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Automatic import »

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:
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/
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, ...)

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Columns syntax of the CSV file:
Columns Description
client_code * Company code
item_amount_initial Initial amount exc. Tax
item_amount_initial_inc_tax * Initial amount inc. Tax
Example / Possible values:
  • 1200
  • 1 200,00
  • 1200.00123
  • ...
item_amount_remaining Remaining amount exc. Tax
item_amount_remaining_inc_tax Remaining amount inc. Tax
item_business_case Business case
item_currency Currency
Example: EUR, USD, ...
item_date_due * Due date
Date format: YYYY-MM-DD
item_date_issue * Issue date
Date format: YYYY-MM-DD
item_date_order Order date
Date format: YYYY-MM-DD
item_date_payment Payment date
Date format: YYYY-MM-DD
item_erp_type ERP item type
item_file_number File No.
item_number * Trans No.
item_order_number PO No.
item_sales_administrative Sales administrative
item_sales_manager Sales manager
item_type * Item typeLink
Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key Unique item identifier
Example « Headers » and « 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";"2024-10-11";"2024-10-18";"6 580,10";"USD"
...
    		
Required columns : client_code + item_type + item_number + item_date_issue + item_date_due + item_amount_initial_inc_tax

Add and modify your customers data

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Columns syntax of the CSV file:
Columns Description
client_address_city Address (City)
client_address_country Address (Country)
client_address_postbox Address (Post Office Box)
client_address_state Address (State / Province)
client_address_street Address (Street)
client_address_street_line2 Address (Street Line 2)
client_address_street_line3 Address (Street Line 3)
client_address_street_number Address (n° Street)
client_address_zip Address (ZIP (or Postal) Code)
client_blocked Account blocked (Yes / No)
Possible values: 0, 1 (by default: 0 <=> No)
client_blocked_date Account blocked / Date
Date format: YYYY-MM-DD
client_business_line Business line
client_business_name * Business name
client_code * Company code
client_comments Comments
client_commercial_email Sales manager associated with the client / E-mail
client_commercial_fax Sales manager associated with the client / Fax
client_commercial_firstname 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"
...
    		
Required columns : client_code + client_business_name

Add contacts to your customers

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Columns syntax of the CSV file:
Columns Description
client_code * Company code
contact_collection Contact for collection (Yes / No)
Possible values: 0, 1 (by default: 0 <=> No)
contact_comments Comments
contact_email E-mail
contact_fax Fax
contact_firstname First name
contact_lastname * Last name
contact_phone Phone
contact_phone_cell Mobile phone
contact_role Role
Possible values:
  • accounting: Accountant
  • buyer: Client
  • company: Company
  • manager: Executive officer
  • other: Other (by default)
contact_title Title (Mr, Mrs ...)
contact_unique_key Unique contact identifier
Example « Headers » and « 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"
...
   			
Required columns : client_code + contact_lastname

Associate users with your customers

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Columns syntax of the CSV file:
Columns Description
client_code * Company code
user_email E-mail
user_firstname First name
user_lastname * Last name
user_matricule ID number
Example « Headers » and « 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"
...
			
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, ...
error_description Error message (if there was an error)
exception_lines Lines ignored (not defined if no lines ignored)
nb_client_added Customers added
nb_client_modified Customers updated
nb_contact_added Contacts added
nb_item_added Items added
nb_item_modified Items updated
nb_user_added Users added
nb_user_modified Users updated
Example « 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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