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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/
Nome utente :
xxxx
Password :
Esempio « Headers »
POST ...
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

Opzioni dell'importazione

Use these options only if you need them :
Parameter API Descrizione
encoding all Formato file
Possible values: UTF-8 (predefinito), 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.
Predefinito: false
replace_users_association users Replace clients/users associations o add only new clients/users associations?
Possible values: 0 o 1
Predefinito: 0
Esempio « Headers » e « Data »
POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...

data...

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

Use SSL to secure your connections
Columns syntax of the CSV file :
Colonne Descrizione
client_code * Codice società
item_amount_initial Importo iniziale senza IVA
item_amount_initial_inc_tax * Importo iniziale con IVA
Esempio / Possible values:
  • 1200
  • 1 200,00
  • 1200.00123
  • ...
item_amount_remaining Importo residuo senza IVA
item_amount_remaining_inc_tax Importo residuo con IVA
item_business_case Nome dell'affare
item_currency Valuta
Esempio: EUR, USD, ...
item_date_due * Data di scadenza
Formato di data: YYYY-MM-DD
item_date_issue * Data di emissione
Formato di data: YYYY-MM-DD
item_date_order Data dell'ordine
Formato di data: YYYY-MM-DD
item_date_payment Data pagamento
Formato di data: YYYY-MM-DD
item_erp_type Tipo di documento ERP
item_file_number N°caso
item_number * N° documento
item_order_number N° ordine
item_sales_administrative Direttore di mercato
item_sales_manager Responsabile commerciale
item_type * Tipo di documentoLink
Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key Identificatore documento unico
Esempio « Headers » e « Data »
POST /api/items HTTP/1.1
Host: account.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";"2022-01-27";"2022-02-03";"6 580,10";"USD"
...
    
Colonne obbligatorie : 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 :
Colonne Descrizione
client_address_city Indirizzo (Città)
client_address_country Indirizzo (Paese)
client_address_postbox Indirizzo (Casella postale)
client_address_state Indirizzo (Stato / Provincia)
client_address_street Indirizzo (Via)
client_address_street_line2 Indirizzo (Via Line 2)
client_address_street_line3 Indirizzo (Via Line 3)
client_address_street_number Indirizzo (n° Via)
client_address_zip Indirizzo (Cap)
client_blocked Account bloccato (Sì / No)
Possible values: 0, 1 (predefinito: 0 <=> No)
client_blocked_date Account bloccato / Data
Formato di data: YYYY-MM-DD
client_business_line Mercato
client_business_name * Società / Ragione sociale
client_code * Codice società
client_comments Commenti
client_commercial_email Responsabile vendite associato al cliente / E-mail
client_commercial_fax Responsabile vendite associato al cliente / Fax
client_commercial_firstname Responsabile vendite associato al cliente / Nome
client_commercial_lastname Responsabile vendite associato al cliente / Cognome
client_commercial_phone Responsabile vendite associato al cliente / Telefono
client_commercial_phone_cell Responsabile vendite associato al cliente / Cellulare
client_credit_limit Rischio / Limite di fido
client_email E-mail
client_fax Fax
client_group Gruppi
List of customer groups separated by commas
client_guarantee_insurer Rischio / Copertura assicurativa
client_guarantee_insurer_reference Rischio / Referenza dell'assicuratore
client_guarantee_score Rischio / Rating dell'assicuratore
client_guarantee_temporary Rischio / Garanzia temporanea
client_guarantee_temporary_date_end Rischio / Garanzia temporanea / Data di fine
client_guarantee_temporary_date_start Rischio / Garanzia temporanea / Data di inizio
client_guarantee_type Rischio / Tipo di copertura
client_guarantees_currency Rischio / Valuta delle garanzie
client_id Codice fiscale dell'impresa
client_order_backlog Portafoglio delle ordinazioni
client_others_guarantees Rischio / Altre coperture
client_payment_mean Modalità di pagamento
client_payment_term Termine di pagamento
client_phone Telefono
client_phone_cell Cellulare
client_siret Siret
(for French companies)
client_trading_name Insegna commerciale
client_unique_key Unique client identifier
client_url Sito web
client_vat Numero di partita IVA
Esempio « Headers » e « Data »
POST /api/clients HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"client_business_name";"client_code";"client_id";"client_address_country"
"My company";"C0001";"FR12345678";"France"
...
    
Colonne obbligatorie : client_code + client_business_name

Add contacts to your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Colonne Descrizione
client_code * Codice società
contact_collection Contatto per la riscossione (Sì / No)
Possible values: 0, 1 (predefinito: 0 <=> No)
contact_comments Commenti
contact_email E-mail
contact_fax Fax
contact_firstname Nome
contact_lastname * Cognome
contact_phone Telefono
contact_phone_cell Cellulare
contact_role Ruolo
Possible values:
  • accounting : Contabile
  • buyer : Compratore
  • company : Società
  • manager : Amministratore delegato
  • other : Altro (predefinito)
contact_title Titolo (Sig., Sig.ra. ...)
contact_unique_key Unique contact identifier
Esempio « Headers » e « Data »
POST /api/contacts HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"contact_firstname";"contact_lastname";"contact_role";"client_code"
"Mike";"Jackson";"other";"C0001"
...
    
Colonne obbligatorie : client_code + contact_lastname

Associate users with your customers

Use SSL to secure your connections
Columns syntax of the CSV file :
Colonne Descrizione
client_code * Codice società
user_email E-mail
user_firstname Nome
user_lastname * Cognome
Esempio « Headers » e « Data »
POST /api/users HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"user_firstname";"user_lastname";"client_code"
"John";"Roy";"C0001"
...
    
Colonne obbligatorie : 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 Descrizione
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 Clienti aggiunti
nb_client_modified Clienti modificati
nb_contact_added Contatti aggiunti
nb_item_added Documenti aggiunti
nb_item_modified Documenti modificati
nb_user_added Users added
nb_user_modified Users updated
Esempio « 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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