To benefit from this interface, use a script that will send every night (for example), or several times a day, your open items, customers, users (optional) and contacts (optional) files to our server.
This program must send CSV or TXT files (semicolon separated file in the POST data) using the identifiers, addresses and syntaxes below:
Login to your account via our API
To log in, use this login and password:
Address / URL:
https://account.mydsomanager.com/api/
You must be logged in to view this information
Exemplo « Headers »
POST ...
...
Authorization: You must be logged in to view this information
...
Opções de importação
Use these options only if you need them:
Parameter
API
Descrição
encoding
all
Formato do arquivo
Possible values: UTF-8 (predefinido), ISO-8859-1, ...
clear_items_not_modified
items
Clear automatically items?
Possible values:
true:« STOCK » mode → I import systematically all open items (invoices, credit notes, various operations ... not yet paid and cleared). In this case, if an item is present in an import day 'D' but not anymore in the next one at 'D 1', MY DSO MANAGER will clear it automatically.
false:« DELTA » mode → I prefer to make partial imports (not necessarily all open items) and I indicate to MY DSO MANAGER the items which are paid and cleared either by clearing them manually in the statement of account in the customer sheet, or by making imports of items cleared with the field 'Payment date' filled with the date of the clearance of the items.
Predefinido: false
replace_users_association
users
Replace clients/users associations ou add only new clients/users associations?
Possible values: 0 ou 1
Predefinido: 0
Exemplo « Headers » e «
Data »
POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...
data...
Add and modify your items (invoices, credit notes, ...)
POST /api/items HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: You must be logged in to view this information
...
"item_type";"item_number";"client_code";"item_date_issue";"item_date_issue";"item_amount_initial_inc_tax";"item_currency"
"FAC";"00000123";"C0001";"2024-04-16";"2024-04-23";"6 580,10";"USD"
...
Gerente de vendas associado ao cliente / Sobrenome
client_commercial_matricule
Gerente de vendas associado ao cliente / Matrícula
client_commercial_phone
Gerente de vendas associado ao cliente / Telefone
client_commercial_phone_cell
Gerente de vendas associado ao cliente / Celular
client_credit_limit
Risco / Limite de crédito
client_email
E-mail
client_fax
Fax
client_group
Grupos
List of customer groups separated by commas
client_guarantee_insurer
Risco / Garantia seguradora
client_guarantee_insurer_reference
Risco / Referência da seguradora
client_guarantee_score
Risco / Score
client_guarantee_temporary
Risco / Garantia temporária
client_guarantee_temporary_date_end
Risco / Garantia temporária / Data final
client_guarantee_temporary_date_start
Risco / Garantia temporária / Data de início
client_guarantee_type
Risco / Tipo de garantia
client_guarantees_currency
Risco / Divisa das garantias
client_id
Identificação fiscal
client_order_backlog
Carteira de pedidos
client_others_guarantees
Risco / Outras garantias
client_payment_mean
Meio de pagamento
client_payment_term
Prazo para pagamento
client_phone
Telefone
client_phone_cell
Celular
client_siret
Siret
(for French companies)
client_trading_name
Nome comercial
client_unique_key
Identificador único de cliente
client_url
Site web
client_vat
Número de IVA
Exemplo « Headers » e «
Data »
POST /api/clients HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: You must be logged in to view this information
...
"client_business_name";"client_code";"client_id";"client_address_country"
"My company";"C0001";"FR12345678";"France"
...
POST /api/contacts HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: You must be logged in to view this information
...
"contact_firstname";"contact_lastname";"contact_role";"client_code"
"Mike";"Jackson";"other";"C0001"
...
POST /api/users HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: You must be logged in to view this information
...
"user_firstname";"user_lastname";"client_code"
"John";"Roy";"C0001"
...
If you want, you can use the path "/apiPutFiles/" to import the files asynchronously.
Return data
After performing the POST of these data MY DSO MANAGER will process immediately and will respond if there was an error or how much data has been added and updated.
This response will be in JSON format and returns the following information:
Campo
Descrição
success
Indicates if the import was done successfully
Possible values: true, false
error_code
Error code (if there was an error)
Possible values: ACCESS_DENIED, CSV_EMPTY, CSV_BAD_SYNTAX, ...
To benefit from this interface, use a script that will send every night (for example), or several times a day, your open items, customers, users (optional) and contacts (optional) files to our server.
This program must send CSV or TXT files (semicolon separated file in the POST data) using the identifiers, addresses and syntaxes below:
You must subscribe to Versão PRO to get the access codes
Implementação:
Use the same CSV files you used during manual import « Smart Upload »
Name them so that MY DSO MANAGER knows what type of file is sent (clients files must begin with "clients", items files by "items" and contacts files with "contacts")
Send theses files
The data are instantly processed and updated in your account. The file you sent is replaced with a report file that tells you if everything went well and how many changes have been done.
Overview using FileZilla software to transfer your files:
This overview shows a manual import but you shall make it automatically by creating a script that sends CSV files.
With our connectors, you can import your customer data and accounts receivable data (open invoices, credit notes, ...) in a simple and automated way!
To do this, select below your ERP / CRM software and follow the instructions to synchronize your data with My DSO Manager at the frequency you want (daily, weekly, or manually).
List of softwares automatically connected with My DSO Manager:
Brazilian ?
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