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How to import your data automatically?

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To benefit from this interface, use a script that will send every night (for example), or several times a day, your open items, customers, users (optional) and contacts (optional) files to our server.

This program must send CSV or TXT files (semicolon separated file in the POST data) using the identifiers, addresses and syntaxes below:

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, ...)

Address / URL: https://account.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: 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 documento Possible values: AVO, DPA, FAC, ODI, RGL, TRT
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_issue";"item_amount_initial_inc_tax";"item_currency"
"FAC";"00000123";"C0001";"2024-04-26";"2024-05-03";"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://account.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_line2	Dirección (Calle Línea 2)
client_address_street_line3	Dirección (Calle Línea 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 *	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_matricule	Gerencia Comercial asociada con el cliente / Número de identificación
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	Identificador de cliente único
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

Address / URL: https://account.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	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	Identificador de contacto único

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

Address / URL: https://account.mydsomanager.com/api/users

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
user_matricule	Número de identificación

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

If you want, you can use the path "/apiPutFiles/" to import the files asynchronously.

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	Usuarios añadidos
nb_user_modified	Usuarios modificados

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)",
	},
}

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).