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Integration with 1C:Enterprise (Trade Management): 1C pushes data into the CRM over the «website exchange» protocol (CommerceML) — you don't need to expose 1C to the internet, it works even behind NAT. Products, prices and stock, counterparties and orders arrive in the CRM. Connected by an administrator for the whole account.

Vector Inc.1C

Integration with 1C:Enterprise over the “Exchange with a site” protocol (CommerceML) — the same one 1C uses to exchange data with online stores. Your 1C sends the data to the CRM itself, so no external access to the 1C server is needed and it works behind NAT. Catalog, prices and stock, counterparties and orders are transferred to the CRM.

How it is today

Products, prices and clients live in 1C, while deals live in the CRM. Data is moved by hand or by exports: stock goes stale, counterparty details are retyped, and an order from 1C isn't tied to a deal in the CRM at all.

What changes

1C itself sends the catalog, current prices and stock, counterparties with their details and orders to the CRM. An order optionally creates a deal and an invoice. Data arrives in the background, without manual transfer.

What you get

  • 1C catalog into CRM products (matched by the 1C ID)
  • Prices and stock (stock — if the Warehouse module is on)
  • Counterparties with details into CRM companies or contacts (your choice)
  • 1C orders into invoices with line items (can be turned off) and optionally into deals
  • 1C sends the data itself — no external access to the 1C server, works behind NAT

How to connect

  1. 1Enable the appFree, in the Marketplace: “Connect”, then “Configure”.
  2. 2Get a login, token and addressClick “Set up receiving from 1C” — the CRM issues a login, a token (shown once) and an exchange address.
  3. 3Enter them in 1CIn your 1C, in the “Exchange with a site” node, enter this address, login and token.
  4. 4Configure what to createChoose how to create the client (company/contact), whether to create deals and invoices, the pipeline, stage and currency. The exchange runs on a schedule on the 1C side.