Automatischer Import Ihrer Daten → with FTP (secure FTP)

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) using credentials, url and syntax as below :

Login to your account via our API

To log in, use this login and password :

Benutzername :

xxxx

Passwort :

Beispiel :

POST ...
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

Optionen Import

Use these options only if you need them :

Parameter	Beschreibung
encoding	Dateiformat Possible values: UTF-8 (standardmäßig), ISO-8859-1, ...
clear_items_not_modified	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

Beispiel :

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

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

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

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_sense_writing	Soll oder Haben?
item_type *	Art des Buchungsposten Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key	Identifikator spezifischer Buchungsposten

Beispiel :

POST /api/items HTTP/1.1
Host: www.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";"2019-04-19";"2019-04-26";"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

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

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_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_group_key	Groupment code
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_url	Webseite
client_vat	Steuernummer

Beispiel :

POST /api/clients HTTP/1.1
Host: www.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

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

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 ...)

Beispiel :

POST /api/contacts HTTP/1.1
Host: www.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"contact_firstname";"contact_lastname";"contact_email";"contact_role";"client_code"
"Mike";"Jackson";"test@test.com";"other";"C0001"
...

Spalten obligatorisch : client_code + contact_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
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

Beispiel :

{
	"success": "true",
	"error_code": "",
	"error_description": "",
	"nb_client_added": 0,
	"nb_client_modified": 0,
	"nb_contact_added": 0,
	"nb_item_added": 5,
	"nb_item_modified": 2
}

For users of the PRO-Version (and during 15 days free), it is possible to access to the automatic import FTP / 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) using credentials, url and syntax as below :

Mit vielen Softwares kompatibel: SAP

...

Login to your account via secure FTP

To log in, use this login and password :

You must subscribe to PRO-Version to get the access codes

Implementieren :

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
(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.

Contact us to use SFTP :

Kontaktieren Sie uns

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).