1c 8.3 loading data from a spreadsheet document. Accounting info

In order to import prices into 1C 8.3, you need to prepare a file. The structure of the source file can be arbitrary, the main thing is that it contains columns with the name of the nomenclature, by which the system can determine whether such a position already exists in the infobase, or a new one needs to be created:

Processing for loading items and prices in 1C 8.3 from a spreadsheet document is available from the directory list form Nomenclature- chapter Reference books:

Before starting the import, the system will prompt you to specify the Excel file with the source data:

Comparison of nomenclature fields in 1C

At step 1, the columns of the source file with the nomenclature and prices are compared with the details that are defined for the elements of the Nomenclature directory. If the name of the column matches the name of the attribute, then the system will make such a comparison on its own.

This comparison is used both to search for existing positions in the infobase (otherwise, a new one would be created each time during import), and if the nomenclature was not found. Then, when creating a new stock item, the details are filled in from the corresponding columns of the file:

Since in our case we need to import item prices, we need to specify from which column the system should take the price value. If the name of the column with the price matches the name of the existing price type, then such a column will be determined automatically. But since only values ​​of one price type can be imported at a time, only the first of the found columns will be determined, so such a comparison between the type of the loaded price and the column in the file must always be controlled.

If the column with prices is not defined, then prices will not be imported:

If there is a need, then extra columns and rows are deleted, that is, those data that should not be loaded.

Important: when importing prices, only one column with prices should remain. This is due to the fact that one document in 1C can register prices for only one type of prices:

After the file data is appropriately compared, you can proceed to step 2, that is, directly to loading data from Excel into 1C 8.3.

Uploading price list and goods to 1C Accounting

At the second step, just before the import is performed, the system will display information about which items of the item could be matched with existing ones, which ones will be created during import:

The user has the opportunity to make adjustments: refuse to create new positions and explicitly indicate the item for which to set the price, set up filling rules for the newly created item, and more. If something does not suit you, you can return to the previous step by clicking the button Back:

Since in this example, not only (and how much) the import of the item is performed, but also the loading of prices, it is necessary to check the values ​​of the details Price type And Set prices for. It is they who will determine the date of the document automatically created when loading and which will be registered by this document:

By pressing the button Download(if necessary) the creation in the infobase of new item positions and the item price registration document (again, if prices were loaded) and the upload form will be closed:

An automatically created document Setting item prices in further work is no different from those created by other methods. For the convenience of users, when loading prices from an external file, such documents have a corresponding comment: “#Loaded from file”:

For documents uploaded to the infobase that were received as a result of the exchange, the system automatically assigns service comments: new uploaded, modified, canceled, posted. When a new document is loaded into the 1C database or an existing document is overwritten as a result of changes, a comment is assigned to make it easier to track document modifications and respond to changes accordingly. For more information about the meaning of service comments in documents, see our video:

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 for 1n 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.

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What opportunities does loading into 1C from Excel provide?

Thanks to the capabilities of modern software, you can download any type of data from Excel to 1C.

Why do you need it?

  1. To quickly transfer the accumulated data to the running 1C accounting system.
  2. To save yourself from the regular routine of manually updating prices.
  3. To quickly download orders from the online store.
  4. To protect yourself from processing information within 1C, for unwanted users. For example, outsourcing companies or freelancers.
  5. To quickly update the composition of stock items.

Watch our video to understand how you can use data upload to 1C in your business (specify high quality when watching):

How to properly prepare data for loading into 1C from Excel?

If you have data in MS Excel format and you decide to transfer it to 1C, then you need to know the following:

1. The data structure must be homogeneous. For example, if you also have phone numbers in the last name column in Excel, then you should move them to a separate field (column). The principle of "One field - one entity" is typical for any data that you are going to upload.

2. A single data format within each field. Programs for loading data into 1C from Excel are sensitive to the smallest details. The following data from the point of view of the machine will be different:

  • "piece" and "piece" (without dot and with dot)
  • "man" and "husband." (different description of one entity - gender)

Before automated data loading, you need to make sure that all identical (from a human point of view) entities have the same description - format, otherwise these entities will be loaded into 1C in several versions.

3. Unique identifiers for unique entities. To avoid duplication during automated data loading, it is necessary to provide unique identifiers in advance. For example, when loading data about goods, such an identifier can be the article of the goods, when loading counterparties - legal entities, the TIN can serve as an identifier, for individuals - email or a discount card number.

Depending on the requirements of the task, there are different approaches to interpreting unique identifiers, but the fact remains - they should be!

4. The absence of extraneous data and design elements is desirable, unrelated to loading. Such data includes service comments, empty lines, footnotes, etc. elements.

5. Unambiguous structure of cells. The merging of cells in an area is acceptable provided that such a merging was carried out according to a clear algorithm that can be machine analyzed. It is not recommended to use such joins for automated data loading.

If you have a file, the data from which you want to upload to 1C, just send it to us for analysis and we will tell you the time and cost of automatic upload!

What data can, in principle, be downloaded from Excel to 1C?

Any data is suitable for automated loading from Excel to 1C, as long as they are formatted correctly, taking into account the principles described above.

The following are examples:

(name, contact details)
  • Uploading information about completed sales(to whom they sold, what they sold, how much money they received)
    • (product, how much it costs, for which categories of buyers it costs so much)(who wants to buy, what they want to buy, in what quantity)
  • Downloading information about accumulated discounts(who saved up, for what amount of purchases he received a discount, what is the percentage of the discount)

    • Please note that these are just examples. Technically, we are able to download any data that is required to solve your particular problem.

    If you need to analyze this data and then upload it to 1C, please contact us! We will consult you free of charge by phone: 8-926-219-21-60.

    How is the loading from Excel to 1C? Is it possible to write a program for self-regular loading?

    The site team has been manufacturing loaders since 2005. We have accumulated vast experience in loading from Excel to 1C, which will allow us to write a loader for any purpose:

    1. One time loader to quickly solve a specific problem.
    2. Multifunctional bootloader for multiple use.

    It all depends on your goals and objectives.

    If the task is urgent, and there is no need to regularly import information into 1C, then it will be enough for you to order a one-time loader. It will cost less than a multifunctional one and will allow you to solve the problem in a short time. As a result of the work of a one-time loader, you will receive the necessary information in your accounting system soon after the order.

    It will take more time to develop a multifunctional bootloader. It all depends on the degree of its universality and the complexity of information processing.

    This is what our loaders look like:


    Or like this:


    This is how our loader for the Trade Management configuration looks like, ed. eleven:

    And we have MORE than a hundred such loaders for any task!

    In any case, whatever bootloader you need, call: 8-926-219-21-60. We will advise you for free and help you make the right choice.


    Interested in the ready-made solution "Upload to 1C from Excel"?

    We will be happy to answer your questions and discuss the details of cooperation.

    Click the button"Submit a request" and we will contact you within a business day.

    In 1C 8.3, it is possible to bulk load a list from a spreadsheet document, for example, from an Excel file.

    We use external processing for uploading Loading DataFromSpreadsheetDocument.epf for managed forms (8.2 and 8.3), which can be downloaded . It is generic and should be suitable for any configuration written for a managed application.

    • If you are a programmer and want to develop "your" download from Excel, detailed instructions for;
    • An example of loading a price list in 1C Trade Management can be found at.

    To start external processing, you need to go to the "File" menu, then "Open" and select this processing from the directory in which it was saved:

    Processing Loading data from spreadsheet document 1C 8.3 (managed forms)

    After the processing has opened in 1C, you can start working with it. First of all, we need to decide where and what we will upload:

    I want to give an example on the reference book "". I have created a data file in xls format.

    Processing can also load files of the following format:

    • any other format from which data can be copied.

    This is how the Excel file with the initial data looks like, which we will upload to the "Nomenclature" reference book:

    Get 267 1C video lessons for free:

    I did not begin to prescribe all the fields of the directory, since this is enough to understand the principle of loading. In addition, this data is enough to start working with these positions.

    These positions are not yet in the 1C information base, and we will now upload them there.

    Click on the “Open” icon (marked as “Source Selection” in the figure) and select the data file. You can use a simple copy of the information. My example file can be downloaded. The data will be loaded into processing automatically. Now let's check if we filled in our data correctly. To do this, click the "Fill control" button.

    As you can see, we have errors! We will eliminate. Go to the "Settings" tab:

    Before correcting mistakes, I want to pay attention to one important detail. The program initially does not know which field to search for the directory element in case it is already there. So she needs to point it out. I prefer to search by code as it is usually unique. In the column "Search field" in the line "Code" put a tick. Now, if a record with such a code is found, it will be replaced, otherwise it will be created.

    Important! If you do not specify a search field, duplicate items may appear. Especially after the second download of a similar file!

    Now let's see why it swears on the "Unit" field. The fact is that the units of measurement in 1C 8.3 are stored in a separate directory, and the default processing looks for this unit by name. But in fact, the word unit is written in the "Full name" field.

    Unfortunately, processing can only search by "Name" and "Code" (for the programmer, the possibilities are wider). If you pay attention to the pictures above, you will see that in the "Unit" column I have a code. And in processing, you need to specify that the search should be carried out by code. We double-click on the "Condition condition" column opposite "Unit" and change it to "Code".

    Now let's see what they say to us about the "Service" in the list of errors. One more important note. The columns in the file must be placed strictly in the same order as the rows of the lookup fields. And we have "" at the very bottom, and in the file after the "Comment" column.

    In order to raise the line "Type of item" up, there are blue arrows at the top of the form. Using the "Up" arrow, we raise the desired line and put it under the "Comment".

    Click "Load data", and this time everything goes without errors:

    Video tutorial on loading goods into 1C from Excel files:

    Loading a list of goods into the stock list directory is a common task that may appear both at the beginning of work with 1s and later. You can solve it in different ways. I propose a simple, in implementation, way - by loading from a spreadsheet document. Along the way, we will analyze how to create a directory structure that is convenient for work, set up a hierarchy with selection according to the necessary product properties in 1s Trade Management 11.4 #UT11

    Watch the video - I show everything clearly in 1C Enterprise!

    First, let's look at the structure of the Excel file. Each of its columns corresponds to the details of the nomenclature reference book and it exactly repeats the created template on the second processing tab. That is, in the aggregate, these are the data that we will fill in for each unit of goods. The value of the article in my example is a key with mandatory filling. And also it uniquely has no duplicates. The name and the name for printing duplicate each other, but may be different if the corresponding column is filled in. Next are the columns of the manufacturer and the distinctive properties of the product. I create product properties in 1s using additional details.

    Required settings. You need to tick two places. The first - on the tab "Reference data and administration", look for "Setting up reference data and sections", click "Nomenclature", "Accounting sections" - turn on "Many types of nomenclature".

    The second - the tab "NSI and administration", we are looking for "General settings", we enable the ability to use additional details and information.

    I created the structure of the entire nomenclature in the Types of Nomenclature directory. The grouping of goods in the Nomenclature directory will depend on this directory. It's more convenient than it used to be with groups. Each product has its own distinctive characteristics. For example, computer cases have different form factors, hard drives also have a "form factor" parameter. How to get it into the program? Let's open any type of nomenclature on the additional details tab. This tab will become available after enabling the corresponding setting. Here we enter, for each type, the details that are used for this product. For example, a hard drive has an “Interface” parameter, and there is also a Form factor parameter, only the cases have their own and the values ​​​​in it are different, not the same as for disks. For these additional details, you can set up a filter that will very quickly select the desired positions in the list of products. The filter is configured by adding an additional attribute.

    Everything should be clear with the settings. If not, write, we will try to figure it out.

    Open processing and proceed to download. The first tab contains download settings. On the second one, a template is created for the selected Item Type, on the last one, the download result is displayed. We make settings, insert from Excel, a prepared table with goods, click - download.

    How to upload goods from EXCEL to 1C, how to set up the Nomenclature directory.