Action: Customers (debtors)

Imports customers, matching on the identifier and creating or updating customer master data, contact details and customer-specific settings.

How to use the action

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.

How matching and updating works

Each row is matched on the customer's identifier / customer number (Identifier). Matching customers are updated and new ones created – with master data, contact details and customer-specific settings. Direction: from file/SQL into Sapera.

Key parameters

Parameter	Explanation
`AllowCreate`	When enabled, customers that do not already exist are created.
`AllowUpdate`	When enabled, existing customers are updated with the imported values.
`IsDelete`	When enabled, the matched customers are deleted instead of created or updated.

Source fields

Field	Explanation
`AddressLine1`	First line of the customer's address.
`AddressLine2`	Second line of the customer's address.
`Category`	The category the customer is assigned to.
`City`	City of the customer's address.
`CompanyTaxNumber`	The customer company's VAT or tax registration number.
`Consent`	The customer's consent for marketing and communication.
`Country`	Country of the customer's address.
`DefaultSalesPriceType`	The default sales price type used for the customer.
`Email`	The customer's primary e-mail address.
`Fax`	The customer's fax number.
`FirstName`	The customer's first name.
`Identifier`	Unique key that identifies the customer and is used to match existing records.
`InvoiceEmail`	The e-mail address used for sending invoices to the customer.
`LastName`	The customer's last name.
`Mobile`	The customer's mobile phone number.
`Organization`	The organization the customer belongs to.
`PaymentTerm`	The payment term applied to the customer.
`Phone`	The customer's primary phone number.
`PreferredCommunication`	The customer's preferred communication channel.
`Sex`	The customer's gender.
`Ssn`	The customer's social security number.
`Web`	The customer's website address.
`ZipCode`	Postal code of the customer's address.

See also the overview SyncTool – actions.