Subscription definitions. Imports subscription definitions that describe how recurring sales orders or invoices are generated.
Subscription lines. Imports the product lines that belong to a subscription.
Customer subscriptions. Imports the customer-specific assignments of subscriptions, including pricing adjustments and run periods.
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 in order: first subscription definitions (the Subscriptions action), then subscription lines (Subscription lines) and finally customer subscriptions (Customer subscriptions).
Definitions are matched on system name (SystemName); lines on the subscription system name + line number; customer subscriptions on system name + customer + subject.
Definitions and lines describe how recurring orders/invoices are generated; customer subscriptions assign the subscription to specific customers with price adjustment and run period.
Matching records are updated and new ones created. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, subscriptions that do not yet exist are created. |
| When enabled, existing subscriptions are updated with the imported values. |
| When enabled, the matched subscriptions are deleted instead of created or updated. |
Parameter | Explanation |
| When enabled, subscription items that do not yet exist are created. |
| When enabled, existing subscription items are updated with the imported values. |
| When enabled, the matched subscription items are deleted instead of created or updated. |
Parameter | Explanation |
| When enabled, customer subscriptions that do not yet exist are created. |
| When enabled, existing customer subscriptions are updated with the imported values. |
| When enabled, the matched customer subscriptions are deleted instead of created or updated. |
Field | Explanation |
| Action code applied when processing the subscription. |
| Action code applied to newly added subscription items. |
| When true, adds a heading line showing the subscription display name. |
| When true, adds a line showing the billing period. |
| When true, adds a line showing the subject. |
| When true, the subscription produces sales orders rather than invoices. |
| Human-readable name shown for the subscription. |
| When true, groups the generated invoice orders per customer. |
| State assigned to the invoices the subscription creates. |
| Billing period that controls how often the subscription runs. |
| Number of periods to include the first time the subscription runs. |
| State assigned to the sales orders the subscription creates. |
| Date from which the subscription starts running. |
| Unique system name that identifies the subscription. |
Field | Explanation |
| Display name used for the subscription line. |
| Sort order of the item within the subscription. |
| Identifier of the product on the subscription line. |
| Quantity of the product on the subscription line. |
| System name of the subscription the item belongs to. |
Field | Explanation |
| Identifier of the customer the subscription is assigned to. |
| Fixed discount amount applied to the customer subscription. |
| Percentage discount applied to the customer subscription. |
| Date on which the customer subscription ends. |
| Date after which the customer subscription expires. |
| Fixed price that overrides the calculated price. |
| Factor that multiplies the price for this customer. |
| Factor that multiplies the quantity for this customer. |
| When true, the subscription always bills a full period regardless of start or end dates. |
| Date from which the customer subscription is active. |
| Subject used to distinguish this customer subscription. |
| System name of the subscription assigned to the customer. |
See also the overview SyncTool – actions.
