Imports actors (companies and persons) for a chosen role, matching on the identifier and creating or updating actor master data and contact 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.
Each row is matched on the actor's identifier. The actors are imported into a chosen role (e.g. customer, supplier or contact) – the role is selected for the action.
Matching actors are updated and new ones created, with master data and contact details. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, actors that do not already exist are created. |
| When enabled, existing actors are updated with the imported values. |
| The actor field used to match incoming rows against existing actors instead of the default identifier. |
| When enabled, the matched actors are deleted instead of created or updated. |
| The role system name the imported actors are assigned to and whose fields become available as columns. |
Field | Explanation |
| First line of the actor's address. |
| Second line of the actor's address. |
| City of the actor's address. |
| Country of the actor's address. |
| The actor's primary e-mail address. |
| The actor's fax number. |
| The person's first name. |
| Unique key that identifies the actor and is used to match existing records. |
| The e-mail address used for sending invoices to the actor. |
| The person's last name. |
| The actor's mobile phone number. |
| The actor's primary phone number. |
| The actor's website address. |
| Postal code of the actor's address. |
See also the overview SyncTool – actions.
