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

namespace CRM.AgencyPlatform.API.Internal

open System
open System.IO
open System.Collections
open System.Collections.Generic
open System.Runtime.Serialization
open ServiceStack
open ServiceStack.DataAnnotations

    [<AllowNullLiteral>]
    type QueueDefault() = 
        member val LocationId:Guid = new Guid() with get,set
        member val Services:ResizeArray<Guid> = new ResizeArray<Guid>() with get,set

    [<AllowNullLiteral>]
    type Agent() = 
        member val AgentId:Int32 = new Int32() with get,set
        member val Company:String = null with get,set
        member val AgentName:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val MiddleInitial:String = null with get,set
        member val Address1:String = null with get,set
        member val Address2:String = null with get,set
        member val City:String = null with get,set
        member val State:String = null with get,set
        member val Zip:String = null with get,set
        member val Country:String = null with get,set
        member val Email:String = null with get,set
        member val EmailSignature:String = null with get,set
        member val HomePhone:String = null with get,set
        member val CellPhone:String = null with get,set
        member val WorkPhone:String = null with get,set
        member val InsLicensed:Boolean = new Boolean() with get,set
        member val AgreeToDisclosures:Boolean = new Boolean() with get,set
        member val AgreeToDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val PaidDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val AgentNumber:String = null with get,set
        member val ReferringAgent:String = null with get,set
        member val PlacementAgent:String = null with get,set
        member val CreatedDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val UserId:Guid = new Guid() with get,set
        member val IsAgent:Boolean = new Boolean() with get,set
        member val Package:String = null with get,set
        member val StoreName:String = null with get,set
        member val Notes:String = null with get,set
        member val Upline1:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline2:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline3:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Upline4:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val MVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val AVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val RVPID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val AgentLevel:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val IsMVP:Boolean = new Boolean() with get,set
        member val IsRVP:Boolean = new Boolean() with get,set
        member val IsAVP:Boolean = new Boolean() with get,set
        member val IsAdmin:Boolean = new Boolean() with get,set
        member val IsBusinessCardAdmin:Boolean = new Boolean() with get,set
        member val TeamName:String = null with get,set
        member val LocationId:Guid = new Guid() with get,set
        member val CalendarId:Guid = new Guid() with get,set
        member val Rank:String = null with get,set
        member val NBC:Boolean = new Boolean() with get,set
        member val Upline1Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline2Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline3Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Upline4Percent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val AgentStatus:String = null with get,set
        member val Office:String = null with get,set
        member val DOB:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val SSN:String = null with get,set
        member val Fax:String = null with get,set
        member val BusinessEmail:String = null with get,set
        member val ModifiedDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val ModifiedBy:String = null with get,set
        member val TimeZone:String = null with get,set
        member val LeaderLocked:Boolean = new Boolean() with get,set
        member val LastSubmittedBusinessDate:DateTime = new DateTime() with get,set
        member val GracePeriodDate:DateTime = new DateTime() with get,set
        member val Vested:Boolean = new Boolean() with get,set
        member val DirectPay:DateTime = new DateTime() with get,set
        member val DirectPayApprBy:String = null with get,set
        member val FactFinderBilling:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val FullName:String = null with get,set
        member val ByLastName:String = null with get,set
        member val IsSecurityLicensed:Boolean = new Boolean() with get,set
        member val IsEncompassAdmin:Boolean = new Boolean() with get,set
        member val ApiKey:Guid = new Guid() with get,set
        member val LastSessionId:String = null with get,set
        member val LastLogin:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val MfaActive:Boolean = new Boolean() with get,set
        member val RequireMFA:Boolean = new Boolean() with get,set
        member val SMSPhoneNumber:String = null with get,set
        member val VerifiedEmailStatus:Boolean = new Boolean() with get,set
        member val VerifiedCellPhoneStatus:Boolean = new Boolean() with get,set
        member val SchedulerUrl:String = null with get,set
        member val QueueDefaults:QueueDefault = null with get,set
        member val Roles:ResizeArray<String> = new ResizeArray<String>() with get,set
        member val PasswordUpdated:Boolean = new Boolean() with get,set
        member val RestrictToSingleSession:Boolean = new Boolean() with get,set

    [<AllowNullLiteral>]
    type SmartsheetRecord() = 
        member val ID:Int32 = new Int32() with get,set
        member val TableName:String = null with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val AgentName:String = null with get,set
        member val ClientName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val TransactionId:String = null with get,set
        member val type:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsTransferRequest() = 
        member val agent:Agent = null with get,set
        member val lines:ResizeArray<SmartsheetRecord> = new ResizeArray<SmartsheetRecord>() with get,set

F# 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>