Imports account budgets, writing up to twelve period amounts onto each account for the configured budget periods.
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.
Each row is matched on the account and writes budget amounts for it.
Up to twelve period amounts can be written per account. The budget periods the amounts go into are defined by the parameters StartDateOfPeriod01–StartDateOfPeriod12.
Only the accounts in your source are processed. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, budget lines that do not already exist are created. |
| When enabled, existing budget lines are updated with the values from the source. |
| When enabled, the matched budget lines are deleted instead of imported. |
| The start date of each budget period (StartDateOfPeriod01 through 12), mapping each amount column to its period. |
Field | Explanation |
| The account number whose budget is set. This is the identifier column. |
| The budgeted amount for the period (Amount01 through Amount12, one per budget period). |
See also the overview SyncTool – actions.
