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How to import your data automatically?

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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 :

Login to your account via our API

To log in, use this login and password :

Para modificar as informações abaixo, contate ?

Address / URL :

https://account.mydsomanager.com/api/

Identificador :

xxxx

Senha :

Exemplo « Headers »

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

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: 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. 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: 1200 1 200,00 1200.00123 ...
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 xxxxxxxxxxxxxxxxxxx
...

"item_type";"item_number";"client_code";"item_date_issue";"item_date_due";"item_amount_initial_inc_tax";"item_currency"
"FAC";"00000123";"C0001";"2021-12-08";"2021-12-15";"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	E-mail
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 xxxxxxxxxxxxxxxxxxx
...

"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	E-mail
contact_fax	Fax
contact_firstname	Sobrenome
contact_lastname *	Nome
contact_phone	Telefone
contact_phone_cell	Celular
contact_role	Papel Possible values: accounting : Contador buyer : Cliente company : Empresa manager : Diretor executivo other : Outros (predefinido)
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 xxxxxxxxxxxxxxxxxxx
...

"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	E-mail
user_firstname	Sobrenome
user_lastname *	Nome

Exemplo « Headers » e « Data »

POST /api/users HTTP/1.1
Host: account.mydsomanager.com
...
Authorization: Basic xxxxxxxxxxxxxxxxxxx
...

"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 :

How ftp and sftp works with My DSO Manager

Compatível com muitos softwares: SAP

...

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.