Prepare the exchange endpoint and credentials for synchronizing reference data and documents.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Define the data flow. Decide which system is the source for products and documents.
- Create a separate 1C user. Grant only the required permissions.
- Enter the address and credentials. Check HTTPS and confirm that the service is reachable from the server.
- Run a limited data exchange. Start with a single test group.
Check the result
No duplicates are created, units match, and the log shows the number of records created, updated and skipped.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.