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How to import your data automatically?

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Trwa ładowanie

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
...

Opcje importowania danych

Use these options only if you need them:

Parameter	API	Opis
encoding	all	Format pliku Possible values: UTF-8 (domyślnie), 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. Domyślnie: false
replace_users_association	users	Replace clients/users associations lub add only new clients/users associations? Possible values: 0 lub 1 Domyślnie: 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:

Kolumny	Opis
client_code *	Kod firmy
item_amount_initial	Kwota początkowa netto
item_amount_initial_inc_tax *	Kwota początkowa brutto Example / Possible values: 1200 1 200,00 1200.00123 ...
item_amount_remaining	Kwota pozostała netto
item_amount_remaining_inc_tax	Kwota pozostała brutto
item_business_case	Nazwa sprawy
item_currency	Waluta Example: EUR, USD, ...
item_date_due *	Termin wykonania Format daty: YYYY-MM-DD
item_date_issue *	Data wystawienia Format daty: YYYY-MM-DD
item_date_order	Data zamówienia Format daty: YYYY-MM-DD
item_date_payment	data płatności Format daty: YYYY-MM-DD
item_erp_type	Typ pozycji w ERP
item_file_number	Nr sprawy
item_number *	Nr transakcji
item_order_number	Numer zamówienia
item_sales_administrative	Kierownik działu sprzedaży
item_sales_manager	Przedstawiciel handlowy
item_type *	Typ pozycji Possible values: AVO, DPA, FAC, ODI, RGL, TRT
item_unique_key	Unikalny identyfikator pozycji

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"
...

Obowiązkowe kolumny : 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:

Kolumny	Opis
client_address_city	Adres (Miasto)
client_address_country	Adres (Kraj)
client_address_postbox	Adres (Skrytka pocztowa)
client_address_state	Adres (Województwo/region)
client_address_street	Adres (Ulica)
client_address_street_line2	Adres (Ulica Linia 2)
client_address_street_line3	Adres (Ulica Linia 3)
client_address_street_number	Adres (n° Ulica)
client_address_zip	Adres (Kod pocztowy)
client_blocked	Konto zablokowane (Tak / Nie) Possible values: 0, 1 (domyślnie: 0 <=> Nie)
client_blocked_date	Konto zablokowane / Data Format daty: YYYY-MM-DD
client_business_line	Rynek
client_business_name *	Nazwa firmy
client_code *	Kod firmy
client_comments	Komentarze
client_commercial_email	Dyrektor sprzedaży powiązany z klientem / E-mail
client_commercial_fax	Dyrektor sprzedaży powiązany z klientem / Fax
client_commercial_firstname	Dyrektor sprzedaży powiązany z klientem / Imię
client_commercial_lastname	Dyrektor sprzedaży powiązany z klientem / Nazwisko
client_commercial_matricule	Dyrektor sprzedaży powiązany z klientem / Numer ID
client_commercial_phone	Dyrektor sprzedaży powiązany z klientem / Telefon
client_commercial_phone_cell	Dyrektor sprzedaży powiązany z klientem / Telefon komórkowy
client_credit_limit	Ryzyko / Limit kredytowy
client_email	E-mail
client_fax	Fax
client_group	Grupy List of customer groups separated by commas
client_guarantee_insurer	Ryzyko / Gwarancja ubezpieczeniowa
client_guarantee_insurer_reference	Ryzyko / Numer referencyjne ubezpieczyciela
client_guarantee_score	Ryzyko / Scoring
client_guarantee_temporary	Ryzyko / Gwarancja tymczasowa
client_guarantee_temporary_date_end	Ryzyko / Gwarancja tymczasowa / Termin zakończenia
client_guarantee_temporary_date_start	Ryzyko / Gwarancja tymczasowa / Termin rozpoczęcia
client_guarantee_type	Ryzyko / Typ gwarancji
client_guarantees_currency	Ryzyko / Waluta gwarancji
client_id	Identyfikator prawny
client_order_backlog	Portfel zamówień
client_others_guarantees	Ryzyko / Inne gwarancje
client_payment_mean	Środek płatniczy
client_payment_term	Termin płatności
client_phone	Telefon
client_phone_cell	Telefon komórkowy
client_siret	Siret (for French companies)
client_trading_name	Nazwa handlowa
client_unique_key	Unikalny identyfikator klienta
client_url	Strona internetowa
client_vat	Numer VAT

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"
...

Obowiązkowe kolumny : 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:

Kolumny	Opis
client_code *	Kod firmy
contact_collection	Kontakt ds. windykacji (Tak / Nie) Possible values: 0, 1 (domyślnie: 0 <=> Nie)
contact_comments	Komentarze
contact_email	E-mail
contact_fax	Fax
contact_firstname	Imię
contact_lastname *	Nazwisko
contact_phone	Telefon
contact_phone_cell	Telefon komórkowy
contact_role	Funkcja Possible values: accounting: Księgowy buyer: Klient company: Firma manager: Dyrektor other: Inny (domyślnie)
contact_title	Tytuł (Pan, Pani ...)
contact_unique_key	Unikalny identyfikator kontaktu

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"
...

Obowiązkowe kolumny : 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:

Kolumny	Opis
client_code *	Kod firmy
user_email	E-mail
user_firstname	Imię
user_lastname *	Nazwisko
user_matricule	Numer ID

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"
...

Obowiązkowe kolumny : 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:

Pole	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	Dodanych klientów
nb_client_modified	Zaktualizowanych klientów
nb_contact_added	Dodanych kontaktów
nb_item_added	Dodanych pozycji
nb_item_modified	Zaktualizowanych pozycji
nb_user_added	Dodanych użytkowników
nb_user_modified	Zaktualizowanych użytkowników

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

Kompatybilność z wieloma oprogramowaniami: SAP

...

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

To log in, use this login and password:

You must subscribe to Wersja PRO to get the access codes

Konfiguracja:

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).