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
...
Opțiuni de import
Use these options only if you need them:
Parameter
API
Descriere
encoding
all
Formatul fișierului
Possible values: UTF-8 (în mod implicit), 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.
în mod implicit: false
replace_users_association
users
Replace clients/users associations Sau add only new clients/users associations?
Possible values: 0 Sau 1
în mod implicit: 0
Example « Headers » Și «
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";"2024-04-29";"2024-05-06";"6 580,10";"USD"
...
Agent de vânzări asociat cu clientul / Nume de familie
client_commercial_matricule
Agent de vânzări asociat cu clientul / Număr de înregistrare
client_commercial_phone
Agent de vânzări asociat cu clientul / Telefon
client_commercial_phone_cell
Agent de vânzări asociat cu clientul / Telefon mobil
client_credit_limit
Risc / Limita de credit
client_email
E-mail
client_fax
Fax
client_group
Grupuri
List of customer groups separated by commas
client_guarantee_insurer
Risc / Garanția asigurătorului
client_guarantee_insurer_reference
Risc / Referința asigurătorului
client_guarantee_score
Risc / Punctaj
client_guarantee_temporary
Risc / Garanție temporară
client_guarantee_temporary_date_end
Risc / Garanție temporară / Data încheierii
client_guarantee_temporary_date_start
Risc / Garanție temporară / Data începerii
client_guarantee_type
Risc / Tip de garanţie
client_guarantees_currency
Risc / Valuta garanțiilor
client_id
Identificator al entității juridice (LEI)
client_order_backlog
Portofoliu de comenzi
client_others_guarantees
Risc / Alte garanții
client_payment_mean
Modalitate de plată
client_payment_term
Termen de plată
client_phone
Telefon
client_phone_cell
Telefon mobil
client_siret
Siret
(for French companies)
client_trading_name
Denumire comercială
client_unique_key
Identificator de client unic
client_url
Site-ul web
client_vat
Număr de TVA
Example « Headers » Și «
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"
...
Coloane obligatorii : 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:
Câmp
Descriere
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 Versiune PRO to get the access codes
Configurare:
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:
Romanian ?
Se încarcă
...
