Contact entity lookup & set

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October 08, 2018 13:36

ted.soper

Customer is requesting to populate more contact detail to include contact phone number and email address as shown PCR contact list to be included in Sync.

The user functionality in PCR allows the user to select the contact from a list. When choosing a contact from the list, it then populates the Contact’s Name, Contact’s Phone, and Contact’s Email fields. At the moment our current PCR integration is just importing the name.

Looking at the docs I am not seeing how we would lookup and assign entities via the REST API.

Thanks!

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October 08, 2018 14:16

Wayne-PCRecruiter

Are you referring to Position records in PCR? If you wish to set the contact field to an actual record in PCR you could do a search against the candidates resource to pull the names of a specific status at that jobs CompanyId and present that list. Once a name is selected you would want to run an update (PUT) against the position and set the ContactId, ContactName, and ContactEmail fields.

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November 20, 2018 16:09

ted.soper

Yes updating the Position record with contact info. So “contacts” are candidate entities then?

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November 20, 2018 16:26

Wayne-PCRecruiter

Yes. When the end user clicks on the button in the program it initially will load candidate records for the company which the position is at but it is possible to search for a names outside of the company in the user interface as well.

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