SalesUp BAS integration for Creatio

BAS integration for Creatio is a product that allows you to set up one-way and two-way data exchange between 1C and the Creatio system using the Creatio system interface.

Use cases:

The product allows you to set up synchronization of systems for the following objects:

• Lookups
• Documents
• Information registries
• Accumulation registries
• Plans of characteristics types
• Plans of invoices
• Plans of calculation types

Key features:

• Creatio integration with several 1C databases (using asynchronous queues);
• Integration launch according to the schedule (at certain intervals);
• Intuitive logic of connection filling;
• Import of 1C configuration metadata for the possibility of selecting objects and their fields from drop-down lists;
• Simplified and extended mode for configuring the correspondence between objects and fields (selecting values ​​from drop-down lists);
• Setting the object integration priority;
• Linking existing records by key fields;
• Setting up the integration of both standard and user-added fields and objects;
• Flexible filtering of integration objects in both directions;
• Transfer only new and changed data;
• The ability to specify fields from related lookups by selecting from a drop-down list (only for direct links);
• The ability to specify fields to be returned after export to 1C (for example, to ensure a unified numbering of lookups and documents in 1C and Creatio);
• Using the capabilities of the 1C queries language for data import;
• Auto-generation of 1C queries based on configured field mappings;
• Console for executing arbitrary requests in 1C;
• Setting default values ​​for integrated fields (lookup values, system settings and constants);
• Setting the correspondence of the values ​​of the 1C enumeration to the values ​​of the Creatio lookup;
• Forming a strategy for filling in details in Creatio (preliminary cleaning, searching and updating records by key fields, full data loading without searching);
• Integration setup templates;
• The ability to create your own template settings;
• Additional checks of settings before starting the integration;
• Registration and deregistration of all records of the corresponding 1C object from the settings card in Creatio;
• “Simplified” import mode for primary exchange;
• Import/export settings to a file;
• Control of application parameters to avoid integration with the 1C production environment when deploying copies of Creatio;
• Automatic saving of the time of the last integration of Creatio objects and logging of results (advanced or errors only);
• Launching a post-processing business process;
• Sending e-mail messages when errors occur;
• Change/addition of the integration logic on the side of Creatio (for users with knowledge of C#);
• Change / addition of the integration logic on the 1C side (for users with knowledge of 1C);
• The ability to disable the triggering of the Creatio event model when saving;
• Management of remote records (the ability not to delete records in CRM when deleting in 1C).