Automatic import of your data → with FTP (secure FTP)

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) using credentials, url and syntax as below :

Login to your account via our API

To log in, use this login and password :

Username :

xxxx

Password :

Example :

POST ...
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

Import options

Use these options only if you need them :

Parameter	Description
encoding	File format Possible values: UTF-8 (by default), ISO-8859-1, ...
clear_items_not_modified	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

Example :

POST /api/items?encoding=UTF-8&clear_items_not_modified=true HTTP/1.1
...

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

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

Use SSL to secure your connections

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_sense_writing	Debit or Credit?
item_type *	Item type Possible values: FAC, AVO, RGL, ODI, TRT, DPA
item_unique_key	Unique item identifier

Example :

POST /api/items HTTP/1.1
Host: www.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";"2019-08-21";"2019-08-28";"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

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

Use SSL to secure your connections

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_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 *	Company / Business name
client_code *	Company code
client_comments	Comments
client_commercial_email	Sales manager associated with the client / Email
client_commercial_fax	Sales manager associated with the client / Fax
client_commercial_firstname	Sales manager associated with the client / Firstname
client_commercial_lastname	Sales manager associated with the client / Lastname
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	Email
client_fax	Fax
client_group	Groups List of customer groups separated by commas
client_group_key	Ultimate parent code
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_url	Website
client_vat	VAT Number

Example :

POST /api/clients HTTP/1.1
Host: www.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"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

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

Use SSL to secure your connections

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	Email
contact_fax	Fax
contact_firstname	Firstname
contact_lastname *	Lastname
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 ...)

Example :

POST /api/contacts HTTP/1.1
Host: www.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"contact_firstname";"contact_lastname";"contact_email";"contact_role";"client_code"
"Mike";"Jackson";"test@test.com";"other";"C0001"
...

Required columns : client_code + contact_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 :

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
nb_client_added	Clients added
nb_client_modified	Customers updated
nb_contact_added	Contacts added
nb_item_added	Items added
nb_item_modified	Items updated

Example :

{
	"success": "true",
	"error_code": "",
	"error_description": "",
	"nb_client_added": 0,
	"nb_client_modified": 0,
	"nb_contact_added": 0,
	"nb_item_added": 5,
	"nb_item_modified": 2
}

For users of the PRO Version (and during 15 days free), it is possible to access to the automatic import FTP / SFTP interfaces of MY DSO MANAGER to automate the upload of your data.

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) using credentials, url and syntax as below :

How ftp and sftp works with My DSO Manager

Compatible with many software: SAP

...

Login to your account via secure FTP

To log in, use this login and password :

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
(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.

Contact us to use SFTP :

Contact us

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).