--- title: "Action: Payment terms" description: "Imports payment terms, creating and updating due days and cash-discount rules." url: https://support.sapera.io/en/articles/602-action-payment-terms collection: "SyncTool" updated: 2026-09-25 language: en alternates: [da] --- # Action: Payment terms Imports payment terms, creating and updating due days and cash-discount rules. Imports payment terms, creating and updating due days and cash-discount rules. ## 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 term's **identifier** (Identifier). Matching terms are updated and new ones created – with due days and cash-discount rules. Direction: from file/SQL into Sapera. ## Key parameters

Parameter

Explanation

AllowCreate

When enabled, payment terms that do not already exist are created.

AllowUpdate

When enabled, existing payment terms are updated with the values from the source.

## Source fields

Field

Explanation

CashDiscountDays

The number of days within which a cash discount applies.

CashDiscountPercent

The cash-discount percentage granted when paid within the discount period.

DisplayName

The name shown for the payment term.

Identifier

The unique identifier of the payment term.

IsRunningMonth

Whether the due date is calculated from the end of the current month.

PaymentDueDays

The number of days until the payment is due.

* * * See also the overview [SyncTool – actions](https://support.sapera.io/en/articles/547-synctool-handlinger.md). * * * **Want to know more?** Read more in these related articles: [ Standard parameters for all actions The general parameters available on most SyncTool actions: step control, error handling, timeout, etc. ](https://support.sapera.io/en/articles/648.md)