オンラインヘルプ

How to import your data automatically?

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読み込み中

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
...

インポートオプション

Use these options only if you need them:

Parameter	API	説明
encoding	all	ファイル形式 Possible values: UTF-8 (デフォルト), 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. デフォルト: false
replace_users_association	users	Replace clients/users associations また add only new clients/users associations? Possible values: 0 また 1 デフォルト: 0

Example « Headers » と « 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:

列	説明
client_code *	顧客コード
item_amount_initial	当初の金額税抜
item_amount_initial_inc_tax *	当初の金額付加価値税込み Example / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	残額税抜
item_amount_remaining_inc_tax	残額付加価値税込み
item_business_case	ケース名
item_currency	通貨 Example: EUR, USD, ...
item_date_due *	支払期日日付フォーマット: YYYY-MM-DD
item_date_issue *	発行日日付フォーマット: YYYY-MM-DD
item_date_order	発注日日付フォーマット: YYYY-MM-DD
item_date_payment	支払日日付フォーマット: YYYY-MM-DD
item_erp_type	ERPファイルの種類
item_file_number	書類番号
item_number *	ファイル番号
item_order_number	発注番号
item_sales_administrative	営業管理担当
item_sales_manager	営業担当者
item_type *	ファイルの種類 Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	固有ファイルのID

Example « Headers » と « 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"
...

必須列 : 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:

列	説明
client_address_city	所在地 (市町村)
client_address_country	所在地 (国)
client_address_postbox	所在地 (私書箱)
client_address_state	所在地 (都道府県)
client_address_street	所在地 (番地)
client_address_street_line2	所在地 (番地行 2)
client_address_street_line3	所在地 (番地行 3)
client_address_street_number	所在地 (n° 番地)
client_address_zip	所在地 (郵便番号)
client_blocked	ブロックされたアカウント (はい / いいえ) Possible values: 0, 1 (デフォルト: 0 <=> いいえ)
client_blocked_date	ブロックされたアカウント / 日付日付フォーマット: YYYY-MM-DD
client_business_line	市場
client_business_name *	会社名
client_code *	顧客コード
client_comments	コメント
client_commercial_email	顧客に関連付けられた営業担当者 / Eメール
client_commercial_fax	顧客に関連付けられた営業担当者 / Fax
client_commercial_firstname	顧客に関連付けられた営業担当者 / 最初の名前
client_commercial_lastname	顧客に関連付けられた営業担当者 / 名
client_commercial_matricule	顧客に関連付けられた営業担当者 / 社員番号
client_commercial_phone	顧客に関連付けられた営業担当者 / 電話
client_commercial_phone_cell	顧客に関連付けられた営業担当者 / 携帯電話
client_credit_limit	リスク / 与信限度額
client_email	Eメール
client_fax	Fax
client_group	グループ List of customer groups separated by commas
client_guarantee_insurer	リスク / 保険会社保証
client_guarantee_insurer_reference	リスク / 保険会社照会
client_guarantee_score	リスク / スコア
client_guarantee_temporary	リスク / 一時保証
client_guarantee_temporary_date_end	リスク / 一時保証 / 終了日
client_guarantee_temporary_date_start	リスク / 一時保証 / 開始日
client_guarantee_type	リスク / 保証の種類
client_guarantees_currency	リスク / 保証通貨
client_id	法的識別子
client_order_backlog	オーダーリスト
client_others_guarantees	リスク / その他の保証
client_payment_mean	支払い方法
client_payment_term	支払期間
client_phone	電話
client_phone_cell	携帯電話
client_siret	Siret (for French companies)
client_trading_name	登録名
client_unique_key	固有の顧客ID
client_url	会社のウェブサイト
client_vat	自社のVAT番号

Example « Headers » と « 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"
...

必須列 : 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:

列	説明
client_code *	顧客コード
contact_collection	債権回収のための連絡先 (はい / いいえ) Possible values: 0, 1 (デフォルト: 0 <=> いいえ)
contact_comments	コメント
contact_email	Eメール
contact_fax	Fax
contact_firstname	最初の名前
contact_lastname *	名
contact_phone	電話
contact_phone_cell	携帯電話
contact_role	役職 Possible values: accounting: 会計係 buyer: 仕入れ担当 company: 会社名 manager: マネージャー other: その他 (デフォルト)
contact_title	タイトル (様...)
contact_unique_key	固有のコンタクトID

Example « Headers » と « 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"
...

必須列 : 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:

列	説明
client_code *	顧客コード
user_email	Eメール
user_firstname	最初の名前
user_lastname *	名
user_matricule	社員番号

Example « Headers » と « 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"
...

必須列 : 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:

項目	説明
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	件の顧客追加
nb_client_modified	件の顧客情報の変更
nb_contact_added	件の連絡先追加
nb_item_added	件のファイル追加
nb_item_modified	件のファイル変更
nb_user_added	件のユーザー追加
nb_user_modified	件のユーザー情報変更

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

幅広いシステムとの互換性あり: SAP

...

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

To log in, use this login and password:

You must subscribe to PROバージョン to get the access codes

導入:

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).