SyncTool transfers data from a file or a database into Sapera – and can also send data back out (export and integrations). You work through the tabs from left to right: Log in → Setup → Run.
Log in to your platform and tenant – or open a saved setup (an .ssd file) that remembers everything for you (login, steps and settings).
Build the steps to run. Each step is one job:
Choose an action – what should be imported or processed.
Point to your data source – a file (CSV/Excel) or a SQL query.
Map the source columns to the right fields in Sapera (column mapping).
A setup can contain several steps that run one after another. Turn on Show advanced for extra options, parameters and value sets.
Each individual action is described in its own article. See the overview SyncTool – actions for what each one does and which fields and parameters it uses.
Tick the steps you want to include. Run Compare first to see what will happen – new, changed and unchanged rows are shown in different colours. If it looks right, run Update Sapera to commit.
Rule of thumb: always run Compare before you update.
Save the setup as an `.ssd` file so you can reuse it later. A saved setup can also be run automatically/scheduled by the SyncTool service, so the import happens without anyone at the screen.
See also the overview of all actions: SyncTool – actions.
