--- title: "Action: Financial draft entries" description: "Imports financial entries into a draft (journal), optionally auto-booking them when the draft balances." url: https://support.sapera.io/en/articles/605-action-financial-draft-entries collection: "SyncTool" updated: 2026-10-12 language: en alternates: [da] --- # Action: Financial draft entries Imports financial entries into a draft (journal), optionally auto-booking them when the draft balances. Imports financial entries into a draft (journal), optionally auto-booking them when the draft balances. ## How to use the action 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 the step to add the entries to the finance journal. This action has no Compare function – see the section below for how the lines are processed. ## How matching and updating works The action imports entry lines into a **finance journal** (chosen with DraftIdentifier). **Note: this action has no Compare** – the lines are added directly to the journal. - Each line consists of e.g. financial date, due date, amount, debit/credit (Kind), account number, optional contra account and an actor (debtor/creditor). - Enable **\`AutoBook\`** to post the journal automatically once it balances. AutoIncAppendixBasedOnAltAppendixNo groups lines into the same voucher based on an alternative voucher number. IgnoreNonFinancialAccounts skips lines on non-financial accounts. - Direction: from file/SQL into the finance journal (and optionally posted). ## Key parameters

Parameter	Explanation
AutoBook	When enabled, the draft is automatically booked after the entries are imported.
AutoIncAppendixBasedOnAltAppendixNo	When enabled, appendix numbers are auto-incremented per distinct alternative appendix number.
DeleteSource	When enabled, the source rows are deleted after a successful import.
DraftIdentifier	The name of the draft (journal) the entries are imported into.
IgnoreNonFinancialAccounts	When enabled, entries posted to non-financial accounts are skipped instead of causing an error.
UseVatTypeFromAccount	When enabled, lines without a VAT code in the source get the account's VAT code from the chart of accounts in Sapera. The amount in the Amount column must then include VAT.

## Source fields

Field	Explanation
AccountNumber	The account number the line is posted to.
ActorIdentifier	The identifier of the actor (customer or supplier) on the line.
AltAppendixNo	An alternative appendix number used to group or auto-number entries.
Amount	The amount of the entry line. Must include VAT if the line is imported with a VAT code from the source or from the chart of accounts.
AppendixNo	The appendix (voucher) number of the entry.
ContraAccount	The contra account the line is balanced against.
Description	The description text of the entry.
DueDate	The due date of the entry.
FinancialDate	The booking date of the entry.
Id	The identifier that groups the rows belonging to the same entry.
Kind	The kind of entry line, for example debit or credit.
OrganizationalUnit	The organizational unit the entry belongs to.
VatType	The VAT code on the line – must match the code of a VAT type in Sapera. A VAT code in the source wins over the account's VAT code. If the code does not exist, a warning is given and the line is imported without VAT. The amount must include VAT when a VAT code is imported.

* * * See also the overview [SyncTool – actions](https://support.sapera.io/en/articles/547-synctool-handlinger.md). * * * **Want to know more?** Read more in these related articles: [ Standard parameters for all actions The general parameters available on most SyncTool actions: step control, error handling, timeout, etc. ](https://support.sapera.io/en/articles/648.md)