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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 :
how api works

Login to your account via our API

To log in, use this login and password :
Address / URL :
https://account.mydsomanager.com/api/
Benutzername :
xxxx
Passwort :
Beispiel « Headers »
POST ...
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

Optionen Import

Use these options only if you need them :
Parameter API Beschreibung
encoding all Dateiformat
Possible values: UTF-8 (standardmäßig), 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.
Standardmäßig: false
replace_users_association users Replace clients/users associations oder add only new clients/users associations?
Possible values: 0 oder 1
Standardmäßig: 0
Beispiel « Headers » und « Data »
POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...

data...

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

Use SSL to secure your connections
Columns syntax of the CSV file :
Spalten Beschreibung
client_code * Kundennummer
item_amount_initial Rechnungsbetrag exkl. MwSt
item_amount_initial_inc_tax * Rechnungsbetrag inkl. MwSt
Beispiel / Possible values:
  • 1200
  • 1 200,00
  • 1200.00123
  • ...
item_amount_remaining Offener Betrag exkl. MwSt
item_amount_remaining_inc_tax Offener Betrag inkl. MwSt
item_business_case Geschäftsfall
item_currency Währung
Beispiel: EUR, USD, ...
item_date_due * Fälligkeitsdatum
Datumsformat: YYYY-MM-DD
item_date_issue * Rechnungsdatum
Datumsformat: YYYY-MM-DD
item_date_order Auftragsdatum
Datumsformat: YYYY-MM-DD
item_date_payment Zahlungsdatum
Datumsformat: YYYY-MM-DD
item_erp_type ERP-Elemententyp
item_file_number Auftragsnummer
item_number * Re.-Nummer
item_order_number Bestellnummer
item_sales_administrative Administrationsmitarbeiter
item_sales_manager Verkaufsmanager
item_type * Art des BuchungspostenLink
Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key Identifikator spezifischer Buchungsposten
Beispiel « Headers » und « Data »
POST /api/items HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"item_type";"item_number";"client_code";"item_date_issue";"item_date_due";"item_amount_initial_inc_tax";"item_currency"
"FAC";"00000123";"C0001";"2022-01-27";"2022-02-03";"6 580,10";"USD"
...
    
Spalten obligatorisch : client_code + item_type + item_number + item_date_issue + item_date_due + item_amount_initial_inc_tax

Add and modify your customers data

Use SSL to secure your connections
Columns syntax of the CSV file :
Spalten Beschreibung
client_address_city Adresse (Ort)
client_address_country Adresse (Land)
client_address_postbox Adresse (Postfach)
client_address_state Adresse (Bundesland)
client_address_street Adresse (Straße)
client_address_street_line2 Adresse (Straße Line 2)
client_address_street_line3 Adresse (Straße Line 3)
client_address_street_number Adresse (n° Straße)
client_address_zip Adresse (PLZ)
client_blocked Konto gesperrt (Ja / Nein)
Possible values: 0, 1 (standardmäßig: 0 <=> Nein)
client_blocked_date Konto gesperrt / Datum
Datumsformat: YYYY-MM-DD
client_business_line Branche
client_business_name * Firma / Firmenname
client_code * Kundennummer
client_comments Kommentare
client_commercial_email Verkaufsmanager / Email
client_commercial_fax Verkaufsmanager / Fax
client_commercial_firstname Verkaufsmanager / Vorname
client_commercial_lastname Verkaufsmanager / Nachname
client_commercial_phone Verkaufsmanager / Telefon
client_commercial_phone_cell Verkaufsmanager / Mobiltelefon
client_credit_limit Risiko / Kreditlimit
client_email Email
client_fax Fax
client_group Gruppen
List of customer groups separated by commas
client_guarantee_insurer Risiko / Garantie des Versicherers
client_guarantee_insurer_reference Risiko / Versicherungsreferenz
client_guarantee_score Risiko / Rating Creditreform
client_guarantee_temporary Risiko / Temporäre Garantie
client_guarantee_temporary_date_end Risiko / Temporäre Garantie / Enddatum
client_guarantee_temporary_date_start Risiko / Temporäre Garantie / Startdatum
client_guarantee_type Risiko / Garantietyp
client_guarantees_currency Risiko / Währung der Garantien
client_id LEI-Code
client_order_backlog Auftragsportfolio
client_others_guarantees Risiko / Andere Garantien
client_payment_mean Zahlungsmittel
client_payment_term Zahlungsfrist
client_phone Telefon
client_phone_cell Mobiltelefon
client_siret Siret
(for French companies)
client_trading_name Handelsname
client_unique_key Unique client identifier
client_url Webseite
client_vat Steuernummer
Beispiel « Headers » und « Data »
POST /api/clients HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"client_business_name";"client_code";"client_id";"client_address_country"
"My company";"C0001";"FR12345678";"France"
...
    
Spalten obligatorisch : client_code + client_business_name

Add contacts to your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Spalten Beschreibung
client_code * Kundennummer
contact_collection Kontakt für Mahnungen (Ja / Nein)
Possible values: 0, 1 (standardmäßig: 0 <=> Nein)
contact_comments Kommentare
contact_email Email
contact_fax Fax
contact_firstname Vorname
contact_lastname * Nachname
contact_phone Telefon
contact_phone_cell Mobiltelefon
contact_role Rolle
Possible values:
  • accounting : Buchhalter
  • buyer : Kunde
  • company : Firma
  • manager : Geschäftsleiter
  • other : Andere (standardmäßig)
contact_title Anrede (Herr, Frau ...)
contact_unique_key Unique contact identifier
Beispiel « Headers » und « Data »
POST /api/contacts HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"contact_firstname";"contact_lastname";"contact_role";"client_code"
"Mike";"Jackson";"other";"C0001"
...
    
Spalten obligatorisch : client_code + contact_lastname

Associate users with your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Spalten Beschreibung
client_code * Kundennummer
user_email Email
user_firstname Vorname
user_lastname * Nachname
Beispiel « Headers » und « Data »
POST /api/users HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"user_firstname";"user_lastname";"client_code"
"John";"Roy";"C0001"
...
    
Spalten obligatorisch : 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 :
Bereich Beschreibung
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 Kunden hinzugefügt
nb_client_modified Kunden aktualisiert
nb_contact_added Kontakte hinzugefügt
nb_item_added Buchungsposten hinzugefügt
nb_item_modified Buchungsposten aktualisiert
nb_user_added Users added
nb_user_modified Users updated
Beispiel « 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)",
	},
}
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