| Requires any of the roles: | Agent, Administrator |
| POST,OPTIONS | /v1/Smartsheets/TransferLines |
|---|
"use strict";
export class QueueDefault {
/** @param {{LocationId?:string,Services?:string[]}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {string} */
LocationId;
/** @type {string[]} */
Services = [];
}
export class Agent {
/** @param {{AgentId?:number,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?:boolean,AgreeToDisclosures?:boolean,AgreeToDate?:string,PaidDate?:string,AgentNumber?:string,ReferringAgent?:string,PlacementAgent?:string,CreatedDate?:string,UserId?:string,IsAgent?:boolean,Package?:string,StoreName?:string,Notes?:string,Upline1?:number,Upline2?:number,Upline3?:number,Upline4?:number,MVPID?:number,AVPID?:number,RVPID?:number,AgentLevel?:number,IsMVP?:boolean,IsRVP?:boolean,IsAVP?:boolean,IsAdmin?:boolean,IsBusinessCardAdmin?:boolean,TeamName?:string,LocationId?:string,CalendarId?:string,Rank?:string,NBC?:boolean,Upline1Percent?:number,Upline2Percent?:number,Upline3Percent?:number,Upline4Percent?:number,AgentStatus?:string,Office?:string,DOB?:string,SSN?:string,Fax?:string,BusinessEmail?:string,ModifiedDate?:string,ModifiedBy?:string,TimeZone?:string,LeaderLocked?:boolean,LastSubmittedBusinessDate?:string,GracePeriodDate?:string,Vested?:boolean,DirectPay?:string,DirectPayApprBy?:string,FactFinderBilling?:number,FullName?:string,ByLastName?:string,IsSecurityLicensed?:boolean,IsEncompassAdmin?:boolean,ApiKey?:string,LastSessionId?:string,LastLogin?:string,MfaActive?:boolean,RequireMFA?:boolean,SMSPhoneNumber?:string,VerifiedEmailStatus?:boolean,VerifiedCellPhoneStatus?:boolean,SchedulerUrl?:string,QueueDefaults?:QueueDefault,Roles?:string[],PasswordUpdated?:boolean,RestrictToSingleSession?:boolean}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
AgentId;
/** @type {string} */
Company;
/** @type {string} */
AgentName;
/** @type {string} */
FirstName;
/** @type {string} */
LastName;
/** @type {string} */
MiddleInitial;
/** @type {string} */
Address1;
/** @type {string} */
Address2;
/** @type {string} */
City;
/** @type {string} */
State;
/** @type {string} */
Zip;
/** @type {string} */
Country;
/** @type {string} */
Email;
/** @type {string} */
EmailSignature;
/** @type {string} */
HomePhone;
/** @type {string} */
CellPhone;
/** @type {string} */
WorkPhone;
/** @type {boolean} */
InsLicensed;
/** @type {boolean} */
AgreeToDisclosures;
/** @type {?string} */
AgreeToDate;
/** @type {?string} */
PaidDate;
/** @type {string} */
AgentNumber;
/** @type {string} */
ReferringAgent;
/** @type {string} */
PlacementAgent;
/** @type {?string} */
CreatedDate;
/** @type {string} */
UserId;
/** @type {boolean} */
IsAgent;
/** @type {string} */
Package;
/** @type {string} */
StoreName;
/** @type {string} */
Notes;
/** @type {?number} */
Upline1;
/** @type {?number} */
Upline2;
/** @type {?number} */
Upline3;
/** @type {?number} */
Upline4;
/** @type {?number} */
MVPID;
/** @type {?number} */
AVPID;
/** @type {?number} */
RVPID;
/** @type {?number} */
AgentLevel;
/** @type {boolean} */
IsMVP;
/** @type {boolean} */
IsRVP;
/** @type {boolean} */
IsAVP;
/** @type {boolean} */
IsAdmin;
/** @type {boolean} */
IsBusinessCardAdmin;
/** @type {string} */
TeamName;
/** @type {string} */
LocationId;
/** @type {string} */
CalendarId;
/** @type {string} */
Rank;
/** @type {boolean} */
NBC;
/** @type {?number} */
Upline1Percent;
/** @type {?number} */
Upline2Percent;
/** @type {?number} */
Upline3Percent;
/** @type {?number} */
Upline4Percent;
/** @type {string} */
AgentStatus;
/** @type {string} */
Office;
/** @type {?string} */
DOB;
/** @type {string} */
SSN;
/** @type {string} */
Fax;
/** @type {string} */
BusinessEmail;
/** @type {?string} */
ModifiedDate;
/** @type {string} */
ModifiedBy;
/** @type {string} */
TimeZone;
/** @type {boolean} */
LeaderLocked;
/** @type {string} */
LastSubmittedBusinessDate;
/** @type {string} */
GracePeriodDate;
/** @type {boolean} */
Vested;
/** @type {string} */
DirectPay;
/** @type {string} */
DirectPayApprBy;
/** @type {?number} */
FactFinderBilling;
/** @type {string} */
FullName;
/** @type {string} */
ByLastName;
/** @type {boolean} */
IsSecurityLicensed;
/** @type {boolean} */
IsEncompassAdmin;
/** @type {string} */
ApiKey;
/** @type {string} */
LastSessionId;
/** @type {?string} */
LastLogin;
/** @type {boolean} */
MfaActive;
/** @type {boolean} */
RequireMFA;
/** @type {string} */
SMSPhoneNumber;
/** @type {boolean} */
VerifiedEmailStatus;
/** @type {boolean} */
VerifiedCellPhoneStatus;
/** @type {string} */
SchedulerUrl;
/** @type {QueueDefault} */
QueueDefaults;
/** @type {string[]} */
Roles = [];
/** @type {boolean} */
PasswordUpdated;
/** @type {boolean} */
RestrictToSingleSession;
}
export class SmartsheetRecord {
/** @param {{ID?:number,TableName?:string,PolicyAssociateId?:string,AgentName?:string,ClientName?:string,PolicyNumber?:string,TransactionId?:string,type?:string}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {number} */
ID;
/** @type {string} */
TableName;
/** @type {string} */
PolicyAssociateId;
/** @type {string} */
AgentName;
/** @type {string} */
ClientName;
/** @type {string} */
PolicyNumber;
/** @type {string} */
TransactionId;
/** @type {string} */
type;
}
export class SmartsheetsTransferRequest {
/** @param {{agent?:Agent,lines?:SmartsheetRecord[]}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {Agent} */
agent;
/** @type {SmartsheetRecord[]} */
lines = [];
}
JavaScript SmartsheetsTransferRequest DTOs
To override the Content-type in your clients, use the HTTP Accept Header, append the .xml suffix or ?format=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>