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Standard Import
Moment’s Standard Import includes data that we typically import as part of the transition from another project management system. The data we import is detailed in this page, but only if the data is available in your current system in a meaningful, logical format. We'll have an ongoing dialogue during the import process, and agree on solutions if any questions or challenges arise.
A Standard Import only covers what is described in this section. Should you request any additional data to be imported, or any additional consulting services related to data import, you will be billed for these services additionally. Such services are priced per consulting hour.
If you need to import any data additional to what is described in this section, please see the Advanced Import section for further details.

Employees

    Name
    Title
    Phone #
    E-mail
    Working hours
    Photograph

Customers

    Customer number
    Customer name
    Company registration number (org.no)
    Phone #
    Website URL
    Mail address for the customer (not email of the invoice receivable)
    Address

Contacts (for your customers)

    Name
    Job title
    Phone #
    E-mail

Projects

    Project number
    Project name
    Customer
    Start date
    End date
    Project status
    Address

Time Tracking Records (Hours)

    Coworker
    Project
    Activity, Phase or similar
    Date
    Hours
    Billable hours
    Work description
    Internal note
    Invoice status

Absence records

    Coworker
    Date
    Number of hours / minutes
    Absence category
    Description

Invoice information*

    Which project the invoice is from**
    Invoice number
    Invoice date
    Due date
    Original invoice text for each product line (where it is possible to retrieve), or a total line with information that it has been imported from the previous system
    VAT percentage
    Quantity
    Price***
    Currency
    Bookkeeping account
*NB! We do not import the actual PDF Invoice to Moment. If you need this to be done additionally, please see the Advanced Import section below for details.
**NB: Here we are dependent on a link between project and invoice in the previous system. Sometimes invoices are only connected to customers. If there is no link between invoice and project, we will create a "dummy" project where all invoices will be collected and then the invoices will be linked to the correct customer, if there is a link between invoice and customer in the previous system.
***NB: This is about prices in finished / old invoices and not pricing of hours / product / etc. that will be billed in the future. Project prices are NOT included as standard import, and it's best that you have control over and submit this yourself. You are responsible for updating the price model for all projects in Moment before billing can take place.
Last modified 1yr ago