Trendsic Platform Service

<back to all web services

SmartsheetsTransferRequest

Requires Authentication
Requires any of the roles:Agent, Administrator
The following routes are available for this service:
POST,OPTIONS/v1/Smartsheets/TransferLines

export class QueueDefault
{
    public LocationId: string;
    public Services: string[] = [];

    public constructor(init?: Partial<QueueDefault>) { (Object as any).assign(this, init); }
}

export class Agent
{
    public AgentId: number;
    public Company: string;
    public AgentName: string;
    public FirstName: string;
    public LastName: string;
    public MiddleInitial: string;
    public Address1: string;
    public Address2: string;
    public City: string;
    public State: string;
    public Zip: string;
    public Country: string;
    public Email: string;
    public EmailSignature: string;
    public HomePhone: string;
    public CellPhone: string;
    public WorkPhone: string;
    public InsLicensed: boolean;
    public AgreeToDisclosures: boolean;
    public AgreeToDate?: string;
    public PaidDate?: string;
    public AgentNumber: string;
    public ReferringAgent: string;
    public PlacementAgent: string;
    public CreatedDate?: string;
    public UserId: string;
    public IsAgent: boolean;
    public Package: string;
    public StoreName: string;
    public Notes: string;
    public Upline1?: number;
    public Upline2?: number;
    public Upline3?: number;
    public Upline4?: number;
    public MVPID?: number;
    public AVPID?: number;
    public RVPID?: number;
    public AgentLevel?: number;
    public IsMVP: boolean;
    public IsRVP: boolean;
    public IsAVP: boolean;
    public IsAdmin: boolean;
    public IsBusinessCardAdmin: boolean;
    public TeamName: string;
    public LocationId: string;
    public CalendarId: string;
    public Rank: string;
    public NBC: boolean;
    public Upline1Percent?: number;
    public Upline2Percent?: number;
    public Upline3Percent?: number;
    public Upline4Percent?: number;
    public AgentStatus: string;
    public Office: string;
    public DOB?: string;
    public SSN: string;
    public Fax: string;
    public BusinessEmail: string;
    public ModifiedDate?: string;
    public ModifiedBy: string;
    public TimeZone: string;
    public LeaderLocked: boolean;
    public LastSubmittedBusinessDate: string;
    public GracePeriodDate: string;
    public Vested: boolean;
    public DirectPay: string;
    public DirectPayApprBy: string;
    public FactFinderBilling?: number;
    public FullName: string;
    public ByLastName: string;
    public IsSecurityLicensed: boolean;
    public IsEncompassAdmin: boolean;
    public ApiKey: string;
    public LastSessionId: string;
    public LastLogin?: string;
    public MfaActive: boolean;
    public RequireMFA: boolean;
    public SMSPhoneNumber: string;
    public VerifiedEmailStatus: boolean;
    public VerifiedCellPhoneStatus: boolean;
    public SchedulerUrl: string;
    public QueueDefaults: QueueDefault;
    public Roles: string[] = [];
    public PasswordUpdated: boolean;
    public RestrictToSingleSession: boolean;

    public constructor(init?: Partial<Agent>) { (Object as any).assign(this, init); }
}

export class SmartsheetRecord
{
    public ID: number;
    public TableName: string;
    public PolicyAssociateId: string;
    public AgentName: string;
    public ClientName: string;
    public PolicyNumber: string;
    public TransactionId: string;
    public type: string;

    public constructor(init?: Partial<SmartsheetRecord>) { (Object as any).assign(this, init); }
}

export class SmartsheetsTransferRequest
{
    public agent: Agent;
    public lines: SmartsheetRecord[] = [];

    public constructor(init?: Partial<SmartsheetsTransferRequest>) { (Object as any).assign(this, init); }
}

TypeScript 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
		}
	]
}