Save Groups from Google Sheets
The Bkper Add-on for Google Sheets allows you to create groups in batch directly from your spreadsheet. Instead of manually creating each group in Bkper, you can quickly create several groups at once, defining their hierarchy by assigning parent groups.
Quick Start
Open the Bkper Add-on sidebar and follow these steps:
Select the Book where you want to create the groups
Select Groups on the Save tab
Select the cells containing your group data
Press the Save button
Each selected row creates one group 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 | Group name (required) |
Type | Group type: ASSET, LIABILITY, INCOMING, OUTGOING, or mixed (e.g., ASSET_LIABILITY) |
Parent | Name of the parent group (for creating hierarchies) |
BookId | Target Book ID (overrides selected Book in the sidebar) |
Group Id | Existing group ID - read-only (for future updates) |
Children | Number of child groups - read-only |
Accounts | Number of accounts in group - read-only |
A group must have a Name to be created.
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 "report_order" would set a custom property report_order on each group with the corresponding cell value.
Notes
Creating groups only: Currently, the Save function creates new groups. Updating existing groups from Google Sheets is not yet supported, but is planned for a future release. The Group Id column in fetched data is included to enable this functionality when available.
Group types: Groups can have a specific type (ASSET, LIABILITY, INCOMING, OUTGOING) or a mixed type (ASSET_LIABILITY for permanent accounts, INCOMING_OUTGOING for temporary accounts). Learn more about Groups.
Building hierarchies: Use the Parent column to create nested group structures. The parent group must exist (either already in Bkper or created in a row above in your sheet).