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How to import your data automatically?
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CarregandoTo 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 :
Address / URL :
https://account.mydsomanager.com/api/
You must be logged in to view this information
Exemplo « Headers »
POST ... ... Authorization: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ...
Opções de importação
Use these options only if you need them :
| Parameter | API | Descrição |
|---|---|---|
| encoding | all | Formato do arquivo Possible values: UTF-8 (predefinido), ISO-8859-1, ... |
| clear_items_not_modified | items | Clear automatically items? Possible values:
Predefinido: false |
| replace_users_association | users | Replace clients/users associations ou add only new clients/users associations? Possible values: 0 ou 1 Predefinido: 0 |
Exemplo « Headers » e «
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://account.mydsomanager.com /api/items
Use SSL to secure your connections
Columns syntax of the CSV file :
| Colunas | Descrição |
|---|---|
| client_code * | Código do cliente |
| item_amount_initial | Montante inicial sem IVA |
| item_amount_initial_inc_tax * | Montante inicial com IVA Exemplo / Possible values:
|
| item_amount_remaining | Montante restante sem IVA |
| item_amount_remaining_inc_tax | Montante restante com IVA |
| item_business_case | Caso de negócios |
| item_currency | Divisa Exemplo: EUR, USD, ... |
| item_date_due * | Data de vencimento Formato da data: YYYY-MM-DD |
| item_date_issue * | Data de emissão Formato da data: YYYY-MM-DD |
| item_date_order | Data do pedido Formato da data: YYYY-MM-DD |
| item_date_payment | Data de pagamento Formato da data: YYYY-MM-DD |
| item_erp_type | Tipo de item ERP |
| item_file_number | Número do dossiê |
| item_number * | Número de documento |
| item_order_number | Número do pedido |
| item_sales_administrative | Administrativo de vendas |
| item_sales_manager | Gerente de vendas |
| item_type * | Tipo de item Possible values: FAC, AVO, RGL, ODI, TRT, DPA |
| item_unique_key | Identificador único do item |
Exemplo « Headers » e «
Data »
POST /api/items HTTP/1.1 Host: account.mydsomanager.com ... Authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ... "item_type";"item_number";"client_code";"item_date_issue";"item_date_due";"item_amount_initial_inc_tax";"item_currency" "FAC";"00000123";"C0001";"2022-05-19";"2022-05-26";"6 580,10";"USD" ...
Colunas obrigatórias : 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://account.mydsomanager.com /api/clients
Use SSL to secure your connections
Columns syntax of the CSV file :
| Colunas | Descrição |
|---|---|
| client_address_city | Endereço (Cidade) |
| client_address_country | Endereço (País) |
| client_address_postbox | Endereço (Caixa postal) |
| client_address_state | Endereço (Estado / Província) |
| client_address_street | Endereço (Rua) |
| client_address_street_line2 | Endereço (Rua Line 2) |
| client_address_street_line3 | Endereço (Rua Line 3) |
| client_address_street_number | Endereço (n° Rua) |
| client_address_zip | Endereço (Código postal) |
| client_blocked | Conta bloqueada (Sim / Não) Possible values: 0, 1 (predefinido: 0 <=> Não) |
| client_blocked_date | Conta bloqueada / Data Formato da data: YYYY-MM-DD |
| client_business_line | área de negócio |
| client_business_name * | Empresa / Razão social |
| client_code * | Código do cliente |
| client_comments | Comentários |
| client_commercial_email | Gerente de vendas associado ao cliente / E-mail |
| client_commercial_fax | Gerente de vendas associado ao cliente / Fax |
| client_commercial_firstname | Gerente de vendas associado ao cliente / Sobrenome |
| client_commercial_lastname | Gerente de vendas associado ao cliente / Nome |
| client_commercial_phone | Gerente de vendas associado ao cliente / Telefone |
| client_commercial_phone_cell | Gerente de vendas associado ao cliente / Celular |
| client_credit_limit | Risco / Limite de crédito |
| client_email | |
| client_fax | Fax |
| client_group | Grupos List of customer groups separated by commas |
| client_guarantee_insurer | Risco / Garantia seguradora |
| client_guarantee_insurer_reference | Risco / Referência da seguradora |
| client_guarantee_score | Risco / Pontuação |
| client_guarantee_temporary | Risco / Garantia temporária |
| client_guarantee_temporary_date_end | Risco / Garantia temporária / Data final |
| client_guarantee_temporary_date_start | Risco / Garantia temporária / Data de início |
| client_guarantee_type | Risco / tipo de garantia |
| client_guarantees_currency | Risco / Divisas de garantias |
| client_id | Identificação fiscal |
| client_order_backlog | Carteira de encomendas |
| client_others_guarantees | Risco / Otras garantias |
| client_payment_mean | Meio de pagamento |
| client_payment_term | Prazo para pagamento |
| client_phone | Telefone |
| client_phone_cell | Celular |
| client_siret | Siret (for French companies) |
| client_trading_name | Nome comercial |
| client_unique_key | Unique client identifier |
| client_url | Site web |
| client_vat | Número IVA |
Exemplo « Headers » e «
Data »
POST /api/clients HTTP/1.1 Host: account.mydsomanager.com ... Authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ... "client_business_name";"client_code";"client_id";"client_address_country" "My company";"C0001";"FR12345678";"France" ...
Colunas obrigatórias : client_code + client_business_name
Add contacts to your customers
Address / URL :
https://account.mydsomanager.com /api/contacts
Use SSL to secure your connections
Columns syntax of the CSV file :
| Colunas | Descrição |
|---|---|
| client_code * | Código do cliente |
| contact_collection | Contato para cobrança (Sim / Não) Possible values: 0, 1 (predefinido: 0 <=> Não) |
| contact_comments | Comentários |
| contact_email | |
| contact_fax | Fax |
| contact_firstname | Sobrenome |
| contact_lastname * | Nome |
| contact_phone | Telefone |
| contact_phone_cell | Celular |
| contact_role | Papel Possible values:
|
| contact_title | Título (Sr, Sra ...) |
| contact_unique_key | Unique contact identifier |
Exemplo « Headers » e «
Data »
POST /api/contacts HTTP/1.1 Host: account.mydsomanager.com ... Authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ... "contact_firstname";"contact_lastname";"contact_role";"client_code" "Mike";"Jackson";"other";"C0001" ...
Colunas obrigatórias : client_code + contact_lastname
Associate users with your customers
Address / URL :
https://account.mydsomanager.com /api/users
Use SSL to secure your connections
Columns syntax of the CSV file :
| Colunas | Descrição |
|---|---|
| client_code * | Código do cliente |
| user_email | |
| user_firstname | Sobrenome |
| user_lastname * | Nome |
Exemplo « Headers » e «
Data »
POST /api/users HTTP/1.1 Host: account.mydsomanager.com ... Authorization: Basic xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx ... "user_firstname";"user_lastname";"client_code" "John";"Roy";"C0001" ...
Colunas obrigatórias : 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 :
| Campo | Descrição |
|---|---|
| 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 | Clientes adicionados |
| nb_client_modified | Clientes modificados |
| nb_contact_added | Contatos adicionados |
| nb_item_added | Itens adicionados |
| nb_item_modified | Itens modificados |
| nb_user_added | Users added |
| nb_user_modified | Users updated |
Exemplo « 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 Versão Profissional (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 :
Compatível com muitos softwares: 
...
...Login to your account via secure FTP ou contact us to use SFTP
To log in, use this login and password :
You must subscribe to Versão Profissional to get the access codes
Implemento :
- 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.
How to automate transfer via secure FTP :
Send with curl (Windows, Linux) :
curl -u login:password ftp://ftp.mydsomanager.com:21
--ftp-ssl --ftp-pasv -T clients.csv
Send with LFTP (Linux, Windows via cygwin) :
lftp -e "set ftp:prefer-epsv no; put clients.csv; quit" -u login,password ftp.mydsomanager.com
Send with WinSCP (Windows) :
winscp.com /ini=nul /command "open ftpes://login:password@ftp.mydsomanager.com/" "put clients.csv" "exit"
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 :
...
Sincronize seus dados Salesforce no My DSO Manager
Data that can be synced : Clientes + Contatos
Works only with Enterprise and Unlimited Salesforce version
Sincronize seus dados QuickBooks no My DSO Manager
Data that can be synced : Clientes / Contatos + Items (Faturas, ...)
Sincronize seus dados Odoo no My DSO Manager
Data that can be synced : Clientes + Items (Faturas, ...) + Contatos
Sincronize seus dados Creditsafe no My DSO Manager
Find Creditsafe note and recommended credit limit in My DSO Manager
Sincronize seus dados Chorus Pro no My DSO Manager
Data that can be synced : Items (Faturas, ...)
Sincronize seus dados Allianz Trade no My DSO Manager
Find Allianz Trade insurer guarantees data in My DSO Manager
Sincronize seus dados BVD no My DSO Manager
Find Bureau van Dijk note and recommended credit limit in My DSO Manager
Sincronize seus dados DNBi no My DSO Manager
Find Dun & Bradstreet Paydex, rating and recommended credit limit in My DSO Manager
Sincronize seus dados Ellisphere no My DSO Manager
Find Ellisphere score and recommended credit limit in My DSO Manager
Sincronize seus dados Infolegale no My DSO Manager
Find Infolegale score and recommended credit limit in My DSO Manager
Sincronize seus dados Intuiz no My DSO Manager
Find Intuiz+ by Altares Paydex, rating and recommended credit limit in My DSO Manager
Sincronize seus dados itool no My DSO Manager
Data that can be synced : Clientes / Contatos + Items (Faturas, ...)
Sincronizar
Coming soon ...
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