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
...
Opcje importowania danych
Use these options only if you need them:
Parameter
API
Opis
encoding
all
Format pliku
Possible values: UTF-8 (domyślnie), 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.
Domyślnie: false
replace_users_association
users
Replace clients/users associations lub add only new clients/users associations?
Possible values: 0 lub 1
Domyślnie: 0
Example « Headers » i «
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";"2024-04-30";"2024-05-07";"6 580,10";"USD"
...
Dyrektor sprzedaży powiązany z klientem / Nazwisko
client_commercial_matricule
Dyrektor sprzedaży powiązany z klientem / Numer ID
client_commercial_phone
Dyrektor sprzedaży powiązany z klientem / Telefon
client_commercial_phone_cell
Dyrektor sprzedaży powiązany z klientem / Telefon komórkowy
client_credit_limit
Ryzyko / Limit kredytowy
client_email
E-mail
client_fax
Fax
client_group
Grupy
List of customer groups separated by commas
client_guarantee_insurer
Ryzyko / Gwarancja ubezpieczeniowa
client_guarantee_insurer_reference
Ryzyko / Numer referencyjne ubezpieczyciela
client_guarantee_score
Ryzyko / Scoring
client_guarantee_temporary
Ryzyko / Gwarancja tymczasowa
client_guarantee_temporary_date_end
Ryzyko / Gwarancja tymczasowa / Termin zakończenia
client_guarantee_temporary_date_start
Ryzyko / Gwarancja tymczasowa / Termin rozpoczęcia
client_guarantee_type
Ryzyko / Typ gwarancji
client_guarantees_currency
Ryzyko / Waluta gwarancji
client_id
Identyfikator prawny
client_order_backlog
Portfel zamówień
client_others_guarantees
Ryzyko / Inne gwarancje
client_payment_mean
Środek płatniczy
client_payment_term
Termin płatności
client_phone
Telefon
client_phone_cell
Telefon komórkowy
client_siret
Siret
(for French companies)
client_trading_name
Nazwa handlowa
client_unique_key
Unikalny identyfikator klienta
client_url
Strona internetowa
client_vat
Numer VAT
Example « Headers » i «
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"
...
Obowiązkowe kolumny : 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:
Pole
Opis
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 Wersja PRO to get the access codes
Konfiguracja:
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:
Polski ?
Trwa ładowanie
...
