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 .jsv suffix or ?format=jsv

HTTP + 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
		}
	]
}