Trendsic Platform Service

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SmartsheetsTransferRequest

Requires Authentication
Requires any of the roles:Agent, Administrator
The following routes are available for this service:
POST,OPTIONS/v1/Smartsheets/TransferLines
Imports System
Imports System.IO
Imports System.Collections
Imports System.Collections.Generic
Imports System.Runtime.Serialization
Imports ServiceStack
Imports ServiceStack.DataAnnotations
Imports CRM.AgencyPlatform.API.Internal

Namespace Global

    Namespace CRM.AgencyPlatform.API.Internal

        Public Partial Class Agent
            Public Overridable Property AgentId As Integer
            Public Overridable Property Company As String
            Public Overridable Property AgentName As String
            Public Overridable Property FirstName As String
            Public Overridable Property LastName As String
            Public Overridable Property MiddleInitial As String
            Public Overridable Property Address1 As String
            Public Overridable Property Address2 As String
            Public Overridable Property City As String
            Public Overridable Property State As String
            Public Overridable Property Zip As String
            Public Overridable Property Country As String
            Public Overridable Property Email As String
            Public Overridable Property EmailSignature As String
            Public Overridable Property HomePhone As String
            Public Overridable Property CellPhone As String
            Public Overridable Property WorkPhone As String
            Public Overridable Property InsLicensed As Boolean
            Public Overridable Property AgreeToDisclosures As Boolean
            Public Overridable Property AgreeToDate As Date?
            Public Overridable Property PaidDate As Date?
            Public Overridable Property AgentNumber As String
            Public Overridable Property ReferringAgent As String
            Public Overridable Property PlacementAgent As String
            Public Overridable Property CreatedDate As Date?
            Public Overridable Property UserId As Guid
            Public Overridable Property IsAgent As Boolean
            Public Overridable Property Package As String
            Public Overridable Property StoreName As String
            Public Overridable Property Notes As String
            Public Overridable Property Upline1 As Integer?
            Public Overridable Property Upline2 As Integer?
            Public Overridable Property Upline3 As Integer?
            Public Overridable Property Upline4 As Integer?
            Public Overridable Property MVPID As Integer?
            Public Overridable Property AVPID As Integer?
            Public Overridable Property RVPID As Integer?
            Public Overridable Property AgentLevel As Decimal?
            Public Overridable Property IsMVP As Boolean
            Public Overridable Property IsRVP As Boolean
            Public Overridable Property IsAVP As Boolean
            Public Overridable Property IsAdmin As Boolean
            Public Overridable Property IsBusinessCardAdmin As Boolean
            Public Overridable Property TeamName As String
            Public Overridable Property LocationId As Guid
            Public Overridable Property CalendarId As Guid
            Public Overridable Property Rank As String
            Public Overridable Property NBC As Boolean
            Public Overridable Property Upline1Percent As Decimal?
            Public Overridable Property Upline2Percent As Decimal?
            Public Overridable Property Upline3Percent As Decimal?
            Public Overridable Property Upline4Percent As Decimal?
            Public Overridable Property AgentStatus As String
            Public Overridable Property Office As String
            Public Overridable Property DOB As Date?
            Public Overridable Property SSN As String
            Public Overridable Property Fax As String
            Public Overridable Property BusinessEmail As String
            Public Overridable Property ModifiedDate As Date?
            Public Overridable Property ModifiedBy As String
            Public Overridable Property TimeZone As String
            Public Overridable Property LeaderLocked As Boolean
            Public Overridable Property LastSubmittedBusinessDate As Date
            Public Overridable Property GracePeriodDate As Date
            Public Overridable Property Vested As Boolean
            Public Overridable Property DirectPay As Date
            Public Overridable Property DirectPayApprBy As String
            Public Overridable Property FactFinderBilling As Decimal?
            Public Overridable Property FullName As String
            Public Overridable Property ByLastName As String
            Public Overridable Property IsSecurityLicensed As Boolean
            Public Overridable Property IsEncompassAdmin As Boolean
            Public Overridable Property ApiKey As Guid
            Public Overridable Property LastSessionId As String
            Public Overridable Property LastLogin As Date?
            Public Overridable Property MfaActive As Boolean
            Public Overridable Property RequireMFA As Boolean
            Public Overridable Property SMSPhoneNumber As String
            Public Overridable Property VerifiedEmailStatus As Boolean
            Public Overridable Property VerifiedCellPhoneStatus As Boolean
            Public Overridable Property SchedulerUrl As String
            Public Overridable Property QueueDefaults As QueueDefault
            Public Overridable Property Roles As List(Of String) = New List(Of String)
            Public Overridable Property PasswordUpdated As Boolean
            Public Overridable Property RestrictToSingleSession As Boolean
        End Class

        Public Partial Class QueueDefault
            Public Overridable Property LocationId As Guid
            Public Overridable Property Services As List(Of Guid) = New List(Of Guid)
        End Class

        Public Partial Class SmartsheetRecord
            Public Overridable Property ID As Integer
            Public Overridable Property TableName As String
            Public Overridable Property PolicyAssociateId As Guid
            Public Overridable Property AgentName As String
            Public Overridable Property ClientName As String
            Public Overridable Property PolicyNumber As String
            Public Overridable Property TransactionId As String
            Public Overridable Property type As String
        End Class

        Public Partial Class SmartsheetsTransferRequest
            Public Overridable Property agent As Agent
            Public Overridable Property lines As List(Of SmartsheetRecord) = New List(Of SmartsheetRecord)
        End Class
    End Namespace
End Namespace

VB.NET SmartsheetsTransferRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .json suffix or ?format=json

To embed the response in a jsonp callback, append ?callback=myCallback

HTTP + JSON

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /v1/Smartsheets/TransferLines HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/json
Content-Type: application/json
Content-Length: length

{"agent":{"AgentId":0,"Company":"String","AgentName":"String","FirstName":"String","LastName":"String","MiddleInitial":"String","Address1":"String","Address2":"String","City":"String","State":"String","Zip":"String","Country":"String","Email":"String","EmailSignature":"String","HomePhone":"String","CellPhone":"String","WorkPhone":"String","InsLicensed":false,"AgreeToDisclosures":false,"AgreeToDate":"0001-01-01T00:00:00.0000000","PaidDate":"0001-01-01T00:00:00.0000000","AgentNumber":"String","ReferringAgent":"String","PlacementAgent":"String","CreatedDate":"0001-01-01T00:00:00.0000000","UserId":"00000000000000000000000000000000","IsAgent":false,"Package":"String","StoreName":"String","Notes":"String","Upline1":0,"Upline2":0,"Upline3":0,"Upline4":0,"MVPID":0,"AVPID":0,"RVPID":0,"AgentLevel":0,"IsMVP":false,"IsRVP":false,"IsAVP":false,"IsAdmin":false,"IsBusinessCardAdmin":false,"TeamName":"String","LocationId":"00000000000000000000000000000000","CalendarId":"00000000000000000000000000000000","Rank":"String","NBC":false,"Upline1Percent":0,"Upline2Percent":0,"Upline3Percent":0,"Upline4Percent":0,"AgentStatus":"String","Office":"String","DOB":"0001-01-01T00:00:00.0000000","SSN":"String","Fax":"String","BusinessEmail":"String","ModifiedDate":"0001-01-01T00:00:00.0000000","ModifiedBy":"String","TimeZone":"String","LeaderLocked":false,"LastSubmittedBusinessDate":"0001-01-01T00:00:00.0000000","GracePeriodDate":"0001-01-01T00:00:00.0000000","Vested":false,"DirectPay":"0001-01-01T00:00:00.0000000","DirectPayApprBy":"String","FactFinderBilling":0,"FullName":"String","ByLastName":"String","IsSecurityLicensed":false,"IsEncompassAdmin":false,"ApiKey":"00000000000000000000000000000000","LastSessionId":"String","LastLogin":"0001-01-01T00:00:00.0000000","MfaActive":false,"RequireMFA":false,"SMSPhoneNumber":"String","VerifiedEmailStatus":false,"VerifiedCellPhoneStatus":false,"SchedulerUrl":"String","QueueDefaults":{"LocationId":"00000000000000000000000000000000","Services":["00000000000000000000000000000000"]},"Roles":["String"],"PasswordUpdated":false,"RestrictToSingleSession":false},"lines":[{"ID":0,"TableName":"String","PolicyAssociateId":"00000000000000000000000000000000","AgentName":"String","ClientName":"String","PolicyNumber":"String","TransactionId":"String","type":"String"}]}