Data Warehouse Integration Guide

Last updated: February 26, 2026

Overview

Financial institutions may maintain a data warehouse to consolidate data from multiple systems for various business needs. Glide supports integration with these warehouses via SFTP (Secure File Transfer Protocol), allowing data to be securely transferred from Glide on a scheduled basis.

Limitations:

  • Glide is not able to host the SFTP server. It must be hosted by the client.

  • Glide only supports SFTP (Secure File Transfer Protocol) and does not support FTPS (File Transfer Protocol Secure).

Standard Data Schema

Glide will provide data for the data warehouse as a single .csv file, typically generated daily. Each file includes a prior-day filter. Every value in the schema will be a string.

Data extracts run once daily by default. Custom schedules are available upon request through your DPM. Schedules more frequent than daily are not recommended because it will contain a repeat of the same data.

Columns:

  • Member Name

  • Member Number

  • Member Email

  • Eligibility Type

  • Application Started Date

  • Application Submitted Date

  • Application Approved Date

  • Application Started Date Time

  • Application Submitted Date Time

  • Application Approved Date Time

  • Initial Decision Status

  • Original Branch

  • Current Branch

  • Funding Amount

  • Promo Code

  • Referral Code

  • Share Products

  • Employee Name

  • Channel

  • Application Status

  • Role Type

  • Membership Type

  • Trust Name

  • Business Name

  • Approved By

  • Income

  • Employer

  • Business Partner

  • Family member's first name

  • Family member's last name

  • Foundation

  • Location

  • Status

  • How many cash deposits do you plan to make per month?

  • How many wires or ACH transactions do you plan to make per month?

  • What is the total dollar amount of cash deposits and withdrawals you plan to make per month?

  • What is the total dollar amount of wire and ACH deposits you plan to make per month?

  • What is your country of citizenship?

  • Mailing Address

  • Denied Reason

  • Application Link

  • Phone Number

  • Phone Type

  • Citizenship Country

  • Is US Person?

  • Individual ID

Setup Process

  1. The data warehouse integration will leverage the same SFTP server your FI currently uses for document storage, NACHA files, etc.

    1. See Document Storage Set Up for more detail. Please note that requesting a separate SFTP server would require a formal change order.

  2. Please open a ticket with the following information:

    1. Data Generation Frequency and Timing

      1. Specify the frequency and timing at which the data should be generated and saved to the SFTP folder. Glide recommends a daily frequency. As mentioned earlier, schedules more frequent than daily are not recommended because it will contain a repeat of the same data.

    2. Target Folder on the SFTP Server

      1. If a separate folder is required for this integration, the FI can provide one within the same SFTP server.

      2. If no folder is specified, the .csv file will be delivered to the root folder by default.

    3. Data Filters

      1. Please include any necessary filters that should be applied to the data before export.