Imports creditor categories into Sapera, creating or updating each category with its default accounts and terms.
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 category's system name (SystemName). Matching categories are updated and new ones created – with their default accounts and terms. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, creditor categories that do not yet exist are created. |
| When enabled, existing creditor categories are updated with the imported values. |
Field | Explanation |
| Default financial account number for the creditor category. |
| Default currency code for the creditor category. |
| Default VAT type for the creditor category. |
| Financial account number used for discounts in the category. |
| Display name of the creditor category. |
| Whether creditors in the category are exempt from VAT. |
| Default payment terms for the creditor category. |
| Unique system name identifying the creditor category. |
See also the overview SyncTool – actions.
