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 these fields are accurately populated.
|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, within CCH you can create and configure your own client types meaning these tend to be different for each practice that uses the connector. We will require mapping for each of your CCH client type options to the appropriate Glide client type, see the link below for an example Excel mapping document which you should download and tailor accordingly. The example columns are explained in the table below. These fields generally facilitate an accurate default for important settings, of course all settings can be set individually or in bulk once in Glide, the purpose of specifying a default settings is to minimise the number of changes needed going forward, i.e. when a new client is added to CCH and appears in Glide it will more likely have the correct settings.
|4||For any Companies/LLPs that are registered at Companies House ensure the company number is accurate and complete.|
The following table explains the columns on the spreadsheet:
|A||List every option in your client type field.|
|B||This allows you to filter out client types where you do not wish them to be incorporated into the Glide system. Put a 1 for ‘Yes’ [i.e. this should appear in Glide] or a 0 for ‘No’.|
|C|| Map to a Glide client type. Please see the two important notes below. A full list of client type options are listed on the spreadsheet.
|D||Here you can choose a default setting for ‘Corporation tax?’ – this is the client property in Glide that controls whether the client requires Corporation tax deadlines or not.|
|E/F/G||For any workflow systems or sub-systems we can also set whether the system should default to being active or not. For example the ‘Confirmation statement’ system can default to be active for Companies / LLPs etc and inactive for all others.|