Integration of 1C and KeyCRM

Technical task:

Synchronization between the systems "1C: Management of Trading Enterprise" and "Key CRM"

General mechanisms

The data exchange module between the systems "1C: Management of Trading Enterprise" and "Key CRM" is an additional set of objects embedded in the standard configuration of 1C. Changes do not significantly affect the standard objects of the configuration (exceptions may include additional attributes for documents, directories).

The initiator of data exchange is "1C". All requests are executed via the API interface. The composition of objects and the schedule of automatic exchange sessions are configured in "1C". The exchange session performs the following operations (the sequence is configurable):
- Importing data from the "Key CRM" site into "1C";
- Exporting data from "1C" to "Key CRM".

Data import from "Key CRM" is carried out with selection by the date of object modification (modified within the last 14 days), in the settings you can specify whether to update objects in 1C or import only new ones. The settings also specify which order statuses are allowed for import into 1C. 

Data export from "1C" is carried out for objects modified since the last exchange. In the settings, you can specify whether to update objects in "Key CRM" or import only new ones. When creating/modifying an object in 1C, it is registered for exchange, and upon successful export, it is deregistered.

The exchange module allows exchanging the following information:

1. Direction from "Key CRM" –> "1C".
- Customers in the directory Contractors (modified in "Key CRM" in the last 14 days).
- Orders in the document Invoice to the customer (modified in "Key CRM" in the last 14 days, of certain statuses)
- Orders in the document Customer Order (of certain statuses, modified in "Key CRM" in the last 14 days, of certain statuses)

2. Direction from "1C" –> "Key CRM" (modified objects)
- Directory "Contractors" to Customers
- Groups of the nomenclature directory to Categories
- Directory "Nomenclature" to Goods
- Directory "Nomenclature Characteristics" to product variants
- Nomenclature balances to goods balances, product variants (registered when documents in 1C affecting balances are modified)
- Nomenclature prices to goods prices, product variants (registered when documents in 1C affecting prices are modified) 

Data matching in "Key CRM" and 1C occurs by the item code obtained from "Key CRM". When an object is recorded in "Key CRM", it is assigned a unique code (ID). This code is recorded in 1C in a separate table (information register) for further matching with 1C objects during exchange sessions. The table in 1C is available for editing in cases of manual filling/correction of the code.

Features of export to "Key CRM":
Nomenclature: a mandatory condition for export from 1C - a unique name, a unique article. If the article is not filled in 1C, the code of the nomenclature directory item is exported instead.
Nomenclature characteristics – if accounting by characteristics is specified for the nomenclature, the export of characteristics to the "Key CRM" site occurs in product variants.
Warehouses – the correspondence of warehouses participating in the exchange (export of balances) must be manually specified in 1C. 

Invoice to the customer: the document is not processed in 1C, so a new attribute "Ready to send to CRM" has been added. If the attribute is set, the document is registered for export to "Key CRM".
An order in "Key CRM" is not updated, meaning that an "Invoice to the customer" or "Supplier Order" can only be exported from 1C once.

An order from Key CRM is imported into 1C under certain statuses. The statuses under which import is possible are specified in the settings in 1C.

Balances – when processing documents affecting balances in 1C, the nomenclature from these documents is registered for export of balances. Balances are exported for all warehouses specified in the exchange settings.

Prices – when processing documents that change prices in 1C, the nomenclature from these documents is registered for export of prices. Two prices are exported:
Purchase, Price. For each price, the corresponding price type from 1C is specified in the settings.

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