Salespeople

Salespeople and service reps. One table serves both roles - salesman and servicerep are flags, so filter on those rather than expecting two resources.

The object#

FieldTypeDescription
idread-onlyintegerNolaPro id.
namestring(50)The code this resource is keyed by. Matching is case insensitive.
salesmanbooleanActs as a salesperson.
servicerepbooleanActs as a service rep.
commissionratemoneystring(3dp)Commission percentage.
email1string(50)Primary email.
phone1string(20)Primary phone.
cancelbooleanTrue once cancelled. Cancelled rows stay referenced by history.
externalidstring(100)Your own key for this salespeople. Scoped to your company.
lastchangedateread-onlystringLast modification (lastchangedate). Drives modifiedsince.

Endpoints#

POST/salesmen/batch 207

Create many.

Always answers 207, one result per item.

Requires scope setup:write.

Parameters
NameInTypeNotes
Idempotency-KeyheaderstringMakes the write safely retryable. Any unique string per logical operation; a UUID is fine. The failure this prevents is specific: the request succeeds, the response is lost to a timeout, you retry, and the customer is billed twice. With a key, the retry returns the original response - same status, same body, same id - and creates nothing. The body is part of the key's identity. Reusing a key with a different body is a bug on your side, not a retry, and answers 409 idempotency_replay rather than silently handing back the old response. Keys are remembered for 24 hours.
Body array
FieldTypeDescription
idread-onlyintegerNolaPro id.
namestring(50)The code this resource is keyed by. Matching is case insensitive.
salesmanbooleanActs as a salesperson.
servicerepbooleanActs as a service rep.
commissionratemoneystring(3dp)Commission percentage.
email1string(50)Primary email.
phone1string(20)Primary phone.
cancelbooleanTrue once cancelled. Cancelled rows stay referenced by history.
externalidstring(100)Your own key for this salespeople. Scoped to your company.
lastchangedateread-onlystringLast modification (lastchangedate). Drives modifiedsince.
curl -X POST \
  'https://acme.nolapro.com/!/api/v2/salesmen/batch' \
  -H 'Authorization: Bearer $NP_TOKEN' \
  -H 'Content-Type: application/json' \
  -H 'Idempotency-Key: your-unique-key' \
  -d '[
    {
        "id": 3,
        "name": "Sales Person",
        "salesman": true,
        "servicerep": false,
        "commissionrate": "5.000",
        "email1": "",
        "phone1": "",
        "cancel": false
    }
]'
GET/salesmen 200403

List salespeople.

Requires scope setup:read.

Parameters
NameInTypeNotes
namequerystringPartial match, case insensitive.
cancelquerystringDefaults to false. Pass true for cancelled only, or any.
modifiedsincequerystringRFC 3339 UTC timestamp. Returns only records changed since then, including cancelled ones - so cancel defaults to any rather than false when this is used. The response carries _meta.synced_through; store it and send it back next time.
externalidquerystringExact match on your own key. Scoped to your company.
includequerystringComma-separated extras to embed. Only custom_fields is available: the extra fields this install has defined on the record. Off by default, and an unrecognised value is refused rather than ignored. See Conventions.
When it fails
StatusCodeMeaning
403insufficient_scopeToken lacks salesmen:read.
curl \
  'https://acme.nolapro.com/!/api/v2/salesmen' \
  -H 'Authorization: Bearer $NP_TOKEN'
POST/salesmen 201400409

Create.

Requires scope setup:write.

Parameters
NameInTypeNotes
Idempotency-KeyheaderstringMakes the write safely retryable. Any unique string per logical operation; a UUID is fine. The failure this prevents is specific: the request succeeds, the response is lost to a timeout, you retry, and the customer is billed twice. With a key, the retry returns the original response - same status, same body, same id - and creates nothing. The body is part of the key's identity. Reusing a key with a different body is a bug on your side, not a retry, and answers 409 idempotency_replay rather than silently handing back the old response. Keys are remembered for 24 hours.
Body
FieldTypeDescription
idread-onlyintegerNolaPro id.
namestring(50)The code this resource is keyed by. Matching is case insensitive.
salesmanbooleanActs as a salesperson.
servicerepbooleanActs as a service rep.
commissionratemoneystring(3dp)Commission percentage.
email1string(50)Primary email.
phone1string(20)Primary phone.
cancelbooleanTrue once cancelled. Cancelled rows stay referenced by history.
externalidstring(100)Your own key for this salespeople. Scoped to your company.
lastchangedateread-onlystringLast modification (lastchangedate). Drives modifiedsince.
When it fails
StatusCodeMeaning
400invalid_requestA required field was missing or invalid.
409duplicateThat code is already in use.
curl -X POST \
  'https://acme.nolapro.com/!/api/v2/salesmen' \
  -H 'Authorization: Bearer $NP_TOKEN' \
  -H 'Content-Type: application/json' \
  -H 'Idempotency-Key: your-unique-key' \
  -d '{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}'
Response 201
{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}
GET/salesmen/{id} 200404

Retrieve one record.

Requires scope setup:read.

Parameters
NameInTypeNotes
idrequiredpathintegerThe record id.
includequerystringComma-separated extras to embed. Only custom_fields is available: the extra fields this install has defined on the record. Off by default, and an unrecognised value is refused rather than ignored. See Conventions.
When it fails
StatusCodeMeaning
404not_foundNo record with that id.
curl \
  'https://acme.nolapro.com/!/api/v2/salesmen/104' \
  -H 'Authorization: Bearer $NP_TOKEN'
Response 200
{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}
PATCH/salesmen/{id} 200404409

Update.

Requires scope setup:write.

Parameters
NameInTypeNotes
idrequiredpathintegerThe record id.
Idempotency-KeyheaderstringMakes the write safely retryable. Any unique string per logical operation; a UUID is fine. The failure this prevents is specific: the request succeeds, the response is lost to a timeout, you retry, and the customer is billed twice. With a key, the retry returns the original response - same status, same body, same id - and creates nothing. The body is part of the key's identity. Reusing a key with a different body is a bug on your side, not a retry, and answers 409 idempotency_replay rather than silently handing back the old response. Keys are remembered for 24 hours.
Body
FieldTypeDescription
idread-onlyintegerNolaPro id.
namestring(50)The code this resource is keyed by. Matching is case insensitive.
salesmanbooleanActs as a salesperson.
servicerepbooleanActs as a service rep.
commissionratemoneystring(3dp)Commission percentage.
email1string(50)Primary email.
phone1string(20)Primary phone.
cancelbooleanTrue once cancelled. Cancelled rows stay referenced by history.
externalidstring(100)Your own key for this salespeople. Scoped to your company.
lastchangedateread-onlystringLast modification (lastchangedate). Drives modifiedsince.
When it fails
StatusCodeMeaning
404not_foundNo record with that id.
409stale_recordIf-Match did not match.
curl -X PATCH \
  'https://acme.nolapro.com/!/api/v2/salesmen/104' \
  -H 'Authorization: Bearer $NP_TOKEN' \
  -H 'Content-Type: application/json' \
  -H 'Idempotency-Key: your-unique-key' \
  -d '{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}'
Response 200
{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}
DELETE/salesmen/{id} 200403404

Cancel.

Sets the cancel flag. Nothing is removed.

Requires scope setup:cancel.

Parameters
NameInTypeNotes
idrequiredpathintegerThe record id.
Idempotency-KeyheaderstringMakes the write safely retryable. Any unique string per logical operation; a UUID is fine. The failure this prevents is specific: the request succeeds, the response is lost to a timeout, you retry, and the customer is billed twice. With a key, the retry returns the original response - same status, same body, same id - and creates nothing. The body is part of the key's identity. Reusing a key with a different body is a bug on your side, not a retry, and answers 409 idempotency_replay rather than silently handing back the old response. Keys are remembered for 24 hours.
When it fails
StatusCodeMeaning
403insufficient_scopeNeeds salesmen:cancel.
404not_foundNo record with that id.
curl -X DELETE \
  'https://acme.nolapro.com/!/api/v2/salesmen/104' \
  -H 'Authorization: Bearer $NP_TOKEN'
Response 200
{
    "id": 3,
    "name": "Sales Person",
    "salesman": true,
    "servicerep": false,
    "commissionrate": "5.000",
    "email1": "",
    "phone1": "",
    "cancel": false
}
GET/salesmen/{id}/attachments 200404

List files attached to a salesperson.

The attachments on this salesperson, newest first. Accepted filedefinitionid values: 14 (default 14). Metadata only - each file's bytes are at GET /attachments/{id}/content.

Requires scope setup:read.

Parameters
NameInTypeNotes
idrequiredpathintegerThe salesperson id.
filedefinitionidqueryintegerOnly files in this list. Accepted filedefinitionid values: 14 (default 14).
filecategoryidqueryintegerOnly files filed under this category.
filenamequerystringPartial match on the file name, case insensitive.
When it fails
StatusCodeMeaning
404not_foundNo salesperson with that id in this company.
curl \
  'https://acme.nolapro.com/!/api/v2/salesmen/104/attachments' \
  -H 'Authorization: Bearer $NP_TOKEN'
POST/salesmen/{id}/attachments 201400404409413415422

Attach a file to a salesperson.

multipart/form-data with one file part; see the AttachmentUpload schema for the other parts. Accepted filedefinitionid values: 14 (default 14). Answers 201 with the attachment's metadata and Location: /attachments/{id}. Check _meta.warnings for datatype_truncated and stored_under_parent_company.

Requires scope setup:write.

Parameters
NameInTypeNotes
idrequiredpathintegerThe salesperson id.
Idempotency-KeyheaderstringMakes the write safely retryable. Any unique string per logical operation; a UUID is fine. The failure this prevents is specific: the request succeeds, the response is lost to a timeout, you retry, and the customer is billed twice. With a key, the retry returns the original response - same status, same body, same id - and creates nothing. The body is part of the key's identity. Reusing a key with a different body is a bug on your side, not a retry, and answers 409 idempotency_replay rather than silently handing back the old response. Keys are remembered for 24 hours.
Body multipart/form-data
FieldTypeDescription
filerequiredstringThe file. Exactly one part named file; a second one, or file[], is 400 invalid_request so an idempotent retry can never half-succeed. Empty is refused. Over the cap (the smaller of APIV2_MAX_UPLOAD_BYTES, 64 MB by default, and PHP's upload_max_filesize / post_max_size) is 413 payload_too_large naming the limit that applied.
filenamestring(255)Overrides the part's file name.
notestextFree text shown beside the file.
filedefinitionidintegerOnly when the parent accepts more than one list. Anything the parent does not accept is 422 unknown_value naming the accepted ids.
filecategoryidintegerCategory by id.
filecategorystring(255)Category by name. Sent with filecategoryid and disagreeing is 422 conflicting_reference.
When it fails
StatusCodeMeaning
400unknown_parameterA form field that is not on the AttachmentUpload schema.
400invalid_typefiledefinitionid or filecategoryid that is not an integer.
404not_foundNo salesperson with that id in this company.
409upload_limit_reachedThis file list allows a fixed number of files on a salesperson and it is full. Remove one first.
413payload_too_largeThe file is over the cap. The body names the limit that applied.
415multipart_requiredThe body was not multipart/form-data.
422unknown_valuefiledefinitionid is not one this salesperson accepts, or the category does not exist in this company.
curl -X POST \
  'https://acme.nolapro.com/!/api/v2/salesmen/104/attachments' \
  -H 'Authorization: Bearer $NP_TOKEN' \
  -H 'Idempotency-Key: your-unique-key' \
  -F 'file=@grant-letter-signed.pdf' \
  -F 'filename=grant-letter-signed.pdf' \
  -F 'notes=Signed copy received 21 Sep' \
  -F 'filedefinitionid=8' \
  -F 'filecategory=Receipts'