Features of 1C integration with external systems

Doing business via the internet is one of the conditions for the development of a modern company. In this case, it is important to organise the management process correctly, which will ensure the accounting and registration of the movement of nomenclature. For this purpose, an exchange between the website (online shop) and the 1C platform is set up. Thanks to the interaction of the two systems, a classic set of tasks is solved:

• transfer of data on nomenclature, prices and balances from 1C base to the site;
• transfer of orders formed on the site to 1C base.

Only correctly configured integration guarantees the coherence and systemic nature of business development work. For this purpose, it is necessary to consider in advance the amount of data that will be exchanged between the systems. Namely, define the necessary fields for the product card, provide the ability to upload product images directly from 1C, so that the product description mechanism in the system strictly corresponds to the online storefront. It is also important to distribute the goods in categories and subcategories to ensure the structure of the catalogue. The system of detailed product description in the accounting system will eliminate the need to manually specify product parameters.

When the product card appeared all the fields necessary for accounting. It is necessary to make sure that the site displays up-to-date information about the number of product units in stock. To do this, you need to ensure regular (for example, once an hour) data exchange between the site and the accounting system. But if you unload the entire current catalogue of goods, the site will simply stop working. All the productivity will be spent to parse the file with the nomenclature. To prevent overloading the web resource, set up a system of registration of changes. That is, during the exchange of data will be loaded not the entire catalogue, but only those items of goods, the number of which have changed. Thus, the visitor will see only those products that are available.

It is also necessary to take into account the fact that the user may not complete the checkout process even if he or she has placed the product in the shopping basket. The purchase may be postponed until ‘better times’. But when the user returns to the selected product, it may turn out that it is out of stock. In this case, it is necessary to provide the client with the opportunity to reserve the product. And at the price at which the product was placed in the basket. But in order not to breed possible customers, thereby limiting the opportunities of those customers who are ready to buy here and now, the terms of reservation should be limited in time.

Payment systems and online cash registers

For the full operation of the site requires the automation of payment processes. For this purpose, special systems are integrated - payment systems, with the help of which the transfer of funds is carried out. Payment automation allows you to make payments to different parts of the world, in any currency. Among the main payment services are payment systems of MasterCard and VISA cards, electronic wallets QIWI, WebMoney and Yandex-money, payment intermediaries such as PayPal.

Integration of the payment system with the 1C platform makes it possible to receive payment information immediately, faster than the payment is recorded in the Internet bank or tax office. The data comes directly to the accounting system, which automatically saves information about cheques. Data is uploaded from payment systems on a regular basis. The automation of the upload process reduces the risks of errors: the human factor is minimised.

An online cash register must be connected in accordance with the law. After each payment, a cheque with a QR code is generated and sent to the customer and to the tax office. The online cash register receives the client's contact details and sends them to the accounting system, as an email or contact telephone number is required to receive an electronic cheque for payment. A new shift must be opened each time to start working with the cash register. After the shift is closed, the payment information is saved on the fiscal data page.

Due to the universality of the 1C platform, online cash registers easily interact with most 1C products: «1C:Trade Management», «1C:Company Management», «1C:Retail», etc. Connection of the cash register to the accounting system simplifies the work of the accounting department, as templates for basic reports are built into the system. And with the help of 1C it is possible to evaluate sales figures in dynamics.

Integration with CRM

Thanks to CRM, customer relationship control is ensured. The system is designed to automate relations with users, organise the effective work of the sales and marketing department. Thus, the sales process is standardised and the scheme of interaction with the customer is built. Accounting of customer relationships with the help of CRM-system allows you to monitor the productivity of the company's managers, improve marketing strategies and analyse the data obtained.

The processes of order registration and processing are recorded automatically. This means that the entire history of interaction with the customer is saved and the risk of losing the customer base with the departure of one of the employees is eliminated. The system is able to work with users through different channels. But despite the ability to function independently, more effectively CRM works with the accounting system. Integration is necessary to eliminate double data entry and, as a consequence, technical errors.

In order to prevent duplication and distortion of information, multiple repetition of information, constant reconciliations, formation of reports of each of the systems, integration with the accounting system 1C is used.

Thus, various information systems become objects of integration: SMS sending services, chatbots (Telegram, Viber, Instagram), corporate portal, mobile applications. Self-written accounting systems, etc. The main goal of both small and medium-sized businesses is to retain customers. This requires continuous monitoring and work on planning the relationship with the customer in such a way that the interaction is not interrupted.