đĄThe integration is subject to a fee. If you would like to use our MOCO integration, contact us at [email protected]. We are looking forward to hearing from you.
MOCO is an agency software that lets you do your accounting besides many other things without chaos and paperwork.
For MOCO we have different integrations:
Chargeable MOCO integration for transferring projects and times
General Information
The MOCO integration allows you to seamlessly transfer projects and time entries between awork and MOCO. This ensures that all important data is available in one place, supporting your workflows optimally. This article explains how to set up the integration and highlights its features.
Features of the MOCO Integration
Project Transfer:
New projects from MOCO can be created directly in awork.
It is possible to use project templates from awork.
Existing projects in awork can be transferred to MOCO.
Time Tracking:
Time entries tracked in awork are transferred automatically, eliminating the need for manual synchronization.
You can differentiate between billable and non-billable hours.
Time entries can be modified or deleted in awork afterward, and these changes are also reflected in MOCO.
Functionality of the MOCO Interface
1. Project Creation:
The project is newly created in MOCO and tagged with "Sync to awork."
The interface automatically creates the project in awork, transferring the following data:
Project number
Project name
Start and end dates
Client (created or selected and assigned to the project).
2. Tasks from Service Items:
For each service item in the MOCO project, a task is created in the "MOCO" list in awork.
3. Time Tracking:
A time entry is created in awork for the linked project.
If the time was logged on a task that originated from a MOCO service item, the time is directly assigned to it.
If no direct assignment is possible, the time entry is matched based on the activity name and the name of the MOCO service item.
If no match is found, a new service item named "Unassigned Time Entry" is created in MOCO, and the time is assigned there.
Users in MOCO and awork are matched via their email addresses.
Information about whether the time is billable or non-billable is also transferred.
4. project creation in awork with templates:
Create your own field: Create your own field in MOCO with the name âawork project templateâ as type âSingle selectionâ.
Add templates: Add the templates you want to use in MOCO/awork to the single selection options. Important: Make sure that there are no spaces before or after the comma.
Use template: The selected template is automatically used for project creation in awork.
Setting Up the MOCO Integration
1. Create an API Key in MOCO
Log in to your MOCO account and click the gear icon in the top-right corner.
Go to Extensions â API and Webhooks.
Scroll down and create a new API key:
Assign a name (e.g., "awork").
Select Full Access and set the validity period to Unlimited.
Copy the key and save it securely.
2. Create Custom Fields in MOCO
To ensure proper data transfer, you need to create custom fields in MOCO:
Navigate to Settings â Custom Fields.
Create the following fields:
awork Projekt (Type: Link)
Sync zu awork (Type: Yes/No)
Pay attention to case sensitivity.
Save both fields.
3. Enable the Integration in awork
Contact our support team to request activation of the MOCO interface for your awork workspace.
Provide the API key and your MOCO subdomain. Both are required to configure the integration.
4. Initial Test
Create a Project:
Create a new project in MOCO and activate the Sync zu awork field.
Save the project.
Verify Transfer:
Check in awork to ensure the project has been transferred correctly.
Important Notes
Resync Function:
If a transfer fails and time entries need to be transferred to awork retroactively, please contact our support team. They can initiate a resync.
User Permissions in Both Systems:
Ensure that user permissions are correctly configured in both systems and that the users are assigned to the relevant projects in both awork and MOCO.
Existing Projects:
To transfer existing awork projects to MOCO, create a MOCO project, add the corresponding awork project link, and activate the Sync zu awork field.
Frequently Asked Questions
Who sets up the integration?
The setup is a collaborative process. We need you to configure MOCO, provide the API key, and share your MOCO subdomain. We will handle the activation for your awork workspace.
Does the MOCO integration have to be canceled separately if you want to cancel the awork workspace?
No, if you cancel your workspace, the integration will automatically be canceled as well.