Attaches files to financial appendices (vouchers), matching them by appendix number and attachment name.
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 alternative voucher number + file name. The file is attached to the existing finance voucher that has that alternative voucher number.
If the voucher does not exist, the row is skipped. Files already attached (same name) are not added again.
Supported file types: jpg, jpeg, png, gif, tif, webp, pdf, rtf and zip. The action only adds attachments – it does not update or delete. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, attachments that do not already exist are added. |
| When enabled, existing attachments are replaced with the file from the source. |
| When enabled, the matched attachments are deleted instead of imported. |
Field | Explanation |
| An alternative appendix number used to match the appendix. This is part of the identifier. |
| The file path of the document to attach to the appendix. |
| The name given to the attachment. This is part of the identifier. |
| The appendix (voucher) number the attachment belongs to. This is part of the identifier. |
See also the overview SyncTool – actions.
