How to connect 1C with phone calls: orders, payments and the customer card
Sado AI team · · 4 min read
In short
Before connecting 1C with calls, answer one question: which data goes in which direction. There are usually three: from the call into 1C (a new customer, an order, the outcome), from 1C into a call (orders to confirm, customers with a payment due soon) and data needed during the conversation. Agree this in writing and decide with your 1C developer which documents and fields are used. Sado’s team connects Sado with 1C. For a quick start, export a list from 1C to Excel and upload it to Auto-calls.
1C and calls: three directions
| Direction | Example | What to agree |
|---|---|---|
| From the call into 1C | A phone order, a new customer | Which document is created (for example, a customer order) and which fields are filled |
| From 1C into a call | Confirming tomorrow’s deliveries, customers with a payment due soon | When the list is made and from which report |
| During the call | The customer asks “where’s my order?” | Who answers and which details may be shared |
Don’t do everything at once. Start with the one task that takes the most time, for example the daily order-confirmation calls made by hand.
Which calls to start with
- Order confirmation: address, time and payment method. A van sent to the wrong address is the costliest mistake.
- Agreeing the delivery time: “Will you be home tomorrow between 10 and 14?”
- Payment reminders: two or three days before the due date, politely.
- Regular customers who haven’t ordered for a while, for example two months. You can tell them about new prices or an offer.
What to agree with your 1C developer
- Which 1C configuration you run: trade, retail or accounting. The way to connect depends on it.
- Which field holds the phone number, and in which format. If one customer has “90 123…” and another “+998…”, clean that up first.
- What changes in 1C after a call: only what’s needed. For example, the order status or a comment, not prices or stock.
- Who approves: is a change written at once or after a staff member checks it?
- Test on a copy of the database first, then move to the live one.
- Decide in advance who fixes errors and whom to tell.
Quick start: a list from 1C in Excel
You can start before a full integration. Export the report you need from 1C to Excel, such as tomorrow’s deliveries or customers whose payment is due this week, and upload it to the Auto-calls section of the Sado portal. Choose the purpose: payment reminder, or “Other” with a short brief for the operator such as “confirm tomorrow’s order”. Set the calling hours too.
Only people you may call are called: your own customers. A payment reminder is always polite, for example:
Sado: Assalomu alaykum, this is Shohruh from Baraka Savdo. Am I speaking with Anvar aka?
Caller: Yes, go ahead.
Sado: Payment for the October delivery is due on Friday, just a reminder. Will Friday work for you?
Caller: Friday is hard. Could it be Monday?
Sado: All right, I’ve noted Monday. Your manager will confirm and call you. Thank you, Anvar aka!
The results (who confirmed, who moved the date, who didn’t answer) are on the auto-call page and download as one Excel file. A staff member enters them into 1C. Preparing the list: calling a list from Excel.
Sado and 1C
Sado’s team connects 1C with you: first we agree what goes where, then we connect it and test it together. Each call’s recording, transcript, answers, short summary and next step stay in the Sado portal. For other systems there are webhooks and a REST API: for developers.
If you use Bitrix24, there’s a ready connection: Bitrix24 AI calling. More on order confirmation: AI outbound calls and an AI operator for online stores. Try it live or call 78 778 01 23.
Questions
Does Sado work with 1C?
Yes. Sado’s team connects 1C with you, and we agree in advance which data goes where.
Will we need a 1C developer?
No code is needed from you on Sado’s side. But your 1C specialist knows best which documents and fields your database uses, so invite them to the first meeting.
Can we start without an integration?
Yes. Export a list from 1C to Excel and upload it to Auto-calls. Download the results in Excel and enter them into 1C.