How to change synchronization rules in 1s 8.3. Publications

This document describes application synchronization. 1C: Accounting 8, version 3.0, and, version 3.0, in the service "1C: Enterprise 8 via the Internet".

Video instruction

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1. Purpose of synchronization

If you configure the synchronization of two applications in the 1C: Enterprise 8 via the Internet service, then documents and directory entries that are entered or changed in one application will be automatically transferred to another application during periodic data synchronization sessions.

Sync apps 1C: Accounting 8 and 1C: Salary and personnel management 8 allows you to provide:

automatic transfer of information about charges wages and insurance premiums from app to app 1C: Accounting 8 for the formation and delivery of regulated reporting;
convenience for employees: accountants work in the application 1C: Accounting 8, and payroll calculators and HR specialists are in the app 1C: Salary and personnel management 8;
consistency (synchronization) of directories used in these applications, no need for manual re-entry of data.

2. Setting up the display of salary in accounting

Before enabling data synchronization mechanism between applications 1C: Salary and Human Resources 8 and 1C: Accounting 8 you need to customize the reflection of salary in accounting in these applications.

In the application 1C: Accounting 8:

in the menu section Salary and personnel - Salary settings the mode must be enabled In external program ;
in the menu section Salary and personnel - Salary settings it is necessary to set the payroll accounting settings - menu items Salary accounting procedure, Wage accounting methods and Insurance premium cost items.

In the application 1C: Salary and personnel management 8:
1. you need to set up the rules for preparing data for accounting and tax accounting, as described in the documentation for this application (see the link);
2. in the cards of organizations you need on the tab Accounting policy and other settings select menu item Estimated liabilities (reserves) of vacations and choose there used in accounting policy organization methodology for the formation of estimated liabilities (reserves) for the payment of vacations (for more details, see the link).

If setting up the reflection of salary in accounting is difficult, we recommend that you contact your partner - 1C company.

3. Creating backup copies of applications

Before setting up app sync 1C: Accounting 8 and 1C: Salary and Human Resources 8, it is recommended to keep backups these applications.

How you can create backup copies of applications is described in the articles:

4. Enabling and configuring synchronization

To set up syncing apps 1C: Salary and Human Resources 8 and 1C: Accounting 8, follow these steps.

Login to the service and run the application 1C: Salary and Human Resources 8.

Select from the application menu bar Administration, then select the item from the displayed menu:

In the opened form Data sync settings select link Data sync:

If you check the box Download ban dates and click the link Tune, you can set a date until which documents will not be transferred to this application during synchronization.

A form will open. Here you should select the application with which you need to configure data synchronization ( Enterprise accounting) and press the button Tune.

The Synchronization Wizard window will open, which describes the data synchronization rules:

If you do not need to change the synchronization rules specified in the wizard window, click the Next >>... And if the synchronization rules need to be changed, you need to follow the hyperlink Change data synchronization rules and change these rules.

Here you can specify the data of which organizations are involved in the exchange, whether to upload data to generate transactions with details by employees, set the start date of the exchange, and load your own exchange rules. After setting the exchange rules, click the button Burn and close to save your changes. And then press the button Next >>.

After a while, a window with the results of comparing these programs will be displayed.

If necessary, you can press the button Perform matching and manually set the rules for matching these programs.

Click here Ready.

After that, the service "1C: Enterprise 8 via the Internet" will automatically, according to the specified schedule, synchronize applications 1C: Salary and Human Resources 8 and 1C: Accounting 8.

Sync apps 1C: Salary and Human Resources 8 and 1C: Accounting 8 can be included in the application in the same way 1C: Accounting 8.

5. How to check if synchronization is correct

If synchronization is enabled, you should check on the form Synchronizing data with my apps(it is displayed when selecting menu items Administration | Data sync) to see if there were any problems with data synchronization. If there are problems, a message will be displayed about this.

This form has 4 tabs:

Failed documents- documents received during synchronization from another program, which for one reason or another could not be automatically processed, are shown here;
Unfilled requisites- documents received during synchronization from another program, which could not be processed, because one or more document attributes were filled in, are shown here;
Conflicts- documents and directory entries that have been changed in two programs in the interval between synchronizations are shown here. As a result, two versions of one element of the directory or one document appeared. Such conflicts are resolved automatically - but you can view the list of such situations and confirm or revise the automatically made decisions to resolve conflicts;
Rejected by ban date- documents are shown here, information about which has not been entered into the application database, since the dates of these documents are earlier than the one specified in the form Data sync date the data download was prohibited.

The label for each tab shows in parentheses the number of warnings on that tab.

Problems with data transferred during synchronization are shown in the application to which the data was transferred. That is, in the application 1C: Accounting 8 will show problems with the data received from the app 1C: Salary and Human Resources 8(if such problems arise). And in the appendix 1C: Salary and Human Resources 8- problems with data received from the application 1C: Accounting 8(if such problems arise). Therefore, it is necessary to check if there are any problems during synchronization, and in the application 1C: Accounting 8, and in the application 1C: Salary and Human Resources 8.

6. How to start synchronizing applications manually

If synchronization of a pair of applications is configured in the 1C: Enterprise 8 over the Internet service, then the service automatically synchronizes these applications according to a specified schedule (by default, every 15 minutes).

However, if necessary, you can manually start synchronizing applications at any time.

7. How to turn off synchronization

You can turn off application synchronization if necessary. To do this, follow these steps:

Display the form Synchronizing data with my apps(menu command Administration - Data sync settings - Data sync).
Right-click the row of the application you want to disable synchronization with.
In the output context menu select item Disable.

If you later need to turn on application synchronization again, it will need to be re-configured, as described in section 4 above.

8. Checking payroll by the accountant

After syncing app data 1C: Accounting 8 and 1C: Salary and Human Resources 8 in the application 1C: Accounting 8 transactions can be automatically generated, reflecting in accounting information about payroll, insurance premiums, and other payments. But often it is required that transactions are generated only with the permission of the accountant.

To select the desired mode of formation of transactions in the document, there is a checkbox The salary is reflected in the accounting by the user.

If the payroll calculator sets in the application 1C: Salary and Human Resources 8 this checkbox in the document Reflection of salaries in accounting, then after synchronization in the application 1C: Accounting 8 on the basis of the transferred document Reflection of salaries in accounting transactions will be generated, reflecting in the accounting information on payroll, insurance premiums and other payments.

If this checkbox was not checked by the payroll calculator, then:

After syncing, the document Reflection of salaries in accounting will appear in the application 1C: Accounting 8, but no transactions will be automatically created for it.
Accountant working in an application 1C: Accounting 8, will see in the list of documents that the document has not been posted (in the left column of the list, the document is not marked with a "tick").
To post a document, the accountant can open this document, check it, possibly correct something, and check the box The salary is reflected in the accounting by the user, as if he signed this document.
After that, the document is accepted for accounting in the application. 1C: Accounting 8, that is, transactions are formed on it.
When performing the next synchronization, this document with the checkbox selected The salary is reflected in the accounting by the user is transferred to the application 1C: Salary and Human Resources 8... And the payroll calculator will no longer be able to change this flag (since the document has already been "signed" by the accountant).

9. About the transfer of data on the accounting of salaries and personnel from the application 1C: Accounting 8

Currently syncing apps 1C: Accounting 8 and 1C: Salary and personnel management 8 implemented on the assumption that salary and personnel are recorded in the application 1C: Salary and personnel management 8.

However, some users first keep track of salaries and personnel in the application. 1C: Accounting 8, and then decide to switch to using the application for this purpose 1C: Salary and personnel management 8... In this case, it is necessary:

When creating an application in the service 1C: Salary and personnel management 8 using the "Initial Configuration Assistant" to transfer data from the application 1C: Accounting 8... Transfer can be done by uploading to 1C: Salary and personnel management 8 reporting data generated in 1C: Accounting 8 for transmission to the Pension Fund of the Russian Federation (quarterly reporting) and to the Federal Tax Service (declarations in the form 2-NDFL).

In the application 1C: Accounting 8 in the menu section Salary and personnel enable mode In an external program.

Customize the display of wages in accounting in applications 1C: Accounting 8 and 1C: Salary and personnel management 8 and enable syncing of these apps as described at the beginning of this article.

10. What data is transferred during synchronization

Synchronizing data between apps 1C: Accounting 8 and 1C: Salary and Human Resources 8 is bilateral. Synchronization transfers to each application those documents and reference data that are used in this application and have been changed or added in another application.

Details of what data is transferred when syncing apps 1C: Accounting 8 and 1C: Salary and Human Resources 8 are given in the article.

In the 1C configuration "Trade Management, edition 11" there are several built-in exchange plans, including those with the configuration "Enterprise Accounting, edition 3.0" (Fig. 1).

It is a set of rules according to which objects from one configuration will be loaded into another. In our instructions, we will configure the exchange between 1C Accounting 3.0 and 1C Trade Management 11 based on the 1C 8.3 platform.

The presence of the plan we need in the list of typical exchanges greatly facilitates the integration process. However, there are a few presets that need to be done in both configurations.

First, consider the sequence of actions in 1C Enterprise Accounting 3.0. Let's find in the section "Administration - Settings" the item "Configuring data synchronization" (Fig. 2).

Here it is necessary to enable the checkbox "Data synchronization" and be sure to indicate the prefix of our database (Fig. 3). If you wish, you can - before this date, no data will be loaded or changed.

Now go to the "Data Synchronization" tab and set up the exchange itself (Fig. 4). There can be several exchanges. For each, its own line is created (a button with a plus sign "Configure data synchronization"). We already have two records in the 1C Accounting demo database. Let's check the settings of the latter (button with a pencil "Configure rules ...").

We only fill in the tab “Rules for receiving data” (Fig. 5), since we will not send anything. On the “Rules for sending data” tab, set the checkboxes “Do not send”.

It remains to check the connection parameters (Fig. 6). We select "direct connection", specify the address of the base on the disk, from which we will receive data, and the user / password of the same base. The user must have full rights or at least the right to perform synchronization. Sometimes a virtual user is created specifically for exchanges.

For details on the settings in this section, refer to Help (F1).

Similar settings are made in the "1C Trade Management 11" database.

Setting up an exchange from the Trade Management side 11

In different releases, the section we need may have a different name. In our example, this is the item "Integration settings - Other programs" (Fig. 7).

The rest is similar. The same "Data Synchronization" checkbox, the same item and similar settings. (Fig. 8).

Only the prefix is different. It is important!

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Go to the "Data Synchronization" tab and create a new exchange. You can select the configuration with which we want to exchange by clicking the "Configure data synchronization" button, the exchange itself is created using the "Configure" button (Fig. 9).

From this moment, the differences from the previous setting in BUX.3.0 begin. We need to fill in the "Data submission rules" tab (Fig. 10). And the main thing that needs to be done is to determine the composition of the sent data.

There are several ways to select the data that we are going to transfer (Fig. 11). All of them are collected in the "Register" section. You can select either one object or a list. Or all at once.

Let's return to the previous tab and perform one more important point, already familiar to us - we will indicate the connection parameters (Fig. 12). The parameters are configured in the same way as for accounting. Only this time we are using a virtual user named "Exchange".

Launching and checking the exchange between 1C Accounting 3.0 and 1C Trade Management 11

The exchange is carried out by clicking the "Synchronize" button, which is located on the first page of the settings (Fig. 13). This button can be found on other pages as well. Moreover, there is not much difference in which of the two configurations to press this button. The exchange is two-way.

We press the button and go to the next step.

If the exchange is performed for the first time, then you will have to perform manual synchronization, that is, compare the same objects of two configurations, if any (Fig. 14). If this is not done, duplicates may appear.

At the next step, it will be possible to select the organizations for which the data will be transmitted, and some other selections (Fig. 15).

Description of all selections appears in a special window, and full list objects that will be sent can be obtained in the report on the composition of the sent data (Fig. 16).

The exchange can take a long time, the time depends on the number of transferred objects. After completing the process, we get a picture of the following form - Fig. 17. By clicking the "Configure" button, you can configure the schedule according to which the exchange will be carried out automatically.

Synchronizing two applications means that documents and directory entries entered in one of them are transferred to the associated application during periodic data exchange sessions. Let's consider the procedure for setting up data synchronization between two applications in the service using the example of synchronizing applications "1C: Small Business Management" and "1C: Accounting 8". To synchronize other pairs of applications, with significant discrepancies in the settings, refinements are given in the form Notes (edit) in italics.

Create backups before setting up sync

Before proceeding with the configuration, please back up those information bases for which you are going to set up data sync. To do this, in each application in the sectionAdministrationon the action bar, select the commandService / Upload data to local version.

Synchronization setup

To set up application synchronization, run Do the following.

Launching the Configure Data Synchronization Wizard

Run the application from which you are configuring sync:

for the exchange "1C: Management of a small company - 1C: Accounting 8" is "1C: Management of a small company";
for exchange " 1C-FIREPLACE: Salary- 1C: Accounting 8 "is any of the two synchronized applications.

Go to the application in the section Administration.
On the navigation bar, follow the linkData sync.
In the list of applications that opens, select the application with which you want to configure the exchange, and click Tune run the wizard

Step 1 of the "Configure data synchronization" wizard

In the wizard that opens, check the correctness and, if necessary, go to changing the synchronization rules by the link Change data synchronization rules.

Note for exchange " 1C-FIREPLACE: Salary- 1C: Accounting 8 ". Check the boxes of the organizations for which the data should be synchronized, and go to.

Choose a sync mode based on the following guidelines:

For automatic mode you can set conditions and filters for sending documents:

Set start date for sending:in the application "1C: Accounting 8" documents will be transferred,starting from the specified date;
limit the list of organizations to which documents will be transferred. To do this, set the switch Only for selected organizations, follow this link Select organizations, in the list that opens, mark the necessary organizations with the checkboxes and save the list of marked organizations by clicking Select marked;
point out types of documents that should be involved in synchronization. To do this, set the switch Only selected types of documents, follow this link Select types of documents, mark the required types with the checkboxes and save this list by clicking Select marked... The choice of document types allows you to set flexible synchronization conditions. For example, in "1C: Accounting 8" you can send documents on sales, purchases and money and not send production documents, etc.

Save data synchronization rules by button Burn and close.
Cross over those next stepby button Further in the wizard window Setting up data synchronization.

Step 2 of the "Configure Data Synchronization" Wizard

Wait while data analysis is in progress (matching data from both applications). Then it will displaystep 2setup wizard with a table of data analysis results. The results are displayed as matched and unmatched data of the two applications (by reference).
Check the correctness and edit the data mapping results. This is done line by line, i.e. for each reference in the table.
Open the data for one of the dictionaries by double-clicking on the corresponding row of the table.For example, to edit the result of matching dictionary dataContractorsclick on the lineContractors.

In the opened window Data comparison in field Deduce select the desired view of the directory entries, for example, onlyUnmatched data or All data.
Check that the automatic matching of records is correct (the left column lists records from one application, and the right column lists the second application). To edit the mapping of records (line by line) use the commands Match automatically, Establish compliance, Cancel match.

If you found that for identical records of two applications there was no correspondence (that is, there are two records in the list that in fact correspond to each other, but are marked as "no match"), select one of these records in the list and press the buttonEstablish compliance.

Then, in the window that opens, select the corresponding entry of another directory and select it with the button Select.

If you need to undo an incorrect data mapping, select the corresponding line in the list in the window Data comparison and press the button Cancel match... As a result, instead of one matched one, two unmatched records appear.
If you want to change the rules for detecting data matching, in the dialog box Data comparison press the button Match automatically... Then in the window that opens Automatic matching edit the list of dictionary fields by which you want to match records. To do this, select the appropriate checkboxes, click the button Perform matching and waitwhen the correspondence of all records of the directory will be checked. Confirm acceptance of the received result by pressing the button Apply.

After editing the mapping of records for the selected lookup, save the results by button Burn and close in the window Data comparison.
Similarly, check the correctness and edit the record mapping for the rest of the references listed on step 2 masters Configuring data synchronization.
Cross over those on the next step of the wizard by the button Further in the wizard window Setting up data synchronization.
If not all of the catalog data have been matched, a corresponding warning will appear. If you are convinced that you have carefully checked the correspondence of records in all directories, confirm your intention to proceed to the next step of the wizard by clickingProceed.

Step 3 of the "Configure Data Synchronization" wizard

Wait until the end of the synchronization process and the subsequent saving of the settings (it may take several minutes).

When synchronization is complete, close the setup wizard by clicking Ready.

This completes the application synchronization setup. After a while (within a few minutes), data synchronization will work, and information about thiswill appear in the form (against linked application the entry "Data synchronization is set up" will be reflected).

Moreover, for the exchange"1C: Management of a small company" - "1C: Accounting 8":

Sending data in manual synchronization mode for the exchange "1C: Management of a small firm"— "1C: Accounting 8"

If, when configuring the synchronization of applications "1C: Management of a small company" - "1C: Accounting 8", you set the "Manual synchronization" mode, then for sendingdocuments call the assistant Sending documents.

Start the assistantfrom the application "1C: Management of a small company" by the button Send data in the form "Synchronizing data with my applications".

In the helper form, setconditions and filters for sending documents:

Set the period for whichdocuments will be transferred to the 1C: Accounting 8 application;
Limit the list of organizations for which documents will be transferred. To do this, follow the link All organizations, in the list that opens, mark the necessary organizations with the checkboxes and save the list of marked organizations by clicking Select marked;
indicate types of documents that need to be transferred by marking them in the list with flags;

In addition, if necessary, for each type of documents, you can separately specify more flexible filters for the main and additional details of documents. For example, you can send sales documents only to a specified business partner. To do this, follow the link All documents in the line of the desired type of document, in the form that opens, specify the selection conditions and save them.

You can save the created selection setting by pressing the button Save current setting(for quick choice during the next synchronization sessions), and also select the previously saved button Select setting.

By button Further go to the confirmation page for sending data. Here you can open a report on the composition of the sent data by the link See what data will be sent.

Start a data synchronization session by clicking Further... In a few minutes the documents will be included in the 1C: Accounting 8 application. Do not forget to end the process by clicking the button Ready.

About sending data in manual sync mode

In the "Synchronize data with my applications" form:

by button Sync everything automatic synchronization starts for all applications in the list;

by button Send data you can interactively manually send data to the application highlighted in the list. In this case, the data before sending can be selected, for example, certain documents for a period for a specific organization. The selection of data is carried out in the assistant for manual sending of directories / documents, universal for all applications, which is launched by this button.

It should be noted that only for the exchange "1C: Management of a small company" - "1C: Accounting 8" button Send data works in two flavors:

Synchronization Problem Monitor

When during data synchronization it was not possible to post a document or to write a dictionary item, in the application in the form Synchronizing data with my apps there is a notification about the problems that have arisen. To analyze and eliminate them, follow the link Problems.

As a result, a form will open that allows you to analyze which documents or reference books you encountered difficulties, as well as perform the necessary actions to eliminate them.

Synchronization information in Service Manager

For information on which pairs of your applications are set to sync data, seeService manager... In the manager form, press the button Yetand select the command Synchronizing data between apps... A window of the same name will open withthe listpairs of applications and indicating the state of synchronization between them.

Here you can:

set selectionall possible synchronizationsfor one application by selecting it in the field Withdraw;
disable previously configured synchronization by double-clicking on the corresponding line in the list.

Automated systems management in most cases consists of separate databases and often have a geographically distributed structure. At the same time, correctly implemented data exchange is a necessary condition for effective work such systems.

At the same time, the initial exchange setup may require a number of actions, not only in terms of programming, but also consulting, even if we are dealing with homogeneous sources, as is the case with products on the 1C: Enterprise platform. Why setting up 1C exchange (or, as it is also called, data synchronization in 1C 8.3) can become the most time-consuming and expensive task of an integration project, we will consider in this article.

Data exchange in the 1C environment allows:

Exclude double entry of documents;
Automate related business processes;
Optimize communication between distributed units;
Promptly update data for the work of specialists from different departments;
"Delineate" different types accounting. *

* In the case when the data of one type of accounting differ significantly from another, it is necessary to ensure the confidentiality of information and "delimit" information flows. For example, the exchange of data between 1C UT and 1C Accounting does not require uploading management data to the routine accounting database, i.e. synchronization in 1C will be incomplete here.

If we represent the standard process of implementing the primary data exchange, when at least one of its objects is a 1C product, then the following stages can be distinguished:

Coordination of the composition of the exchange;
Definition of transport (exchange protocols);
Setting rules;
Scheduling.

Revealing the composition of exchange 1C

The objects of exchange can be conditionally divided into “source” and “receiver”. At the same time, they can perform two roles simultaneously, which will be called - bilateral exchange. Determination of the source and destination occurs in a logical way, depending on the need or on functionality system. *

* For example, when integrating "WA: Financier" - a solution for financial accounting and treasury process management, developed on the basis of "1C: Enterprise", WiseAdvice experts recommend it as a master system. This is due to the availability of control tools to comply with the rules of the application policy, and, accordingly, to ensure the effectiveness of the solution.

Further, on the basis of the received and recorded requirements from the users, a list of data for exchange is created, their volume, requirements for the exchange frequency are determined, the process of working with errors and processing of exceptional situations (collisions) is prescribed.

At the same stage, depending on the fleet of existing systems and the structure of the enterprise, the exchange format is determined:

Distributed information base

RIB implies an exchange between identical configurations 1C databases, with a clear master-slave management structure for each exchange pair. As an element of the technological platform, the RIB, in addition to data, can transfer changes to the configuration and administrative information of the database (but only from the master to the slave).

Universal data exchange in 1C

A mechanism that allows you to configure the exchange of 1C databases, both with configurations on the 1C: Enterprise platform, and with third-party systems. The exchange is carried out by transferring data to universal xml format in accordance with the "Exchange Plans".

EnterpriseData

The latest development of 1C company, designed to implement data exchange in xml format between products created on the 1C: Enterprise platform with any automation systems. Using EnterpriseData simplifies exchange-related improvements. Earlier when logged into the system new configuration it was necessary to implement a mechanism for importing and exporting data, both for it and for existing systems. Now the systems supporting EnterpriseData do not need any modifications, having only one "entry-exit" point.

Definition of transport (exchange protocols)

For a system based on the 1C: Enterprise 8 platform, wide range opportunities for organizing an exchange with any information resources by means of generally accepted universal standards (xml, text files, Excel, ADO connection, etc.). Therefore, when defining a transport for exchange data, one should proceed from the capabilities of a third-party system database.

Synchronization of directories

The main principle of effective synchronization of directories is the presence of one entry point. But if we are talking about working with reference books that were historically filled in according to different rules, it is necessary to clearly define the synchronization fields to bring the exchange to a “common denominator”. *

* At this stage, it may be necessary to carry out work on the normalization of the reference data on the side of the data source. Depending on the state of the reference books and their volume, the process of matching elements, recognizing, detecting errors and duplicates, as well as filling in missing fields and assigning synchronization fields, may require the work of a whole group of experts, both from the integrator (owner of the standardization method of reference data) and from the customer's side.

Setting rules

The ability to display data from source systems in receivers depends on correctly specified exchange rules. The rules, presented in the xml format, regulate the correspondence of the key attributes of the source-destination objects. The solution "1C: Data Conversion" is designed to automate the creation of rules for the implementation of both a one-time exchange and a permanent one.

Ensures no data loss when exchanging the Exchange Plan. This is an integral part of any configuration on the 1C: Enterprise platform, which fully describes the procedure for exchanging 1C: data composition (documents with “identification” details) and nodes (information bases of transmitters and receivers), as well as activation of the RIB for selected exchange directions.

Any change in the data entered in the Exchange Plan is recorded and receives a sign of “change”. Until the changed data match each other in the transmitter-receiver nodes, the flag will not be cleared, and the system will send control messages to both nodes. After unloading the data and confirming their full correspondence in both systems, the sign is reset.

Exchange schedule in 1C

To automate the regular exchange, the frequency of data upload is set. The exchange frequency depends on the need and technical capabilities. Also, configurations on the 1C: Enterprise platform allow you to set up data exchange when an event occurs.

Having considered the standard exchange implementation process, let's pay attention to the factors that will require improvements at different stages:

Non-typical, highly modified database configurations;
Different versions 1C: Enterprise platforms;
For a long time not updated, not up-to-date versions of the configuration;
Objects of exchange that have previously undergone modifications;
The need for non-standard exchange rules;
A very different set and composition of requisites in the existing reference books.

Since even standard actions for the implementation of the primary data exchange require expert knowledge, they are recommended to be carried out with the participation of 1C specialists. Only after completing all the above steps should you proceed to setting up the exchange in the configuration. Let's consider the integration of databases using the example of "1C: UPP" and "1C: Retail" (according to the same scheme, the exchange with "1C: UT" is configured). Also, the typical synchronization includes the exchange of the SCP - the SCP, which is typical for large-scale automation systems at the largest industrial enterprises.

In the "Service" submenu, select "Data exchange with products on the platform ..." (the choice of direct exchange with "Retail" often threatens with errors at the level of COM objects). Pay attention to the service message “ This opportunity unavailable. "

To solve this problem, you must select "Communication settings"

... and tick the box. Next, we ignore the error message.

In the data synchronization settings, select "Create an exchange with" Retail "...

Before configuring connection settings via local or network directory you should make sure that there is space for the directory on the disk. Although, as a rule, it does not take more than 30-50 MB, in exceptional cases it may require up to 600 MB. You can create the required directory directly from the configurator.

When connecting via a network directory, the offers to configure the connection via an FTP address and via e-mail ignored by clicking "Next".

In the settings, we manually put down prefixes - the conventions of the bases (as a rule, BP, UPP, RO), set the rules and the start date of data upload. The prefix will be indicated in the name of the documents to indicate the base in which they were created. If the unloading rules are not edited, the data will be unloaded by default for all available parameters.

We create an exchange settings file for "Retail" so as not to repeat our actions. If you need to immediately send data immediately after setting up synchronization, check the box.

To automate the exchange process, you need to set up a schedule.

Retail menu.

Check the box and select "Synchronization".

We make the "reverse" setting by choosing Manufacturing Enterprise Management.

Load the settings file created in the SCP.

We put a tick, the system picks up the address automatically.

We act in the same way as in the UPP.

Verification data comparison (Manual data comparison is recommended at the preparatory stage, since this work can become the most time-consuming in the process of implementing the exchange). The mapping window is opened by double-clicking the mouse.

In case of an error in synchronization, "Details ..." will be replaced by "Never ...".

"In detail ..." opens a registration log with updated information on the exchange.

Ready.

The exchange of data between the 1C ZUP 8.3 program and the Accounting Department 8.3 is necessary to reflect transactions on 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 unload data from 1C ZUP 8.3 to 1C Accounting 8.3.

With a small number of employees, personnel records and payroll can be kept in accounting software 1C 8.3 Accounting. But if your organization has a need for a larger and more detailed accounting of salaries and personnel, then 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 it 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 several 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 the inscription "Data synchronization" (3) and click on the link "Data synchronization settings" (4). The settings window will open.

In the window that opens, click the "Configure data synchronization" button (5) and click on the link "Enterprise accounting, revision 3 ..." (6). A window will open to continue the configuration.

In the new window, select "Specify settings manually" (7) and click the "Next" button (8). A window will open for filling in the exchange parameters.

In the window that opens, you need to specify some system exchange parameters. First you need to select the connection option in another program. In our example, this is "Direct connection to the program on this computer ..." (9). This method is used if the 1C 8.3 Accounting program is located on one computer or in one local network with 1C 8.3 ZUP. Next, you need to specify the connection parameters in another program. In our example, two options are possible:

On this computer or on a computer in 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. Where to get the data for these fields, read the next step (Step 2).

Next, select "Authentication 1C: Enterprise" (13) and enter the user (14) and password (15), which you use to enter 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 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 the data on the cluster and the name of the infobase

When you enter 1C, you see the startup menu. In this menu, click once with the mouse on the base with which you configure the synchronization, on 1C 8.3 Accounting (1). Then 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 get back to setting up sync again.

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 configuration of synchronization.

In the new window you see the 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 the organizations for the exchange (5). You can also choose the method of forming transactions in 1C 8.3 Accounting:

“With details on employees” (6);
"Summarized by employees" (7).

To save the settings, click the "Save and close" button (8). To go to the next setting, click "Next" (9). A window for further configuration 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). Click the Next button (12) to continue. A window with summary information on setting up synchronization will open.

If there are no errors, a window will open with a message about successful data synchronization (15). By default, the program will offer to synchronize (16). To do this, click the "Next" button (17). A window with information on data mapping will open.

In a new window, you can see the directories for which there is unsynchronized data (18). Since you will synchronize the information of two different infobases from the date specified in the setting - 1C ZUP and 1C Accounting, it is necessary that certain reference books in both databases have the same values... Such directories include, for example, "Individuals", "Organizations", "Methods for reflecting salaries in accounting." In this window, you see references (18) for which the data does not match. The program will automatically create the missing elements of the directories 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 about the composition of the data that will be sent. To view the report, in which the list of these data is visible, click on the link "Composition report ..." (20). To complete the exchange, click "Next" (21). The exchange procedure will start, it will take some time.

After the completion of data exchange, a window will open with a message about the completion of synchronization (22). In this window, you can configure the so-called "exchange schedule", i.e. temporary rules according to which the exchange of data between the two bases will automatically take place. To configure these rules, click the "Configure" button (23). The data sync script will open.

In the script window, click on the icon “Configure schedule scheduled task"(24). The exchange schedule setting will open.

In this setting, you can, at your discretion, set in what time interval the 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. Press “OK” (26) to save the setting.

You have successfully set up synchronization between databases and started exchanging data. You can change the exchange settings and control the synchronization process in the "Data Synchronization" window. You can enter it through the section "Administration" (27) by clicking on the link "Data synchronization" (28).