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Automatic import » How to import your data automatically?
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CargandoTo 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 :
Login to your account via our API
To log in, use this login and password :
Ejemplo « Headers »
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:
Por defecto: false |
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, ...)
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 cliente |
| item_amount_initial | Monto inicial sin IVA |
| item_amount_initial_inc_tax * | Monto inicial con IVA Ejemplo / Possible values:
|
| 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 « Headers » y « Data »
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";"2019-12-07";"2019-12-14";"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 / 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 | |
| client_fax | Fax |
| client_group | Grupos List of customer groups separated by commas |
| client_group_key | Código agrupación |
| 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_url | Sitio Web |
| client_vat | Número de IVA |
Ejemplo « Headers » y « Data »
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 cliente |
| contact_collection | Contacto de Cuentas por Cobrar (Si / No) Possible values: 0, 1 (por defecto: 0 <=> No) |
| contact_comments | Comentarios |
| contact_email | |
| contact_fax | Fax |
| contact_firstname | Nombre |
| contact_lastname * | Apellido |
| contact_phone | Teléfono |
| contact_phone_cell | Teléfono Móvil |
| contact_role | Cargo Possible values:
|
| contact_title | título (Sr, Sra ...) |
Ejemplo « Headers » y « Data »
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 « Response »
{
"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 in the POST data) using credentials, url and syntax as below :
Compatible con muchos software: 
...
...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 :
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 :
...
Sincronice Salesforce con My DSO Manager
Data that can be synced : Clientes + Contactos
Works only with Enterprise and Unlimited Salesforce version
Sincronice QuickBooks con My DSO Manager
Data that can be synced : Clientes / Contactos + Elementos (Facturas, ...)
Sincronice Odoo con My DSO Manager
Data that can be synced : Clientes / Contactos + Elementos (Facturas, ...)
Sincronice Creditsafe con My DSO Manager
Find Creditsafe note and recommended credit limit in My DSO Manager
Sincronice DNBi con My DSO Manager
Find Dun & Bradstreet Paydex, rating and recommended credit limit in My DSO Manager
Sincronice Ellisphere con My DSO Manager
Find Ellisphere score and recommended credit limit in My DSO Manager
Sincronice Infolegale con My DSO Manager
Find Infolegale score and recommended credit limit in My DSO Manager
Sincronice Intuiz con My DSO Manager
Find Intuiz+ by Altares Paydex, rating and recommended credit limit in My DSO Manager
Sincronice itool con My DSO Manager
Data that can be synced : Clientes / Contactos + Elementos (Facturas, ...)
Sincronizar
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