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 Foundation
import ServiceStack

public class SmartsheetsTransferRequest : Codable
{
    public var agent:Agent
    public var lines:[SmartsheetRecord] = []

    required public init(){}
}

public class Agent : Codable
{
    public var agentId:Int
    public var company:String
    public var agentName:String
    public var firstName:String
    public var lastName:String
    public var middleInitial:String
    public var address1:String
    public var address2:String
    public var city:String
    public var state:String
    public var zip:String
    public var country:String
    public var email:String
    public var emailSignature:String
    public var homePhone:String
    public var cellPhone:String
    public var workPhone:String
    public var insLicensed:Bool
    public var agreeToDisclosures:Bool
    public var agreeToDate:Date?
    public var paidDate:Date?
    public var agentNumber:String
    public var referringAgent:String
    public var placementAgent:String
    public var createdDate:Date?
    public var userId:String
    public var isAgent:Bool
    public var package:String
    public var storeName:String
    public var notes:String
    public var upline1:Int?
    public var upline2:Int?
    public var upline3:Int?
    public var upline4:Int?
    public var mvpid:Int?
    public var avpid:Int?
    public var rvpid:Int?
    public var agentLevel:Double?
    public var isMVP:Bool
    public var isRVP:Bool
    public var isAVP:Bool
    public var isAdmin:Bool
    public var isBusinessCardAdmin:Bool
    public var teamName:String
    public var locationId:String
    public var calendarId:String
    public var rank:String
    public var nbc:Bool
    public var upline1Percent:Double?
    public var upline2Percent:Double?
    public var upline3Percent:Double?
    public var upline4Percent:Double?
    public var agentStatus:String
    public var office:String
    public var dob:Date?
    public var ssn:String
    public var fax:String
    public var businessEmail:String
    public var modifiedDate:Date?
    public var modifiedBy:String
    public var timeZone:String
    public var leaderLocked:Bool
    public var lastSubmittedBusinessDate:Date
    public var gracePeriodDate:Date
    public var vested:Bool
    public var directPay:Date
    public var directPayApprBy:String
    public var factFinderBilling:Double?
    public var fullName:String
    public var byLastName:String
    public var isSecurityLicensed:Bool
    public var isEncompassAdmin:Bool
    public var apiKey:String
    public var lastSessionId:String
    public var lastLogin:Date?
    public var mfaActive:Bool
    public var requireMFA:Bool
    public var smsPhoneNumber:String
    public var verifiedEmailStatus:Bool
    public var verifiedCellPhoneStatus:Bool
    public var schedulerUrl:String
    public var queueDefaults:QueueDefault
    public var roles:[String] = []
    public var passwordUpdated:Bool
    public var restrictToSingleSession:Bool

    required public init(){}
}

public class QueueDefault : Codable
{
    public var locationId:String
    public var services:[String] = []

    required public init(){}
}

public class SmartsheetRecord : Codable
{
    public var id:Int
    public var tableName:String
    public var policyAssociateId:String
    public var agentName:String
    public var clientName:String
    public var policyNumber:String
    public var transactionId:String
    public var type:String

    required public init(){}
}


Swift 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>