

For traceability, we recommend:

• Name the invoice number to match the original invoice (temporarily set number ranges to "manual" for this)
• Clearly indicate in the title that this is not the original invoice (e.g. "RECREATED").
• Optionally upload the original document as an attachment – it will then be integrated directly into the document PDF.

So that payments also appear as income in the cashflow
All invoices for a month can be selected in the list under "Billing" and set to paid for the relevant month via the bulk action at the bottom left. To prevent invoices being marked as "overdue", set them to "ignored".

4. Show Income Only

If you start using MOCO part-way through the year and want to visualise income and purchases (gross) for the cashflow from previous months, enter the monthly amount in the relevant area under "Payments" > "+" > "Payment Without Invoice".

5. Import Data via the API Interface

If you have programming skills, you can import various data yourself via the API interface. » API Interface.

Data Import Service

Other Data – Cost Estimate

We offer data imports from any other systems, such as Spirit, Revolver, Troi, Rodeo, HQ, Harvest, and Mite. The effort required can be more or less, depending on how extensive your import requirements are.

Basically, anything can be imported that could previously be exported from the other system in tabular form (xls or csv). It is important to think carefully about which data you really need. In our experience, costs are between 300.– and 1200.–, and depend significantly on the data quality.

For a more accurate cost estimate, please specify which data should be imported and provide a short extract (one row or sample data is sufficient). As this is usually sensitive data, we offer the following approach for these clarifications:

2. Let us know via the in-app service or the » Contact Form

3. We will get back to you once we have reviewed the data/information.

Set Up Layout

In MOCO, you can set up your invoice layout quickly and easily yourself. The formatting you choose applies consistently across all documents.

To do this, go to » Settings Under "Layout" and ideally proceed as follows:

1. Upload Letterhead

2. Upload Your Own Fonts If Needed

3. Choose Margins and Formatting

4. Review Further Settings Options

Note: After layout changes, open documents that have already been created and save them again if they should adopt the new layout.