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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

Esempio « Headers »

POST ...
...
Authorization: You must be logged in to view this information
...

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, ...)

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

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 senza IVA
item_amount_remaining_inc_tax	Importo 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 documento Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	Identificatore documento unico

Esempio « Headers » e « 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";"2024-04-19";"2024-04-26";"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

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

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 Linea 2)
client_address_street_line3	Indirizzo (Via Linea 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 *	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_matricule	Responsabile vendite associato al cliente / Numero ID
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	Identificatore cliente unico
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: You must be logged in to view this information
...

"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

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

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	Identificatore contatto unico

Esempio « Headers » e « 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"
...

Colonne obbligatorie : 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:

Colonne	Descrizione
client_code *	Codice società
user_email	E-mail
user_firstname	Nome
user_lastname *	Cognome
user_matricule	Numero ID

Esempio « Headers » e « 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"
...

Colonne obbligatorie : 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	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	Utenti aggiunti
nb_user_modified	Utenti modificati

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)",
	},
}

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).