Moco integration

How to connect the project ERP software Moco with the sipgate app for synchronizing contact and call activities.

Moco is an ERP for project-based businesses – it optimizes processes, saves time, and increases transparency and thus efficiency in the company. The software supports you throughout the entire project workflow: from the first customer contact to invoicing. This gives you an overview of profitability, budgets, absences, invoices, cash flow, etc. at all times.

With sipgate, you can make calls directly in Moco and use your contacts in the sipgate app. This way, you always see who is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Connect sipgate and Moco and benefit from automatic contact synchronization. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Moco. And the best part: sipgate also updates your call activities on your contacts in Moco. This way, you are always up to date and know when you spoke with which of your contacts and what you noted about your conversation.

Integration of Moco in the sipgate app

1

Select integration

In the sipgate app, click the gear icon on the left and select the "Integrations" item.

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2

Enter API data

Enter the required API key and API URL here.

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3

Confirm connection

This means you have successfully connected Moco and the sipgate app.

Tip: Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed completely.

Important: To connect with Moco, permission to read companies/contacts must be granted under "Active persons and access rights". Otherwise, the import of contacts will be rejected.

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Find create API key in your Moco account

Log in to your Moco account, click the user icon at the top right, and select the item Profile.

Then select the tab Integrations.

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