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 java.math.*;
import java.util.*;
import java.io.InputStream;
import net.servicestack.client.*;

public class dtos
{

    public static class SmartsheetsTransferRequest
    {
        public Agent agent = null;
        public ArrayList<SmartsheetRecord> lines = new ArrayList<SmartsheetRecord>();
        
        public Agent getAgent() { return agent; }
        public SmartsheetsTransferRequest setAgent(Agent value) { this.agent = value; return this; }
        public ArrayList<SmartsheetRecord> getLines() { return lines; }
        public SmartsheetsTransferRequest setLines(ArrayList<SmartsheetRecord> value) { this.lines = value; return this; }
    }

    public static class Agent
    {
        public Integer AgentId = null;
        public String Company = null;
        public String AgentName = null;
        public String FirstName = null;
        public String LastName = null;
        public String MiddleInitial = null;
        public String Address1 = null;
        public String Address2 = null;
        public String City = null;
        public String State = null;
        public String Zip = null;
        public String Country = null;
        public String Email = null;
        public String EmailSignature = null;
        public String HomePhone = null;
        public String CellPhone = null;
        public String WorkPhone = null;
        public Boolean InsLicensed = null;
        public Boolean AgreeToDisclosures = null;
        public Date AgreeToDate = null;
        public Date PaidDate = null;
        public String AgentNumber = null;
        public String ReferringAgent = null;
        public String PlacementAgent = null;
        public Date CreatedDate = null;
        public UUID UserId = null;
        public Boolean IsAgent = null;
        public String Package = null;
        public String StoreName = null;
        public String Notes = null;
        public Integer Upline1 = null;
        public Integer Upline2 = null;
        public Integer Upline3 = null;
        public Integer Upline4 = null;
        public Integer MVPID = null;
        public Integer AVPID = null;
        public Integer RVPID = null;
        public BigDecimal AgentLevel = null;
        public Boolean IsMVP = null;
        public Boolean IsRVP = null;
        public Boolean IsAVP = null;
        public Boolean IsAdmin = null;
        public Boolean IsBusinessCardAdmin = null;
        public String TeamName = null;
        public UUID LocationId = null;
        public UUID CalendarId = null;
        public String Rank = null;
        public Boolean NBC = null;
        public BigDecimal Upline1Percent = null;
        public BigDecimal Upline2Percent = null;
        public BigDecimal Upline3Percent = null;
        public BigDecimal Upline4Percent = null;
        public String AgentStatus = null;
        public String Office = null;
        public Date DOB = null;
        public String SSN = null;
        public String Fax = null;
        public String BusinessEmail = null;
        public Date ModifiedDate = null;
        public String ModifiedBy = null;
        public String TimeZone = null;
        public Boolean LeaderLocked = null;
        public Date LastSubmittedBusinessDate = null;
        public Date GracePeriodDate = null;
        public Boolean Vested = null;
        public Date DirectPay = null;
        public String DirectPayApprBy = null;
        public BigDecimal FactFinderBilling = null;
        public String FullName = null;
        public String ByLastName = null;
        public Boolean IsSecurityLicensed = null;
        public Boolean IsEncompassAdmin = null;
        public UUID ApiKey = null;
        public String LastSessionId = null;
        public Date LastLogin = null;
        public Boolean MfaActive = null;
        public Boolean RequireMFA = null;
        public String SMSPhoneNumber = null;
        public Boolean VerifiedEmailStatus = null;
        public Boolean VerifiedCellPhoneStatus = null;
        public String SchedulerUrl = null;
        public QueueDefault QueueDefaults = null;
        public ArrayList<String> Roles = new ArrayList<String>();
        public Boolean PasswordUpdated = null;
        public Boolean RestrictToSingleSession = null;
        
        public Integer getAgentId() { return AgentId; }
        public Agent setAgentId(Integer value) { this.AgentId = value; return this; }
        public String getCompany() { return Company; }
        public Agent setCompany(String value) { this.Company = value; return this; }
        public String getAgentName() { return AgentName; }
        public Agent setAgentName(String value) { this.AgentName = value; return this; }
        public String getFirstName() { return FirstName; }
        public Agent setFirstName(String value) { this.FirstName = value; return this; }
        public String getLastName() { return LastName; }
        public Agent setLastName(String value) { this.LastName = value; return this; }
        public String getMiddleInitial() { return MiddleInitial; }
        public Agent setMiddleInitial(String value) { this.MiddleInitial = value; return this; }
        public String getAddress1() { return Address1; }
        public Agent setAddress1(String value) { this.Address1 = value; return this; }
        public String getAddress2() { return Address2; }
        public Agent setAddress2(String value) { this.Address2 = value; return this; }
        public String getCity() { return City; }
        public Agent setCity(String value) { this.City = value; return this; }
        public String getState() { return State; }
        public Agent setState(String value) { this.State = value; return this; }
        public String getZip() { return Zip; }
        public Agent setZip(String value) { this.Zip = value; return this; }
        public String getCountry() { return Country; }
        public Agent setCountry(String value) { this.Country = value; return this; }
        public String getEmail() { return Email; }
        public Agent setEmail(String value) { this.Email = value; return this; }
        public String getEmailSignature() { return EmailSignature; }
        public Agent setEmailSignature(String value) { this.EmailSignature = value; return this; }
        public String getHomePhone() { return HomePhone; }
        public Agent setHomePhone(String value) { this.HomePhone = value; return this; }
        public String getCellPhone() { return CellPhone; }
        public Agent setCellPhone(String value) { this.CellPhone = value; return this; }
        public String getWorkPhone() { return WorkPhone; }
        public Agent setWorkPhone(String value) { this.WorkPhone = value; return this; }
        public Boolean isInsLicensed() { return InsLicensed; }
        public Agent setInsLicensed(Boolean value) { this.InsLicensed = value; return this; }
        public Boolean isAgreeToDisclosures() { return AgreeToDisclosures; }
        public Agent setAgreeToDisclosures(Boolean value) { this.AgreeToDisclosures = value; return this; }
        public Date getAgreeToDate() { return AgreeToDate; }
        public Agent setAgreeToDate(Date value) { this.AgreeToDate = value; return this; }
        public Date getPaidDate() { return PaidDate; }
        public Agent setPaidDate(Date value) { this.PaidDate = value; return this; }
        public String getAgentNumber() { return AgentNumber; }
        public Agent setAgentNumber(String value) { this.AgentNumber = value; return this; }
        public String getReferringAgent() { return ReferringAgent; }
        public Agent setReferringAgent(String value) { this.ReferringAgent = value; return this; }
        public String getPlacementAgent() { return PlacementAgent; }
        public Agent setPlacementAgent(String value) { this.PlacementAgent = value; return this; }
        public Date getCreatedDate() { return CreatedDate; }
        public Agent setCreatedDate(Date value) { this.CreatedDate = value; return this; }
        public UUID getUserId() { return UserId; }
        public Agent setUserId(UUID value) { this.UserId = value; return this; }
        public Boolean getIsAgent() { return IsAgent; }
        public Agent setIsAgent(Boolean value) { this.IsAgent = value; return this; }
        public String getPackage() { return Package; }
        public Agent setPackage(String value) { this.Package = value; return this; }
        public String getStoreName() { return StoreName; }
        public Agent setStoreName(String value) { this.StoreName = value; return this; }
        public String getNotes() { return Notes; }
        public Agent setNotes(String value) { this.Notes = value; return this; }
        public Integer getUpline1() { return Upline1; }
        public Agent setUpline1(Integer value) { this.Upline1 = value; return this; }
        public Integer getUpline2() { return Upline2; }
        public Agent setUpline2(Integer value) { this.Upline2 = value; return this; }
        public Integer getUpline3() { return Upline3; }
        public Agent setUpline3(Integer value) { this.Upline3 = value; return this; }
        public Integer getUpline4() { return Upline4; }
        public Agent setUpline4(Integer value) { this.Upline4 = value; return this; }
        public Integer getMvpid() { return MVPID; }
        public Agent setMvpid(Integer value) { this.MVPID = value; return this; }
        public Integer getAvpid() { return AVPID; }
        public Agent setAvpid(Integer value) { this.AVPID = value; return this; }
        public Integer getRvpid() { return RVPID; }
        public Agent setRvpid(Integer value) { this.RVPID = value; return this; }
        public BigDecimal getAgentLevel() { return AgentLevel; }
        public Agent setAgentLevel(BigDecimal value) { this.AgentLevel = value; return this; }
        public Boolean getIsMVP() { return IsMVP; }
        public Agent setIsMVP(Boolean value) { this.IsMVP = value; return this; }
        public Boolean getIsRVP() { return IsRVP; }
        public Agent setIsRVP(Boolean value) { this.IsRVP = value; return this; }
        public Boolean getIsAVP() { return IsAVP; }
        public Agent setIsAVP(Boolean value) { this.IsAVP = value; return this; }
        public Boolean getIsAdmin() { return IsAdmin; }
        public Agent setIsAdmin(Boolean value) { this.IsAdmin = value; return this; }
        public Boolean getIsBusinessCardAdmin() { return IsBusinessCardAdmin; }
        public Agent setIsBusinessCardAdmin(Boolean value) { this.IsBusinessCardAdmin = value; return this; }
        public String getTeamName() { return TeamName; }
        public Agent setTeamName(String value) { this.TeamName = value; return this; }
        public UUID getLocationId() { return LocationId; }
        public Agent setLocationId(UUID value) { this.LocationId = value; return this; }
        public UUID getCalendarId() { return CalendarId; }
        public Agent setCalendarId(UUID value) { this.CalendarId = value; return this; }
        public String getRank() { return Rank; }
        public Agent setRank(String value) { this.Rank = value; return this; }
        public Boolean isNbc() { return NBC; }
        public Agent setNbc(Boolean value) { this.NBC = value; return this; }
        public BigDecimal getUpline1Percent() { return Upline1Percent; }
        public Agent setUpline1Percent(BigDecimal value) { this.Upline1Percent = value; return this; }
        public BigDecimal getUpline2Percent() { return Upline2Percent; }
        public Agent setUpline2Percent(BigDecimal value) { this.Upline2Percent = value; return this; }
        public BigDecimal getUpline3Percent() { return Upline3Percent; }
        public Agent setUpline3Percent(BigDecimal value) { this.Upline3Percent = value; return this; }
        public BigDecimal getUpline4Percent() { return Upline4Percent; }
        public Agent setUpline4Percent(BigDecimal value) { this.Upline4Percent = value; return this; }
        public String getAgentStatus() { return AgentStatus; }
        public Agent setAgentStatus(String value) { this.AgentStatus = value; return this; }
        public String getOffice() { return Office; }
        public Agent setOffice(String value) { this.Office = value; return this; }
        public Date getDob() { return DOB; }
        public Agent setDob(Date value) { this.DOB = value; return this; }
        public String getSsn() { return SSN; }
        public Agent setSsn(String value) { this.SSN = value; return this; }
        public String getFax() { return Fax; }
        public Agent setFax(String value) { this.Fax = value; return this; }
        public String getBusinessEmail() { return BusinessEmail; }
        public Agent setBusinessEmail(String value) { this.BusinessEmail = value; return this; }
        public Date getModifiedDate() { return ModifiedDate; }
        public Agent setModifiedDate(Date value) { this.ModifiedDate = value; return this; }
        public String getModifiedBy() { return ModifiedBy; }
        public Agent setModifiedBy(String value) { this.ModifiedBy = value; return this; }
        public String getTimeZone() { return TimeZone; }
        public Agent setTimeZone(String value) { this.TimeZone = value; return this; }
        public Boolean isLeaderLocked() { return LeaderLocked; }
        public Agent setLeaderLocked(Boolean value) { this.LeaderLocked = value; return this; }
        public Date getLastSubmittedBusinessDate() { return LastSubmittedBusinessDate; }
        public Agent setLastSubmittedBusinessDate(Date value) { this.LastSubmittedBusinessDate = value; return this; }
        public Date getGracePeriodDate() { return GracePeriodDate; }
        public Agent setGracePeriodDate(Date value) { this.GracePeriodDate = value; return this; }
        public Boolean isVested() { return Vested; }
        public Agent setVested(Boolean value) { this.Vested = value; return this; }
        public Date getDirectPay() { return DirectPay; }
        public Agent setDirectPay(Date value) { this.DirectPay = value; return this; }
        public String getDirectPayApprBy() { return DirectPayApprBy; }
        public Agent setDirectPayApprBy(String value) { this.DirectPayApprBy = value; return this; }
        public BigDecimal getFactFinderBilling() { return FactFinderBilling; }
        public Agent setFactFinderBilling(BigDecimal value) { this.FactFinderBilling = value; return this; }
        public String getFullName() { return FullName; }
        public Agent setFullName(String value) { this.FullName = value; return this; }
        public String getByLastName() { return ByLastName; }
        public Agent setByLastName(String value) { this.ByLastName = value; return this; }
        public Boolean getIsSecurityLicensed() { return IsSecurityLicensed; }
        public Agent setIsSecurityLicensed(Boolean value) { this.IsSecurityLicensed = value; return this; }
        public Boolean getIsEncompassAdmin() { return IsEncompassAdmin; }
        public Agent setIsEncompassAdmin(Boolean value) { this.IsEncompassAdmin = value; return this; }
        public UUID getApiKey() { return ApiKey; }
        public Agent setApiKey(UUID value) { this.ApiKey = value; return this; }
        public String getLastSessionId() { return LastSessionId; }
        public Agent setLastSessionId(String value) { this.LastSessionId = value; return this; }
        public Date getLastLogin() { return LastLogin; }
        public Agent setLastLogin(Date value) { this.LastLogin = value; return this; }
        public Boolean isMfaActive() { return MfaActive; }
        public Agent setMfaActive(Boolean value) { this.MfaActive = value; return this; }
        public Boolean isRequireMFA() { return RequireMFA; }
        public Agent setRequireMFA(Boolean value) { this.RequireMFA = value; return this; }
        public String getSmsPhoneNumber() { return SMSPhoneNumber; }
        public Agent setSmsPhoneNumber(String value) { this.SMSPhoneNumber = value; return this; }
        public Boolean isVerifiedEmailStatus() { return VerifiedEmailStatus; }
        public Agent setVerifiedEmailStatus(Boolean value) { this.VerifiedEmailStatus = value; return this; }
        public Boolean isVerifiedCellPhoneStatus() { return VerifiedCellPhoneStatus; }
        public Agent setVerifiedCellPhoneStatus(Boolean value) { this.VerifiedCellPhoneStatus = value; return this; }
        public String getSchedulerUrl() { return SchedulerUrl; }
        public Agent setSchedulerUrl(String value) { this.SchedulerUrl = value; return this; }
        public QueueDefault getQueueDefaults() { return QueueDefaults; }
        public Agent setQueueDefaults(QueueDefault value) { this.QueueDefaults = value; return this; }
        public ArrayList<String> getRoles() { return Roles; }
        public Agent setRoles(ArrayList<String> value) { this.Roles = value; return this; }
        public Boolean isPasswordUpdated() { return PasswordUpdated; }
        public Agent setPasswordUpdated(Boolean value) { this.PasswordUpdated = value; return this; }
        public Boolean isRestrictToSingleSession() { return RestrictToSingleSession; }
        public Agent setRestrictToSingleSession(Boolean value) { this.RestrictToSingleSession = value; return this; }
    }

    public static class QueueDefault
    {
        public UUID LocationId = null;
        public ArrayList<UUID> Services = new ArrayList<UUID>();
        
        public UUID getLocationId() { return LocationId; }
        public QueueDefault setLocationId(UUID value) { this.LocationId = value; return this; }
        public ArrayList<UUID> getServices() { return Services; }
        public QueueDefault setServices(ArrayList<UUID> value) { this.Services = value; return this; }
    }

    public static class SmartsheetRecord
    {
        public Integer ID = null;
        public String TableName = null;
        public UUID PolicyAssociateId = null;
        public String AgentName = null;
        public String ClientName = null;
        public String PolicyNumber = null;
        public String TransactionId = null;
        public String type = null;
        
        public Integer getId() { return ID; }
        public SmartsheetRecord setId(Integer value) { this.ID = value; return this; }
        public String getTableName() { return TableName; }
        public SmartsheetRecord setTableName(String value) { this.TableName = value; return this; }
        public UUID getPolicyAssociateId() { return PolicyAssociateId; }
        public SmartsheetRecord setPolicyAssociateId(UUID value) { this.PolicyAssociateId = value; return this; }
        public String getAgentName() { return AgentName; }
        public SmartsheetRecord setAgentName(String value) { this.AgentName = value; return this; }
        public String getClientName() { return ClientName; }
        public SmartsheetRecord setClientName(String value) { this.ClientName = value; return this; }
        public String getPolicyNumber() { return PolicyNumber; }
        public SmartsheetRecord setPolicyNumber(String value) { this.PolicyNumber = value; return this; }
        public String getTransactionId() { return TransactionId; }
        public SmartsheetRecord setTransactionId(String value) { this.TransactionId = value; return this; }
        public String getType() { return type; }
        public SmartsheetRecord setType(String value) { this.type = value; return this; }
    }

}

Java 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>