The 1C application has long been the most popular program among accountants, planners, economists and managers. It has not only a diverse number of configurations for various types of activities, but also localization to accounting standards in several countries around the world. More and more enterprises are switching to accounting in this program. But the procedure for manually transferring data from other accounting programs to 1C is a rather long and boring task that takes a lot of time. If the enterprise kept records using Excel, then the transfer process can be significantly automated and accelerated.
Transferring data from Excel to 1C is required not only during the initial period of working with this program. Sometimes there is a need for something like this when, in the course of an activity, you need to enter some lists stored in the spreadsheet book. For example, if you need to transfer price lists or orders from an online store. If the lists are small, you can enter them manually, but what if they contain hundreds of items? In order to speed up the procedure, you can resort to some additional options.
Almost all types of documents are suitable for automatic downloading:
- List of nomenclature;
- List of counterparties;
- List of prices;
- List of orders;
- Information about purchases or sales, etc.
It should be noted right away that 1C does not have built-in tools that would allow you to transfer data from Excel. For these purposes, you need to connect an external bootloader, which is a file in the format epf.
Data preparation
We will need to prepare the data in the Excel table itself.
In addition to these universal actions for preparing data in an Excel book, you will also need to bring the document into compliance with the requirements of the specific loader that we will use, but we will talk about this a little lower.
Connecting an external bootloader
Connect an external bootloader with extension epf application 1C can be done both before and after preparing the Excel file. The main thing is that both of these preparatory issues have been resolved before the start of the loading process.
There are several external Excel table loaders for 1C, which were created by various developers. We will consider an example using a tool for processing information "Loading data from a spreadsheet document" for version 1C 8.3.
One of the main databases that 1C works with is a list of products and services. Therefore, to describe the loading procedure from Excel, we will focus on the example of transferring this particular type of data.
- We return to the processing window. Since we will load the product range, the switch in the parameter should be in the position "Directory". However, it is installed this way by default. You should switch it only when you are going to transfer another type of data: a tabular section or an information register. Next in the field "Directory view" Click on the button with the ellipsis on it. A drop-down list opens. In it we should select the item "Nomenclature".
- After this, the handler automatically places the fields that the program uses in this type of reference book. It should be noted right away that it is not at all necessary to fill out all the fields.
- Now open the portable Excel document again. If the name of its columns differs from the names of the 1C directory fields that contain the corresponding ones, then you need to rename these columns in Excel so that the names completely match. If the table contains columns for which there are no analogues in the directory, then they should be deleted. In our case, these columns are "Quantity" And "Price". It should also be added that the order of the columns in the document must strictly coincide with the one presented in the processing. If you do not have data for some of the columns that are displayed in the loader, then these columns can be left empty, but the numbering of those columns where there is data must match. For convenience and speed of editing, you can use a special Excel feature to quickly move columns in places.
After these steps have been completed, click on the icon "Save", which is represented by an icon depicting a floppy disk in the upper left corner of the window. Then close the file by clicking on the standard close button.
- We return to the 1C processing window. Click on the button "Open", which is shown as a yellow folder.
- The file open window opens. Let's go to the directory where the Excel document we need is located. The default file display switch is set to extension mxl. In order to show the file we need, we need to move it to the position "Excel Sheet". After that, select the document to be transferred and click on the button "Open".
- The content is then opened in the handler. To check that the data is filled in correctly, click on the button "Filling control".
- As we can see, the fill control tool tells us that no errors were found.
- Now let's move to the tab "Settings". IN "Search field" We put a tick in the line that will be unique for all names entered in the nomenclature directory. The fields most often used for this are "Article" or "Name". This must be done so that when adding new items to the list, the data is not duplicated.
- After all the data has been entered and the settings have been completed, you can proceed to directly loading the information into the directory. To do this, click on the inscription "Load data".
- The download process is in progress. After its completion, you can go to the item reference book and make sure that all the necessary data has been added there.
We followed the procedure for adding data to the nomenclature directory in the 1C 8.3 program. For other directories and documents, downloading will be carried out according to the same principle, but with some nuances that the user can figure out on their own. It should also be noted that the procedure may differ for different third-party loaders, but the general approach remains the same for all: first, the processor loads information from the file into the window where it is edited, and only then it is added directly to the 1C database.
Automation solution:
IMPLEMENTATION MONITOR
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The ITAN company configured and finalized the cash management system for the Terra Auri holding. The following settings have been made to the projects: “ITAN: Management Balance” system in “1C: Accounting 3.0” of the Customer. A cash flow budget model has been set up. The document “Monthly payment plan of the Central Federal District” has been finalized for the Customer’s business processes. Types of applications and routes for their approval have been configured. Payment reports have been improved
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In just 2 months, literally from scratch, our ITAN specialists wrote a subsystem for the 1C: Salary and Personnel Management configuration. Now the system allows for correct allocation of accounting items, with convenient scenario planning of the budget for the year. Additionally, we have included a double check method for the reliability of correct calculations, and therefore for the efficiency of financial management. Employees of STS Eventim ru are already successfully working
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In October 2015, the management of NTZ Volkhov decided to introduce an automated system from the ITAN company. Read more. The financial department of NTZ Volkhov has long considered the ITAN: Management Balance system as a good option for solving the problems of auto
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The Omsan Logistics company began cooperating with us in mid-2011. The main task was to automate the accounting and reporting system according to IFRS. Read more The Omsan Logistics company began cooperating with us in mid-2011. The main task was to automate the accounting and reporting system according to IFRS. The company’s management decided to automate IFRS based on the software product “ITAN: Management Balance Sheet”, using
The company had a task to automate management accounting and budgeting. To implement these tasks, the company's management decided to purchase the ITAN: Management Balance software product. Cooperation with the company MIR GAZA began in November 2014. The company had a task to automate management accounting and budgeting. To achieve these tasks, management
Ochakovsky Concrete Concrete Plant is introducing modern management accounting automation technologies based on ITAN: PROF Management Balance Sheet. The implementation is planned by our own IT service. The history of the Ochakovsky Concrete Products Plant began in 1990, when an independent enterprise was formed on the basis of workshop No. 3 “Reinforced Concrete Products-10”. From a small company, to a price list
In 1C there are 2 ways to work with MS Excel files: through a COM object and built-in 1C tools using a spreadsheet document object. Let's look at both of these methods in more detail.
1. Work through a COM object.
This method requires installed MS Excel, and if you are working with a file on the server, then MS Excel must be installed on the server, if on the client, then MS Excel is also required on the client side.
Example (you can see it in text form at the end of the article):
It should be noted that all objects, methods and properties provided by the COM object "Excel.Application" are objects, methods and properties of VBA, the MS Office programming language.
Note:
Sometimes you need to work with an existing template. Then we need to store this template somewhere so that all the necessary users have access to it. However, there is a simpler solution, save the template as a binary layout.
2. Work through Tabular Document 1C.
The 1C spreadsheet document supports the MS Excel format for recording starting from platform 8, but for opening only starting from platform 8.3.6. Moreover, when opened, all sheets are loaded into one spreadsheet document. Since version 8.3.10, when loading, different sheets are loaded as different areas.
An example entry is very simple and does not require special attention:
However, here we have a problem. When recording from 1C in an Excel workbook, the display of sheet names is disabled by default.
This problem can be solved in 2 ways, 1 - in the book itself, enable the display of sheets in the settings (not all users will agree to do this), 2 - do this through a COM object (we again need MS Excel installed).
After this small addition, sheet labels will be visible in the MS Excel file.
Reading MS Excel is not such an easy task, since the read method is only available on the server or thick client. To do this, we need to transfer the MS Excel file to the server.
&OnClient
Procedure CreateDocument()
Exception
EndAttempt;
Book = Excel.WorkBooks.Add(); //Create a new MS Excel workbook
Sheet = Book.WorkSheets.Add(); //Add a sheet
Sheet.Name = "Example from 1C"; //Set the sheet name
Sheet.Cells(1,1).Value = "Let's create a formula";!}
Sheet.Cells(2,1).Value = 1;
Sheet.Cells(2,2).Value = 2;
Sheet.Cells(2,3).Formula = "=A2+B2";
Sheet.Cells(3,1).Value = CurrentDate();
Book.SaveAs("C:\1\Test.xlsx");
Book.Close();
End of Procedure
&OnServer
Function GetLayoutServer()
Return FormAttributesValue("Object").GetLayout("TemplateForUpload"); //This way we get the external processing layout;
EndFunction
&OnClient
Procedure Work()
Excel = New COMObject("Excel.Application");
Exception
Report("An attempt to connect the Excel component was unsuccessful. Excel may not be installed on this computer!");
EndAttempt;
Layout = GetLayoutServer();
Layout.Write(TemporaryFileName);
Do you have a question or need help from a consultant?
Book = Excel.WorkBooks.Open(TemporaryFileName);
SheetTemplate = Book.WorkSheets(1);
SheetTemplate.Cells(6,1).Value = "Date:";!}
SheetTemplate.Cells(6,2).Value = CurrentDate();
SheetTemplate.NumberFormat = "dd/mm/yy;@"; // Give the date format, this format was obtained by recording a macro in MS Excel
SheetTemplate.Columns("B:B").EntireColumn.AutoFit; // Stretch the column so that the date fits exactly
Book.SaveAs(FileName);
Book.Close();
End of Procedure
&OnClient
End of Procedure
&OnClient
Procedure WriteTabularDocument()
TabularDocument = New TabularDocument();
TabularDocument.Area("R1C1").Text = "Example of a record in MS Excel from 1C";
TabularDocument.Write("C:\1\Test2.xls",TabularDocumentFileType.XLSX);
Excel = New COMObject("Excel.Application");
Excel.WorkBooks.Open("C:\1\Test2.xls");
Excel.Visible = 0;
Excel.ActiveWindow.DisplayWorkbookTabs = 1;
Excel.ActiveWindow.TabRatio = 0.6;
Excel.ActiveWorkbook.Save();
Excel.Application.Quit()
End of Procedure
BinaryData = New BinaryData("C:\1\test2.xlsx");
Address=PlaceInTemporaryStorage(BinaryData,ThisForm.UniqueIdentifier) ;
TabularDocument = UploadOnServer(Address);
TabularDocument.Show();
End of Procedure
&OnServer
Function UploadOnServer(Address)
TemporaryFileName = GetTemporaryFileName("xlsx");
FileData = GetFromTemporaryStorage(Address);
FileData.Write(TemporaryFileName);
TabularDocument = New TabularDocument();
return TabularDocument;
Many office workers often have to use 1C and Excel programs. They have to export data from one application to another. Today we will look at how to upload from 1C to Excel.
Uploading data from 1C to Excel
Uploading data from 1C to Microsoft Excel is a process consisting of simple steps. To do this, the tools built into these applications are sufficient. There are several ways to export data.
Uploading a large amount of data
In the open document, right-click and select “List”. After this, all elements will be displayed as plain text. It can be copied and pasted into an MS Excel document, but it is better to open the "File" menu and go to the "Save As" section.
All that remains is to select the file format and save it.
Uploading printed forms of documents
How to insert a list into an Excel workbook
To transfer the list, use the following method:
- Open the desired list in the 1C program. Then you need to right-click on “All actions”, and then “Display list”.
- The list display shell appears. The "Outputs to" field must be set to "Spreadsheet Document".
- Just below you can select the columns that should be moved.
Advice! You should not change anything in this window when you are about to transfer the entire document.
- After all this, the user will see a list on the screen in the form of a table. You need to select it all and copy it.
- Then a new document is created in Excel and the data is inserted into it using “CTRL + V”.
Create a new Excel workbook with a list
You don’t have to bother for a long time and immediately output the list from 1C to Excel:
1. We do the same as in the previous method until the list is formed. Then you need to go to the menu, open the “File” section and select “Save As”.
Conclusion
Now you know several ways to upload a table from 1C to Excel. The procedure is quite easy, and absolutely any user can handle it. The main thing is to study our instructions well, choose the appropriate method and strictly follow the instructions. To make it easier, look at the inserted screenshots.
Quite often, when communicating with potential clients, I hear that the spreadsheet functionality from the office suite is quite enough for them, and they do not see the point in 1C programs. This is because some people still associate this solution only with programs for accountants, which is not true.
Excel is a universal and mass-produced product, you can’t argue with that. Almost everyone can use this program, unlike 1C developments, which are aimed at narrow specialists. Using “green” tables, you can freely implement the necessary functionality, which will be convenient: here is the financial model of the organization with all mutual settlements, management accounting, even regulated ones, a large selection of data visualization, the ability to expand the capabilities of the program yourself, using various add-ons - everything is in your hands , everything from scratch...
It’s good if you are just starting your business, gradually taking into account the necessary data in the table on relationships with clients, suppliers, regulatory authorities, building your own arbitrary structure, but what to do next when the database becomes voluminous and the staff numbers in the dozens? Still count according to your own parameters? I am for not confusing convenience with habit, which often interferes with the systematization of the business, and, consequently, its optimization.
For clarity, let’s imagine what needs may arise for accounting automation, for example, for trade:
1. Analysis of sales within a certain period.
The head of the sales department can analyze sales data. After all, it is important for him to understand whether the plan is being implemented, how effective his strategies are, so that in case of ineffectiveness, he can make timely adjustments to the work.
2. Warehouse accounting.
Do I need to explain that for sales it is also important to understand the availability of goods in stock, which goods can be reserved and which are out of stock and what needs to be ordered? I think everything is clear here.
3. Maintaining a database of counterparties.
Even if the owner sells only what can be bought here and now, which is typical for the B2C sector, then he has a slightly different relationship with the supplier base - contracts, primary... Imagine how convenient it is when everything connected with the supplier is automatically Is it immediately displayed in a single database? The manager in charge of the warehouse immediately sees the availability of goods in the warehouse, another employee responsible for documents monitors information on their availability, whether all obligations under contractual relations are being fulfilled, who owes whom and how much. And in case of discrepancies, you can reconcile data for a certain period, generating a result in less than a minute.
4. Profit of the organization.
Generating a profit report will not be difficult, since all the data on expenses and income is already present in the database. Provided that the information is entered in a timely manner, at least by the required date. The fundamental factor here is the personal responsibility of the user.
If you do not have many clients and suppliers, Excel will really suit you, since there is plenty of time to design your own diagrams in the table and fill them out, followed by distributing documents into various folders on the computer: contracts, suppliers, clients, clients in the neighborhood , clients in development, clients to be deleted – an endless and fascinating process of creating folders within a folder. And if there is a lot of information, is it convenient to keep track of your database? Of course, there are always exceptions; sometimes there are organizations with large turnovers whose financial data is maintained only in Excel. How much time does it take them to exchange and combine data between departments? I will answer: a lot.
I can’t imagine how to quickly find what you need in a large number of Excel documents organized in an arbitrary system. For example, when providing documents for requirements from the tax office. How will an accountant submit reports to regulatory authorities when the information is all scattered? Accounting, of course, can be outsourced and some business owners, unfortunately, may not care what processes a given specialist may have as long as he balances the balances. But even if so, then how is the process of document exchange organized? How quickly will an external employee understand the improvised information structure?
I can’t say the same about 1C, since all the information there is structured and interconnected:
- A single database for both remote and full-time employees, in which you can work with all standardized and custom documents;
Reporting to regulatory authorities is generated on the basis of data that is already reflected in the program; there is no need to open many files, combine several values into one table to obtain final results.
In defense of Excel
It probably seemed to you that I am against constructing data in “green” tables. Not at all. In fact, I myself often do some business in Excel: if I need arbitrary calculations, if I need to segment data by client, conducting analytics based on parameters that are not in 1C - yes, this happens - I go to " Excel." Simply put, in tables I do calculations and non-standard analysis, but then I systematize everything in 1C anyway.
And then, to view downloaded files from 1C you will still need Excel, since the data in 1C is stored in spreadsheets. Do you feel like this is a vicious circle? I’ll say it differently: “1C” and “Excel” go side by side like two partners, but each of them has its own purpose, they complement each other well, but do not replace each other.
If you need to systematize your affairs taking into account the legislative system of our state, taking into account the specifics and focus of the business, especially when it comes to large volumes of information, then you need 1C. If you need arbitrary calculations, building a strategy from scratch, visualizing non-standard analytics data, then Excel is at your service. But it is much more convenient to work with these solutions simultaneously.
What is the end result – “1C” or “Excel”?
At the very beginning, if the question is about finances for automation, although basic 1C programs do not cost that much money, I would use Excel. A huge plus is that data from “green” tables can be loaded into 1C without loss. But as you scale, I would advise you to pay attention to programs for automating business processes. There are many of them, and it may not necessarily be 1C...
The transition to “1C” can be carried out when you understand that you need to optimize your resources, including automating issues related to relationships with clients and suppliers, and with supervisory authorities. In general, adjust your work processes to increase business efficiency when processing information will take a lot of time, and Excel files will no longer cope with the volume of input data.
However, not every “1C” may suit you; you need to take into account various factors: the specifics and scope of the business, the scale, the need for daily tasks, the routine that needs to be minimized. Everything is individual. The truth, as I already said, is somewhere between “1C” and “Excel” - it complements each other.
That's probably all. But if you have any questions, please contact us, we will try to help you. Successful business processes, colleagues!
