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
Example « Headers »
POST ...
...
Authorization: You must be logged in to view this information
...
Import options
Use these options only if you need them:
Parameter
API
Description
encoding
all
File format
Possible values: UTF-8 (by default), 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.
By default: false
replace_users_association
users
Replace clients/users associations or add only new clients/users associations?
Possible values: 0 or 1
By default: 0
Example « Headers » and «
Data »
POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...
data...
Add and modify your items (invoices, credit notes, ...)
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";"2024-10-11";"2024-10-18";"6 580,10";"USD"
...
Sales manager associated with the client / First name
client_commercial_lastname
Sales manager associated with the client / Last name
client_commercial_matricule
Sales manager associated with the client / ID number
client_commercial_phone
Sales manager associated with the client / Phone
client_commercial_phone_cell
Sales manager associated with the client / Mobile phone
client_credit_limit
Risk / Credit Limit
client_email
E-mail
client_fax
Fax
client_group
Groups
List of customer groups separated by commas
client_guarantee_insurer
Risk / Insurer guarantee
client_guarantee_insurer_reference
Risk / Insurer reference
client_guarantee_score
Risk / Score
client_guarantee_temporary
Risk / Temporary guarantee
client_guarantee_temporary_date_end
Risk / Temporary guarantee / End date
client_guarantee_temporary_date_start
Risk / Temporary guarantee / Start date
client_guarantee_type
Risk / Guarantee type
client_guarantees_currency
Risk / Guarantees currency
client_id
Legal ID
client_order_backlog
Order backlog
client_others_guarantees
Risk / Other guarantees
client_payment_mean
Payment mean
client_payment_term
Payment term
client_phone
Phone
client_phone_cell
Mobile phone
client_siret
Siret
(for French companies)
client_trading_name
Trading name
client_unique_key
Unique client identifier
client_url
Website
client_vat
VAT Number
Example « Headers » and «
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"
...
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"
...
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"
...
Required columns : 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:
Field
Description
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, ...
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:
You must subscribe to PRO Version to get the access codes
Setup:
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 (clients 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.
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: