| Requires any of the roles: | Agent, Administrator |
| POST,OPTIONS | /v1/Smartsheets/TransferLines |
|---|
using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using CRM.AgencyPlatform.API.Internal;
namespace CRM.AgencyPlatform.API.Internal
{
public partial class Agent
{
public virtual int AgentId { get; set; }
public virtual string Company { get; set; }
public virtual string AgentName { get; set; }
public virtual string FirstName { get; set; }
public virtual string LastName { get; set; }
public virtual string MiddleInitial { get; set; }
public virtual string Address1 { get; set; }
public virtual string Address2 { get; set; }
public virtual string City { get; set; }
public virtual string State { get; set; }
public virtual string Zip { get; set; }
public virtual string Country { get; set; }
public virtual string Email { get; set; }
public virtual string EmailSignature { get; set; }
public virtual string HomePhone { get; set; }
public virtual string CellPhone { get; set; }
public virtual string WorkPhone { get; set; }
public virtual bool InsLicensed { get; set; }
public virtual bool AgreeToDisclosures { get; set; }
public virtual DateTime? AgreeToDate { get; set; }
public virtual DateTime? PaidDate { get; set; }
public virtual string AgentNumber { get; set; }
public virtual string ReferringAgent { get; set; }
public virtual string PlacementAgent { get; set; }
public virtual DateTime? CreatedDate { get; set; }
public virtual Guid UserId { get; set; }
public virtual bool IsAgent { get; set; }
public virtual string Package { get; set; }
public virtual string StoreName { get; set; }
public virtual string Notes { get; set; }
public virtual int? Upline1 { get; set; }
public virtual int? Upline2 { get; set; }
public virtual int? Upline3 { get; set; }
public virtual int? Upline4 { get; set; }
public virtual int? MVPID { get; set; }
public virtual int? AVPID { get; set; }
public virtual int? RVPID { get; set; }
public virtual decimal? AgentLevel { get; set; }
public virtual bool IsMVP { get; set; }
public virtual bool IsRVP { get; set; }
public virtual bool IsAVP { get; set; }
public virtual bool IsAdmin { get; set; }
public virtual bool IsBusinessCardAdmin { get; set; }
public virtual string TeamName { get; set; }
public virtual Guid LocationId { get; set; }
public virtual Guid CalendarId { get; set; }
public virtual string Rank { get; set; }
public virtual bool NBC { get; set; }
public virtual decimal? Upline1Percent { get; set; }
public virtual decimal? Upline2Percent { get; set; }
public virtual decimal? Upline3Percent { get; set; }
public virtual decimal? Upline4Percent { get; set; }
public virtual string AgentStatus { get; set; }
public virtual string Office { get; set; }
public virtual DateTime? DOB { get; set; }
public virtual string SSN { get; set; }
public virtual string Fax { get; set; }
public virtual string BusinessEmail { get; set; }
public virtual DateTime? ModifiedDate { get; set; }
public virtual string ModifiedBy { get; set; }
public virtual string TimeZone { get; set; }
public virtual bool LeaderLocked { get; set; }
public virtual DateTime LastSubmittedBusinessDate { get; set; }
public virtual DateTime GracePeriodDate { get; set; }
public virtual bool Vested { get; set; }
public virtual DateTime DirectPay { get; set; }
public virtual string DirectPayApprBy { get; set; }
public virtual decimal? FactFinderBilling { get; set; }
public virtual string FullName { get; set; }
public virtual string ByLastName { get; set; }
public virtual bool IsSecurityLicensed { get; set; }
public virtual bool IsEncompassAdmin { get; set; }
public virtual Guid ApiKey { get; set; }
public virtual string LastSessionId { get; set; }
public virtual DateTime? LastLogin { get; set; }
public virtual bool MfaActive { get; set; }
public virtual bool RequireMFA { get; set; }
public virtual string SMSPhoneNumber { get; set; }
public virtual bool VerifiedEmailStatus { get; set; }
public virtual bool VerifiedCellPhoneStatus { get; set; }
public virtual string SchedulerUrl { get; set; }
public virtual QueueDefault QueueDefaults { get; set; }
public virtual List<string> Roles { get; set; } = [];
public virtual bool PasswordUpdated { get; set; }
public virtual bool RestrictToSingleSession { get; set; }
}
public partial class QueueDefault
{
public virtual Guid LocationId { get; set; }
public virtual List<Guid> Services { get; set; } = [];
}
public partial class SmartsheetRecord
{
public virtual int ID { get; set; }
public virtual string TableName { get; set; }
public virtual Guid PolicyAssociateId { get; set; }
public virtual string AgentName { get; set; }
public virtual string ClientName { get; set; }
public virtual string PolicyNumber { get; set; }
public virtual string TransactionId { get; set; }
public virtual string type { get; set; }
}
public partial class SmartsheetsTransferRequest
{
public virtual Agent agent { get; set; }
public virtual List<SmartsheetRecord> lines { get; set; } = [];
}
}
C# SmartsheetsTransferRequest DTOs
To override the Content-type in your clients, use the HTTP Accept Header, append the .jsv suffix or ?format=jsv
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/jsv
Content-Type: text/jsv
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: 0001-01-01,
PaidDate: 0001-01-01,
AgentNumber: String,
ReferringAgent: String,
PlacementAgent: String,
CreatedDate: 0001-01-01,
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: 0001-01-01,
SSN: String,
Fax: String,
BusinessEmail: String,
ModifiedDate: 0001-01-01,
ModifiedBy: String,
TimeZone: String,
LeaderLocked: False,
LastSubmittedBusinessDate: 0001-01-01,
GracePeriodDate: 0001-01-01,
Vested: False,
DirectPay: 0001-01-01,
DirectPayApprBy: String,
FactFinderBilling: 0,
FullName: String,
ByLastName: String,
IsSecurityLicensed: False,
IsEncompassAdmin: False,
ApiKey: 00000000000000000000000000000000,
LastSessionId: String,
LastLogin: 0001-01-01,
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
}
]
}