How to import a company from Companies House

Before you start

Companies House lookup runs when the API is configured on your workspace. If lookup is unavailable, add the company manually with contact details.

Steps

1. Open Customers → Add customer → + Company (UK organisation).
2. Search by company name or number.
3. Select the correct result from the list.
4. Review imported legal name, company number, and registered office (saved as invoice address fields).
5. Add an optional trading name if the business trades differently.
6. Save the organisation customer.
7. On the optional officers step, pick directors from Companies House and add them as linked person contacts if you want separate contact records.

After import

Open the customer profile and use Refresh later to pull updated Companies House data. Create job sheets and quotes from this profile without retyping the registered office.

Related guides

• Add a customer
• Customers & Companies House feature guide