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How to import your data automatically?

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Učitavanje

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
...

Opcije uvoza

Use these options only if you need them:

Parameter	API	Opis
encoding	all	Format datoteke Possible values: UTF-8 (prema zadanim postavkama), 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. Prema zadanim postavkama: false
replace_users_association	users	Replace clients/users associations ili add only new clients/users associations? Possible values: 0 ili 1 Prema zadanim postavkama: 0

Example « Headers » i « 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:

Stupci	Opis
client_code *	šifra klijenta
item_amount_initial	Početni iznos računa bez PDV-a
item_amount_initial_inc_tax *	Početni iznos računa uključujući PDV Example / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	Preostali iznos računa bez PDV-a
item_amount_remaining_inc_tax	Preostali iznos računa uključujući PDV
item_business_case	Naziv predmeta
item_currency	Valuta Example: EUR, USD, ...
item_date_due *	Datum dospijeća Format datuma: YYYY-MM-DD
item_date_issue *	Datum izdavanja računa Format datuma: YYYY-MM-DD
item_date_order	Datum narudžbe Format datuma: YYYY-MM-DD
item_date_payment	Datum plaćanja Format datuma: YYYY-MM-DD
item_erp_type	Vrsta stavke ERP-a
item_file_number	Broj predmeta
item_number *	Br. računa
item_order_number	PO br.
item_sales_administrative	Prodajna administracija
item_sales_manager	Voditelj prodaje
item_type *	Vrsta stavke Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	Jedinstveni identifikator stavke

Example « Headers » i « 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"
...

Obavezni stupci : 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:

Stupci	Opis
client_address_city	Adresa (Grad)
client_address_country	Adresa (Zemlja)
client_address_postbox	Adresa (Poštanski pretinac)
client_address_state	Adresa (Država/pokrajina)
client_address_street	Adresa (Ulica)
client_address_street_line2	Adresa (Ulica Linija 2)
client_address_street_line3	Adresa (Ulica Linija 3)
client_address_street_number	Adresa (n° Ulica)
client_address_zip	Adresa (Poštanski broj)
client_blocked	Račun blokiran (Da / Ne) Possible values: 0, 1 (prema zadanim postavkama: 0 <=> Ne)
client_blocked_date	Račun blokiran / Datum Format datuma: YYYY-MM-DD
client_business_line	Poslovna linija
client_business_name *	Naziv tvrtke
client_code *	šifra klijenta
client_comments	Komentari
client_commercial_email	Voditelj prodaje povezan s klijentom / E-pošta
client_commercial_fax	Voditelj prodaje povezan s klijentom / Fax
client_commercial_firstname	Voditelj prodaje povezan s klijentom / Ime
client_commercial_lastname	Voditelj prodaje povezan s klijentom / Prezime
client_commercial_matricule	Voditelj prodaje povezan s klijentom / Identifikacijski broj
client_commercial_phone	Voditelj prodaje povezan s klijentom / Telefon
client_commercial_phone_cell	Voditelj prodaje povezan s klijentom / Mobilni telefon
client_credit_limit	Rizik / Kreditno ograničenje
client_email	E-pošta
client_fax	Fax
client_group	Grupe List of customer groups separated by commas
client_guarantee_insurer	Rizik / Jamstvo osiguravatelja
client_guarantee_insurer_reference	Rizik / Referenca osiguravatelja
client_guarantee_score	Rizik / Rezultat
client_guarantee_temporary	Rizik / Privremeno jamstvo
client_guarantee_temporary_date_end	Rizik / Privremeno jamstvo / Datum završetka
client_guarantee_temporary_date_start	Rizik / Privremeno jamstvo / Početni datum
client_guarantee_type	Rizik / Vrsta jamstva
client_guarantees_currency	Rizik / Valuta jamstava
client_id	Pravni identifikacijski broj
client_order_backlog	Katalog narudžbi
client_others_guarantees	Rizik / Ostala jamstva
client_payment_mean	Naćin plaćanja
client_payment_term	Rok plaćanja
client_phone	Telefon
client_phone_cell	Mobilni telefon
client_siret	Siret (for French companies)
client_trading_name	Trgovačko ime
client_unique_key	Jedinstveni identifikator klijenta
client_url	Web stranica
client_vat	PDV broj

Example « Headers » i « 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"
...

Obavezni stupci : 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:

Stupci	Opis
client_code *	šifra klijenta
contact_collection	Kontakt za naplatu potraživanja (Da / Ne) Possible values: 0, 1 (prema zadanim postavkama: 0 <=> Ne)
contact_comments	Komentari
contact_email	E-pošta
contact_fax	Fax
contact_firstname	Ime
contact_lastname *	Prezime
contact_phone	Telefon
contact_phone_cell	Mobilni telefon
contact_role	Uloga Possible values: accounting: Računovođa buyer: Klijent company: Društvo manager: Izvršni djelatnik other: Ostali (prema zadanim postavkama)
contact_title	Naziv (Gosp, gđa ...)
contact_unique_key	Jedinstveni identifikator kontakta

Example « Headers » i « 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"
...

Obavezni stupci : 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:

Stupci	Opis
client_code *	šifra klijenta
user_email	E-pošta
user_firstname	Ime
user_lastname *	Prezime
user_matricule	Identifikacijski broj

Example « Headers » i « 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"
...

Obavezni stupci : 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:

Polje	Opis
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	Dodanih klijenata
nb_client_modified	Ažuriranih klijenata
nb_contact_added	Dodanih kontakta
nb_item_added	Dodanih stavki
nb_item_modified	Ažuriranih stavki
nb_user_added	Dodanih korisnika
nb_user_modified	Ažuriranih korisnika

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 ftp and sftp works with My DSO Manager

Kompatibilan s velikim brojem softvera: SAP

...

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

To log in, use this login and password:

You must subscribe to Pro verzija to get the access codes

Postaviti:

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).