Sales orders (header). Imports sales orders into Sapera, creating or updating the order header with customer, address and order details.
Order lines. Imports sales order lines into Sapera, attaching each line to its sales order 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 order header first (the Sales orders action) and then the order lines (the Sales order lines action).
The order header is matched on the order's identifier (Identifier); matching orders are updated and new ones created with customer, address and order details.
Each order line is matched on order identifier + line number. If the order is in a state that cannot be changed, the line is skipped with a warning.
Direction: from file/SQL into Sapera.
Parameter | Explanation |
| Forces newly created sales order numbers to start above the given value to avoid clashing with existing numbers. |
| When enabled, hitting an already completed sales order is reported as a warning instead of an error. |
| When enabled, hitting an already existing sales order is reported as a warning instead of an error. |
Parameter | Explanation |
| Forces newly created sales order numbers to start above the given value to avoid clashing with existing numbers. |
| When enabled, a line belonging to an already completed sales order is reported as a warning instead of an error. |
| When enabled, a line belonging to an already existing sales order is reported as a warning instead of an error. |
Field | Explanation |
| First line of the order address. |
| Second line of the order address. |
| Country of the order address. |
| Currency code of the sales order, for example DKK or EUR. |
| Exchange rate applied to the order currency. |
| Email address of the customer. |
| Full name of the customer on the sales order. |
| Identifier of the customer the sales order belongs to. |
| Organization or CVR number of the customer. |
| Phone number of the customer. |
| Customer reference shown on the sales order. |
| Unique identifier (order number) of the sales order. |
| Internal note not shown to the customer. |
| Invoice date applied to the sales order. |
| Whether the order is priced at cost price. |
| Whether the sales order is exempt from VAT. |
| Maximum allowed total for the sales order. |
| Identifier of an alternative payer when someone other than the customer pays. |
| Identifier of a parent sales order this order is linked to. |
| Payment term applied to the sales order. |
| Postal code of the order address. |
| Postal district or city of the order address. |
| Promised completion or delivery date of the order. |
| Public note shown on the sales order. |
| Identifier of a related product instance linked to the sales order. |
| Requisition number associated with the sales order. |
| Type of the sales order. |
| Subject or heading of the sales order. |
Field | Explanation |
| Quantity on the line still awaiting delivery. |
| 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 sales order. |
| Identifier of the specific product instance on the line. |
| Whether the line is exempt from VAT. |
| Sequence number that orders the line within its sales order. |
| 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 ordered on the line. |
| Sales financial account number the line revenue is posted to. |
| Identifier of the sales order this line belongs 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.
