Overview

Trestle provides a participant reporting API so that Technology Providers (TPs) can report which brokers they have contracts with to the MLSs. Historically, this was done by passing around a spreadsheet. Trestle has provided a simple, standard way to report and read information about customer contracts.

Using the Participant Reporting API is not much different from using the Trestle's WebAPI. They are both based on the OData standard and reading data from the endpoint is the same. The biggest difference is that the participant reporting API allows you to POST data to it.

Submitting Reports

For a quick refresher, as a TP, you have one or more products. Each of these products has one or more feed types. Each of these feed types is connected to one or more MLSs, and each of these feed type/MLS connections can have one or more customers associated with it. While using the participant reporting API, it is important to remember how these are tied together, as you will need to use the credentials for the correct product/feed type to report customers to the correct MLS.

Authentication

In order to submit reports, you must first be authenticated. The participant reporting API uses the same OAuth2 authentication as WebAPI. For WebAPI feeds, you will use scope=api and for RETS feeds, you will use scope=rets.

Submission

The endpoint accepts a JSON object in the POST body that identifies one or more of the MLS's members who use your service. It contains the following fields:

Field	Type	Required	Description
ReportDate	Date	Required	The day for which you are submitting a report in "YYYY-MM-DD" format. Must be less than 60 days in the past.
ReportFrequency	Enumeration	Required	"Daily" or "Monthly". Must match the MLS's settings.
Items	Array	Required	An array of members that are being reported.

The members of the Items array each contain the following fields:

Field	Type	Required	Description
OriginatingSystemName	String	Required	The OSN that the member belongs to.
ParticipantID	String	Conditional	The MLS id of the participant
ParticipantFirstName	String	Conditional	Participant's first name
ParticipantLastName	String	Conditional	Participant's last name
ParticipantEmail	String	Optional	Participant's email address
ParticipantOfficeID	String	Optional	The MLS id of the Office.
ParticipantOffice	String	Optional	The name of the Office
ParticipantType	Enumeration	Required	"Agent" or "Broker"
DisplayURLs	Array	Required	Array of well-formed URLs.
ServiceStartDate	Date	Required	The date you began providing service to this member in "YYYY-MM-DD" format.
ServiceTerminationDate	Date	Optional	The date your service terminated with this member in "YYYY-MM-DD" format.
Notes	String	Optional	A string you can tag this member with, for later retreival.

Example POST body

Check Icon{
  "ReportDate": "2020-02-02",
  "ReportFrequency": "Daily",
  "Items": [
    {
      "OriginatingSystemName": "ACTRIS2",
      "ParticipantID": null,
      "ParticipantFirstName": "Joe",
      "ParticipantLastName": "Smith",
      "ParticipantEmail": "joesmith@mailinator.com",
      "ParticipantOfficeID": null,
      "ParticipantOffice": null,
      "ParticipantType": "Agent",
      "DisplayURLs": [
        "https://wwww.joesmithhomes.com"
      ],
      "ServiceStartDate": "2019-08-22",
      "ServiceTerminationDate": null,
      "Notes": ""
    }
  ]
}

Example Result

Check Icon{
  "@odata.context": "https://api-trestle.corelogic.com/trestle/report/$metadata#TpParticipantReport/$entity",
  "TpParticipantReportID": 35,
  "TpID": 196,
  "BusinessProductID": 47,
  "DataFeedID": 17,
  "ReportDate": "2020-02-02",
  "ReportFrequency": "Daily",
  "TpNotes": null,
  "Recieved": "2020-03-13T15:53:49.8458511Z",
  "ErrorCode": "OK",
  "ErrorDescription": null
}

Errors

A submission that fails any of the field requirements above will get a 400 Bad Request response with a fairly descriptive error.

For example, if the URL field for the first (0th) item in the Items array contains the string "Foo Bar Baz", the response body will be:

Check Icon{    
  "error": {
    "code": "",
    "message": "Items[0]:\nThis is not a URL! is not a well formed URL",
    "details": [
      {
        "code": "",
        "target": "Items[0]",
        "message": "Foo Bar Baz is not a well formed URL"
      }
    ]
  }
}

Querying

Your report receipts can be queried and searched just like any OData endpoint. The unique ID field for these receipts is TpParticipantReportID.

Metadata

The metadata is returned in the same XML format as it is for WebAPI.

Getting Member Information

The member information you will need for submitting the reports can be obtained from the Member Resource via WebAPI or RETS.

Find ID and other details of a member

/trestle/odata/Member?$filter=MemberEmail eq 'test@testrealtor.com' and OriginatingSystemName eq 'MLSID'

The following key fields map to fields that are recommended in the report submission payload:

Member Field	Participant Report Field
MemberFirstName	ParticipantFirstName
MemberLastName	ParticipantLastName
MemberEmail	ParticipantEmail
MemberType	ParticipantType Note: There are more MemberTypes than ParticipantTypes
MemberMlsId	ParticipantID
OfficeMlsId	ParticipantOfficeID
OfficeName	ParticipantOffice
OriginatingSystemName	OriginatingSystemName