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1C processing for Shelter CLOUD

Description

The processing provides two-way data exchange between Shelter CLOUD and 1C system. It allows you to automatically create and update documents in 1C based on data from the Shelter CLOUD, as well as transfer payment information back.

The latest version of the processing (frontdesk24.epf) can be downloaded at: ftp://ftp.shelter.ru/Shelter/Cloud%20(Frontdesk24)/1C/

Getting an access token

An access token is required to work with the processing. To receive it, contact customer support.

Functionality

Transferring data from Shelter CLOUD to 1C

Processing uploads the following documents from Shelter CLOUD to 1C:

  • Reservations,

  • Services,

  • Payments (by card and cash),

Based on this data, the following documents are generated in 1C::

  • Implementation (for accommodation and additional services)

  • Cash payment

  • Card payment

  • Accounts

  • Acts

Transferring data from 1C to Shelter CLOUD

The processing transmits information about non-cash payments made from 1C to Shelter CLOUD.

Installation of processing (using the example of "Enterprise Accounting 3.0")

  1. Go to Administration → Printed Forms, Reports, and Processing.

  2. Activate the Additional Reports and processing option. The corresponding link will appear — click on it.

  3. In the window that opens, click Create and select the frontdesk24.epf processing file.

    • Specify the processing location, i.e. on which screens it will be displayed.

    • Set up accessibility for users in the table section by marking the required employees in the Quick Access column.

    • Click Record and close.

  4. Adding to the Quick Access Toolbar:

    • Open the section from which you plan to start processing, for example, Sales.

    • Find the Additional Processing area. If it is not available, use Action Settings.

    • Find the desired treatment and click Add to move it to the right side of the window.

    • Click OK to save the changes.

The processing is installed and ready for use.

Working with processing

Launch

The processing is started through the section to which it was linked (for example, "Bank and cash register"). To do this, select Additional Processing → Import from Frontdesk24.

Initial setup

The first time you start it, you need to configure it.

  • The token. Specify the token you received from Shelter technical support.

  • The path to the mapping files. This is a place to store service files with mappings. It is usually left empty — in this case, the default path is used.

  • The default organization. Select the organization for which the documents will be created.

  • Counterparty is an individual. Specify the counterparty to whom all documents from individuals will be linked (if the option below is not activated).

  • Create a physical counterparty.Person and contract: When activating this option, a new counterparty and a contract in 1C will be automatically created for each individual in Shelter CLOUD.

  • Create a legal entity counterparty if it is not matched: If no INN match is found for the legal entity from Shelter CLOUD, a new counterparty will be automatically created.

  • Responsible: Specify the employee who will be put in charge in the created documents.

Downloading data from Shelter CLOUD

  1. On the Upload Documents tab, select the required period and click Upload data from Frontdesk24. The list of documents available for creation or updating in 1C is displayed.

  2. Pay attention to the blue columns — they require data matching. For example, to link a Booking Com partner from Shelter CLOUD to the correct counterparty in 1C, select it from the drop-down list.

  3. After completing the mappings, save them through the More menu.

  4. Tick the boxes for which you want to create documents (you can use the button to select all of them), and click Create/Update documents by selected lines. Links to the created documents will appear in the Document column.

Importing payments from 1C to Shelter CLOUD

  1. Go to the Import tab.

  2. Specify the period for which you want to upload payments, and click Fill out the documents. A list of payments created in 1C is displayed.

  3. Select the required payments and click Send to FD24.

Payment Processing Scenarios

  • Successful: The payment will be created in Shelter CLOUD if:

    • For a legal entity: the INN is specified in 1C, and one booking from this counterparty with the same amount was found in Shelter CLOUD.

    • For an individual: full name is specified in 1C, and one guest with a completely matching full name was found in Shelter CLOUD (the payment amount is not verified).

  • Multiple bookings: If several suitable bookings are found, click on the cell with the booking number, select the correct option and repeat the import.

  • Booking not found: You can manually enter the booking number and resend the shipment. If a booking is found using this number, a payment will be created.

Example of booking selection if more than one is found:

Example of successful saving of a payment:

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