Data exchange between 1C databases allows you to avoid doing double work. For example, in an organization, employees work simultaneously in 1C ZUP and the accounting database. Without data overload, users would have to manually duplicate it in two programs at the same time, which would cause a wave of dissatisfaction and a lot of errors.
Previously, in 1C Accounting 2.0 and ZUP 2.5, unloading was started manually and the data was downloaded through an external file. In 1C Accounting, as a rule, the document “Reflection of salaries in regulated accounting” was uploaded. It was also possible to upload payment documents.
In versions 1C 8.3, starting from 3.0, this mechanism has changed dramatically. It is now possible to configure automatic synchronization between the memory and power supply unit, which will be performed in specified time with established frequency. There is no need to do each unload manually.
Before moving on to setting up data exchange between the 1C ZUP and Accounting databases, check whether your account role “System Administrator” or “ Data synchronization with other programs." Without them, this functionality will not be available to you.
Setting up data transfer from 1C:ZUP 3.1
Open 1C:ZUP in enterprise mode. Go to the "Administration" menu and select "Data Synchronization".
Check the box next to “Data synchronization” and follow the hyperlink on the right. This flag must be set in two information bases.
In the window that appears, select from the menu “Data synchronization settings” and select “Enterprise accounting, edition 3...”.
Before setting up synchronization, it is strongly recommended to do backup copy bases. Spend a little time on this so as not to create unnecessary problems for yourself later.
In the window that appears, select manually specifying settings and click “Next”.
Specify the connection option to the accounting program. In this example, we selected the first item. You can also connect directly via the Internet, or via other communication channels if a direct connection is not possible. These include email, network directory and FTP.
To configure synchronization, you need to know the location of another infobase. If you don’t know this, go into it and select “Help” - “About the program” from the main menu.
In the case when the 1C 8.3 database is file-based, in the settings you need to specify only the directory of its location. If the database is located on a 1C:Enterprise server, specify the server cluster and the name of the infobase.
The next step is to set up rules for uploading salaries and other data. You can leave everything here as default. If necessary, it is possible to change the exchange rules between the ZUP and the BP.
The program will prompt you to synchronize immediately, but it is recommended to clear this flag and set up a schedule for it to run automatically. Click "Done".
Setting up a data exchange schedule
Now let's start setting up a schedule for this synchronization. In the settings window that appears after the previous step, go to the “Schedule” tab and click on the “Setup” button.
In the form that opens, check the “Automatically on schedule” flag and click on the hyperlink on the right. Specify when and how often to synchronize data.
Note! The schedule is configured for downloading data and for receiving it separately by selecting the appropriate line in the tabular part of the schedule setup form.
During the first synchronization, you need to compare data between these infobases. This is necessary to eliminate duplicate lines, which is especially important for directories.
We will also consider what errors may appear during settings and synchronization.
- Creating a Backup
Before you set up synchronization and perform your first synchronization, Necessarily we need to create backup copies of our information databases 1C 8.3 BP 3.0 and ZUP 3.0:
The location of our database can be viewed in the 1C launch window:
- Check the relevance of releases in ZUP 3.0 and ACCOUNT 3.0. Update if necessary.
This topic is well covered in the article.
Uploading data from 1C ZUP 3.0 to Accounting 3.0 - step-by-step instructions
After completing the preparatory part, you can begin setting up synchronization.
Step 1
Let's launch the BP 3.0 database in user mode and go to the section Salary and personnel – Directories and settings – Salary settings:
And in this window, in the field “Payroll and personnel records are maintained:” set the switch to position "In an external program":
Step 2
Let's go to the section Administration –
And in the window check the box Data synchronization "Download Ban Dates" "Tune" specify the date until which data will not be transferred during synchronization.
The ban date can be set for the entire information base
and separately for each organization:
Attention! The ban date for downloading data must be later than the start date for using the exchange. For example, the download ban date is 06/01/2015, and the start date for using the exchange is 01/01/2015. Otherwise, there is no point in setting the ban date later than the start date of the exchange.
In our example, we will not set a ban date. Let’s close the “Data download ban dates” form:
If you encounter a problem, there is no way to check the “Data synchronization” checkbox, i.e. this field is not active:
This means that the user does not have “System Administrator” rights, despite the fact that he has full rights.
You need to launch the information base in the configurator and go to the menu Administration – Users:
Open card given user, go to the tab "Other" and check the box "System Administrator":
Step 3
Let's launch the ZUP 3.0 database in user mode and go to the section Administration – Data synchronization settings:
In this window, check the box "Data Synchronization". If necessary, here you can set the date for the ban on downloading data by checking the box "Download Ban Dates" and when following a hyperlink "Tune" specify the date until which data will not be transferred during synchronization:
Step 4
The Synchronization Setup Wizard window will open. Click on the button here "Set up data synchronization". A selection list will open:
- "Enterprise Accounting, Edition 3.0"– creating synchronization with BP 3.0
- “Enterprise Accounting, edition 3.0 (in the service)”– creating synchronization in the service model (in a cloud service)
- "Exchange in a distributed information base"– designed for creating a Distributed Information Base (DIB) ZUP 3.0
Let's choose "Enterprise Accounting, Edition 3.0":
Loading data into 1C Accounting 8.3 - step-by-step instructions
Step 1
Here we will be asked to create a backup copy of the data. Since we have already created backup copies earlier, we skip this step. In field "Selecting a method for setting up data synchronization"- leave the switch "Specify settings manually" and press the button "Further":
Attention! The “Load a settings file created in another program” switch should be selected when you continue setting up synchronization, i.e. the setup was carried out on the side of the Enterprise Accounting program, 3.0. When you select the switch in this position, a selection button becomes available on the form, where the external settings file, previously unloaded from BP 3.0, is indicated.
Step 2
In field “Selecting an option to connect to another program” install the switch "Direct connection to the program on this computer or in local network» .
Let's specify the parameter for connecting to another program - "On this computer or on a computer on the local network".
Click on the button “Check connection”:
After a positive result, click on the “Next” button.
Step 3
The program will check the connection again and a window will open with further settings for the ZUP 3.0 information base.
In field “Data for generating accounting entries is being downloaded” install the switch “with details by employee”.
If we need to perform an exchange across all organizations, then in the field "Exchange in progress" set the switch to the “Across all organizations” position.
If we need to perform an exchange for certain organizations, then in the “Exchange in progress” field, set the switch to “Only for selected organizations” and we will be given the opportunity to set the checkboxes opposite the organizations for which we want to set up an exchange:
After setting up the data exchange rules, click on the button "Save and close".
Make sure that the Prefix is set and click on the button "Further".
Step 4
In the next step, we will make settings for the information base of the accounting program. The setup is done in the same way as in the previously described step No. 3 for the salary program:
Step 5
In the next step, a window will open with information about the previously configured parameters. Here you can review this information and, if necessary, go back and make changes to the settings:
Step 6
The program will create new setting data synchronization:
Attention! If this message appears in step #6:
This means that you forgot to check the box when setting up data synchronization for the accounting program "Data Synchronization".
To correct this error, without closing the window of the synchronization setup wizard in the payroll program, let’s go to the accounting program and in the section Administration – Data Sync Settings check the box "Data Synchronization"(Look clause 2 chapters Setting up synchronization). Then you need to return to the salary program and click on the button again "Further".
After creating the setting, a window will open telling you that the data synchronization setup has been successfully completed:
When the checkbox is enabled “Synchronize data with Enterprise Accounting, edition 3.0” and pressing the button "Ready"– the interactive data synchronization assistant will start and in the data comparison window you can indicate which objects are the same.
This checkbox is enabled by default and is not recommended to be cleared. But in my example, I will uncheck this box, and then we will consider further options for synchronization settings and launch the interactive data synchronization assistant with the ability to compare object data. We’ll also see what happens if we don’t manually compare the data, but immediately synchronize the data.
Click the “Finish” button.
A window will open with the synchronization we created:
Fields "Data received" And "Data sent" with meaning "Never"– says that we have not yet performed synchronization.
Button 1 "Synchronize"(Synchronize data automatically) – the user can initiate synchronization at will.
Button 2 "Synchronize data by setting Extra options» – set additional parameters and perform synchronization.
Button 3 "Composition of sent data"– here you can see a list of objects for which changes have been registered and which will be sent during synchronization:
How to set an automatic synchronization schedule in 1C 8.3
Let's go to the tab "Schedule":
and press the button "Tune" and follow the hyperlink:
Here you can set a schedule for when and how often data will be synchronized.
On the tab "Are common"– you can specify the date from which you want to set up an automatic synchronization schedule:
Tab "Daytime"– specify the time and synchronization interval:
Tab "Weekly"– specify the days of the week when synchronization will occur:
Tab "Monthly"– specify the month when synchronization will occur:
By default, synchronization is set to every 15 minutes (900 seconds).
In our example, we ourselves will decide when to synchronize.
Uncheck the box "Automatically according to schedule" and press the button “Save and close”:
How to set up rules for data exchange between 1C 8.3 databases
Let's go to the tab "Data synchronization settings" and press the button "Tune":
Here we will see our configured data exchange rules. You can adjust it if necessary.
When you press the button "Download ruleset":
Here you can use rules from the configuration itself, or load from an external file by checking the box "From a file on your computer". For example, if these rules were modified by a programmer.
You can also upload sets of rules to an external file by clicking the button "More" – "Save rules to file". A zip archive containing 3 files will be downloaded:
- CorrespondentExchangeRules.xml – file with conversion rules for loading into the current database;
- ExchangeRules.xml – file with conversion rules for downloading from the current database;
- RegistrationRules.xml – file with registration rules for the current program:
Consider the following group of buttons − "Data Sync Options". Here you can download the rules for converting and registering objects; view and change (if necessary) connection parameters:
when you press a button "Get synchronization settings for another program"– you can open or save data synchronization settings to an external xml file;
composition of the data being sent (this button has already been discussed previously);
or remove the synchronization setting:
Next group of buttons "Data Synchronization" previously considered:
Let's close the settings window.
To synchronize your accounting department, you don’t need to configure anything, because We made all the settings from the ZUP 3.0 program.
Comparison of objects when exchanging data in 1C 8.3
So, we are ready to synchronize.
At the first synchronization definitely necessary perform data matching. Otherwise, duplicate elements of directories or documents are possible. Data comparison occurs using key fields, which we will discuss later in this article.
Click on the button:
A wizard window will open, where you can also, if necessary, configure connection parameters. Click on the button "Further":
The program will analyze the data:
And the “Data Comparison” window will open, where in the tabular part there will be a list of compared objects. The composition and number of list elements will depend on the completed elements of the directory and documents in the accounting program.
You need to make sure that the data is matched correctly and, if necessary, match the necessary elements. For example, directory element mapping "Organizations" happened automatically, because the key fields (Name) of this element in ZUP 3.0 and ACCOUNT 3.0 are completely the same.
Attention! Even extra spaces are taken into account, i.e. if in an accounting program, in details "Name in the program" If there is an extra space, the organizations will not be automatically matched:
And in the directory We didn't match 1 element. To compare, double-click with the right mouse button on this line or select this line and press the button "Match":
The directory data comparison window will open. “Methods of reflection in the bay. accounting" and establish a correspondence between two objects:
After that, click on the button “Save and close”:
Synchronization of 1C 8.3 BP 3.0 and ZUP 3.0
Now, the data is completely collated. The remaining objects sent (directory items and documents) will be automatically created in the accounting program.
In the next window you can perform another series certain settings, but in this example we will not add documents and data. In field "Data to be sent" Let's leave the default switch - "Do not add".
Let's open the report “Report on the composition of sent data” by clicking on the corresponding hyperlink:
In this report you can view the data that, when synchronized, will be sent to Enterprise Accounting 3.0. If necessary, you can open the directory elements or documents of interest from the report:
The process of transferring data to the accounting program will begin:
Once the process is complete, a message will appear indicating that the data was sent and received successfully. Here, it is also possible to configure a data synchronization schedule.
Click on the button "Ready":
The entire synchronization process is recorded in the data sending event log. You can follow the link Data received (data received from the BP 3.0 program) and Data sent (data sent to BP 3.0).
Errors when synchronizing data between 1C 8.3 BP 3.0 and ZUP 3.0 databases - how to find and fix
If data synchronization is used in the 1C 8.3 program, it is necessary to review and resolve problems that have arisen in ZUP 3.0 and BP 3.0. Which can be viewed in the warning information register when synchronizing data:
- chapter Administration – Data Sync Settings – Warnings when synchronizing data:
- chapter Administration – Data Sync Settings – Warnings when syncing data – Data synchronization – Warnings:
- Main menu – All functions – Information registers – Synchronization warnings:
“Unposted documents” when synchronizing data between 1C 8.3 databases
Tab « Unposted documents" – here a list of documents is displayed that, during synchronization, came from the salary program, and for one reason or another could not be automatically processed.
Let's move on to the accounting program 1C 8.3:
In our example, these are documents "Cash withdrawal" and the reason why it could not be carried out was that the accounting account was not filled out. Error correction options:
- Go to each document and indicate the accounting account, and then post and close it.
- Select these documents and click on the button "Edit selected documents". This method is good to use when there is a large list of documents:
In the window "Change selected items" find the required attribute, set the value and click on the button “Change details”:
After this, a message indicating that the details have been successfully changed will appear. Click on the button "Ready":
As a result, our processing will automatically enter the value “50.01” into the attribute "Account" to all selected documents:
Now select another document and click on the button "Ignore". In this case, the document will remain unposted:
When carried out and ignored, these documents are automatically cleared from the table section on the “ tab Unaccounted Documents":
You can also view all ignored documents by clicking on the button "More" and checking the box "Show ignored":
Now we will go to the document list form "Cash documents" and see our documents:
Button "Customize list" It’s good to use it if the tabular part contains a large list of various documents. For example, select one type of document and perform certain operations on them:
“Blank details” when synchronizing between BP 3.0 and ZUP 3.0 databases
Tab "Incomplete details" – here is a list of documents and directory elements that came from the payroll program during synchronization, and could not be recorded correctly because one or more details were not filled in correctly:
The fix is the same as on the tab "Unposted Documents".
Let's go to the card of this counterparty and fill in the details "Country of registration", click on the button "Save and close". After which the data from the tabular part is automatically cleared :
“Conflicts” when synchronizing data between 1C 8.3 databases
Tab "Conflicts" – here you can see a list of documents and elements of reference books that were changed in the payroll and accounting programs between synchronizations. As a result, two versions of one directory element or one document appeared. Such conflicts are resolved automatically - but you can view a list of such situations and confirm or revise the automatically made conflict resolution decisions.
Let's move on to the salary program.
Here we see a directory element conflict "Organizations". And this conflict was automatically resolved in favor of the accounting program, as evidenced by the entry in the details "Result of conflict resolution".
Let's press the button "Show differences" and see if this choice satisfies us:
In this report, we see that a number of details are not filled in in the accounting program, these are: INN, OGRN, OKVED and contact information. We are not satisfied with this choice of program. Let's close the report:
Click on the button "Revise" and change the resolution result to the opposite:
Let us give an affirmative answer to the question: “Replace the version obtained from another program with the version from this program?”:
After this, the tabular part will be cleared:
Advice! If, for example, you need to correct data in a statement (an incorrect amount was entered), then it is better to do this on the ZUP 3.0 side. Then perform synchronization. In the BP the statement will change automatically. Thus, this statement will not be included in tabular part on the "Conflicts" tab.
“Not accepted by ban date” when exchanging data between 1C BP 3.0 and ZUP 3.0 databases
Tab "Not accepted by ban date" – documents are shown here, information about which was not entered into the application database, since the dates of these documents are earlier than the data download prohibition date specified on the Data synchronization tab.
Let's move on to the accounting program. And if, when setting up synchronization, the download ban date was set, then we can see the following picture:
You can view the data of a specific document by first selecting it and clicking on the button "More" – "Show unaccepted version":
You can select the entire list and click on the button "Ignore"– clear the tabular part:
To display ignored data, you can click the button "More"– and check the box "Show ignored". The entire list of ignored documents will appear in the tabular section. If necessary, you can select the document and click the button "More" – "Don't ignore"– the document will take the same form:
After correcting all errors, you need to re-exchange data between 1C 8.3 databases from ZUP 3.0 to Accounting 3.0.
Correspondence of 1C 8.3 information base objects for data exchange
When comparing objects and transferring new objects during synchronization, information is recorded in the PC in the salary program:
and in the accounting program 1C 8.3:
This information register records which element of the ZUP 3.0 corresponds to the element from the BP 3.0 and the unique identifier of this element, by which, at the next synchronization, the program compares the elements.
Deleting a document in BP 3.0 with configured synchronization with ZUP 3.0
What will happen if in BP 3.0 we delete, for example, the document “Salary Payment Statement”? Will this document be recreated when resynchronizing? Let's experiment.
Let's go to the 1C 8.3 accounting program in the section Salary and personnel – Salary – Salary statements:
And we will delete document No. 0000-000012 "Salary payment slip", with the type of place of payment – "Via Distributor" dated December 28, 2015, i.e. Let's mark this document for deletion and completely delete it through the section Administration – Service– . And then we will perform synchronization.
Let's go to the document list form “Salary statements” and we will see that our document does not exist:
The entry in the information register was also deleted
Now, let's go to the salary program and open the document list form “Statements for payment of wages through a distributor”. Our document is marked for deletion:
And in the information register “Correspondences of information base objects” entry is present:
To actually delete a salary slip through the distributor, you need to start processing "Deleting marked objects" In chapter Administration – Service. As a result, the document itself and the entry in the information register will be deleted “Correspondences of information base objects”.
If we mistakenly deleted a document in BP 3.0, to restore it we need to:
- In the ZUP 3.0 program, uncheck the deletion mark and post the document. As a result, this document will automatically be registered for exchange with the “Enterprise Accounting” program, ed. 3.0":
- Perform synchronization. After which this statement will go into the accounting program 1C 8.3:
And an entry will appear in the PC “Correspondences of information base objects”:
Attention! If in ZUP 3.0 for our document we remove the mark for deletion and re-install it (by mistake we removed the mark for deletion), then this document register for exchange with the BP 3.0 program:
And when synchronized in the accounting program, the document will appear marked for deletion:
To prevent this from happening, you need to cancel the registration of this document in the salary program:
After which this document will no longer be available for exchange with the accounting program:
What objects are transferred to 1C 8.3 Accounting 3.0 during synchronization
Synchronization of “Directories” when exchanging data between 1C 8.3 databases
Those directory elements that appear in the synchronized document are synchronized:
Let's look at how the directories were synchronized "Divisions".
In ZUP 3.0 reference book "Divisions" for the Kron-Ts organization:
Directory "Divisions" in BP 3.0 before synchronization.
For example, in the department "Legal Department" added an extra space in the name, and in the division "Personnel Development Sector" didn't indicate "Parent", i.e. higher division - "Department of Human Resources":
Directory "Divisions" in BP 3.0 after synchronization:
After synchronization, the unit "Personnel Development Sector" automatically matched and the parent was established, i.e. higher division "Department of Human Resources". A division "Legal Department" duplicated, because the key “Name” fields are different (extra space).
Synchronization of “Documents” when exchanging data between BP 3.0 and ZUP 3.0
Regulated reporting is also synchronized.
Synchronization of “Information Registers” when exchanging data between BP 3.0 and ZUP 3.0
Attention! If, when setting up synchronization, it is specified that the data for generating transactions is loaded summary by employees , then a number of documents and reference books are not uploaded to the accounting program: Deposition of unpaid wages, Salary payment statements, etc.
For example, those directory elements are unloaded « Individuals», which appear, for example, in the document , on the tab "Withheld salary":
Directory "Individuals" in BP 3.0, if configured in the exchange rules “summary by employees”:
Directory "Individuals" in BP 3.0, if the data exchange rules are configured with “details by employee”:
Regardless of how the exchange rules are configured: summary or with detail by employee, in any case, documents will be synchronized “Reflection of salaries in accounting” And " Accruals of estimated liabilities for vacations"(if the organization maintains estimated liabilities).
Creating entries for payroll, insurance premiums and estimated vacation obligations after synchronization
After synchronization and the appearance of documents in the accounting program “Reflections of salaries in accounting” And “Accruals of estimated liabilities for vacations” transactions will not be created automatically. To reflect transactions, you need to go to the document and check the box "Reflected in accounting" and post the document:
After which the following transactions will be automatically generated:
And in the form of a document list “Reflection of salaries in accounting” This document is highlighted in gray:
Similarly, working with a document “Accrual of estimated liabilities for vacations”:
Postings of this document:
List form “Accruals of estimated liabilities”:
After synchronization in ZUP 3.0, these documents become unavailable for editing.
Reflection of salaries in accounting after synchronization:
Accrual of estimated vacation liabilities after synchronization:
To be able to edit these documents, you need to uncheck the box in the accounting program "Reflected in accounting", record the document and synchronize with the payroll program.
Disabling and deleting synchronization settings in 1C 8.3 Accounting 3.0 and ZUP 3.0
To disable synchronization, in BP 3.0 you need to go to the section Administration – Data Sync Settings and uncheck "Data synchronization":
Similar actions must be performed on the side of the salary program.
Moreover, the synchronization settings themselves are not deleted, i.e. when checking the checkbox again "Data Synchronization" There is no need to re-configure synchronization.
To actually delete synchronization, you need to go to the section in BP 3.0 Administration – Data Sync Settings – Data synchronization, and press the button "Remove this sync setting":
The procedure for synchronizing ZUP 3.0 and BP 3.0 provides for the possibility of exchange on a schedule, with specified time intervals, but it can also be started manually, at any given time.
The process will transfer objects included in the exchange plan. Initially, objects in the databases are synchronized by GUID, but if some object was not found, then the search is carried out using the search details assigned separately for each directory. They can be viewed in the exchange rules.
When you change the details of directory elements in one of the systems, the updated directory will “arrive” with the exchange in another system, but the elements will not be duplicated, since they have already been synchronized by GUID.
Basic data is transferred from the payroll system to the accounting system. For example, when uploading “Reflection of wages in accounting” and “Accrual of estimated obligations for vacations”, the accountant on the BP side must set the attribute “Reflected in accounting” (Fig. 1 and Fig. 2).
When you specify this feature on the BP side, transactions will be generated for the document. When exchanging with ZUP, this document is blocked for changes until the accountant clears the above flag in his program (Fig. 2).
Rice. 1
Rice. 2
The first step is to activate the corresponding functionality in the “Administration – Data Synchronization” menu (Fig. 3 and Fig. 4).
Rice. 3
Rice. 4
The setup itself does not have to be done in both programs. It is enough to set the settings in one of them and upload the file with the settings for loading into another system.
Settings from the ZUP side
- Setting method
Rice. 5
If synchronization has already been performed in the receiving database, then you can load the settings from an external *.xml file.
- Connection option
Rice. 6
A direct connection will require you to specify the parameters for finding the receiving base and a user with rights to perform the exchange.
- Directory for exchange files
Rice. 7
If you specify the “Compress sent data into archive” checkbox, the exchange file will be archived in *.zip format. When you click “Check directory writability,” the system will check write access to the specified directory.
- In the synchronization settings settings, you need to specify the IB prefix (Fig. 8) and configure the exchange rules
The IB prefix is used in the name of the exchange file (Fig. 8), thanks to which you can determine where the data was downloaded from and where it should be downloaded. The file name is "Message_XXYY".zip., where XX is the sender's base prefix and YY is the recipient's base prefix.
Rice. 8
At this stage, you need to select a list of organizations participating in the exchange and a method for downloading data. Data can be uploaded with detail by employee or aggregated.
- Uploading the exchange configuration file ZUP 3 – BP 3
Setting procedure from the power supply side
When setting up exchange in the receiving database, you need to load the settings file that was downloaded earlier (Fig. 10). After loading the file into the BP, the system will offer to generate data for sending (Fig. 11).
Rice. 10
Rice. eleven
Synchronization can be configured according to a schedule, after which the systems will exchange data automatically. To do this, we set up a synchronization script (Fig. 12). Let's look at the order of filling it out:
- Enter the name of the scenario;
- We configure the schedule by enabling the “Automatically according to schedule” feature;
- We indicate the information security participating in the exchange;
- We indicate the connection method;
- We mark the actions being performed - receiving and sending.
Let's look at a simple example from real life. Let's say we have a company that is engaged in wholesale and retail trade, and in this company, like in any other, accounting is done. The enterprise has two standard databases, these are UT (trade management) and BP (accounting of the enterprise), respectively, in each of the databases its own records are kept, in UT there is management to reflect all transactions related to trade, in BP there is accounting. In order not to do double work, i.e. do not create the same documents in two databases (after all, movements should be in management and accounting) we will just set up synchronization between these databases.
We will set up data exchange one-way, from UT ---> BP. It is also possible to set up a two-way exchange, but in practice this is not often required, so we will not consider it in our example.
Preparatory steps for setting up exchange in BP
Let's start setting up synchronization, first go to the 1C "Enterprise Accounting 3.0" database (receiver), we need to check whether synchronization is enabled for this database, in order to do this we need to first go to the database. As soon as the database opens, go to the tab "Administration" ---> "Data synchronization settings"
It opens before us new inset, it must be filled out in the same way as in the screenshot below, with the exception of the infobase prefix. The prefix must consist of two letters, you can set any, but according to the 1C standard it is better to set the prefix by the name of the configuration, that is, for “Enterprise Accounting” the prefix will be “BP”. If you are setting up complex exchanges and there are several accounting databases, then the prefixes should clearly differ from each other; here you can use the first two letters of the organization’s name as an abbreviation.
We continue setting up data synchronization in UT
After we have done all the necessary actions in the receiver database (BP 3.0), to continue setting up data exchange we need to open the source database (UT 11.1). Go to the "Administration" tab, select "Data synchronization settings" in the menu on the left. If synchronization is not enabled, then enable it using the checkbox, and do not forget to specify the source base prefix. Once we have completed all steps 1-4 as shown in the image below, you need to click on the “Data Synchronization” hyperlink (step 5).
In the new window that appears, you need to click on the green plus sign (Set up data synchronization), in the drop-down menu select the item “Enterprise Accounting 3.0”.
Setting up important points in data exchange between UT and BP
Now we see a window with settings for data synchronization in 1C, select “Specify settings manually” and click “Next”.
We continue to set up data exchange in 1C, on the next tab we need to select the option of connecting to the receiver infobase (direct connection to the program), connection parameters (on this computer or on the local network), the directory where the receiver base is located, as well as the necessary authentication data ( username and password in the database).
On next page we must fill in the rules for sending and receiving data from the BP 3.0 (receiver) configuration. Click "change data upload rules".
The “Rules for sending data” window has opened in front of us, in it we set the following parameters:
- Which reference data will be sent (in our example, we are only interested in documents and the reference data used in them, so we selected the appropriate item; if you select the first item “Send all”, then all reference books will be reloaded along with the documents, often if the information is not used in the documents then it is useless for the receiver, because it does not affect the accounting in any way)
- From what date should all information be sent (we will not consider manual synchronization in this article)
- To which or which organizations to send data (in our example, we chose one organization, IP "Entrepreneur")
- Rules for forming contracts
- Generalized warehouse
- Should I roll up documents by warehouse?
After we have made the settings, click “Save and close”.
Since in our example we set up and use one-way exchange, from UT to BP, then the settings for the rules for obtaining data from “Enterprise Accounting 3.0” are not of interest to us, so we click “Next”.
In a new window, we are asked to configure rules for the receiver base (RB). In point 1, we name our database, give it a prefix. The PREFIX must be the same as we set it in the BP database itself at the beginning of this article; if the prefixes are different, data synchronization in the 1C program will not work. After that, click point 2, and then point 3.
In paragraph 3, we need to allow documents to be processed when they are loaded into the database. Click "Save and close".
Now the window should look something like the one shown below, click “Next”.
This window contains reference information about the synchronization being created in 1C. Just click the "Next" button. If the program generated an error when setting up data synchronization, then you need to contact us so that our 1C specialist can help you right now!
Next step the program will offer to synchronize immediately after creating the data exchange settings. Let's agree to this and click "Done".
A window will appear in front of you in which you will see information about how the synchronization is proceeding. If the receiver base is not empty, i.e. records have already been kept in it, then the user in the 1C program will be asked to make a comparison of objects manually. Comparison of objects in 1C when synchronizing data is a comparison of identical objects of the receiver with identical objects in the source.
Let's look at an example, let's say in UT there is a counterparty with the name "PharmGroup LLC" and TIN 1234567, and in BP there is also a counterparty with TIN 1234567, but the name "PharmGroup", if we do not compare these two objects when comparing data at the synchronization stage, then after synchronization in the receiver (Enterprise Accounting 3.0), we will have two counterparties with TIN 1234567 and two names “PharmGroup LLC” and “PharmGroup”, respectively. In order to avoid such situations, a mechanism for comparing objects was invented.
In our example, the receiver database is empty, and therefore the object comparison window did not open. But after performing some operations, the system will definitely prompt the user to add some additional data and display the following window. We don’t need to transfer any additional data, we’ve already configured everything we need earlier, so at this step we select “Do not add documents to sending.” Click "Next".
The final stage of data exchange between 1C
On final stage the program will display the following window, in which the user will be informed that the synchronization was successful, click “Finish”. At this point, synchronization between databases in a one-way exchange from “Trade Management 11.1” (UT) to “Enterprise Accounting 3.0” (BP) is completed.
) based on 1C 8.3, data exchange with Accounting 3.0 is very different from version 2.5. In version 2.5, the exchange took place according to the rules of exchange via a file XML format at the user's initiative. In version ZUP 3.0, we are no longer talking about exchange, but about data synchronization.
Now you don’t need to upload and download every time, you only need to set up synchronization between databases once. Moreover, it became possible to configure a synchronization schedule, without excluding forced data exchange.
So, let's look at the instructions on how to set up data synchronization between 1C ZUP 3.0 and Enterprise Accounting 3.0.
Uploading data from 1C ZUP 3.0
Let's launch the ZIK 3.0 configuration , go to the “Administration” menu and select “Data synchronization settings”.
And here many stumble upon the first “pitfall” - the flag Data synchronization not available! And the reason is simple: there are not enough rights to configure synchronization. To access the settings, it is not even enough Full rights. Only a user with the role can configure synchronization System administrator. In this case, you should contact a 1C specialist or your system administrator or assign yourself this role. Let's look at how to do this (those who have the checkbox available can skip the next part of the article).
To enable a role System administrator let's take advantage Configurator. IN Configurator you need to go to the menu Administration, then submenu Users and select the user who will configure the synchronization. Then in the window that opens, go to the tab Others and check the box next to the role System administrator.
Click OK and exit the configurator. Restart the ZIK 3.0 configuration and make sure that the checkbox Data synchronization now available. Let's install it.
Now you can proceed to setting up synchronization settings. To open the start setup window, click on the link Data synchronization. In the window that opens, set a prefix for numbering documents and directories (for example, “ ZK"), transferred to the Accounting Department. On the list Set up synchronization select data Enterprise Accounting, edition 3.0.
The Settings Assistant window will open. Here the program will prompt you to make a backup copy of the database before starting the settings. I advise you not to neglect this procedure. We will make the settings manually, and not from a file created in another program, which we will indicate with the appropriate selection.
Get 267 video lessons on 1C for free:
Click Further. In the next window, we indicate that we intend to connect directly to the Accounting 3.0 database and where it is located. If the database is located on the same computer or on a computer on the local network, you need to specify the path to it.
If the path is not known, you can find it as follows. We launch 1C 8.3 and select in the launch window the Information base from which the exchange will take place. At the bottom of the window the path to the database will be indicated; you need to copy it without quotes and paste it into the field Information base catalog in the synchronization settings window.
If the Infobase is located on the 1C Enterprise Server, the necessary data for the connection can also be found in the launch window.
When connecting to a database on the server, two parameters are required:
- Server cluster
- Infobase name
In the launch window, place the cursor on the name of the Infobase, and connection parameters will appear at the bottom of the window.
After asking everything required parameters, press the button Check connection. If everything is correct, you should see the following picture:
Click Further. The program will check the connection again and prompt you to select Organizations, for which data should be uploaded to Accounting (link Change data upload rules), in one window and Organizations, which will be used to upload from Accounting to ZUP 3.0 (next window).
And then I came across the second pitfall. When the button is pressed Further I got this error message:
It turned out that in the configuration Enterprise accounting, with which we are going to synchronize, you also need to check the box Data synchronization. We go to the Accounting information database (again, be sure to use a user with System Administrator rights), then the Administration menu, select Data synchronization settings. Check the box Data synchronization. Accounting can be closed and returned to ZUP.
Uploading to 1C Accounting 8.3
After clicking the Next button, a window will appear asking you to perform synchronization. You can immediately press the button Ready and synchronize immediately, but I first unchecked this checkbox to find out what else the program would offer me, namely the promised exchange schedule.
Click Ready and we get to a window where you can view and change all previously made settings, as well as set up a schedule.
Setting up the schedule did not cause any particular complaints. After pressing the button Tune The settings window appears. Check the box Automatically according to schedule and follow the link to the window Schedule. After setting, click OK. The schedule can be configured for each Information base its own for both uploading and loading data.
It remains to mention one more important point. The first time you synchronize, you need to do a data mapping. This is necessary to avoid duplication of elements of reference books or documents. This is mainly true for reference books.