Imports non-stock entries (such as services or text lines) into Sapera, matched on external reference and line number.
1. Select the action in the Action field. 2. Point to your data source – a file (CSV or Excel) or a SQL query. 3. Map the source columns to Sapera's fields in the column mapping (see Source fields below). 4. Run Compare to see what will be created, changed or stay unchanged – without writing to Sapera. 5. Run Update Sapera to perform the import.
Use the Allow create and Allow update parameters to control whether new rows are created and whether existing ones are updated.
Used to record non-stock entries – e.g. services, text lines or consumption that is not managed as physical stock.
Each line is identified by external reference + line number (ExternalReference + LineNumber), so repeated runs do not create duplicates.
A line can point to a product, variant, instance, supplier/customer plus quantity, cost and sales price, discount and registration date. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| Allow creating new non-stock entries for rows that do not yet exist. |
| Allow updating existing non-stock entries when a matching row is found. |
| Product identifier used when a row has no product identifier of its own. |
Field | Explanation |
| Cost price recorded on the entry. |
| Identifier of the customer linked to the entry. |
| Free-text description stored on the entry. |
| External reference identifying the source document; part of the row identifier. |
| Line number within the external reference; part of the row identifier. |
| Organizational unit the entry belongs to. |
| Product identifier the entry applies to. |
| Identifier of the specific product instance the entry applies to. |
| Quantity recorded on the entry. |
| Date the entry is registered. |
| Sales price recorded on the entry. |
| Identifier of the supplier linked to the entry. |
See also the overview SyncTool – actions.
