Integration of KeepinCRM with 1C and BAS - Synchronization of Sales and Accounting
Stop copying data manually. The module from IntegraBAS Solutions links the sales department in KeepinCRM with operational accounting in BAS, ensuring that inventory levels, prices, and order statuses are up to date in real time.
Estimated cost: 11 000 ₴
Key features of the module
Automatic import of products, categories, and attributes from 1C / BAS into CRM.
Instant creation of orders in the accounting system as soon as they appear in KeepinCRM.
Synchronization of order and payment statuses - the manager always sees the current stage of the transaction.
Transfer of delivery data (Nova Poshta, Ukrposhta) from the accounting system back to the CRM for customer notifications.
Who needs this integration?
So that managers can see the actual inventory levels and avoid selling out of stock.
So that orders from the CRM are immediately added to the production schedule or sent to the warehouse for picking.
To maintain a single database of customers and their service history without duplicates.
We don’t just set up data synchronization; we enable a full-fledged exchange of information between systems: changes in 1C (price, availability) are instantly reflected in KeepinCRM, and vice versa.
IntegraBAS Solutions' algorithms prevent duplicate entries of counterparties when uploading orders by matching them by phone number or email address.
Automatic generation of invoices, delivery notes, and payment tracking. Your sales team spends their time making calls, not filling out forms.
We take into account your custom fields in KeepinCRM and non-standard details in BAS, tailoring the module to your business processes.
Automating Data Exchange: Integrating KeepinCRM with 1C and BAS
Modern Ukrainian businesses are increasingly opting for a combination of a flexible front-office system and a powerful back-office solution. Integrating KeepinCRM with 1C is a strategic solution that allows you to unite the sales department, warehouse, and accounting into a single information space. The IntegraBAS Solutions team has developed a module that eliminates the need for manual data duplication, minimizes the risk of errors, and speeds up order processing several times over.
When systems operate in isolation, delays occur: a manager sells a product that is not in stock, and the accountant does not see the payment on time. Our task is to ensure that data between KeepinCRM and your accounting system (BAS Purchase-Sale, BAS Small Business, UNF) flows instantly and without loss.
Synchronization of the product catalog and inventory balances
One of the critical tasks is keeping the price list up to date. The module from IntegraBAS Solutions ensures full synchronization:
- Product catalog upload: All products, categories, SKUs, and specifications are transferred from 1C/BAS to the CRM automatically.
- Inventory control: The manager in KeepinCRM sees the actual quantity of goods in various warehouses. As soon as a write-off or receipt occurs in the accounting system, the data in the CRM is updated in real time.
- Current prices: Price changes in the accounting system (for example, due to exchange rates) are instantly reflected in the product cards in the CRM.
Automation of the sales funnel and document workflow
We configure the data exchange logic to align with your business processes. The solution from IntegraBAS Solutions supports the following scenarios:
- Order creation: As soon as a deal in KeepinCRM moves to a specific stage, a “Purchase Order” document is automatically created in 1C/BAS.
- Two-way statuses: If a warehouse clerk marks an order as “Picked” or “Shipped” in the accounting system, the manager in the CRM will immediately see this status change without having to call colleagues.
- Working with counterparties: When transferring an order, the system checks the database for the client’s existence using their phone number or EDRPOU code, preventing duplicate entries and keeping your sales history clean.
Logistics and financial management in a single window
Integration significantly simplifies delivery and payment processes. If you use Nova Poshta or Ukrposhta services, waybill data generated in your accounting system can be automatically transferred to KeepinCRM. This enables automated notifications to customers regarding shipment status.
As for financial accounting, the module records incoming payments (including those via Monobank, Privat24, or bank statements) and matches them with specific orders in the CRM. This way, the manager can see the actual accounts receivable and the profitability of each transaction without needing additional reports.
Why should you choose IntegraBAS Solutions for implementation?
When you opt for professional configuration, you get more than just a “module”- you get a fully integrated ecosystem. We conduct a detailed audit of your configuration, set up mappings for additional fields, and train your team to work with the updated functionality. IntegraBAS Solutions specialists provide technical support and module adaptation during KeepinCRM API updates or the release of new BAS versions.
Automate routine processes today to scale your business tomorrow with proven solutions from our team.