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.

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