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How to import your data automatically?

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To use this interface, create a script that will send every night (for example) your file of items, clients and contacts.

This program should send a CSV (file separated by semi-colon in the POST data) using credentials, url and syntax as 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

Example « Headers »

POST ...
...
Authorization: You must be logged in to view this information
...

数据导入选项

Use these options only if you need them :

Parameter	API	描述
encoding	all	文件格式 Possible values: UTF-8 (默认值), 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. 默认值: false
replace_users_association	users	Replace clients/users associations 或 add only new clients/users associations? Possible values: 0 或 1 默认值: 0

Example « Headers » 和 « Data »

POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...

data...

Add and modify your items (invoices, credit notes, ...)

Address / URL : https://account.mydsomanager.com /api/items

Use SSL to secure your connections

Columns syntax of the CSV file :

数列	描述
client_code *	公司代码
item_amount_initial	原金额不含税
item_amount_initial_inc_tax *	原金额含税 Example / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	剩余金额不含税
item_amount_remaining_inc_tax	剩余金额含税
item_business_case	交易名称
item_currency	货币 Example: EUR, USD, ...
item_date_due *	到期日日期格式: YYYY-MM-DD
item_date_issue *	签发日期日期格式: YYYY-MM-DD
item_date_order	订单日期日期格式: YYYY-MM-DD
item_date_payment	付款日期日期格式: YYYY-MM-DD
item_erp_type	企业资源管理系统中单据类别
item_file_number	档案号
item_number *	单据号码
item_order_number	客户订单号
item_sales_administrative	销售主管
item_sales_manager	销售经理
item_type *	单据类型 Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key	唯一单据识别名

Example « Headers » 和 « Data »

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_due";"item_amount_initial_inc_tax";"item_currency"
"FAC";"00000123";"C0001";"2022-08-16";"2022-08-23";"6 580,10";"USD"
...

必填数列 : client_code + item_type + item_number + item_date_issue + item_date_due + item_amount_initial_inc_tax

Add and modify your customers data

Address / URL : https://account.mydsomanager.com /api/clients

Use SSL to secure your connections

Columns syntax of the CSV file :

数列	描述
client_address_city	地址 (城市)
client_address_country	地址 (国家)
client_address_postbox	地址 (邮局信箱)
client_address_state	地址 (省份 / 地区)
client_address_street	地址 (街道)
client_address_street_line2	地址 (街道行 2)
client_address_street_line3	地址 (街道行 3)
client_address_street_number	地址 (n° 街道)
client_address_zip	地址 (邮政编码)
client_blocked	账户被锁 (是 / 否) Possible values: 0, 1 (默认值: 0 <=> 否)
client_blocked_date	账户被锁 / 日期日期格式: YYYY-MM-DD
client_business_line	市场
client_business_name *	公司 / 公司注册名
client_code *	公司代码
client_comments	备注
client_commercial_email	与客户关联的销售人员 / 邮件
client_commercial_fax	与客户关联的销售人员 / 传真
client_commercial_firstname	与客户关联的销售人员 / 名
client_commercial_lastname	与客户关联的销售人员 / 姓
client_commercial_phone	与客户关联的销售人员 / 电话
client_commercial_phone_cell	与客户关联的销售人员 / 手机号
client_credit_limit	风险 / 信用额度
client_email	邮件
client_fax	传真
client_group	集团 List of customer groups separated by commas
client_guarantee_insurer	风险 / 担保方
client_guarantee_insurer_reference	风险 / 保险人资料
client_guarantee_score	风险 / 得分
client_guarantee_temporary	风险 / 临时担保
client_guarantee_temporary_date_end	风险 / 临时担保 / 结束日期
client_guarantee_temporary_date_start	风险 / 临时担保 / 开始日期
client_guarantee_type	风险 / 保证类型
client_guarantees_currency	风险 / 担保货币
client_id	公司注册号
client_order_backlog	订货清单
client_others_guarantees	风险 / 其他担保
client_payment_mean	付账方式
client_payment_term	付账期
client_phone	电话
client_phone_cell	手机号
client_siret	Siret (for French companies)
client_trading_name	品牌名
client_unique_key	唯一客户识别名
client_url	网站
client_vat	增值税税号

Example « Headers » 和 « 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"
...

必填数列 : client_code + client_business_name

Add contacts to your customers

Address / URL : https://account.mydsomanager.com /api/contacts

Use SSL to secure your connections

Columns syntax of the CSV file :

数列	描述
client_code *	公司代码
contact_collection	催款联系人 (是 / 否) Possible values: 0, 1 (默认值: 0 <=> 否)
contact_comments	备注
contact_email	邮件
contact_fax	传真
contact_firstname	名
contact_lastname *	姓
contact_phone	电话
contact_phone_cell	手机号
contact_role	角色 Possible values: accounting : 会计员 buyer : 购买方 company : 公司 manager : 领导人 other : 其他 (默认值)
contact_title	头衔 (先生，女士...)
contact_unique_key	唯一联络人识别名

Example « Headers » 和 « Data »

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"
...

必填数列 : client_code + contact_lastname

Associate users with your customers

Address / URL : https://account.mydsomanager.com /api/users

Use SSL to secure your connections

Columns syntax of the CSV file :

数列	描述
client_code *	公司代码
user_email	邮件
user_firstname	名
user_lastname *	姓

Example « Headers » 和 « Data »

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"
...

必填数列 : client_code + user_lastname

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 :

字段	描述
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, ...
error_description	Error message (if there was an error)
exception_lines	Lines ignored (not defined if no lines ignored)
nb_client_added	个客户已被添加
nb_client_modified	个客户已被修改
nb_contact_added	个联系方式已被添加
nb_item_added	个单据已被添加
nb_item_modified	个单据已被修改
nb_user_added	添加了个用户
nb_user_modified	更改了个用户

Example « Response »

{
	"success": "true",
	"nb_client_added": 0,
	"nb_client_modified": 0,
	"nb_contact_added": 0,
	"nb_item_added": 5,
	"nb_item_modified": 2,
	"nb_user_added": 0,
	"nb_user_modified": 0,
	"exception_lines": {
		"line 3": "Column count doesn't match (defined=8, found=10)",
	},
}

For users of the 专业版 (and during 15 days free), it is possible to access to the automatic import FTPs / SFTP interfaces of MY DSO MANAGER to automate the upload of your data .

To use this interface, create a script that will send every night (for example) your file of items, clients and contacts.

This program should send a CSV (file separated by semi-colon in the POST data) using credentials, url and syntax as below :

How ftp and sftp works with My DSO Manager

与众多软件兼容:

...

Login to your account via secure FTP 或 contact us to use SFTP

To log in, use this login and password :

You must subscribe to 专业版 to get the access codes

建立 :

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.