| Requires any of the roles: | Agent, Administrator |
| POST,OPTIONS | /v1/Smartsheets/TransferLines |
|---|
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class QueueDefault:
location_id: Optional[str] = None
services: List[str] = field(default_factory=list)
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Agent:
agent_id: int = 0
company: Optional[str] = None
agent_name: Optional[str] = None
first_name: Optional[str] = None
last_name: Optional[str] = None
middle_initial: Optional[str] = None
address1: Optional[str] = None
address2: Optional[str] = None
city: Optional[str] = None
state: Optional[str] = None
zip: Optional[str] = None
country: Optional[str] = None
email: Optional[str] = None
email_signature: Optional[str] = None
home_phone: Optional[str] = None
cell_phone: Optional[str] = None
work_phone: Optional[str] = None
ins_licensed: bool = False
agree_to_disclosures: bool = False
agree_to_date: Optional[datetime.datetime] = None
paid_date: Optional[datetime.datetime] = None
agent_number: Optional[str] = None
referring_agent: Optional[str] = None
placement_agent: Optional[str] = None
created_date: Optional[datetime.datetime] = None
user_id: Optional[str] = None
is_agent: bool = False
package: Optional[str] = None
store_name: Optional[str] = None
notes: Optional[str] = None
upline1: Optional[int] = None
upline2: Optional[int] = None
upline3: Optional[int] = None
upline4: Optional[int] = None
mvpid: Optional[int] = None
avpid: Optional[int] = None
rvpid: Optional[int] = None
agent_level: Optional[Decimal] = None
is_m_v_p: bool = False
is_r_v_p: bool = False
is_a_v_p: bool = False
is_admin: bool = False
is_business_card_admin: bool = False
team_name: Optional[str] = None
location_id: Optional[str] = None
calendar_id: Optional[str] = None
rank: Optional[str] = None
nbc: bool = False
upline1_percent: Optional[Decimal] = None
upline2_percent: Optional[Decimal] = None
upline3_percent: Optional[Decimal] = None
upline4_percent: Optional[Decimal] = None
agent_status: Optional[str] = None
office: Optional[str] = None
dob: Optional[datetime.datetime] = None
ssn: Optional[str] = None
fax: Optional[str] = None
business_email: Optional[str] = None
modified_date: Optional[datetime.datetime] = None
modified_by: Optional[str] = None
time_zone: Optional[str] = None
leader_locked: bool = False
last_submitted_business_date: datetime.datetime = datetime.datetime(1, 1, 1)
grace_period_date: datetime.datetime = datetime.datetime(1, 1, 1)
vested: bool = False
direct_pay: datetime.datetime = datetime.datetime(1, 1, 1)
direct_pay_appr_by: Optional[str] = None
fact_finder_billing: Optional[Decimal] = None
full_name: Optional[str] = None
by_last_name: Optional[str] = None
is_security_licensed: bool = False
is_encompass_admin: bool = False
api_key: Optional[str] = None
last_session_id: Optional[str] = None
last_login: Optional[datetime.datetime] = None
mfa_active: bool = False
require_m_f_a: bool = False
sms_phone_number: Optional[str] = None
verified_email_status: bool = False
verified_cell_phone_status: bool = False
scheduler_url: Optional[str] = None
queue_defaults: Optional[QueueDefault] = None
roles: List[str] = field(default_factory=list)
password_updated: bool = False
restrict_to_single_session: bool = False
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SmartsheetRecord:
id: int = 0
table_name: Optional[str] = None
policy_associate_id: Optional[str] = None
agent_name: Optional[str] = None
client_name: Optional[str] = None
policy_number: Optional[str] = None
transaction_id: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SmartsheetsTransferRequest:
agent: Optional[Agent] = None
lines: List[SmartsheetRecord] = field(default_factory=list)
Python 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
}
]
}