) 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 through an XML file at the initiative of the user. 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 configure 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 , Let's go to the "Administration" menu and select the "Data synchronization settings" item.
And here many stumble upon the first “ pitfall» - checkbox Data synchronization unavailable! 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.
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Click Next. 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 in 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 you have set all the necessary parameters, press the button Check connection. If everything is correct, you should see the following picture:
Click Next. 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 Next 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. Let's go to information base Accounting (again, be sure to use a user with System Administrator rights), then the Administration menu, item Setting up data synchronization. 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.
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 need to create backups 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 the field "Selecting a method for setting up data synchronization"- leave the switch "Specify settings manually" and press the button "Next":
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 a radio button in this position, a selection button becomes available on the form, where it is indicated external file settings previously downloaded from BP 3.0.
Step 2
In the field “Selecting an option to connect to another program” install the switch “Direct connection to the program on this computer or local network”.
Let's specify the connection parameter 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 the 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 "Next".
Step 4
On 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 salary program, go to 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 "Next".
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 specifying additional settings”– 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 "General"– you can specify the date from which date you want to set up the schedule automatic synchronization:
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". Unloads zip archive, which contains 3 files:
- 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 "Next":
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 make a number of specific settings, but we in this example will not add documents and data. In the 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 will appear indicating that the details have been successfully changed. 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 tabular 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 appear in the tabular section 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 ZUP 3.0 corresponds to the element from BP 3.0 and unique identifier of this element, according to 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 section 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 document being synchronized are synchronized:
Let's look at how the directories were synchronized "Divisions".
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 - "Human Resources Department":
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 "Human Resources Department". 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: Depositing unpaid wages, Salary 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. at reinstallation checkbox "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":
Settings sharing data is carried out once, after which the data is transferred to from the 1C program: Salary and personnel management 8 ( 1C: ZUP 8) is carried out automatically. It should be noted that the accounting capabilities in standard solutions based on 1C: Enterprise 8 implemented in many options, which are very important to display when setting up.
Program link 1C: ZUP 8 And 1C: Accounting 8 carried out at the posting level. In order to configure it in the 1C: ZUP 8 program, there is a special processing “Downloading data into an accounting program”, which can function in two modes:
- to transfer cash transactions;
- for transferring transactions.
Transferring transactions to 1C: ZUP 8 using processing
When transferring transactions from 1C: ZUP 8 V 1C: Accounting 8 Using the “Uploading data into an accounting program” processing, the document “Reflection of salaries in regulated accounting”, which was created in 1C: ZUP 8, is transferred.
You can start processing from the “Service” menu by selecting “Data exchange”. However, before you do this, you need to determine the period for which you want to download transactions, select the path and specify the file name where the data will be downloaded.
Transactions are transferred to the program 1C: Accounting 8 once a month after calculating wages, calculating contributions, taxes and generating all transactions.
After posting from 1C: ZUP 8 unloaded, in the program menu 1C: Accounting 8“Service”, section “Data exchange with Salary and personnel management 8”, selecting the item “Loading data from the Salary and personnel management 8 configuration”, you must specify the file of the created download and click the “Run” button.
Before downloading transactions from the program 1C: Salaries and personnel management 8 For further correct operation, they need to be generated using certain settings that take into account the accounting format 1C: Accounting 8.
First in the program 1C: Accounting 8 You need to indicate in setting up accounting parameters (the “Personnel Accounts” tab) that personnel records and payroll accounting are carried out in an external program. Accordingly, it is necessary to determine the analytics of account 70 either cumulatively for all employees, or for each employee separately, depending on the requirements for the automated system.
If accounting activities in the program 1C: Accounting 8 takes longer than the work in the program 1C: ZUP 8, then it is advisable to upload “Information for uploading to a new information base” into it. To do this, you need to go to the program menu 1C: Accounting 8“Service”, in the “Data exchange with Salaries and personnel management 8” section, select the item “Uploading data to the Salaries and personnel management configuration”.
It is also necessary to pay attention to the following point: in order to subsequently upload data to 1C: Accounting 8 transactions and cash transactions, you need to synchronize the data. That is, in both programs the divisions of organizations must coincide. If payroll records are kept for each employee separately, then the entries in the “Phys. persons" and "Employees of the organization".
The transfer of data on accrued wages to 1C on platform 3.0 is carried out in the mode of data synchronization between databases. This is a much more convenient mechanism compared to the previously existing upload from 1C Accounting to 1C ZUP and vice versa.
How has the exchange of data between 1C 8.3 databases changed from ZUP 3.0 to Accounting 3.0 compared to previous versions of 1C?
In versions below 1C 8.3, transfer from the salary and personnel accounting database to 1C Accounting was carried out through separate file. This file was forcibly generated in the salary database, uploaded to separate folder and then loaded into the main database for accounting.
The transition to platform 3.0 pleased accountants with a fundamentally new mechanism for transferring data from 1C 8.3 Accounting to 1C 8 ZUP and back. This mechanism allows you to exchange information between two databases with almost one click of the mouse. This function is called synchronization of 1C ZUP 3.0 and 1C Enterprise Accounting 3.0.
How to transfer data from 1C 8.3 Accounting to 1C 8.3 ZUP?
IN previous versions To correctly reflect payroll entries, it was necessary to upload from the database where accounting of the enterprise’s activities is kept into the payroll database. This upload contained data with a chart of accounts, posting templates, subaccounts for the uploaded accounts, etc.
Now the question of how to download data from 1C Enterprise 8.3 to 1C Salary 8.3 is not worth it - this exchange is also carried out within the framework of synchronization.
Is it now necessary to upload data from 1C ZUP 3.0 to 1C Accounting 3.0?
We have already written that data uploading as such is not currently carried out. It was replaced by synchronization of uploading from 1C 8.3 ZUP to Accounting 3.0. This will be discussed further.
To start data synchronization, find the “Administration” section in the menu, where you will find the required line.
If data synchronization has not been used before, you need to configure it using the algorithm described in the next section. If the settings have already been made, you can skip the next section.
Initial setup of database synchronization 1C 8.3 Accounting and ZUP 3.0
In the synchronization window, first of all, check whether the corresponding box is checked.
Click on settings.
In the new window, first find the “Set up data synchronization” button at the very bottom and select the program with which you plan to exchange information. In our case, this is “Salaries and HR Management, Edition 3.0.”
In the new window, set the start date for synchronization. Decide how you want to reflect accruals in accounting - consolidated in one entry or broken down by employee. Check whether to upload for all organizations or selectively - this is important for those specialists who keep records of several enterprises in one database.
After this, you can click “Save and close”. Now start syncing.
Step-by-step instructions for unloading salaries from ZUP 8.3.1 to 1C 8.3
To start the process, click “Synchronize” in the settings window, which we described in the previous section.
A window will appear showing the synchronization process.
At the end of the process, a window indicating the successful completion of synchronization will appear.
How to upload from 1C 8.3 ZUP to 1C 8.3 Accounting - is it possible to do synchronization in the salary database?
The program will equally exchange data when starting synchronization both in the salary database and when starting in 1C Accounting. Therefore, it makes no difference where to start synchronization. And also there is no need to duplicate actions in one and another program.
Is it possible to exchange data between 1C 8.3 databases from ZUP 3.1 to Accounting 3.0 automatically?
1C developers have provided the possibility of automatic synchronization. The frequency of these actions can be configured. We'll talk about how to do this in the next section.
How to set up synchronization of 1C 8.3 BP 3.0 and ZUP 3.0 according to a schedule?
To set up your schedule, go to your sync settings again.
Go to the schedule tab and click “Customize”.
In the window that opens, check the “Automatically according to schedule” box. And next to it, click on the hyperlink that immediately offers the default schedule.
The program allows you to set up the most convenient schedule - go to the tab that suits you best. You can set up daily synchronization in certain time. Can be installed automatic start on certain days of the week, etc.
What errors occur when synchronizing data in 1C 8.3?
In rare cases, an accountant needs to correct a document in the accounting database, but leave the documents unchanged in the payroll database. Or vice versa. In this case, during the next synchronization, the program itself can cancel the changes made. We'll tell you how to avoid this in the next section.
How to limit the transfer of data from 1C 8.3 ZUP to 1C 8.3 Accounting 3.0?
To limit possible errors due to random changes in data for previous periods, it is worth limiting the synchronization period. To do this, set the date for prohibiting changes by checking the corresponding field in the data synchronization window.
As soon as you check the box next to the download ban date, a link for settings will appear next to it.
If you use synchronization to exchange with several databases, then in the most last tab you can install different dates for different bases.
How to upload data from 1C ZUP 8.3 to 1C Accounting 8.2 and is it possible?
The need to exchange data between such databases does not happen very often. The developers mean that the transition from 1C 8.2 to 1C 8.3 is carried out simultaneously for all databases used by the enterprise. For this reason, there is no built-in mechanism for exchanging data on accrued wages between 1C ZUP 8.3 and 1C Accounting 8.2. But if necessary, you can register external processing for such an operation. Often, full-time programmers can handle this too.
How to transfer data from 1C 8.2 ZUP to 1C 8.3 Accounting and is it possible?
With the opposite situation, i.e. with the exchange of data between 1C 8.2 ZUP and 1C Accounting 8.3, the situation is similar to that described above. If such uploads are necessary, an external processing file will be required.
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In situations where accountants share two software solutions– “1C: Salaries and HR Management 8” and “1C: Accounting 8” - the task often arises of transferring data from one program to another. This article contains instructions that will help you perform this operation correctly. Note that the setup is carried out once. In the future, data transfer will be performed automatically. Also keep in mind that in “1C:Enterprise 8” accounting capabilities are presented in various options, therefore all selected methods must be reflected in the data transfer settings.
Setting up data upload from “1C: Salaries and HR Management 8” to “1C: Accounting 8”
To perform the processing of “Uploading data into an accounting program,” you should refer to the menu item “Service - Data Exchange” in “1C: ZUP 8”. Before starting processing, you must first specify the period, namely the month for which the transactions should be uploaded, indicate the path and upload file, and also check the box next to the line “Reflection of wages in the accounting register.”
Leads are unloaded once a month after payroll is calculated, taxes and contributions are calculated, and also after postings are generated. That is, you can upload and download any number of times, but each subsequent download will replace the previous one.
Now let’s turn to the menu in “1C: Bukh.8”. Open “Service - Data exchange with Salary and Personnel Management 8” - “Loading data from the configuration “Salary and Personnel Management 8”. Here we need to specify the file into which we will upload, and then click the “Run” button.
