Invoices (header). Imports invoices into Sapera, creating or updating the invoice header with customer and address details for each row.
Invoice lines. Imports invoice lines into Sapera, attaching each line to its invoice with product, quantity, price and VAT details.
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.
Import the invoice header first (the Invoices action) and then the invoice lines (the Invoice lines action) – the lines require the invoice to already exist.
The invoice header is matched on the invoice's identifier (Identifier); matching invoices are updated and new ones created with customer and address details.
Each invoice line is matched on invoice identifier + line number and linked to its invoice with product, quantity, price and VAT. If the invoice does not exist, the line fails.
Direction: from file/SQL into Sapera.
Parameter | Explanation |
| Forces newly created invoice numbers to start above the given value to avoid clashing with existing numbers. |
Parameter | Explanation |
| Forces newly created identifiers to start above the given value to avoid clashing with existing numbers. |
Field | Explanation |
| First line of the invoice address. |
| Second line of the invoice address. |
| Country of the invoice address. |
| Currency code of the invoice, for example DKK or EUR. |
| Exchange rate applied to the invoice currency. |
| Email address of the customer. |
| Full name of the customer on the invoice. |
| Identifier of the customer the invoice belongs to. |
| Organization or CVR number of the customer. |
| Phone number of the customer. |
| Customer reference shown on the invoice. |
| Unique identifier (invoice number) of the invoice. |
| Internal note not shown to the customer. |
| Date of the invoice. |
| Whether the invoice is exempt from VAT. |
| Identifier of an alternative payer when someone other than the customer pays. |
| Payment term applied to the invoice. |
| Postal code of the invoice address. |
| Postal district or city of the invoice address. |
| Public note shown on the invoice. |
| Identifier of a related product instance linked to the invoice. |
| Requisition number associated with the invoice. |
| Subject or heading of the invoice. |
Field | Explanation |
| Contra account number used when posting the line. |
| Unit cost price of the line. |
| Financial account number used for the line discount. |
| Text shown for the line on the invoice. |
| Identifier of the specific product instance on the line. |
| Identifier of the invoice this line belongs to. |
| Whether the line is exempt from VAT. |
| Sequence number that orders the line within its invoice. |
| Display name of the location associated with the line. |
| Manual discount amount applied to the line. |
| Unit sales price of the line. |
| Display name of the product on the line. |
| Identifier of the product on the line. |
| Kind of product on the line. |
| Quantity invoiced on the line. |
| Sales financial account number the line revenue is posted to. |
| Financial account number actually used for the line VAT when posting. |
| Actual VAT rate used when posting the line. |
| Financial account number used for the line VAT. |
| VAT rate applied to the line. |
See also the overview SyncTool – actions.
