Free integration of Megaplan and 1C:Fresh — together more convenient and faster
Posted: Wed Jan 29, 2025 6:36 am
Did you know that Megaplan can be upgraded using free integration with 1C:Fresh? In this article, we will tell you how to use the integration and why your employees will work much better after connecting it.
Why do we need to integrate Megaplan and 1C?
Many companies use both Megaplan and 1C — each of these programs has its advantages. In Megaplan, employees usually work with clients before the deal is concluded: they record agreements, save contacts and other important information. And after the contract is concluded, they transfer the data to 1C for accounting in order to make payments and draw up closing documents.
Why do we need to integrate Megaplan and 1C?
But working in two programs at the same time is inconvenient: the process slows uae whatsapp list down, errors may occur. For example, if employees incorrectly transfer some data about a transaction to their colleagues. But in any case, the result will depend on how well the communication between managers and the accounting department is established.
Even a good team can have problems. The manager gets distracted by an important call and does not ask for an urgent invoice, and when he remembers, the accountant has already left the office. The opposite can also happen: the accountant does not promptly transmit payment information, and the client is worried and waiting for the manager to call. Both are unpleasant.
In both cases, the quality and speed of customer service suffer. This affects their loyalty, and ultimately, the company's income. After all, the level of service largely determines whether the client will buy your product again or recommend it to friends.
Free integration of Megaplan and 1C:Fresh, a cloud version of the accounting program familiar to everyone, will help you protect yourself from such situations.
What are the advantages of integrating Megaplan and 1C:Fresh?
Employees work where they are used to. At the same time, each program performs its tasks: communications are conducted in Megaplan, and accounting is in 1C.
All data is stored in one place, and working with clients is a single process. There is no longer a need to manually collect information from different programs. You can exchange data on goods, invoices, contractors, as well as closing documents.
Save time. Employees will not have to duplicate information in different programs.
There are fewer errors and the quality of service improves. This increases customer loyalty.
Example of integration work: scenario
Data exchange between Megaplan and 1C:Fresh occurs in a semi-automatic mode, i.e. under the control of an employee. The accountant or manager must press a button to start the data exchange process.
You can also choose the direction for data exchange:
from 1C to Megaplan;
from Megaplan to 1C;
two-way exchange.
Processing synchronization with Megaplan
What is needed to integrate Megaplan and 1C:Fresh
To set up the integration, several conditions are required:
Availability of "1C: Enterprise Accounting", edition 8.3. We would like to draw your attention to the fact that this configuration and edition are required. We do not launch integrations with older versions, as they are unstable.
Megaplan tariff "CRM: Clients and Sales+" or "CRM: Business". The tariff plans below lack functionality.
Megaplan account with director rights. It is necessary for the correct operation of the integration, because only the director has access to all the information. If you do not want to transfer director access, you can create an employee-bot for integration - it will only have access to the integration settings.
Account details with administrator rights in 1C.
Connecting and setting up the integration is simple and quick: this operation will take no more than 10-15 minutes
What results does the integration of Megaplan and 1C:Fresh give?
Integration of Megaplan and 1C:Fresh accelerates the exchange of commercial information related to clients and transactions. Employees perform fewer actions, while continuing to use their usual programs.
The time for exchanging documents is reduced.
The number of errors is decreasing.
No need to duplicate information anymore!
At the same time, all data on transactions and payment of bills always remains at hand - in Megaplan. Customers are served faster and better, they are happy to make repeat purchases and bring the company constant additional income.
Why do we need to integrate Megaplan and 1C?
Many companies use both Megaplan and 1C — each of these programs has its advantages. In Megaplan, employees usually work with clients before the deal is concluded: they record agreements, save contacts and other important information. And after the contract is concluded, they transfer the data to 1C for accounting in order to make payments and draw up closing documents.
Why do we need to integrate Megaplan and 1C?
But working in two programs at the same time is inconvenient: the process slows uae whatsapp list down, errors may occur. For example, if employees incorrectly transfer some data about a transaction to their colleagues. But in any case, the result will depend on how well the communication between managers and the accounting department is established.
Even a good team can have problems. The manager gets distracted by an important call and does not ask for an urgent invoice, and when he remembers, the accountant has already left the office. The opposite can also happen: the accountant does not promptly transmit payment information, and the client is worried and waiting for the manager to call. Both are unpleasant.
In both cases, the quality and speed of customer service suffer. This affects their loyalty, and ultimately, the company's income. After all, the level of service largely determines whether the client will buy your product again or recommend it to friends.
Free integration of Megaplan and 1C:Fresh, a cloud version of the accounting program familiar to everyone, will help you protect yourself from such situations.
What are the advantages of integrating Megaplan and 1C:Fresh?
Employees work where they are used to. At the same time, each program performs its tasks: communications are conducted in Megaplan, and accounting is in 1C.
All data is stored in one place, and working with clients is a single process. There is no longer a need to manually collect information from different programs. You can exchange data on goods, invoices, contractors, as well as closing documents.
Save time. Employees will not have to duplicate information in different programs.
There are fewer errors and the quality of service improves. This increases customer loyalty.
Example of integration work: scenario
Data exchange between Megaplan and 1C:Fresh occurs in a semi-automatic mode, i.e. under the control of an employee. The accountant or manager must press a button to start the data exchange process.
You can also choose the direction for data exchange:
from 1C to Megaplan;
from Megaplan to 1C;
two-way exchange.
Processing synchronization with Megaplan
What is needed to integrate Megaplan and 1C:Fresh
To set up the integration, several conditions are required:
Availability of "1C: Enterprise Accounting", edition 8.3. We would like to draw your attention to the fact that this configuration and edition are required. We do not launch integrations with older versions, as they are unstable.
Megaplan tariff "CRM: Clients and Sales+" or "CRM: Business". The tariff plans below lack functionality.
Megaplan account with director rights. It is necessary for the correct operation of the integration, because only the director has access to all the information. If you do not want to transfer director access, you can create an employee-bot for integration - it will only have access to the integration settings.
Account details with administrator rights in 1C.
Connecting and setting up the integration is simple and quick: this operation will take no more than 10-15 minutes
What results does the integration of Megaplan and 1C:Fresh give?
Integration of Megaplan and 1C:Fresh accelerates the exchange of commercial information related to clients and transactions. Employees perform fewer actions, while continuing to use their usual programs.
The time for exchanging documents is reduced.
The number of errors is decreasing.
No need to duplicate information anymore!
At the same time, all data on transactions and payment of bills always remains at hand - in Megaplan. Customers are served faster and better, they are happy to make repeat purchases and bring the company constant additional income.