Due to a Fiserv limitation, the standard XP Operator ID field (SHARE:OPEN_BY_OPR_NBR) cannot be changed in the XP2 User Interface. XML fields in the XP2 APEX Account Creation or Account Update messages do not exist for the standard XP Operator ID field.

Glide recommends to set up the Operator ID custom field on all levels. Please use the information below to set up the Operator ID custom fields:

Glide sends branch to the standard XP branch fields at the membership and individual levels.

Due to a Fiserv limitation, the standard XP Opened At Branch field (SHARE:OPEN_AT_BRANCH_NBR) cannot be changed in the XP2 User Interface. XML fields in the XP2 APEX Account Creation or Account Update messages do not exist for the standard XP Opened At Branch field

Glide recommends to set up the Opening Branch Number custom field on all levels. Please use the information below to set up the Opening Branch Number custom fields:

Glide sends the same value into the Opening Branch Number custom field as we do for the XP native field. Examples of this format is below:

1-MAIN BRANCH

2-FLOWER BRANCH

If your FI would like to track Gross Income, Glide recommends to set up a Gross Income field on the individual level:

If your FI would like to track Gross Income Date, Glide recommends to set up a Gross Income Date field on the individual level:

If your FI would like to track Promo Codes in XP2, Glide recommends to set up a Promo Code field on the membership and/or share level: