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How to configure as sales person an employee created with the workers API

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edited Oct 31, 2023 8:48AM in Sales 4 comments

Summary:

We are using the workers API to create records for all employees (/hcmRestApi/resources/latest/workers). We want to use these employees as sales reps for receivables invoices, so they need to be set up as sales persons. We kinda found a way of doing that by creating the employee as resource user using /crmRestApi/resources/latest/resourceUsers and then submitting a SOAP request to crmService/SalesPersonService for the service mergeResourceSalesrep.

Although it initially seems to work, it doesn't feel right. It's strange that we need to use a SOAP call when everything else is done with REST. There is also a side effect: Resource users created with /crmRestApi/resources/latest/resourceUsers cannot be retrieved using a query on PersonId, only with a query on Username.

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