Snapshot API: Clients
The snapshot API endpoint for clients is regenerated overnight. It contains the following information for all clients on the Glide system:
Field name | Field type | Meaning |
GlideID | Integer | The Glide ID/Unique identifier for this client. (Unique) |
ClientCode | VARCHAR(16) | The internal client code. (Unique) |
ClientName | VARCHAR(128) | The full name of the client. |
Title | VARCHAR(128) | The client's title. This is only applicable to type 50 clients (individuals). |
FirstName | VARCHAR(128) | The client's first name. This is only applicable to type 50 clients (individuals). |
SurName | VARCHAR(128) | The client's surname. This is only applicable to type 50 clients (individuals). |
EntityTypeID | Boolean | 0 = Individual, 1 = Organisation |
EntityType | Options | Individual or Organisation |
ClientTypeID | Integer | 1 = Ltd company 2 = PLC 3 = Sole trader 4 = Partnership 5 = LLP 6 = Unincorporated charity 7 = Charity 8 = Pension scheme 9 = School 10 = Trust 11 = Club/association 12/13 = Other |
ClientTypeName | Options | The above client types in text form. |
PartnerID | Glide user ID (Integer) | The unique identifier for the main client partner. |
PartnerInitials | VARCHAR(8) | The initials for the partner responsible. |
ManagerID | Glide user ID (Integer) | The unique identifier for the main client manager. |
ManagerInitials | VARCHAR(8) | The initials for the above manager responsible. |
CompanyRegNumber | VARCHAR(128) | The companies house registration number. |
CompanyIncorpDate | Date | The company incorporation date. |
NextYearEnd | Date | The next Year End. This provides the annual job trigger date for a maximum of 1 trigger workflow system, typically the main Y/E Accounts workflow. |
ClientStatusID | Integer | 0 = Active, 1 = Deleted, 2 = Prospect, 3 = Lost. |
ClientStatus | Options | The above options in text. |
ClientOfficeID | Glide office ID (Integer) | The unique identifier for the office in Glide. |
ClientOffice | VARCHAR(30) | The name of the office associated with the client. |
PMSintegrationID | Integration ID | The unique identifier for this client in CCH or DIgita - this is used by the Glide connectors. |
XeroContactGUID | Xero GUID | The Xero contact GUID associated with this client. This is populated when the Glide Xero integration is active. |
DateCreated | Date created | The date the client was created in Glide. |