Imports debtor categories into Sapera, creating or updating each category with its default accounts, terms and settings.
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, terms and settings. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, debtor categories that do not yet exist are created. |
| When enabled, existing debtor categories are updated with the imported values. |
Field | Explanation |
| Default financial account number for the debtor category. |
| Default credit limit for debtors in the category. |
| Default currency code for the debtor category. |
| Default price type applied to debtors in the category. |
| Display name of the debtor category. |
| Whether debtors in the category are exempt from VAT. |
| Whether a contact person is required for debtors in the category. |
| Whether a customer reference is required for debtors in the category. |
| Whether a requestor is required for debtors in the category. |
| Default payment terms for the debtor category. |
| Financial account number used for reminder fees. |
| Whether the category supports EAN invoicing. |
| Whether the category supports sending documents by email. |
| Whether the category supports sending invoices by email. |
| Whether the category supports printed documents. |
| Whether reminders are suppressed for debtors in the category. |
| Unique system name identifying the debtor category. |
See also the overview SyncTool – actions.
