How to Prepare 1C for Portal Integration: A Checklist for Accounting and IT
Contents
Half of an integration project is spent sorting through 1C data rather than programming. There may be duplicate products, inconsistent units of measure, prices kept in Excel outside the database, and business partners without contracts. Preparing 1C in advance will make the project faster and less expensive.
Step 1. Product catalog
- Remove duplicates: each product should have a single record.
- Enter a unique SKU for each product.
- Standardize units of measure: individual items, packs, boxes, and the conversion factors between them.
- Fill in the product attributes customers need to make a choice.
- Decide which product groups will appear on the portal and which will not.
- Check that products have photos and descriptions, or agree on where to source them.
Step 2. Prices
- List all price types and what each one is used for.
- Check that customer-specific prices and discounts are stored in 1C, not in separate files.
- Document the rules for volume discounts and promotions on paper.
- Assign responsibility for changing prices and set how often they should be updated.
Step 3. Business partners and contracts
- Remove duplicate business partner records.
- Check that each dealer has a contract, a price type, and a credit limit on record.
- Determine how the legal entities within each group of companies are related.
- Prepare contact details for users who need access to the personal account.
Step 4. Warehouses and inventory
- List your warehouses and identify which ones ship to dealers.
- Check the rules for reserving and releasing inventory.
- Find old reservations and negative inventory balances.
Step 5. Configuration and customizations
- Find out the exact name and version of your configuration.
- List your customizations: custom fields, data processing routines, and reports.
- Check who maintains 1C and whether documentation exists for the customizations.
- Assess whether you can publish HTTP services or whether the database runs in a cloud environment with restrictions.
Step 6. Test database and access
- Create a copy of the production database for development and testing.
- Anonymize the data if company policy requires it.
- Prepare access for the contractor with limited permissions.
Step 7. If you use Bitrix24 or another CRM
- Decide where the master list of business partners will be kept: in 1C or in the CRM.
- Match business partner records across both systems.
- Document which deal stages correspond to each order status.
Step 8. Assigned owners
- The business owner of the sales process.
- The person responsible for the product catalog and reference data.
- An in-house or partner 1C specialist.
- The person responsible for accepting the completed work.
Frequently asked questions
Can you start integration before organizing your 1C data?
Yes, but the project will take longer and cost more: the contractor will have to sort through the data during the project, and customers will see errors in the reference data on the portal.
How long does preparation take?
Anywhere from a couple of weeks to several months, depending on the size of the catalog and the condition of the reference data.
Who should clean up the reference data?
Employees who know the products. The contractor can prepare lists of issues and tools for bulk editing.
