--- title: "Action: Creditor categories" description: "Imports creditor categories into Sapera, creating or updating each category with its default accounts and terms." url: https://support.sapera.io/en/articles/607-action-creditor-categories collection: "SyncTool" updated: 2026-07-01 language: en alternates: [da] --- # Action: Creditor categories Imports creditor categories into Sapera, creating or updating each category with its default accounts and terms. Imports creditor categories into Sapera, creating or updating each category with its default accounts and terms. ## 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 **system name** (SystemName). Matching categories are updated and new ones created – with their default accounts and terms. Direction: from file/SQL into Sapera. ## Key parameters

Parameter

Explanation

AllowCreate

When enabled, creditor categories that do not yet exist are created.

AllowUpdate

When enabled, existing creditor categories are updated with the imported values.

## Source fields

Field

Explanation

AccountNumber

Default financial account number for the creditor category.

CurrencyCode

Default currency code for the creditor category.

DefaultVatType

Default VAT type for the creditor category.

DiscountAccountNumber

Financial account number used for discounts in the category.

DisplayName

Display name of the creditor category.

ExemptVat

Whether creditors in the category are exempt from VAT.

PaymentTerms

Default payment terms for the creditor category.

SystemName

Unique system name identifying the creditor category.

* * * 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)