Trendsic Platform Service

SmartsheetsTransferRequest

**Requires Authentication**
Requires any of the roles:	Agent, Administrator

The following routes are available for this service:
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 .xml suffix or ?format=xml

HTTP + XML

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: application/xml
Content-Type: application/xml
Content-Length: length

<SmartsheetsTransferRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <agent>
    <AVPID>0</AVPID>
    <Address1>String</Address1>
    <Address2>String</Address2>
    <AgentId>0</AgentId>
    <AgentLevel>0</AgentLevel>
    <AgentName>String</AgentName>
    <AgentNumber>String</AgentNumber>
    <AgentStatus>String</AgentStatus>
    <AgreeToDate>0001-01-01T00:00:00</AgreeToDate>
    <AgreeToDisclosures>false</AgreeToDisclosures>
    <ApiKey>00000000-0000-0000-0000-000000000000</ApiKey>
    <BusinessEmail>String</BusinessEmail>
    <ByLastName>String</ByLastName>
    <CalendarId>00000000-0000-0000-0000-000000000000</CalendarId>
    <CellPhone>String</CellPhone>
    <City>String</City>
    <Company>String</Company>
    <Country>String</Country>
    <CreatedDate>0001-01-01T00:00:00</CreatedDate>
    <DOB>0001-01-01T00:00:00</DOB>
    <DirectPay>0001-01-01T00:00:00</DirectPay>
    <DirectPayApprBy>String</DirectPayApprBy>
    <Email>String</Email>
    <EmailSignature>String</EmailSignature>
    <FactFinderBilling>0</FactFinderBilling>
    <Fax>String</Fax>
    <FirstName>String</FirstName>
    <FullName>String</FullName>
    <GracePeriodDate>0001-01-01T00:00:00</GracePeriodDate>
    <HomePhone>String</HomePhone>
    <InsLicensed>false</InsLicensed>
    <IsAVP>false</IsAVP>
    <IsAdmin>false</IsAdmin>
    <IsAgent>false</IsAgent>
    <IsBusinessCardAdmin>false</IsBusinessCardAdmin>
    <IsEncompassAdmin>false</IsEncompassAdmin>
    <IsMVP>false</IsMVP>
    <IsRVP>false</IsRVP>
    <IsSecurityLicensed>false</IsSecurityLicensed>
    <LastLogin>0001-01-01T00:00:00</LastLogin>
    <LastName>String</LastName>
    <LastSessionId>String</LastSessionId>
    <LastSubmittedBusinessDate>0001-01-01T00:00:00</LastSubmittedBusinessDate>
    <LeaderLocked>false</LeaderLocked>
    <LocationId>00000000-0000-0000-0000-000000000000</LocationId>
    <MVPID>0</MVPID>
    <MfaActive>false</MfaActive>
    <MiddleInitial>String</MiddleInitial>
    <ModifiedBy>String</ModifiedBy>
    <ModifiedDate>0001-01-01T00:00:00</ModifiedDate>
    <NBC>false</NBC>
    <Notes>String</Notes>
    <Office>String</Office>
    <Package>String</Package>
    <PaidDate>0001-01-01T00:00:00</PaidDate>
    <PasswordUpdated>false</PasswordUpdated>
    <PlacementAgent>String</PlacementAgent>
    <QueueDefaults>
      <LocationId>00000000-0000-0000-0000-000000000000</LocationId>
      <Services xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:guid>00000000-0000-0000-0000-000000000000</d4p1:guid>
      </Services>
    </QueueDefaults>
    <RVPID>0</RVPID>
    <Rank>String</Rank>
    <ReferringAgent>String</ReferringAgent>
    <RequireMFA>false</RequireMFA>
    <RestrictToSingleSession>false</RestrictToSingleSession>
    <Roles xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:string>String</d3p1:string>
    </Roles>
    <SMSPhoneNumber>String</SMSPhoneNumber>
    <SSN>String</SSN>
    <SchedulerUrl>String</SchedulerUrl>
    <State>String</State>
    <StoreName>String</StoreName>
    <TeamName>String</TeamName>
    <TimeZone>String</TimeZone>
    <Upline1>0</Upline1>
    <Upline1Percent>0</Upline1Percent>
    <Upline2>0</Upline2>
    <Upline2Percent>0</Upline2Percent>
    <Upline3>0</Upline3>
    <Upline3Percent>0</Upline3Percent>
    <Upline4>0</Upline4>
    <Upline4Percent>0</Upline4Percent>
    <UserId>00000000-0000-0000-0000-000000000000</UserId>
    <VerifiedCellPhoneStatus>false</VerifiedCellPhoneStatus>
    <VerifiedEmailStatus>false</VerifiedEmailStatus>
    <Vested>false</Vested>
    <WorkPhone>String</WorkPhone>
    <Zip>String</Zip>
  </agent>
  <lines>
    <SmartsheetRecord>
      <AgentName>String</AgentName>
      <ClientName>String</ClientName>
      <ID>0</ID>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <TableName>String</TableName>
      <TransactionId>String</TransactionId>
      <type>String</type>
    </SmartsheetRecord>
  </lines>
</SmartsheetsTransferRequest>