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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/
You must be logged in to view this information
Ejemplo « Headers »
POST ...
...
Authorization: You must be logged in to view this information
...
			

Opciones de importación

Use these options only if you need them :
Parameter API Descripción
encoding all Formato de archivo
Possible values: UTF-8 (por defecto), 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.
Por defecto: false
replace_users_association users Replace clients/users associations o add only new clients/users associations?
Possible values: 0 o 1
Por defecto: 0
Ejemplo « Headers » y « Data »
POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...

data...
			

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

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Columns syntax of the CSV file :
Columnas Descripción
client_code * Código de cliente
item_amount_initial Monto inicial sin IVA
item_amount_initial_inc_tax * Monto inicial con IVA
Ejemplo / Possible values:
  • 1200
  • 1 200,00
  • 1200.00123
  • ...
item_amount_remaining Monto restante sin IVA
item_amount_remaining_inc_tax Monto restante con IVA
item_business_case Caso de Negocio
item_currency Moneda
Ejemplo: EUR, USD, ...
item_date_due * Fecha de vencimiento
Formato de Fecha: YYYY-MM-DD
item_date_issue * Fecha de Emisión
Formato de Fecha: YYYY-MM-DD
item_date_order Fecha de Orden
Formato de Fecha: YYYY-MM-DD
item_date_payment Fecha de pago
Formato de Fecha: YYYY-MM-DD
item_erp_type Tipo documento ERP
item_file_number Dossier No.
item_number * Número de Documento
item_order_number Número de orden
item_sales_administrative Ventas administrativo
item_sales_manager Gerencia Comercial
item_type * Tipo de documentoLink
Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key Identificación única del documento
Ejemplo « Headers » y « 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"
...
    		
Columnas requeridas : 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 :
Columnas Descripción
client_address_city Dirección (Ciudad)
client_address_country Dirección (País)
client_address_postbox Dirección (Casilla de Correo)
client_address_state Dirección (Estado / Provincia)
client_address_street Dirección (Calle)
client_address_street_line2 Dirección (Calle Line 2)
client_address_street_line3 Dirección (Calle Line 3)
client_address_street_number Dirección (n° Calle)
client_address_zip Dirección (Código postal)
client_blocked Cuenta bloqueada (Si / No)
Possible values: 0, 1 (por defecto: 0 <=> No)
client_blocked_date Cuenta bloqueada / Fecha
Formato de Fecha: YYYY-MM-DD
client_business_line Línea de Negocio
client_business_name * Compañía / Razón social
client_code * Código de cliente
client_comments Comentarios
client_commercial_email Gerencia Comercial asociada con el cliente / E-mail
client_commercial_fax Gerencia Comercial asociada con el cliente / Fax
client_commercial_firstname Gerencia Comercial asociada con el cliente / Nombre
client_commercial_lastname Gerencia Comercial asociada con el cliente / Apellido
client_commercial_phone Gerencia Comercial asociada con el cliente / Teléfono
client_commercial_phone_cell Gerencia Comercial asociada con el cliente / Teléfono Móvil
client_credit_limit Riesgo / Límite de Crédito
client_email E-mail
client_fax Fax
client_group Grupos
List of customer groups separated by commas
client_guarantee_insurer Riesgo / Garantía asegurador
client_guarantee_insurer_reference Riesgo / Referencia Asegurador
client_guarantee_score Riesgo / Calificación
client_guarantee_temporary Riesgo / Garantía temporal
client_guarantee_temporary_date_end Riesgo / Garantía temporal / Fecha final
client_guarantee_temporary_date_start Riesgo / Garantía temporal / Fecha de inicio
client_guarantee_type Riesgo / Tipo de Garantía
client_guarantees_currency Riesgo / Moneda de la garantia
client_id Identificación Fiscal
client_order_backlog Ordenes sin procesar
client_others_guarantees Riesgo / Otras Garantías
client_payment_mean Medio de Pago
client_payment_term Plazo de Pago
client_phone Teléfono
client_phone_cell Teléfono Móvil
client_siret Siret
(for French companies)
client_trading_name Nombre Comercial
client_unique_key Unique client identifier
client_url Sitio Web
client_vat Número de IVA
Ejemplo « Headers » y « 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"
...
    		
Columnas requeridas : client_code + client_business_name

Add contacts to your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Columnas Descripción
client_code * Código de cliente
contact_collection Contacto de Cuentas por Cobrar (Si / No)
Possible values: 0, 1 (por defecto: 0 <=> No)
contact_comments Comentarios
contact_email E-mail
contact_fax Fax
contact_firstname Nombre
contact_lastname * Apellido
contact_phone Teléfono
contact_phone_cell Teléfono Móvil
contact_role Cargo
Possible values:
  • accounting : Contabilidad
  • buyer : Cliente
  • company : Compañía
  • manager : Gerencia General
  • other : Otro (por defecto)
contact_title título (Sr, Sra ...)
contact_unique_key Unique contact identifier
Ejemplo « Headers » y « 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"
...
   			
Columnas requeridas : client_code + contact_lastname

Associate users with your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Columnas Descripción
client_code * Código de cliente
user_email E-mail
user_firstname Nombre
user_lastname * Apellido
Ejemplo « Headers » y « 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"
...
			
Columnas requeridas : 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 :
Campo Descripción
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 Clientes incluidos
nb_client_modified Clientes actualizados
nb_contact_added Contactos adicionados
nb_item_added Documentos adicionados
nb_item_modified Documentos actualizados
nb_user_added Users added
nb_user_modified Users updated
Ejemplo « 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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