Integration of CRM with 1C: exchange with 1C and MoySklad

Integration of CRM with 1C is about ensuring that sales and accounting cease to be two separate worlds. In a typical company in Uzbekistan, accounting is kept in 1C or MoySklad: there are balances, prices, contractors, documents and payments. And sales and clients live in CRM or even in messengers and spreadsheets. And between these worlds stands a person who manually transfers data back and forth: enters goods, checks balances, duplicates payments. Exchange with 1C and MoySklad removes this person from the chain - the data is synchronized automatically, without double entry.

When accounting and sales live separately

The picture is familiar to almost every business: the accountant and storekeeper work in 1C or MoySklad, and managers conduct transactions in CRM or in correspondence. To issue an invoice to the client, the manager goes to check the balance and price with the storekeeper. To register a sale in accounting, the accountant manually transfers the transaction from CRM to 1C. The same product, counterparty and payment are entered twice into two systems. As a result, balances in CRM and 1C diverge, prices become outdated, and some payments are lost between programs.

How expensive is double entry?

Manual data transfer is more expensive than it seems. Employees' time is spent on copying items and reconciling balances instead of working with clients. Discrepancies in balances lead to the manager selling something that is not in stock, or keeping the client on hold due to an incorrect figure. Counterparties are entered twice and in different spellings, so the client’s history falls apart. Payments made in 1C are not visible in CRM - the manager does not know whether the client has paid. The more goods, transactions and payments, the higher the price of this chaos and the risk of error.

• Nomenclature and prices are entered separately in CRM and 1C
• Sales and warehouse balances differ
• Contractors are duplicated and written differently
• Payments from 1C are not visible to the manager in the transaction
• Documents and sales are transferred to accounting manually

What does the exchange of Taska with 1C and MoySklad give?

Taska connects CRM with 1C and MoySklad in a two-way exchange. Nomenclature, balances and prices are pulled up from the accounting system - the manager sees in the transaction the current product, the real balance and the correct price, without asking the warehouse again. Counterparties are synchronized: the client is created once and is the same in both systems. Payments and documents go back and forth, so the payment status is visible in both CRM and 1C. And when the deal is closed, the sale is automatically recorded - without manual transfer. There is no double entry: sales and clients are maintained in CRM, accounting in 1C, and the data is general.

How is the exchange set up and who is it for?

The exchange is customized to suit your accounting system: we connect 1C or MoySklad, compare product and counterparty directories, set what is synchronized and in what direction - balances and prices from accounting in CRM, sales and payments back. Then synchronization proceeds according to schedule, without the participation of people. Suitable for wholesalers, distributors, online stores, production and any UZ business where the warehouse and accounting are already in 1C or MoySklad, and sales need to be adjusted to account. We implement it on a turnkey basis - we will analyze your processes, set up the exchange, transfer data and train the team, we launch the working core in 14 days.

Link CRM with 1C and MoySklad

Do you want sales from CRM to flow into 1C themselves, and balances, prices and payments do not diverge between systems? Leave a request for a free consultation - we will analyze your accounting and sales, show you which exchange with 1C or MoySklad is needed for your business, and implement Taska on a turnkey basis. You will see in advance how synchronization works and how much it costs.