Imports communication workflow types, matching on the system name and creating or updating each workflow type and its steps.
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 system name (SystemName). Matching workflow types are updated and new ones created – with their steps. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, workflow types that do not already exist are created. |
| When enabled, existing workflow types are updated with the imported values. |
| When enabled, the matched workflow types are deleted instead of created or updated. |
Field | Explanation |
| The display name shown for the workflow type. |
| Description of the workflow step (repeated per step, for example Step1Description through Step7Description). |
| E-mail body sent for the workflow step (repeated per step). |
| E-mail subject sent for the workflow step (repeated per step). |
| Price charged for the workflow step (repeated per step). |
| SMS text sent for the workflow step (repeated per step). |
| Time span before the workflow step is triggered (repeated per step). |
| Unique system name that identifies the workflow type and is used to match existing records. |
See also the overview SyncTool – actions.
