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Integrations & Processing

Synchronization | Phone System / Softphone | Export for Newsletters, Mail Merges, etc.

Synchronization

Kontakte unterwegs abrufen über CardDAVEnglish image not yet available...

Provided by MOCO: Retrieval via CardDAV

CardDAV allows for the retrieval of business contact data for companies, personnel, and contact persons from MOCO. The data is centrally managed in MOCO and displayed synchronized on the devices where the contacts have been added. This works, for example, for:
  • iOS (iPhone, iPad)
  • Mac OS
  • Android
  • Linux
  • Windows (Outlook, Thunderbird)
Here's how
1.
Activate CardDAV in the settings.
2. Add MOCO account to the address book.
3. Use the CardDAV password from the personal profile as the password.

All information about the CardDAV integration

Option for 2-way Sync

For a 2-way synchronization, the integration of sync.blue (phonebridge GmbH) can be used. With this, contacts can be synchronized in compliance with GDPR. E.g., between MOCO + Microsoft Office 365, Hubspot, and others.

Phone System / Softphone

Connect a phone system
The business contacts (contacts, companies, employees) from MOCO can also be used with a phone system.
» FRITZ!Box
» 3CX VoIP
» CLINQ

Export for Newsletters, Mail Merges, etc.

Whether for sending Christmas cards, a newsletter, or an invitation to a summer party – companies and contacts can be filtered and exported as an Excel file along with contact details, custom fields, and labels for such purposes.

Export Companies
Customers, suppliers, and other companies can be exported from the respective menu item at the top right.

Export Contacts:
Contacts can also be exported from the top right (1)
  • This can be preceded by filtering by labels (2)
  • If a customer is assigned to the contact, the customer's address+name is exported (as long as no different address is entered for the contact).

I need the address in multiple lines
Even if the addresses were entered in a single field, it works well with further processing such as a classic Word mail merge. To do this, select "Wrap text" for the "Address" column in Excel.

Kontakte exportierenEnglish image not yet available...



MOCO & Email Marketing
Integration with Active Campaign, Mailchimp, Sendinblue, Freshmail, etc.


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