The need to save the Excel file from 1C arises from accountants and other employees working with both applications. It takes too long to transfer data manually by copying or manually entering from the keyboard, so the question arises about modern methods. The developers took care of this and provided clear ways to copy data in both directions. All the user needs is to know these methods.
How to unload files from 1C
A convenient option for transferring information from 1C is unloading. To do this, you do not need to copy data through the clipboard, everything is simpler:
The user opens the file in the 1C program;
All that remains is to select the desired location on the computer or on a removable disk where the file will be sent, and the format of this file. If the question is how to save in Excel, then the XLSL format is chosen.
This option does not take much time and helps to programmatically transfer large files to Excel.
When you need to act in the opposite direction, uploading Excel files to the 1C system, this is done in two ways.
How to send files from Excel to 1C manually
One of the manual methods is copying through the clipboard. The data is highlighted in the Excel document and the usual combination of Ctrl + C - Ctrl + V is transferred to the 1C database. It is important to ensure that the formatting does not get lost during the transfer and that all the data is in the right cells.
The second way is loading, reverse unloading. The user again goes to the "File" menu in the 1C system and selects the "Load" function, after which he finds the file on the computer. The download takes a little time, usually a few seconds, but longer for large files. It is highly recommended to check the format for glitches and errors so that they do not get embedded in the common database and cause confusion.
How to send files from Excel to 1C automatically
Copying information from 1C 77 into an Excel document is required relatively rarely. This is typical for cases when you need to print a report or provide separate invoices to the management or counterparties. Backloading data from Excel to 1C is more common because it is necessary for collecting and summarizing data.
In order not to do everything manually and not to waste time on this, the company can order a special loader, with the help of which the data will be received and processed without the participation of personnel. The loader is not a complex software product, but the problem is that it needs to be customized for the needs of a particular company. Therefore, you will not be able to download it from free access on the Internet; you will need the help of a specialized company that will develop a downloader and implement it for the company.
Before you start using such a bootloader, it is advisable to check three points.
How correctly it transfers data. It happens that the program works with errors, in this situation it is better to immediately detect this and make corrections than to deal with many inaccurate numbers later. After the implementation, the developer checks the stability of the program, but the company personnel must also check the correctness of the transfer at first, until they are sure that everything is in order.
Is the bootloader installed on all devices? The skipping of individual computers and employees working on them is unacceptable when forming a common base, because they can cause leakage of both information and funds of the enterprise. Implementation of automation for a company always presupposes complexity.
Before sending a copy of data from Excel to 1C, great attention should be paid to uniform filling of Excel cells. In cases where this is done carelessly, employees confuse the order of cells, enter data from two into one and do not follow the abbreviation rules, serious problems will also be found in the 1C database. The head of the enterprise or the chief accountant must carry out serious work with employees before introducing business automation using 1C. Compliance with all the rules for filling out reports and maintaining a database will subsequently help to avoid many difficulties and inaccurate data, speed up the business and bring it to a new level, overtaking competitors.
Very often it is required to obtain data from 1C 8.3 and save the information to an external file, in other words, to download it from the 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.
There are several methods in 1C with the help of which you can obtain information without involving specialists:
- Unloading the entire database from 1C 8.3 - for subsequent loading on another computer
- Save reports and printable forms to Excel, Word or PDF
- Unloading tables from 1C
- Retrieving Information Using the Query Console
More about them:
How to unload the entire database from 1c 8.3 (to file.dt)
To do this, you need to enter the configurator mode, then select the "Administration" - "Unload infobase" item in the main menu:
Then you only need to specify the name of the future file and its location on the disk.
For subsequent loading into another database, click on the "Load infobase" button and select the previously uploaded file.
Unloading reports and printed forms from 1C to Excel
This method is versatile and very simple. To do this, it is enough to open a printable or a report.
For example, open the TORG 12 printable, press ctrl + S (or in the File menu - Save As) and select the file type and its name:
For the same system works - the report is unloaded in two clicks:
Get 267 1C video tutorials for free:
Saving in basic formats is available - excel, word, pdf, html, txt, etc.
Unloading tables from 1C 8.3
Often there are such trivial tasks as "get a list of payments for the current year", "unload the book of purchases or sales" or "unload goods from invoice No. 256". It is quite simple to solve such problems.
For example, I need to receive all receipts from the counterparty "Vector" with an amount of more than 1000. Open the list form and set the required selections in the list:
The system will offer an output option - in a spreadsheet document or a text document, select a tabular one. The 1C program will display information in such a tabular document, which, like reports, can be saved in the format we need:
Similar actions can be performed for almost any tabular section in 1C 8.2. For example, we needed to unload a list of goods from receipt No. MSK00003, no problem. This is done very simply - we open the document, call the context menu and after a couple of clicks we get the required export in the required format:
Uploading the transaction log from 1C to Excel:
Retrieving Information Using the Query Console
However, not all information can be found in a simple tabular section of 1C 8.2. Sometimes it is required to collect data from several data sources, to combine 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 query result using and saving it in the format we need.
For example, you need to get all supplier contractors and their phone number. To do this, write the following query:
The resulting table can also be exported to the desired file format:
You can upload the received data to another 1C database using "". Watch the video tutorial for an example of the nomenclature:
If the "Save" and "Save as" buttons of the "File" menu are grayed out when you save a printed form of a document or report, this means that the table protection flag is set. To disable it, uncheck the "Prohibit editing tables" checkbox (menu "Tools" - "Configure configuration parameters" - "Auxiliary" tab). After that, it is necessary to re-generate the printed form of the invoice - saving to a file will be available.
The prohibition of editing tables is used in order to exclude the possibility of falsification by the personnel of the data of primary documents, since it does not allow disabling the "View Only" mode, as well as copying the table or saving it to a file. Therefore, in a typical configuration, only an employee with the "Administrator" or "Manager" rights can remove the prohibition of editing tables.
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The procedure for transferring data from 1C (a list of elements of a directory or document, a tabular section of a document, etc.) into the Excel format is a very convenient function of 1C, because allows you to save almost any data in Excel for further analysis.
1c enterprise version 8.2:
For example, we want to download data from the Nomenclature directory, for this we open the Nomenclature directory, display the required data (we use filters, open the required group):
And press the OK button.
After that, an Excel file with the necessary data from 1C will be created at the specified path.
But, you may not save the data to a file, but simply (after you have displayed the list) select the data, then save it to the clipboard (right-click - Copy), open the Excel program and paste the data from the clipboard into a blank sheet (right-click - Paste).
In the same way, you can save lists of documents and tabular sections in them.
If you want to save a report in Excel, then create a new report, and in order to upload it to Excel, you no longer need to display it in the list, but simply click on the main menu "File" - "Save a copy" and then follow the scheme described above ... Or just copy it through the clipboard.
1c enterprise version 8.3:
On the 1c platform version 8.3 - the technology for saving data in Excel is slightly different from version 8.2.
Here, if you right-click on the list, you will no longer see the "Display list ..." item, instead, you need to click on the "All actions" menu and select the "Display list ..." item that is already familiar to us:
In the same way, mark the necessary columns with flags, but here there is also a wonderful flag "Selected only", when it is set, only the selected rows are displayed in the table. To select several lines in the list of the nomenclature reference - click on the lines while holding down the "Ctrl" key, you get something like this (the highlighted lines are highlighted in blue):
As a result, it should look something like this:
Further, you can save this table to Excel via the clipboard (as I wrote above), or save it directly to the Excel file, for this, in 1s (in the displayed list), click on the special button of the main menu (with an arrow down) and select the item "File" - "Save as ...", then a standard file saving window opens, in it specify the file name and type "Excel Sheet" and click "Save".
To save the report to a file, do the same as I wrote just above:
