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Automatic import »
How to import your data automatically?
LoadingTo 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 in the POST data) using credentials, url and syntax as below :
Login to your account via our API
To log in, use this login and password :
Example « Headers »
POST ... ... Authorization: Basic xxxxxxxxxxxxxxxxxxx ...
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:
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, ...)
Address / URL : https:///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:
|
| 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 type Possible values: FAC, AVO, RGL, ODI, TRT, DPA |
| item_unique_key | Unique item identifier |
Example « Headers » and « Data »
POST /api/items HTTP/1.1 Host: ... 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";"2021-06-17";"2021-06-24";"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:///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 | |
| 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: ... 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:///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 | |
| contact_fax | Fax |
| contact_firstname | Firstname |
| contact_lastname * | Lastname |
| contact_phone | Phone |
| contact_phone_cell | Mobile phone |
| contact_role | Role Possible values:
|
| contact_title | Title (Mr, Mrs ...) |
| contact_unique_key | Unique contact identifier |
Example « Headers » and « Data »
POST /api/contacts HTTP/1.1 Host: ... Authorization: Basic xxxxxxxxxxxxxxxxxxx ... "contact_firstname";"contact_lastname";"contact_role";"client_code" "Mike";"Jackson";"other";"C0001" ...
Required columns : client_code + contact_lastname
Associate users with your customers
Address / URL : https:///api/users
Use SSL to secure your connections
Columns syntax of the CSV file :
| Columns | Description |
|---|---|
| client_code * | Company code |
| user_email | |
| user_firstname | Firstname |
| user_lastname * | Lastname |
Example « Headers » and « Data »
POST /api/users HTTP/1.1 Host: ... Authorization: Basic xxxxxxxxxxxxxxxxxxx ... "user_firstname";"user_lastname";"client_code" "John";"Roy";"C0001" ...
Required columns : client_code + user_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) |
| 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)",
},
}
For users of the PRO Version (and during 15 days free), it is possible to access to the automatic import FTPs / 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 in the POST data) using credentials, url and syntax as below :
Compatible with many software: 
...
...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 :
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 :
...
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Works only with Enterprise and Unlimited Salesforce version
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Sync your itool data in My DSO Manager
Data that can be synced : Clients / Contacts + Items (Invoices, ...)
Sync
Coming soon ...
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