Unloading directories from 1C accounting. Loading data into the directory
Universal processing "Uploading and loading XML data" performs full or partial unloading of infobase data into a file in XML format. Subsequently, this file can be loaded into the infobase using the same processing. The upload file format differs from the file format created when uploading according to an exchange plan in the header part.
Processing can only be used in cases where the information base in which the data was uploaded and the one in which the data was loaded are homogeneous (the configurations are identical, the data may differ), or all the uploaded objects are almost completely identical in composition and types of details and tabular parts, properties of the “leading” metadata object, and so on.
The use of this processing is possible, for example, to create a full or partial backup copy of data, exchange data between information bases, and also as an auxiliary tool for restoring faulty data. information bases.
Processing supports data uploading with the ability to specify selection by period. Also implemented is checking objects for the presence of invalid characters when exchanged via XML.
Sincerely, (teacher and developer).
And data transfer within the framework of the 1C accounting software complex, as well as with other accounting systems. Today we will look at the process of integration between different 1C configurations using the example of data exchange between personnel (1C ZUP) and accounting (1C Accounting) configurations.
Indeed, it is much more convenient to keep track of salaries in an expanded and more adapted configuration. But general accounting, of course, needs to be kept in 1C Accounting. Therefore, when maintaining separate accounting areas, the need for data exchange between systems is obvious.
Setting up synchronization 1C ZUP - 1C Accounting
We will configure and perform the exchange process in 1C: ZUP edition 3.0 and 1C: Accounting edition 3.0
To begin the process of downloading the necessary data, enter 1C Salary and Personnel Management (ZUP) and go to the “Administration” section, subsection “Data synchronization settings”
Enable the synchronization option by checking the box, enter the infobase prefix, and click to proceed to setting up data synchronization.
In the window that opens, after clicking on the “Configure data synchronization” button, select the configuration we need for exchange.
The window “Setting up data exchange with the Enterprise Accounting program, edition 3” will open.
Let's do backup copy, if necessary.
Upon completion backup or if there is no need for it, we proceed to manually setting up synchronization. If we have a saved settings file in the “*.xml” format, then it is in this window that we need to select it.
In any case, to continue, click “Next”.
In the next window we will have to enter the method of connecting to the accounting database and authorization.
For the most common case, select the following items:
- Direct connection to the program on this computer or in local network;
- On this computer or on a computer on a local network;
Then, in the appropriate fields, enter the path to the information base (1C: Accounting), login and password to enter it. The path to the Accounting information base can be viewed in the start window for selecting 1C databases or in the “About the program” section of the accounting configuration.
Connection settings
Click on the “Check connection” button to check if the connection is correct.
If the test is successful, the program will display the message “Connection test completed successfully.” If the verification fails, you need to adjust the entered data.
The program will automatically check the connection to the target database and report the existing exchange settings.
If the exchange settings differ from what we need, then click the hyperlink “Change data upload rules” and perform additional settings.
For example, we will change the exchange settings so that the upload occurs only for one organization. We complete the additional setup with the “Save and close” button.
We check all the settings and proceed to the next window with the “Next” button. The program will automatically check all settings and display them in a consolidated list for final confirmation.
In case of error
If we have never synchronized between these specific information bases and have not configured 1C: Accounting for exchange, then the exchange will definitely stop with the error “Data synchronization is prohibited by the administrator.”
There is no need to be afraid. It is enough, without closing 1C:ZUP, leaving it in place of the error, to enter the accounting configuration and enable synchronization in the same section as the 1C:ZUP in question (Administration - Data synchronization settings). You also need to set the infobase prefix. In our case it is “BP”
Data Mapping
The next window confirms the correctness system settings exchange and opens up the opportunity to perform data synchronization. Leave the checkbox and click “Finish”.
The data will be analyzed and we will be asked to make a comparison. In our example, we are confident that the data will be loaded correctly, so we agree with the proposed comparison. Select everything and click “Match”.
In your case, verification and manual comparison may be required, please note.
Data synchronization (data exchange)
In case of successful reception and transmission of data, a corresponding system message will be issued. Now you can close the ZUP and check the synchronization in 1C: Accounting.
Checking data transfer
We check the correctness of automatically created documents already in the 1C Accounting configuration.
Subsequent synchronizations
Subsequently, synchronization can be carried out using the already created settings.
Data exchange 1C ZUP edition 2.5 and ZiK 7.7 and 1C Accounting
It is worth noting that in 1C: Accounting there is a separate mechanism for exchanging data with salary configurations of older versions. You can go to them in the “Salaries and Personnel” section, using the “Download from ZUP ed.” menu. 2.5", "Uploading to ZUP ed. 2.5" and "Loading from ZiK 7.7", "Unloading to ZiK 7.7".
Moreover, the exchange documents will be located in the subsection “Salaries ZUP 2.5 ZIK 7.7”.
This is how salary data is synchronized between 1C ZUP 3.0 and 1C Accounting 3.0
Data exchange between the 1C ZUP 8.3 program and Accounting 8.3 is necessary to reflect transactions for settlements with employees in accounting. If you keep personnel records and calculate salaries in the 1C ZUP 8.3 program, then read here how to download data from 1C ZUP 8.3 to 1C Accounting 8.3.
At small quantity employee personnel records and payroll can be maintained in accounting program 1C 8.3 Accounting. But if your organization has a need for larger-scale and detailed accounting of salaries and personnel, then for this you will need additional program 1C 8.3 Salary and personnel management. Keeping records in two programs is not very convenient, but 1C solved this problem. Now the exchange of data between 1C 8.3 databases from ZUP 3.1 to Accounting 3.0 occurs automatically. But for this you need to configure the synchronization of 1C 8.3 Accounting and ZUP. How to do this yourself, without involving technical specialists, read in this article. How to set up data exchange between 1C 8.3 databases from ZUP 3.1 to accounting 3.0 in a few steps, see below.
Step 1. Set up synchronization in 1C ZUP 3.1
Go to 1C ZUP 8.3 in the “Administration” section (1) and click on the “Data synchronization” link (2). A window for setting up the exchange will open.
In the window that opens, check the box next to “Data synchronization” (3) and click on the “Data synchronization settings” link (4). The settings window will open.
In the window that opens, click the “Set up data synchronization” button (5) and click on the link “Enterprise accounting, edition 3...” (6). A window will open to continue the setup.
In the new window, select “Specify settings manually” (7) and click the “Next” button (8). A window will open for you to fill in the exchange parameters.
In the window that opens, you need to specify some system exchange parameters. First you need to select a connection option in another program. In our example, this is “Direct connection to a program on this computer...” (9). This method is used if the 1C 8.3 Accounting program is located on the same computer or on the same local network with 1C 8.3 ZUP. Next, you need to specify the connection parameters in another program. In our example, there are two possible options:
- On this computer or on a computer on the local network
- On the 1C:Enterprise server
In our example, we select the second option (10) and fill in the “Server cluster” (11) and “Infobase name” (12) fields. Read where to get the data for these fields in the next step (Step 2).
Next, select “1C:Enterprise Authentication” (13) and enter the user (14) and password (15) that you use to log into 1C 8.3 Accounting. The data has been entered, now check the connection by clicking on the “Check…” button (16). If the test is successful, after a while the message “Connection test completed successfully” will appear. If something goes wrong, you will see an error message with brief description problems.
In the next step we will tell you where to get the data on the server cluster and database name, and in the third step we will return to setting up synchronization.
Step 2. Where in 1C 8.3 to get data on the cluster and infobase name
When you log into 1C you see the launch menu. In this menu, click once on the database with which you are setting up synchronization, on 1C 8.3 Accounting (1). Next, click the “Change” button (2). The database editing window will open.
In this window you see data on the server cluster (3) and the infobase name (4).
Now let's go back to setting up synchronization.
Step 3. Continue setting up synchronization in 1C ZUP 3.1
In the first step we stopped at checking the connection. If everything went well, click the “Next” button (1). A window will open for further customization synchronization
In the new window you see rules (2) for uploading data from 1C ZUP to 1C Accounting. To change these settings, click on the “Change” link (3). The exchange rules setting will open.
In this window, you can specify the start date of the exchange (4), select organizations for exchange (5). You can also choose the method for generating transactions in 1C 8.3 Accounting:
- “with details by employee” (6);
- “summary by employees” (7).
To save the settings, click the “Save and close” button (8). To move on to the next setting, click “Next” (9). A window for further settings will open.
In this window you see the rules (10) for uploading data from 1C Accounting to 1C ZUP. If necessary, you can change them by analogy with the previous setting by clicking on the “Change” link (11). To continue, click the “Next” button (12). A window will open with general information on synchronization settings.
If there are no errors, a window will open with a message about successful data synchronization (15). The program will prompt you to synchronize by default (16). To do this, click the “Next” button (17). A window will open with data matching information.
In the new window you can see directories for which there is unsynchronized data (18). Since you will be synchronizing information from two different information bases from the date specified in the settings - 1C ZUP and 1C Accounting, it is necessary that certain directories in both databases have same values. Such reference books include, for example, “ Individuals", "Organizations", "Ways to reflect wages in accounting." In this window you see directories (18) for which the data does not match. The program will automatically create the missing directory elements in both databases. To do this, click the “Next” button (19). The following window will open to synchronize data.
In the window that opens, the program informs you about the composition of the data that will be sent. To view a report that shows a list of this data, click on the link “Composition report...” (20). To complete the exchange, click “Next” (21). The exchange procedure will start, it will take some time.
Once the data exchange is complete, a window will open indicating that synchronization is complete (22). In this window you can configure the so-called “exchange schedule”, i.e. temporary rules according to which data exchange between two databases will automatically take place. To configure these rules, click the “Configure” button (23). The data synchronization script opens.
In the script window, click on the “Set up schedule” icon regulatory task"(24). The exchange schedule setting will open.
In this setting, you can set at your discretion the time interval at which programs should exchange data. For example, in the “Repeat after” field (25) you can set the number of seconds after which the exchange will be repeated. To save the setting, click “OK” (26).
You have successfully configured synchronization between databases and started data exchange. You can change exchange settings and control the synchronization process in the “Data Synchronization” window. You can access it through the “Administration” section (27) by clicking on the “Data synchronization” link (28).
How .Read,
Data transfer is a very important process in any accounting system, the 1C 8.3 and 8.2 platform is no exception. Below we will look at instructions on the easiest way to transfer data from one system to another that has a similar configuration (for different configurations, you can use a tool for programmers - or).
Before any action is necessary, the changes are irreversible!
The simplest and convenient way transferring data from 1C 8.3 to 1C 8.3 accounting 3.0 - using processing Uploading and loading data in XML format (download - for 8.2 or for 1C 8.3 or on ITS). The treatment is universal and suitable for any configuration.
Let's not go into details, let's look at step by step instructions on data migration using this processing using the example of the simplest transfer of goods.
Uploading data to XML
First of all, let’s open processing in the source database (from where we will unload goods) and look at the interface:
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You must immediately fill in the “File name” field - a new data file will be created along this path, which we will upload to the receiver database. Just below, in the tabular section “Data for uploading”, you need to select the data that we want to upload from the database.
After selecting an object from the left tabular part, you can apply selection in the right tabular part:
In our example, I want to unload all products with the name “Rake”.
Once all the settings have been completed, the data can be uploaded. To do this, click on the “Upload data” button:
Loading data from xml into 1s 8.3
The data has been unloaded from the source database; now it needs to be transferred to the destination database.
To do this, you need to start processing already in the database into which you need to load the data, and go to the “Download” tab, select the downloaded file on disk and click on the “Load data” button:
This example is only suitable for transferring data between identical configurations on the 1C platform. To understand the exchange mechanism for programmers, we wrote an article -.
Configuration: 1C:Accounting
Configuration version: 3.0.44.177
Publication date: 20.01.2017
The 1C: Accounting program now offers the ability to routinely upload and download data from Excel spreadsheet documents, without the use of third-party processing or configuration changes. Loading and unloading is so easy that experienced users will quickly fall in love with this convenient mechanism, and new users will quickly master it.
Download from Excel 1C: Accounting 8.3 ed. 3.0
For example, we have this spreadsheet document Excel for downloading a list of items and prices (retail and purchasing).
Come to .
At the top click Nomenclature and Prices - Download. This is where loading and unloading from spreadsheet documents is hidden.
The download supports xls (old Excel 97-2003 format) and xlsx (new format), as well as mxl and ods formats. Now we select our file with the nomenclature and wait for it to load.
The spreadsheet document has been loaded in the form we saw it in Excel, now we’ll assign columns and delete the unnecessary ones.
Click on Please provide details and select the desired item from the list.
Select the row that contains unnecessary entries, namely the table header, and click Delete line.
Now we delete the column with the purchase price, note that processing can fill out only 1 type of price at a time!!! Then you can do this operation again and load the 2nd type of price, for the 1st load Retail for the 2nd purchase.
Fill in the blank data, Price type, Set prices for. The All, Found, New, and Duplicates buttons will greatly facilitate the search and help compare items. Fill in and click Download after which the data will be loaded into 1C: Accounting.
New items have appeared in the product list, filled and with assigned prices. If you need to load another type of price, do all the steps again, but select a column with a different price, 1C itself will find already created positions and will not try to duplicate them, but will simply add new look prices
As you can see, the download created 2 documents for setting item prices, for the Purchase Price and for the Retail Price. The difference between this treatment is Loading from Excel to 1C: Accounting 8.3, The fact is that this is standard processing and it works without failures and takes into account all the features of filling out the document.
Uploading to Excel from 1C: Accounting 8.3 ed. 3.0
Very useful function in version 3.0.44.177 and higher is uploading to Excel from 1C: Accounting 8.3, this processing will help you create a company price list or transfer your list of items to suppliers or buyers immediately with prices.
It's all there in the directory Nomenclature - Nomenclature and Prices - Unload.
At point Columns, select the columns that need to be built in Excel document. Selection serves to select items by Groups, properties, names... etc.
To upload to Excel, we will add a new column, namely the VAT rate, it doesn’t seem to be very necessary, but we are practicing.