---
title: "Action: Product categories"
description: "Imports product categories into Sapera. Rows are matched on the category Identifier; matched categories are updated and new ones are created. Run Compare first to preview which categories will be created or changed."
url: https://support.sapera.io/en/articles/586-action-product-categories
collection: "SyncTool"
updated: 2026-09-25
language: en
alternates: [da]
---

# Action: Product categories

Imports product categories into Sapera. Rows are matched on the category Identifier; matched categories are updated and new ones are created. Run Compare first to preview which categories will be created or changed.

Imports product categories into Sapera. Rows are matched on the category Identifier; matched categories are updated and new ones are created. Run Compare first to preview which categories will be created or changed.

## 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 category's **identifier** (Identifier). Matching categories are updated and new ones created.

-   A **hierarchy** is built by setting ParentCategoryIdentifier (the identifier of the parent category).
    
-   Only the categories in your source are processed. Direction: from file/SQL into Sapera.
    

## Key parameters

<table data-id="4d11a95a-20b5-4d94-9d50-f92bfb18d04d" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="d5c15d30-7519-46cb-b62c-30ee97034130" style="text-align: left;"><strong>Parameter</strong></p></td><td colspan="1" rowspan="1"><p data-id="0473044f-6eb3-4532-815e-a705bbc82553" style="text-align: left;"><strong>Explanation</strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="16523429-62c8-4cb6-bc58-ec5c266ac6cb" style="text-align: left;">AllowCreate</p></td><td colspan="1" rowspan="1"><p data-id="6eabf06d-bc24-42cb-8054-4904f00bf290" style="text-align: left;">When enabled, categories that do not yet exist are created.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="38d510af-a331-4d28-990f-60e5e5153cdb" style="text-align: left;">AllowUpdate</p></td><td colspan="1" rowspan="1"><p data-id="965c952b-de80-4f0b-8be0-9d17d27992e6" style="text-align: left;">When enabled, existing categories are updated with the imported values.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="ca57e4b8-cc0c-4414-af02-690dd045f67c" style="text-align: left;">ForceOneToOneImportOfStockAccounts</p></td><td colspan="1" rowspan="1"><p data-id="c5ab871f-a102-470c-a129-407aa502ef03" style="text-align: left;">Imports the stock accounts exactly as supplied without remapping them one-to-one.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="1d095fd8-67f3-4750-b8a2-1518142413c4" style="text-align: left;">ProductTemplate</p></td><td colspan="1" rowspan="1"><p data-id="35406951-1f0a-4ee5-9122-3ce9619d39c3" style="text-align: left;">System name of the product template assigned to categories that do not specify one.</p></td></tr></tbody></table>

## Source fields

<table data-id="ddf2d36a-5fe7-4838-ab55-ddd7f3dc0d7f" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="711aa492-c8c2-46d2-ae92-71bca6cf32b7" style="text-align: left;"><strong>Field</strong></p></td><td colspan="1" rowspan="1"><p data-id="dfb0340e-47cf-499c-98fe-ac51631f0df3" style="text-align: left;"><strong>Explanation</strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="66207673-fbbb-4f82-b4a6-ba697fa153e3" style="text-align: left;">AdditionStockAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="ed6ae9f9-c009-4a43-8a35-91ed894baf85" style="text-align: left;">Account number used when stock is added.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="abfbffd1-13c4-46b1-976a-a30de105ce52" style="text-align: left;">AllowCustomNameForProduct</p></td><td colspan="1" rowspan="1"><p data-id="7cd8aca2-4c78-4536-9d8c-fe613cb365af" style="text-align: left;">Whether a custom name may be entered for a product at sale time.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="f51d14d3-cf44-4402-83a2-6dd375f02f3a" style="text-align: left;">AllowProductsInThisCategory</p></td><td colspan="1" rowspan="1"><p data-id="7a6c6d0c-bbfd-4362-9104-8e7733f8be61" style="text-align: left;">Whether products may be assigned directly to this category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="ecce3c38-99cd-4322-bf0a-640e75147e98" style="text-align: left;">AutoBookStock</p></td><td colspan="1" rowspan="1"><p data-id="17fb07b9-fa79-4f9c-b3c8-592a45922bc7" style="text-align: left;">Whether stock movements are booked automatically for the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="74da1be6-0cb0-4be6-a31b-508e6b70d8d6" style="text-align: left;">AutoUpdateCostPrice</p></td><td colspan="1" rowspan="1"><p data-id="36b5c459-bca7-4570-a6d1-df8d04385d08" style="text-align: left;">Whether the cost price of products is updated automatically on purchase.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="80dc04c5-2f81-4ce7-96d1-04d5bad29e84" style="text-align: left;">CostOfSalesAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="2cb31542-e1f7-4fb8-9b08-0c6785409bd5" style="text-align: left;">Account number used for cost of goods sold.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="a86dda70-3855-4d4b-a708-94ea97c96383" style="text-align: left;">DiscountAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="d2910ad2-a2da-4d92-9fb4-eb24bb3fab0c" style="text-align: left;">Account number used for discounts given on the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="4a91dae2-e307-42d3-a7d5-3118e1b757cc" style="text-align: left;">DisplayName</p></td><td colspan="1" rowspan="1"><p data-id="24fc73fc-8474-4a07-b919-a8467a79e08f" style="text-align: left;">Name of the category shown in Sapera.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="a6a33820-86f0-499f-ae41-83834d51e746" style="text-align: left;">Identifier</p></td><td colspan="1" rowspan="1"><p data-id="3d128ac8-f06a-4e20-b035-294a16204524" style="text-align: left;">Unique identifier of the category; used to match rows against existing categories.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="7ae3f669-c25c-43b1-b1a2-e267f17d4936" style="text-align: left;">InstanceTemplate</p></td><td colspan="1" rowspan="1"><p data-id="f6d9e36b-e6c8-4a2c-8466-50b248ba5020" style="text-align: left;">System name of the template used for serial-number items in the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="a1f624c8-7571-46dd-95d7-ba646011b9d6" style="text-align: left;">IsCustomerRequired</p></td><td colspan="1" rowspan="1"><p data-id="589fbded-a7d2-481d-9e84-856020350f8d" style="text-align: left;">Whether a customer must be specified when selling products in the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="00e14285-9807-41df-92f1-4ad22873c0bc" style="text-align: left;">IsFinancialAccountChangeAllowed</p></td><td colspan="1" rowspan="1"><p data-id="b7bd3853-8d24-42d1-bce3-c52560580d82" style="text-align: left;">Whether the financial accounts may be changed for products in the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="e8e61a72-fd3c-4608-a2a8-598c1a593064" style="text-align: left;">IsPriceChangeAllowed</p></td><td colspan="1" rowspan="1"><p data-id="ffcdb22d-24ea-4fee-a6a4-ae92d63fc5fa" style="text-align: left;">Whether the price may be changed at sale time.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="d2972e03-2d07-4763-9167-fd49e17fd30e" style="text-align: left;">ParentCategoryIdentifier</p></td><td colspan="1" rowspan="1"><p data-id="54c32c6c-4404-49ae-bea0-683933c5efe0" style="text-align: left;">Identifier of the parent category, placing this category in the hierarchy.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5471b071-d760-4d3e-b96b-23565841c05a" style="text-align: left;">SalesAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="30f7a527-e9b8-4abf-ac99-bb55ac373804" style="text-align: left;">Account number used when products in the category are sold.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="2f1496a4-feac-4551-92fa-5809957919cb" style="text-align: left;">SalesAccountWithoutVatNumber</p></td><td colspan="1" rowspan="1"><p data-id="2b2e3c4e-fd76-415a-9691-1bb14a733310" style="text-align: left;">Sales account number used when the sale is without VAT.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="d30cedfb-0371-4de6-8be4-a40ef0989a13" style="text-align: left;">ShouldBePurchasedWithoutVat</p></td><td colspan="1" rowspan="1"><p data-id="8daeeadb-7d1d-4158-b537-3dc0b457e7d0" style="text-align: left;">Whether products in the category are purchased without VAT.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="d80d3de0-82fc-4258-aa8f-d61a08527d70" style="text-align: left;">ShouldBeSoldWithoutVat</p></td><td colspan="1" rowspan="1"><p data-id="4c2c86e7-aba7-4f0f-9c4f-3872d6f24e11" style="text-align: left;">Whether products in the category are sold without VAT.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="fbee4307-e887-46e2-9834-cd47e29c0aa6" style="text-align: left;">SubstractionStockAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="79faf4b3-661d-447a-8034-bf3b807fb9d0" style="text-align: left;">Account number used when stock is subtracted.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="90056ef6-4032-48a4-8666-b42c9e0e2a65" style="text-align: left;">SupportComposedProducts</p></td><td colspan="1" rowspan="1"><p data-id="898314dc-2387-4009-8b37-03a24091c26b" style="text-align: left;">Whether the category supports composed (bundled) products.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="77317aa7-9ba8-4bd3-97b8-3b71dbc5093b" style="text-align: left;">SupportProductInstances</p></td><td colspan="1" rowspan="1"><p data-id="2e4c8434-d499-45d4-8143-6ddc78c7eb1c" style="text-align: left;">Whether the category supports individually tracked serial-number items.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="3261dfda-dc2a-4982-b8b7-62f6794d316e" style="text-align: left;">SupportVariants</p></td><td colspan="1" rowspan="1"><p data-id="7a79eb83-a380-4725-8096-a9d37bd643c0" style="text-align: left;">Whether products in the category may have variants.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="1cce8554-85d2-496c-a03a-e385ac7993d0" style="text-align: left;">Template</p></td><td colspan="1" rowspan="1"><p data-id="a114f084-b817-444f-9b20-1ed3cdd32a64" style="text-align: left;">System name of the product template used for products in the category.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="3e23ae4b-4333-4afa-8d62-a7c107a01c68" style="text-align: left;">UsedAdditionStockAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="66f15380-d0a0-4bde-b914-fbef5247cb8c" style="text-align: left;">Stock addition account number used for used (second-hand) goods.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="d43f3d12-abc7-473a-b7cd-05f620996b9c" style="text-align: left;">UsedCostOfSalesAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="db8a89e5-70b6-4157-a131-8542e0253946" style="text-align: left;">Cost-of-sales account number used for used (second-hand) goods.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5d03ded9-cad9-439b-a233-588ed8f78c1a" style="text-align: left;">UsedSalesAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="e788fedd-ae88-49d3-8eda-341b01578b5c" style="text-align: left;">Sales account number used for used (second-hand) goods.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="14218eb9-e700-45e6-93da-914c47c448e1" style="text-align: left;">UsedSubstractionStockAccountNumber</p></td><td colspan="1" rowspan="1"><p data-id="c7fe142d-e8be-4c9c-961c-d3665a3c7a7f" style="text-align: left;">Stock subtraction account number used for used (second-hand) goods.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="9db3d96b-e061-4f4c-8af2-385f6bdaeb01" style="text-align: left;">VariantTemplate</p></td><td colspan="1" rowspan="1"><p data-id="98b187ac-58b6-4680-9ffa-14a9af5304c9" style="text-align: left;">System name of the template used for product variants in the category.</p></td></tr></tbody></table>

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See also the overview [SyncTool – actions](https://support.sapera.io/en/articles/547-synctool-handlinger.md).

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**Want to know more?**

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Standard parameters for all actions

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](https://support.sapera.io/en/articles/648.md)
