What is CCH Integration preparation checklist

Based upon our experience of previous CCH -> Glide integration projects we have put together some data cleansing ideas to help you optimise your integration.

Idea	Data cleansing tip
1	If you plan to use the Glide manager and/or partner fields then it is of course important to ensure that the equivalent responsibility fields are accurately populated in CCH.
2	Ensure ‘No longer acting’ clients are marked accordingly to avoid unnecessarily bringing clients into Glide. Note that we do not recommend disabling recurring workflows in Glide via the connector, we recommend this is done manually so that a user can be certain client responsibilities have been completed and in case a disengagement workflow is configured.
3	The client type is potentially the most important part of the CCH->Glide integration. We use the CCH field 'Contact type' to map to our client types. By default the connector is set to look for the standard 'Contact types' but you may have configured your own bespoke contact types, in this case we shall need to update the connector to map your bespoke contact types to Glide's client types. Our default mapping is outlined at the bottom of this document. The client type mapping sets the initial client type but this can be changed in Glide, future changes in Glide will not be overwritten by the connector.
4	For any Companies/LLPs that are registered at Companies House ensure the company number is accurate and complete. In a default connector configuration, clients that are mapped to our client types Ltd, PLC, LLP or Charity Company will not be imported without a company number this can be disabled if required.

Default contact type -> client types mapping:

Explanatory notes:

The 'CT Required' default setting is used to filter clients to those that have CT filing requirements. This is only relevant where you have a CT deadline(s) that uses the filter. This is typically where you have CT deadlines on your Accounts workflow system (as opposed to a dedicated sub-system) and where the Accounts route accommodates both incorporated and unincorporated clients. In other circumstances your CT deadlines are not likely to be filtered.
In a bespoke connector, we can also use this mapping to set the default 'Active' status for any number of workflow systems and also to specify the route used.

#	CCH 'Contact Type'	Glide 'Client Type'	'CT Required' default setting	Notes
1	Other person	Individual	No	Individuals will have a FIRST LAST name structure. All other client types have a NAME structure.
2	Other organisation	Other	Yes	Company number is not required.
3	Limited	Limited	Yes	By default a Company Number is required.
4	Not for profit organisation	Charity	No	Company number is not required. If your Account flow filters your CoHse filing deadline to Ltd, PLC, LLP & Charity Company (1,2,5 & 7) then you should manually change incorporated charities to 'Charity company' once in Glide.
5	Trust	Trust	Yes
6	Partnership	Partnership	Yes
7	LLP	LLP	Yes	By default a Company Number is required.
8	Sole trade	Sole trader	Yes