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How to import your data automatically?

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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, ...)

Address / URL: https://account.mydsomanager.com/api/items

Use SSL to secure your connections

Columns syntax of the CSV file:

Coloane	Descriere
client_code *	Cod client
item_amount_initial	Sumă inițială Fără taxe
item_amount_initial_inc_tax *	Sumă inițială TVA inclus Example / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	Sumă restantă Fără taxe
item_amount_remaining_inc_tax	Sumă restantă TVA inclus
item_business_case	Numele cazului
item_currency	Valută Example: EUR, USD, ...
item_date_due *	Data scadentă Formatul datei: YYYY-MM-DD
item_date_issue *	Data emiterii Formatul datei: YYYY-MM-DD
item_date_order	Data comenzii Formatul datei: YYYY-MM-DD
item_date_payment	Data de plată Formatul datei: YYYY-MM-DD
item_erp_type	Tip de document ERP
item_file_number	Numărul dosarului
item_number *	Numărul documentului
item_order_number	Numarul comenzii de achiziție
item_sales_administrative	Asistant ADV
item_sales_manager	Manager de vânzări
item_type *	Tip de document Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	Identificator de document unic

Example « Headers » Și « Data »

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";"2025-12-05";"2025-12-12";"6 580,10";"USD"
...

Coloane obligatorii : 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:

Coloane	Descriere
client_address_city	Adresă (Oraș)
client_address_country	Adresă (Țară)
client_address_postbox	Adresă (Căsuță poștală)
client_address_state	Adresă (Județ / Comună)
client_address_street	Adresă (Stradă)
client_address_street_line2	Adresă (Stradă Linia 2)
client_address_street_line3	Adresă (Stradă Linia 3)
client_address_street_number	Adresă (n° Stradă)
client_address_zip	Adresă (Cod poștal)
client_blocked	Cont blocat (Da / Nu) Possible values: 0, 1 (în mod implicit: 0 <=> Nu)
client_blocked_date	Cont blocat / Data Formatul datei: YYYY-MM-DD
client_business_line	Linie de activitate
client_business_name *	Denumirea societății
client_code *	Cod client
client_comments	Comentarii
client_commercial_email	Agent de vânzări asociat cu clientul / E-mail
client_commercial_fax	Agent de vânzări asociat cu clientul / Fax
client_commercial_firstname	Agent de vânzări asociat cu clientul / Prenume
client_commercial_lastname	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"
...

Coloane obligatorii : 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:

Coloane	Descriere
client_code *	Cod client
contact_collection	Contact pentru recuperarea creanțelor (Da / Nu) Possible values: 0, 1 (în mod implicit: 0 <=> Nu)
contact_comments	Comentarii
contact_email	E-mail
contact_email_copy_collection_auto	Adăugare CC automată în timpul e-mailurilor automate (Da / Nu) Possible values: 0, 1 (în mod implicit: 0 <=> Nu)
contact_fax	Fax
contact_firstname	Prenume
contact_lastname *	Nume de familie
contact_phone	Telefon
contact_phone_cell	Telefon mobil
contact_role	Rol Possible values: accounting: Contabil buyer: Cumpărător company: Societate manager: Director other: Alte (în mod implicit)
contact_title	Titlu (Domnul, Doamna...)
contact_unique_key	Identificator de contact unic

Example « Headers » Și « Data »

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"
...

Coloane obligatorii : 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:

Coloane	Descriere
client_code *	Cod client
user_email	E-mail
user_firstname	Prenume
user_lastname *	Nume de familie
user_matricule	Număr de înregistrare

Example « Headers » Și « Data »

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, ...
error_description	Error message (if there was an error)
exception_lines	Lines ignored (not defined if no lines ignored)
nb_client_added	Clienți adăugați
nb_client_modified	Clienți modificați
nb_contact_added	Contacte adăugate
nb_item_added	Documente adăugate
nb_item_modified	Documente modificate
nb_user_added	Utilizatori adăugați
nb_user_modified	Utilizatori modificați

Example « 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)",
	},
}

Automatically import your data by FTPs or SFTP!

This program must send CSV or TXT files (semicolon separated file in the POST data) using the identifiers, addresses and syntaxes below:

How FTPs and SFTP works with My DSO Manager

Compatibil cu o multitudine de software: SAP

...

Login to your account via secure FTP Sau contact us to use SFTP

To log in, use this login and password:

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.

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).