Online help

If you have questions, contact us

Automatic import » How to import your data automatically?

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 :

Sync your Salesforce data in My DSO Manager

Data that can be synced : Clients + Contacts
Works only with Enterprise and Unlimited Salesforce version

Sync your QuickBooks data in My DSO Manager

Data that can be synced : Clients / Contacts + Items (Invoices, ...)
quickbooks connect

Sync your Odoo data in My DSO Manager

Data that can be synced : Clients / Contacts + Items (Invoices, ...)

Sync your itool data in My DSO Manager

Data that can be synced : Clients / Contacts + Items (Invoices, ...)

← Back : Online help » Various questions

arrow2
Copyright © 2015-2017 - MY DSO MANAGER / P2B Solutions SARL - France