Synchronization of Key CRM and 1C BAS (Small Business and Accounting)
Set up synchronization between Key CRM and 1C BAS (configurations "Small Business" and "Accounting") for transferring the source order number (from the store) from Key CRM to the "Contract" field in 1C BAS documents.
Synchronization objects:
- Key CRM – data source (order number from the store).
- 1C BAS – target documents:
- "Customer Order";
- "Invoice";
- "Expense Invoice".
Current situation:
- The module for integrating 1C BAS with Key CRM is installed.
- The module does not support transferring the source order number (from the store) to the "Contract" field.
- The module developers refuse to make modifications to implement this function.
Task:
- Data transfer:
- Extract the source order number (from the store) from Key CRM.
- Transfer the obtained number to the "Contract" field in the specified 1C BAS documents during document creation.
- Bypassing limitations:
- Develop an alternative solution for transferring the order number, as the current module does not support this function, and modifications from the developers are unavailable.
Requirements:
- Avoid data duplication in the "Contract" field.
- Ensure correct mapping of orders between systems (for example, by unique order identifier).
Technical details:
- Use the Key CRM API to obtain the order number.
- Integrate with 1C BAS through available tools (for example, 1C API), bypassing the limitations of the current module.
Expected result:
When creating "Customer Order", "Invoice", or "Expense Invoice" documents in 1C BAS, the "Contract" field is automatically filled with the source order number from Key CRM, despite the limitations of the installed module.
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381 2 1 Good day!
We are SoftUP, the official representatives of Key CRM, and we specialize in integrating business systems. We already have a ready-made module for synchronizing Key CRM with 1C BAS, which allows for automatic data transfer between the systems.
What we offer:
✅ A ready-made module for integrating Key CRM and 1C BAS
✅ Automatic transfer of the source order number from Key CRM to the "Contract" field of 1C BAS documents:
"Customer Order"
…
"Invoice"
"Delivery Note"
✅ Quick implementation without changes to your system
✅ Avoiding data duplication through unique identifiers
✅ Technical support and consultations
Implementation time:
Minimum, thanks to the ready-made solution (to be specified after agreeing on the details).
Cost: 12,000
We are ready to discuss your needs in detail and set up the integration!
📩 Link for processing: https://softup.com.ua/systema-dlia-biznesu-keycrm/
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338 Good day!
I specialize in system integrations and the development of custom solutions for business process automation. Your task of setting up synchronization between Key CRM and 1C BAS has greatly interested me, and I am ready to offer you an effective solution.
Data transfer: I will set up automatic extraction of the source order number from Key CRM and fill in the "Contract" field in the 1C BAS documents ("Customer Order", "Invoice", "Delivery Note").
Bypassing limitations: I will develop a custom solution that provides the necessary functionality without changes to the current module.
Avoiding duplication: I will ensure correct matching of orders between systems taking into account unique identifiers.
Technical approach:
Using the Key CRM API to obtain the necessary data.
Integration with 1C BAS through available tools (e.g., API or scripts), ensuring stable operation.
… I would be happy to discuss the details of your project and provide you with a reliable and high-quality solution.
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687 19 0 1 Hello
If the text of your integration module is open for improvement, I am ready to understand it and set up the transfer of the order number.
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Напишіть будь ласка в кого купували модуль і чи в нього відкритий код ?
-
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