The following are sample HTTP requests and responses.
The placeholders shown need to be replaced with actual values.
POST /csv/oneway/FactFinderCreateContactRequest HTTP/1.1
Host: api2.exactmedicare.com
Content-Type: text/csv
Content-Length: length
FactFinderSheet,ContactClientReferralId
"{Contact:{ContactId:0,ContactType:0,FirstName:String,LastName:String,Title:String,EmailWork:String,EmailPersonal:String,District:String,DistrictID:0,School:String,SchoolID:0,State:String,StateName:String,StateID:0,CountyID:0,County:String,Phone:String,Department:String,Flow:String,LastContact:0001-01-01,DoNotContact:False,AgentId:0,PhoneAlt:String,PeraContactId:0,RoomNumber:String,SourceTypeId:0,SourceTypeDesc:String,SourceNote:String,ContactStatusId:0,ContactStatusDesc:String,SSN:String,DateOfBirth:0001-01-01,Deleted:False,IsShared:False,SharedWithAgent:String,address_line1:String,address_city:String,address_state:String,address_zip:String,DeletedBy:String,DeletedDateTimeUtc:0001-01-01,HasNBC:False,HasFactFinderSheet:False,MiddleInitial:String,Tags:String,DateCreated:0001-01-01,PhoneLabel:String,AltPhoneLabel:String,Carriers:String,ContactImage:String,CompanyAffiliation:String,AdditionalInformation:String,HasGiftCard:False,ContactCategory:0,WritingAgentId:0,WritingAgentName:String,MaritalStatus:String,TotalDebtAmount:0,NumberOfDebtAccounts:0,ModifiedByUserId:00000000000000000000000000000000,ModifiedDate:0001-01-01,ModifiedAction:String,SourceOfModification:String,FactFinderCodeId:0,ContactGUID:00000000000000000000000000000000,Licensed:False,OutstandContactId:0,Licenses:[{Id:0,AgentId:0,ContactId:0,AgentRegistrationTempId:0,LicenseTypeId:0,SecurityLicenseTypeId:0,LicenseTypeName:String,SecuritiesLicenseTypeName:String,LicenseState:String,LicenseNumber:String,Temporary:False,DateCreated:0001-01-01,DateModified:0001-01-01,DateAcquired:0001-01-01,ExpirationDate:0001-01-01,IsResident:False}],ActivityIds:[0],Policies:{},TagList:{},NextAppointmentDate:0001-01-01},FactFinderSheet:{FactFinderSheetId:0,ContactId:0,EmploymentYears:String,PastOccupations:String,ClientGrossMthlyIncome:0,ClientNetMthlyIncome:0,HouseholdGrossMthlyIncome:0,HouseholdNetMthlyIncome:0,EstimatedExpenses:0,DiscretionaryIncome:0,DesiredMthlyRetirementIncome:0,RetirementGoals:String,EmergencyFundMthlyContrib:0,EmergencyFundBalance:0,EmergencyFundComplete:False,WorkStatus:String,UnusedSickDays:0,UnusedSickHours:0,ContractBaseServPerYrDays:0,ContractBaseServPerYrHours:0,DaysPerWeek:0,HoursPerWeek:0,MonthsPerYear:0,NumPreTaxChecksPerYr:0,YearsWithOtherDistricts:0,PrimaryLifeInsurance:False,PLICarrier:String,PLIFaceAmount:0,PLIIssueDate:0001-01-01,PLIPremium:0,PLIType:String,PLITypeOf:String,PLICashValue:0,SpouseLifeInsurance:False,SLICarrier:String,SLIFaceAmount:0,SLIIssueDate:0001-01-01,SLIPremium:0,SLIType:String,SLITypeOf:String,SLICashValue:0,PrimaryLTCInsurance:False,PLTCPremium:0,PrimaryDisabilityInsurance:False,PDIPremium:0,SpouseLTCInsurance:False,SLTCPremium:0,SpouseDisabilityInsurance:False,SDIPremium:0,HasRetirementSavings:False,HasPriorEmploymentRetirementSavings:False,HasDistributionPlan:False,RecordedMeeting:False,ExpectedRetirementAge:0,Kids:String,RetirementAccountBeneficiary:String,NeedToKnowHowThisAllWorks:False,SpouseGrossAnnualIncome:0,HasPayStub:False,IsInterestedInAdditionalIncome:False,ExpectedSocialSecurityAge:0,ExpectedSocialSecurityAmount:0,KnowPensionIncomeWhenRetire:False,NeedRetirementIncomeQualifier:String,NeedRetirementIncomeAmount:0,SurvivorshipOption:String,HomeRentOrOwn:String,HomeMonthlyPayment:0,HomeMortgageBalance:0,HomeMonthlyExpenses:0,CCDebtPersonalLoansNumCards:0,CCDebtPersonalLoansTotalBalance:0,CCDebtPersonalLoansMonthlyPayment:0,MedicalDebtNumDebts:0,MedicalDebtTotalBalance:0,MedicalDebtMonthlyPayment:0,StudentLoansNumPrivateLoans:0,StudentLoansNumFedLoans:0,StudentLoansTotalBalance:0,StudentLoansMonthlyPayment:0,TaxDebtTotalAmount:0,TaxDebtMonthlyPayment:0,TaxDebtAvgTaxRefund:0,ImpactIfYouSpousePassedAway:String,ImpactIfYouSpouseIllInjuredUnableToWork:String,InterestedInPlanToHelpSecureFuture:False,AdditionalIncomeIfYouSpousePassedAway:0,NextAppt1Date:0001-01-01,NextAppt2Date:0001-01-01,NextApptNotes:String,AgreeToAnswerCallOrCallBack:False,AgreeToMeetOnceYear:False,AgreeToIntroduceToFriendsFamily:False,AdditionalNotes:String,DebtIsALotOfPressure:False,Employer:String,ClientGrossAnnualIncome:0,SpouseGrossMthlyIncome:0,EmploymentPosition:String,IncomeNotes:String},Spouse:{ContactSpouseId:0,ContactId:0,Name:String,DOB:0001-01-01,Cell:String,Employer:String,EmploymentYears:0,EmploymentPosition:String,Email:String,PastOccupations:String,ExpectedSocialSecurityAge:0,ExpectedSocialSecurityAmount:0},Children:[{ContactChildId:0,ContactId:0,Name:String,DOB:0001-01-01,Fund:String,Contribution:0,Balance:0}],IncomeSources:[{ContactRetirementIncomeId:0,ContactId:0,AccountOwner:String,AccountType:String,Carrier:String,TotalValue:0,SurrValue:0,DateOfIssue:0001-01-01,Fees:0,PolicyNum:String,Contrib:0,EmpNotes:String,TaxCode:String,SurrCharge:0,ThirdPrtyPprwrkOK:False,AddlFormsReqd:False,OriginalFormsReqd:False,SignatureGuarReqd:False,FaxAccepted:False,FaxNumber:String,MailingAddr:String,MailingCity:String,MailingState:String,MailingZip:String,HasOutstandingLoans:False}],Expenses:[{ContactExpenseId:0,ContactId:0,ExpenseType:String,Description:String,Balance:0,InterestRate:0,MinimumPayment:0,MonthlyPayment:0}],Referrals:[{ContactClientReferralId:0,ContactId:0,Name:String,Campus:String,Room:String,Phone:String,GiftCardNumber:String,ReferralContactId:0,EmailAddress:String,Notes:String}],LTAInfo:[{ContactLTAInfoId:0,ContactId:0,PlanType:String,Company:String,Contribution:0,Balance:0,SavingFor:String,ContributionText:String,ContributionAmount:0,ContributionStartDate:0001-01-01}],Pensions:[{ContactPensionId:0,ContactId:0,PensionSystem:String,PensionStartDate:0001-01-01,ServiceCredit:0,ServiceCreditAsOfDate:0001-01-01,DesiredRetirementDate:0001-01-01,DesiredRetirementAge:0,SpousalBenefitDesired:False,FormulaPercent:0,FormulaAt:0,DefinedBenefitBalance:0,DefinedBenefitSpouseBalance:0}],Insurances:[{ContactInsuranceId:0,ContactId:0,Company:String,CoverageAmount:0,Payment:0,IssueDate:0001-01-01,CashValue:0,LivingBenefits:False}],ReferralContacts:[{ContactId:0,ContactType:0,FirstName:String,LastName:String,Title:String,EmailWork:String,EmailPersonal:String,District:String,DistrictID:0,School:String,SchoolID:0,State:String,StateName:String,StateID:0,CountyID:0,County:String,Phone:String,Department:String,Flow:String,LastContact:0001-01-01,DoNotContact:False,AgentId:0,PhoneAlt:String,PeraContactId:0,RoomNumber:String,SourceTypeId:0,SourceTypeDesc:String,SourceNote:String,ContactStatusId:0,ContactStatusDesc:String,SSN:String,DateOfBirth:0001-01-01,Deleted:False,IsShared:False,SharedWithAgent:String,address_line1:String,address_city:String,address_state:String,address_zip:String,DeletedBy:String,DeletedDateTimeUtc:0001-01-01,HasNBC:False,HasFactFinderSheet:False,MiddleInitial:String,Tags:String,DateCreated:0001-01-01,PhoneLabel:String,AltPhoneLabel:String,Carriers:String,ContactImage:String,CompanyAffiliation:String,AdditionalInformation:String,HasGiftCard:False,ContactCategory:0,WritingAgentId:0,WritingAgentName:String,MaritalStatus:String,TotalDebtAmount:0,NumberOfDebtAccounts:0,ModifiedByUserId:00000000000000000000000000000000,ModifiedDate:0001-01-01,ModifiedAction:String,SourceOfModification:String,FactFinderCodeId:0,ContactGUID:00000000000000000000000000000000,Licensed:False,OutstandContactId:0,Licenses:[{Id:0,AgentId:0,ContactId:0,AgentRegistrationTempId:0,LicenseTypeId:0,SecurityLicenseTypeId:0,LicenseTypeName:String,SecuritiesLicenseTypeName:String,LicenseState:String,LicenseNumber:String,Temporary:False,DateCreated:0001-01-01,DateModified:0001-01-01,DateAcquired:0001-01-01,ExpirationDate:0001-01-01,IsResident:False}],ActivityIds:[0],Policies:{},TagList:{},NextAppointmentDate:0001-01-01}],PresentationDetails:{ContactPresentationDetailsId:0,ContactId:0,CurrentLifeInsurancePlan:String,CurrentNaturalPassing:String,CurrentAccidentalPassing:String,CurrentChronicIllness:String,CurrentCriticalIllness:String,CurrentTerminalIllness:String,CurrentCriticalInjury:String,CurrentLifeInsuranceType:String,CurrentLifeInsuranceLength:0,CurrentLifeInsuranceGuarantee:String,CurrentLifeInsurancePremium:0,OptionOneLifeInsurancePlan:String,OptionOneNaturalPassing:String,OptionOneAccidentalPassing:String,OptionOneChronicIllness:String,OptionOneCriticalIllness:String,OptionOneTerminalIllness:String,OptionOneCriticalInjury:String,OptionOneLifeInsuranceType:String,OptionOneLifeInsuranceLength:0,OptionOneLifeInsuranceGuarantee:String,OptionOneLifeInsurancePremium:0,OptionTwoLifeInsurancePlan:String,OptionTwoNaturalPassing:String,OptionTwoAccidentalPassing:String,OptionTwoChronicIllness:String,OptionTwoCriticalIllness:String,OptionTwoTerminalIllness:String,OptionTwoCriticalInjury:String,OptionTwoLifeInsuranceType:String,OptionTwoLifeInsuranceLength:0,OptionTwoLifeInsuranceGuarantee:String,OptionTwoLifeInsurancePremium:0,CurrentTaxCode:String,CurrentSavingsCompany:String,CurrentVehicle:String,CurrentSavingsBalance:0,CurrentSavingsMonthlyContribution:0,CurrentSavingsGuarantees:String,CurrentSavingsIncome:String,CurrentSavingsFees:String,CurrentSavingsBonus:String,NewTaxCode:String,NewSavingsCompany:String,NewVehicle:String,NewSavingsBalance:0,NewSavingsMonthlyContribution:0,NewSavingsGuarantees:String,NewSavingsIncome:String,NewSavingsFees:String,NewSavingsBonus:String,EstimatedPensionAgeOne:0,EstimatedPensionAgeTwo:0,EstimatedPensionGap:0,EstimatedPensionFactorIncomeFrom:String,MonthlyContributionToAssets:0}}",0