How to unload a list of counterparties from 1s 8.3.
Instruction
1C: Enterprise allows you to upload any directory without resorting to writing complex upload / download processing, using only built-in tools. First, we need to decide in what format we want to receive the data:
*.mxl - internal 1C tabular data format, suitable for loading into another 1C database;
*.xls - Excel spreadsheets;
*.pdf – Adobe Reader electronic document;
*.html - web page for publishing on the Internet;
*.txt - a simple text file, useful for loading into any database.
If the directory is hierarchical, then the list will be uploaded to *.mxl and *.xls formats with the hierarchy preserved and with the ability to collapse/expand groups. In all other formats, unloading will occur as a simple list, with the group elements listed after its name.
Let's open the directory that we need to unload. In our case, this is "Nomenclature". Operations -> Directories -> Nomenclature. You can download not the entire directory, but only a certain group, for this you need to go to this group. With large amounts of data, it makes sense to unload in groups into different files to speed up the work.
On any line of the list that opens, right-click and select "Display List". A settings window will appear.
In the settings window, leave the checkboxes only for those fields that we need in the final document. In the "Output to ..." field, leave the item "Spreadsheet Document" (you can also select "Text Document", but a spreadsheet is more versatile). We press the "OK" button.
Very often it is required to get data from 1C 8.3 and save the information to an external file, in other words, to upload from 1C enterprise. The task is almost always feasible without the involvement of 1C programmers.
Consider a number of useful tips with which you can upload data from 1C to an external information system.
In 1C, there are several methods by which you can get information without involving specialists:
- Unloading the entire database from 1C 8.3 - for subsequent download on another computer
- Save reports and printables to Excel, Word or PDF
- Unloading tables from 1C
- Getting Information Using the Query Console
More about them:
How to unload the entire database from 1s 8.3 (to a .dt file)
To do this, you need to enter the configurator mode, then select the item "Administration" - "Upload infobase" in the main menu:
Then you only need to specify the name of the future file and its location on the disk.
For subsequent upload to another database, click on the "Upload infobase" button and select the previously uploaded file.
Unloading reports and printables from 1C to Excel
This method is universal and very simple. To do this, it is enough when you open a printable form or report.
For example, open the TORG 12 printable, press ctrl+S (or in the menu File - Save As) and select the file type and its name:
For the same system operates - the report is unloaded in two clicks:
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Saving to the main formats is available - excel, word, pdf, html, txt, etc.
Unloading tables from 1C 8.3
Often there are such banal tasks as “get a list of payments for the current year”, “unload a book of purchases or sales”, or “unload goods from invoice No. 256”. Solving such problems is quite simple.
For example, I need to receive all receipts from the "Vector" counterparty with an amount of more than 1000. Let's open the list form and set the necessary filters in the list:
The system will offer an output option - to a spreadsheet document or a text document, we will select a spreadsheet. The 1C program will display information in such a spreadsheet document, which, like reports, can be saved in the format we need:
Similar actions can be performed for almost any tabular part in 1C 8.2. For example, we needed to upload a list of goods from receipt No. МСК00003, no problem. This is done very simply - open the document, call the context menu and after a couple of clicks we get the desired upload in the desired format:
Uploading a journal of transactions from 1C to Excel:
Getting Information Using the Query Console
However, not all information can be found in a simple tabular part of 1C 8.2. Sometimes you need to collect data from several data sources, connect them by some fields.
This method is suitable for tech-savvy people who know the basics of the query language. It consists in getting the result of the query using and saving it in the format we need.
For example, it is required to receive all contractors-suppliers and their telephone number. To do this, write the following query:
The resulting table can also be uploaded to the desired file format:
You can upload the received data to another 1C database using "". Watch the video instruction on the example of the nomenclature:
Probably, every 1C specialist faced the situation of the need to transfer data from one infobase to another. In the case when the configurations are different, you have to write data conversion rules. These rules are created in the 1C "Data Conversion" configuration.
You can also transfer data using . Many 1C 8.3 configurations have standard functionality for setting up data synchronization between different configurations and seamless integration with 1C Document Management.
But when data needs to be transferred between absolutely identical configurations, you can simplify your task and use the standard processing of uploading and downloading via XML. Please note that such a method, like data conversion, compares objects to each other by a unique identifier (GUID), and not by name.
You can download this processing on the ITS disk, or follow the links:
It is universal and suitable for any configuration.
Consider an example of unloading the "Nomenclature" directory from one 1C 8.3 Accounting 3.0 infobase to another. A prerequisite will be the selection by the parent (group) "Woodworking".
Uploading data from 1C to XML
Go to the infobase from where the data will be uploaded (source). Be sure to check them, providing for all possible conditions in order to avoid undesirable consequences.
Open XML Data Upload and Load Processing (Ctrl+O).
We are interested in the "Upload" tab. First of all, specify the name of the file to which the data will be uploaded and the path to save. In this case, the data is uploaded “To a file on the server”.
In the processing header, the period for which the selection will be carried out is configured. Also, for periodic registers, you can specify the method for applying selection by period. If it is necessary to upload movements along with documents, the corresponding flag is set. In this case, we are overloading the directory, so nothing needs to be configured in the header.
Let's move on to selecting the data to upload. In the tabular part of the processing form, check the boxes for the configuration objects that you need to transfer.
The "Unload if necessary" column means whether it is necessary to overload this object if it is referenced by the attribute of the directory we are overloading. For example, the position of the nomenclature you are reloading has a unit of measure that is not in the base-receiver. If a flag is set in the "Unload if necessary" column next to the reference book with units of measure, a new position will be created. Otherwise, the value of the attribute will be the inscription "<Объект не найден>' and its unique identifier.
In a simple case without selections, the item overload setting will look like this.
In this example, you need to select only the item that is in the "Woodworking" folder.
Similar processing for 8.2 allows you to conveniently set filters for each configuration object. In 8.3, unfortunately, there is no such functionality. One of the ways out in this situation is to select the necessary positions on the "Additional objects for unloading" tab.
You can add objects here either manually ("Add" button) or by request ("Add by request..."). With a large number of them, the second option is preferable.
In this case, the query will be as follows. Fill in the parameters, run the query after checking the data, and click on the "Select result" button.
After you have specified all the necessary objects and additional elements for uploading, click on the "Upload data" button. They will end up in the XML file, the name and location of which were specified earlier. The results of this operation will be displayed in messages.
In this example, it was necessary to unload only 3 positions, but five were unloaded. This is because a flag was set opposite the "Nomenclature" reference book in the "Upload if necessary" column. Together with the necessary positions, their parents were overloaded.
Loading a reference from XML
After successfully uploading data from the source configuration to an XML file, open the destination database. The structure of objects and their attributes must match. In this case, the transfer is carried out between two typical 1C: Accounting 3.0 configurations.
Open the processing in the receiver base. This processing is used for both uploading and downloading data. Go to the "Upload" tab and specify the path to the XML file into which the data was uploaded earlier. Then click on the "Upload Data" button.
The download result will be displayed in the messages. In our case, everything went well.
The reference book "Nomenclature" in the base-receiver was not filled. Now it has five elements: three item positions and two groups.
Configuration: 1c accounting
Configuration version: 3.0.44.177
Publication date: 20.01.2017
In the 1C: Accounting program, it became possible to regularly upload and download data from Excel spreadsheet documents, without the use of third-party processing and configuration changes. Loading and unloading is so easy that experienced users will quickly fall in love with this convenient mechanism, and new users will quickly master it.
Loading from Excel 1C: Accounting 8.3 ed. 3.0
For example, we have such an Excel spreadsheet document for loading a list of items and prices (retail and purchase).
Come in.
Press at the top Nomenclature and Prices - Download. This is where loading and unloading from spreadsheet documents is hidden.
The download supports xls(excel 97-2003 old format) and xlsx(new format), as well as mxl and ods formats. Now we select our file with the nomenclature and wait for the download.
The spreadsheet document has loaded in the form as we saw it in Excel, now we will assign the columns and remove the excess.
Click on Specify props and select the desired item from the list.
Select the line that has unnecessary entries, namely the table header and press Delete line.
Now we remove the column with the purchase price, note that processing is able to fill in only 1 type of price at a time!!! Then you can do this operation again and load the 2nd type of price, for the 1st load Retail for the 2nd purchase.
Fill in the blank data, Price type, Set prices for. The buttons All, Found, New, Duplicates will greatly facilitate the search and help to compare the nomenclature. Fill out and click Download after which the data will be loaded into 1C: Accounting.
New positions appeared in the item list, filled in and with assigned prices. If you need to load another price type, do all the steps again, but select a column with a different price, 1C will find the already created positions and will not try to duplicate them, but simply add a new price type.
As you can see, the download created 2 item price setting documents, for the Purchase price and for the Retail price. The difference between this processing Downloading from Excel to 1C: Accounting 8.3, The fact is that this is regular processing and it works without failures and taking into account all the features of filling out the document.
Uploading to Excel from 1C: Accounting 8.3 ed. 3.0
A very useful feature in version 3.0.44.177 and higher is uploading to Excel from 1C: Accounting 8.3, this processing will help you create a company price list or transfer your list of items to suppliers or buyers immediately with prices.
It's all there in the guide. Nomenclature - Nomenclature and Prices - Upload.
In point speakers, select those columns that need to be built in the Excel document. Selection serves for selection of nomenclature by Groups, properties, names... etc.
For uploading to excel, we will add a new column, namely the VAT rate, it seems not really necessary, but we are practicing.
Quite often, users need to save data from 1C 8.3 to a file, for example, pdf, Word, Excel and other formats. For example, send a report by e-mail to another person, make calculations in Excel. Unfortunately, not all users know that it is very easy to upload such data from 1C on their own without outside help.
Often there is a need to upload a list of any data from the tabular part of a document, a list form, a document journal, etc. Such tasks are often isolated, and it is not advisable to involve a specialist to write a report.
For example, you need to get the entire item with the "Materials" type, while only the "Nomenclature" and "Unit" columns are needed.
In the case when you need to upload data with their filtering, first of all, you need to configure the list in the "More" menu of the tabular section.
In the window that appears, from the left side (available fields), you must select those by which you will make a selection (in this case, “Nomenclature type”). In the right part of the window, the values of the selection parameters are set. Moreover, the type of comparison is not limited to equality alone.
After the turnover has been set, only those positions that meet the specified condition will be displayed in the list form of the "Nomenclature" reference book.
The next step is to display this list in a spreadsheet document.
From the More menu, select Show List.
If you need to display not all columns, as in our example, then check the boxes only for those that are necessary.
As a result, you get, in fact, a report that we can save in any available format. How to do this will be discussed below. Similarly, you can upload tabular parts of documents and directories, data from document journals, list forms, and more.
Uploading reports and printables from 1C
Any report, printable form, spreadsheet document (for example, which we received in our example) in 1C 8.3 can be uploaded to an external file in two clicks.
On the top panel of the program there is a button to save to an external file ("Taxi" interface). It will be active on any reports and printables where saving is available.
Unloading the entire 1C database
This method is necessary in cases where the entire 1C database needs to be unloaded, for example, to create a test copy.
Go to the required infobase in the configurator mode.
In the "Administration" menu, select the "Unload infobase" item.
Specify a different file name and save path if necessary.
The resulting uploaded data file with the *.dt extension is very easy to download in the future. To do this, in the configurator mode in the "Administration" menu, select the "Load infobase" item and open the *.dt file obtained earlier.