Save Accounts from Google Sheets
The Bkper Add-on for Google Sheets allows you to create accounts in batch directly from your spreadsheet. Instead of manually creating each account in Bkper, you can quickly create several accounts at once, defining their Type and assigning them to Groups at the same time.
Quick Start
Open the Bkper Add-on sidebar and follow these steps:
Select the Book where you want to create the accounts
Select Accounts on the Save tab
Select the cells containing your account data
Press the Save button
Each selected row creates one account in Bkper. Successfully saved rows are highlighted in green.
Using Column Headers
Freezing the first row of your Google Sheet unlocks powerful features. Column headers tell the Add-on how to interpret your data.
To freeze the first row: View > Freeze > 1 row
System Columns
The Add-on recognizes these column headers:
Column Header | Description |
Name | Account name (required) |
Type | Account type: ASSET, LIABILITY, INCOMING, or OUTGOING |
Group | Group to assign the account to |
BookId | Target Book ID (overrides selected Book in the sidebar) |
Account Id | Existing account ID - read-only (for future updates) |
An account must have a Name to be created. If Type is not specified, the account defaults to ASSET.
You can assign an account to multiple groups by including multiple Group columns in your sheet. A column titled "Group" would set a group on each Account with the corresponding cell value in that column.
Custom Properties
Any column header that is not a system column becomes a Custom Property key. Custom Properties are useful for storing structured (meta) data that Bots and Apps can process.
For example, a column titled "tax_rate" would set a custom property tax_rate on each account with the corresponding cell value.
Notes
Creating accounts only: Currently, the Save function creates new accounts. Updating existing accounts from Google Sheets is not yet supported, but is planned for a future release. The Account Id column in fetched data is included to enable this functionality when available.
Account types: Valid types are ASSET, LIABILITY, INCOMING, and OUTGOING. Learn more about Account Types.
Multiple groups: To assign an account to multiple groups, add multiple columns with the header "Group" - each column can specify a different group name.