How to import your data (clients, receivable, ...) with a file (.csv, .txt or .xls) via our « Smart upload » module
It is necessary to upload into MY DSO MANAGER
your customer and receivable data to use the features of our software.
For this you need to use the import module « Smart Upload
» to facilitate this integration:
How it works?
It's very simple
, you only have to carry out an extraction of your sales management tool (for customer data) and your accounting system (for billing information) to a .csv, .txt or .xls file
and then import them with « Smart Upload
Do not worry about your import file formats: tab, comma, semicolon, dates and amounts formats are managed smartly by the import module.
Example of a .csv file containing customer data.
Your files must contain column headers. The first line is not composed of data but some text to describe the content of each column.
Go to the Settings / Import / Export your data
then select your file to import. Then specify what type of file it is:
- customer data?
- receivable (invoices, credit notes, non allocated payments...) ?
- customer contacts to associate with customers?
Then click Submit.
Now you need to indicate to MY DSO MANAGER
the correspondence between the information in your file and the fields of the application.
This methodology for manual import is applicable to all import files (customers, receivable, contacts). It is also used to set the automatic import by FTP
Once completed and verified your settings, click the « Import » button at the bottom of the page, and your data are integrated.
This setting is to be done only once since it is recorded by MY DSO MANAGER. Even better, the tool helps you to match your data and will propose correspondence between columns of your file and application fields.
See how to import each data type:
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