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
import Foundation
import ServiceStack

public class SmartsheetsTransferRequest : Codable
{
    public var agent:Agent
    public var lines:[SmartsheetRecord] = []

    required public init(){}
}

public class Agent : Codable
{
    public var agentId:Int
    public var company:String
    public var agentName:String
    public var firstName:String
    public var lastName:String
    public var middleInitial:String
    public var address1:String
    public var address2:String
    public var city:String
    public var state:String
    public var zip:String
    public var country:String
    public var email:String
    public var emailSignature:String
    public var homePhone:String
    public var cellPhone:String
    public var workPhone:String
    public var insLicensed:Bool
    public var agreeToDisclosures:Bool
    public var agreeToDate:Date?
    public var paidDate:Date?
    public var agentNumber:String
    public var referringAgent:String
    public var placementAgent:String
    public var createdDate:Date?
    public var userId:String
    public var isAgent:Bool
    public var package:String
    public var storeName:String
    public var notes:String
    public var upline1:Int?
    public var upline2:Int?
    public var upline3:Int?
    public var upline4:Int?
    public var mvpid:Int?
    public var avpid:Int?
    public var rvpid:Int?
    public var agentLevel:Double?
    public var isMVP:Bool
    public var isRVP:Bool
    public var isAVP:Bool
    public var isAdmin:Bool
    public var isBusinessCardAdmin:Bool
    public var teamName:String
    public var locationId:String
    public var calendarId:String
    public var rank:String
    public var nbc:Bool
    public var upline1Percent:Double?
    public var upline2Percent:Double?
    public var upline3Percent:Double?
    public var upline4Percent:Double?
    public var agentStatus:String
    public var office:String
    public var dob:Date?
    public var ssn:String
    public var fax:String
    public var businessEmail:String
    public var modifiedDate:Date?
    public var modifiedBy:String
    public var timeZone:String
    public var leaderLocked:Bool
    public var lastSubmittedBusinessDate:Date
    public var gracePeriodDate:Date
    public var vested:Bool
    public var directPay:Date
    public var directPayApprBy:String
    public var factFinderBilling:Double?
    public var fullName:String
    public var byLastName:String
    public var isSecurityLicensed:Bool
    public var isEncompassAdmin:Bool
    public var apiKey:String
    public var lastSessionId:String
    public var lastLogin:Date?
    public var mfaActive:Bool
    public var requireMFA:Bool
    public var smsPhoneNumber:String
    public var verifiedEmailStatus:Bool
    public var verifiedCellPhoneStatus:Bool
    public var schedulerUrl:String
    public var queueDefaults:QueueDefault
    public var roles:[String] = []
    public var passwordUpdated:Bool
    public var restrictToSingleSession:Bool

    required public init(){}
}

public class QueueDefault : Codable
{
    public var locationId:String
    public var services:[String] = []

    required public init(){}
}

public class SmartsheetRecord : Codable
{
    public var id:Int
    public var tableName:String
    public var policyAssociateId:String
    public var agentName:String
    public var clientName:String
    public var policyNumber:String
    public var transactionId:String
    public var type:String

    required public init(){}
}


Swift SmartsheetsTransferRequest DTOs

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

HTTP + OTHER

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: text/jsonl
Content-Type: text/jsonl
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"}]}