Online-Hilfe

Bei Fragen stehen wir Ihnen gerne zur Verfügung

How to import your data automatically?

Translate this page to

Lädt

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

Beispiel « Headers »

POST ...
...
Authorization: You must be logged in to view this information
...

Optionen Import

Use these options only if you need them:

Parameter	API	Beschreibung
encoding	all	Dateiformat Possible values: UTF-8 (standardmäßig), 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. Standardmäßig: false
replace_users_association	users	Replace clients/users associations oder add only new clients/users associations? Possible values: 0 oder 1 Standardmäßig: 0

Beispiel « Headers » und « 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:

Spalten	Beschreibung
client_code *	Kundennummer
item_amount_initial	Rechnungsbetrag exkl. MwSt
item_amount_initial_inc_tax *	Rechnungsbetrag inkl. MwSt Beispiel / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	Offener Betrag exkl. MwSt
item_amount_remaining_inc_tax	Offener Betrag inkl. MwSt
item_business_case	Geschäftsfall
item_currency	Währung Beispiel: EUR, USD, ...
item_date_due *	Fälligkeitsdatum Datumsformat: YYYY-MM-DD
item_date_issue *	Rechnungsdatum Datumsformat: YYYY-MM-DD
item_date_order	Auftragsdatum Datumsformat: YYYY-MM-DD
item_date_payment	Zahlungsdatum Datumsformat: YYYY-MM-DD
item_erp_type	ERP-Elemententyp
item_file_number	Auftragsnummer
item_number *	Re.-Nummer
item_order_number	Bestellnummer
item_sales_administrative	Administrationsmitarbeiter
item_sales_manager	Verkaufsmanager
item_type *	Art des Buchungsposten Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	Identifikator spezifischer Buchungsposten

Beispiel « Headers » und « 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";"2025-03-13";"2025-03-20";"6 580,10";"USD"
...

Spalten obligatorisch : 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:

Spalten	Beschreibung
client_address_city	Adresse (Ort)
client_address_country	Adresse (Land)
client_address_postbox	Adresse (Postfach)
client_address_state	Adresse (Bundesland)
client_address_street	Adresse (Straße)
client_address_street_line2	Adresse (Straße Leitung 2)
client_address_street_line3	Adresse (Straße Leitung 3)
client_address_street_number	Adresse (n° Straße)
client_address_zip	Adresse (PLZ)
client_blocked	Konto gesperrt (Ja / Nein) Possible values: 0, 1 (standardmäßig: 0 <=> Nein)
client_blocked_date	Konto gesperrt / Datum Datumsformat: YYYY-MM-DD
client_business_line	Branche
client_business_name *	Firmenname
client_code *	Kundennummer
client_comments	Kommentare
client_commercial_email	Verkaufsmanager / Email
client_commercial_fax	Verkaufsmanager / Fax
client_commercial_firstname	Verkaufsmanager / Vorname
client_commercial_lastname	Verkaufsmanager / Nachname
client_commercial_matricule	Verkaufsmanager / Kennnummer
client_commercial_phone	Verkaufsmanager / Telefon
client_commercial_phone_cell	Verkaufsmanager / Mobiltelefon
client_credit_limit	Risiko / Kreditlimit
client_email	Email
client_fax	Fax
client_group	Gruppen List of customer groups separated by commas
client_guarantee_insurer	Risiko / Garantie des Versicherers
client_guarantee_insurer_reference	Risiko / Versicherungsreferenz
client_guarantee_score	Risiko / Rating Creditreform
client_guarantee_temporary	Risiko / Temporäre Garantie
client_guarantee_temporary_date_end	Risiko / Temporäre Garantie / Enddatum
client_guarantee_temporary_date_start	Risiko / Temporäre Garantie / Startdatum
client_guarantee_type	Risiko / Garantietyp
client_guarantees_currency	Risiko / Währung der Garantien
client_id	LEI-Code
client_order_backlog	Auftragsportfolio
client_others_guarantees	Risiko / Andere Garantien
client_payment_mean	Zahlungsmittel
client_payment_term	Zahlungsfrist
client_phone	Telefon
client_phone_cell	Mobiltelefon
client_siret	Siret (for French companies)
client_trading_name	Handelsname
client_unique_key	Spezifischer Benutzername
client_url	Webseite
client_vat	Steuernummer

Beispiel « Headers » und « 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"
...

Spalten obligatorisch : 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:

Spalten	Beschreibung
client_code *	Kundennummer
contact_collection	Kontakt für Mahnungen (Ja / Nein) Possible values: 0, 1 (standardmäßig: 0 <=> Nein)
contact_comments	Kommentare
contact_email	Email
contact_fax	Fax
contact_firstname	Vorname
contact_lastname *	Nachname
contact_phone	Telefon
contact_phone_cell	Mobiltelefon
contact_role	Rolle Possible values: accounting: Buchhalter buyer: Kunde company: Firma manager: Geschäftsleiter other: Andere (standardmäßig)
contact_title	Anrede (Herr, Frau ...)
contact_unique_key	Spezifischer Login

Beispiel « Headers » und « 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"
...

Spalten obligatorisch : 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:

Spalten	Beschreibung
client_code *	Kundennummer
user_email	Email
user_firstname	Vorname
user_lastname *	Nachname
user_matricule	Kennnummer

Beispiel « Headers » und « 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"
...

Spalten obligatorisch : 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:

Bereich	Beschreibung
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	Kunden hinzugefügt
nb_client_modified	Kunden aktualisiert
nb_contact_added	Kontakte hinzugefügt
nb_item_added	Buchungsposten hinzugefügt
nb_item_modified	Buchungsposten aktualisiert
nb_user_added	Benutzer hinzugefügt
nb_user_modified	Benutzer geändert

Beispiel « 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 ftp and sftp works with My DSO Manager

Mit vielen Softwares kompatibel: SAP

...

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

To log in, use this login and password:

You must subscribe to PRO-Version to get the access codes

Implementieren:

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).