What is Digita connector and What does it do?

What is the Digita Connector?

The standing client data used by Glide is often held in an existing practice/tax system and our connectors provide a near real time (every 15 minutes) integration between the Practice/tax system and Glide.

The Digita connector allows for data to be created / updated within Digita and then replicated with Glide.

We recommend you host the connector on the machine that hosts your Digita database.

The connector runs one SQL SELECT statement to detect any client records which have been created or updated since the last sync. Where records have been created or updated a separate SQL statement will then extract the new information which is passed to the Glide API.

The connector requires read only credentials to the Digita data, it does not seek to create or update client sin Digita.

What does it do?

The connector in its default configuration will integrate the information listed below, we have principally included the core data required to ensure Glide functions correctly as well as a small number of data fields that are stored in a standard fashion within Digita. Custom fields can not be included as standard; however, we are familiar with the structure should they require integrating and can provide this service for a small time based fee.

•         For all clients: Client code, client name, client type, client mobile phone number.
•         Additional for organisations: Registered number (incorporated clients), tax reference and VAT number.
•         Additional for individuals: NI number, tax reference, date of birth, e-mail address.

For incorporated clients be sure to enter the Company Number in Digita, the Glide API will then integrate with Companies House when creating the new client to obtain accurate dates for the next set of Accounts that need to be filed, the next Confirmation Statement that needs to be filed and the incorporation date. We shall also automatically set whether these accounts are he first since incorporation which ensures the deadline is correct.

Note that the Digita system does not provide an open API to enable reliable two way communication, therefore new clients should be added in Digita (not Glide) and changes to your clients made in Digita, these will then be automatically reflected in Glide.

If you use our Xero integration then new clients and client updates, coming from Digita, will immediately be shared with Xero.