Importe automáticamente su información → 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 :

Nombre de Usuario :

xxxx

Contraseña :

Ejemplo :

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

Opciones de importación

Use these options only if you need them :

Parameter	Descripción
encoding	Formato de archivo Possible values: UTF-8 (por defecto), 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. Por defecto: false

Ejemplo :

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 :

Columnas	Descripción
client_code *	Código de Compañía
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_sense_writing	Débito o Crédito?
item_type *	Tipo de documento Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key	Identificación única del documento

Ejemplo :

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";"2019-02-19";"2019-02-26";"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

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

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_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 / Nombre de Compañia
client_code *	Código de Compañía
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 Aseguradora
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	Término de Pago
client_phone	Teléfono
client_phone_cell	Teléfono Móvil
client_siret	Siret (for French companies)
client_trading_name	Nombre Comercial
client_url	Sitio Web
client_vat	Número de IVA

Ejemplo :

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"
...

Columnas requeridas : 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 :

Columnas	Descripción
client_code *	Código de Compañía
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 ...)

Ejemplo :

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"
...

Columnas requeridas : 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 :

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
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

Ejemplo :

{
	"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 Versión PRO (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 :

Compatible con muchos software: SAP

...

Login to your account via secure FTP

To log in, use this login and password :

You must subscribe to Versión PRO to get the access codes

Implementar :

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 :

Contáctenos

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).