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

import java.math.*
import java.util.*
import java.io.InputStream
import net.servicestack.client.*
import com.google.gson.annotations.*
import com.google.gson.reflect.*


open class SmartsheetsTransferRequest
{
    open var agent:Agent? = null
    open var lines:ArrayList<SmartsheetRecord> = ArrayList<SmartsheetRecord>()
}

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

open class QueueDefault
{
    open var LocationId:UUID? = null
    open var Services:ArrayList<UUID> = ArrayList<UUID>()
}

open class SmartsheetRecord
{
    open var ID:Int? = null
    open var TableName:String? = null
    open var PolicyAssociateId:UUID? = null
    open var AgentName:String? = null
    open var ClientName:String? = null
    open var PolicyNumber:String? = null
    open var TransactionId:String? = null
    @SerializedName("type") open var Type:String? = null
}

Kotlin 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>