| Requires any of the roles: | Agent, Administrator |
| POST,OPTIONS | /v1/Smartsheets/TransferLines |
|---|
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class QueueDefault:
location_id: Optional[str] = None
services: List[str] = field(default_factory=list)
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Agent:
agent_id: int = 0
company: Optional[str] = None
agent_name: Optional[str] = None
first_name: Optional[str] = None
last_name: Optional[str] = None
middle_initial: Optional[str] = None
address1: Optional[str] = None
address2: Optional[str] = None
city: Optional[str] = None
state: Optional[str] = None
zip: Optional[str] = None
country: Optional[str] = None
email: Optional[str] = None
email_signature: Optional[str] = None
home_phone: Optional[str] = None
cell_phone: Optional[str] = None
work_phone: Optional[str] = None
ins_licensed: bool = False
agree_to_disclosures: bool = False
agree_to_date: Optional[datetime.datetime] = None
paid_date: Optional[datetime.datetime] = None
agent_number: Optional[str] = None
referring_agent: Optional[str] = None
placement_agent: Optional[str] = None
created_date: Optional[datetime.datetime] = None
user_id: Optional[str] = None
is_agent: bool = False
package: Optional[str] = None
store_name: Optional[str] = None
notes: Optional[str] = None
upline1: Optional[int] = None
upline2: Optional[int] = None
upline3: Optional[int] = None
upline4: Optional[int] = None
mvpid: Optional[int] = None
avpid: Optional[int] = None
rvpid: Optional[int] = None
agent_level: Optional[Decimal] = None
is_m_v_p: bool = False
is_r_v_p: bool = False
is_a_v_p: bool = False
is_admin: bool = False
is_business_card_admin: bool = False
team_name: Optional[str] = None
location_id: Optional[str] = None
calendar_id: Optional[str] = None
rank: Optional[str] = None
nbc: bool = False
upline1_percent: Optional[Decimal] = None
upline2_percent: Optional[Decimal] = None
upline3_percent: Optional[Decimal] = None
upline4_percent: Optional[Decimal] = None
agent_status: Optional[str] = None
office: Optional[str] = None
dob: Optional[datetime.datetime] = None
ssn: Optional[str] = None
fax: Optional[str] = None
business_email: Optional[str] = None
modified_date: Optional[datetime.datetime] = None
modified_by: Optional[str] = None
time_zone: Optional[str] = None
leader_locked: bool = False
last_submitted_business_date: datetime.datetime = datetime.datetime(1, 1, 1)
grace_period_date: datetime.datetime = datetime.datetime(1, 1, 1)
vested: bool = False
direct_pay: datetime.datetime = datetime.datetime(1, 1, 1)
direct_pay_appr_by: Optional[str] = None
fact_finder_billing: Optional[Decimal] = None
full_name: Optional[str] = None
by_last_name: Optional[str] = None
is_security_licensed: bool = False
is_encompass_admin: bool = False
api_key: Optional[str] = None
last_session_id: Optional[str] = None
last_login: Optional[datetime.datetime] = None
mfa_active: bool = False
require_m_f_a: bool = False
sms_phone_number: Optional[str] = None
verified_email_status: bool = False
verified_cell_phone_status: bool = False
scheduler_url: Optional[str] = None
queue_defaults: Optional[QueueDefault] = None
roles: List[str] = field(default_factory=list)
password_updated: bool = False
restrict_to_single_session: bool = False
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SmartsheetRecord:
id: int = 0
table_name: Optional[str] = None
policy_associate_id: Optional[str] = None
agent_name: Optional[str] = None
client_name: Optional[str] = None
policy_number: Optional[str] = None
transaction_id: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SmartsheetsTransferRequest:
agent: Optional[Agent] = None
lines: List[SmartsheetRecord] = field(default_factory=list)
Python 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>