--- title: "Action: Chart of accounts" description: "Imports the chart of accounts, creating and updating financial, text, interval and sum-from accounts and their account intervals." url: https://support.sapera.io/en/articles/603-action-chart-of-accounts collection: "SyncTool" updated: 2026-07-01 language: en alternates: [da] --- # Action: Chart of accounts Imports the chart of accounts, creating and updating financial, text, interval and sum-from accounts and their account intervals. Imports the chart of accounts, creating and updating financial, text, interval and sum-from accounts and their account intervals. ## 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 **account number** (AccountNumber). Matching accounts are updated and new ones created. - The action processes **four account kinds** in order: text/headline accounts, financial accounts, interval accounts and sum-from accounts. The kind is driven by the AccountKind column (compared with the parameter type names). - Interval and sum-from accounts use FromAccountNumber/ToAccountNumber to define the account range they cover. - The **Delete unused accounts before import** parameter clears accounts that are not in use before the import. Direction: from file/SQL into Sapera. ## Key parameters

Parameter	Explanation
AllowCreate	When enabled, accounts that do not already exist are created.
AllowUpdate	When enabled, existing accounts are updated with the values from the source.
BalanceSheetAccountKind	The source value that marks a row as a balance-sheet (status) account.
DeleteNotUsedAccountsBeforeImport	When enabled, accounts that are not in use are deleted before the import runs.
IntervalAccountType	The source value that marks a row as an interval (sum) account.
ProfitAndLossAccountKind	The source value that marks a row as a profit-and-loss (operation) account.
SumFromAccountType	The source value that marks a row as a sum-from account.
TextAccountKind	The source value that marks a row as a text (heading) account.

## Source fields

Field	Explanation
AccountKind	The kind of account, matched against the account-kind parameters to decide how the row is treated.
AccountNumber	The unique account number that identifies the account.
ClosingAccountNumber	The account number that this account is closed into.
Description	A longer description of the account.
DisplayName	The name shown for the account.
FromAccountNumber	The first account number in the range for interval and sum-from accounts.
IsEnabled	Whether the account is active.
IsEnabledForManualEntries	Whether the account can be used for manual entries.
ShowMovementsInDrafts	Whether movements on the account are shown in drafts.
Standard account number (StandardAccountNumber)	The account number in the Sapera standard chart of accounts to match this account to.
ToAccountNumber	The last account number in the range for interval and sum-from accounts.
VatType	The VAT type code linked to the account.

* * * 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)