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How to import your data automatically?
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正在加载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
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:
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:
|
| 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: AVO, DPA, FAC, ODI, RGL, TRT |
| 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_issue";"item_amount_initial_inc_tax";"item_currency" "FAC";"00000123";"C0001";"2023-09-28";"2023-10-05";"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_matricule | 与客户关联的销售人员 / ID number |
| 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:
|
| 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 |
| user_matricule | ID number |
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)",
},
}
Automatically import your data by FTPs or SFTP!
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 :
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.
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.
How to automate transfer via secure FTP :
Send with curl (Windows, Linux) :
curl -u login:password ftp://ftp.mydsomanager.com:21 --ftp-ssl --ftp-pasv -T clients.csv
Send with LFTP (Linux, Windows via cygwin) :
lftp -e "set ftp:prefer-epsv no; put clients.csv; quit" -u login,password ftp.mydsomanager.com
Send with WinSCP (Windows) :
winscp.com /ini=nul /command "open ftpes://login:password@ftp.mydsomanager.com/" "put clients.csv" "exit"
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 :
...
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同步更新
Coming soon ...
Enter your email to be informed when this feature will be implemented :
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