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How to import a company from Companies House

· Updated

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 → New customer → Company tab (UK organisation).
Add customer form with Company and Search selected on a computer
On a computer
Add customer form with Company and Search selected on a phone
On a phone
  1. Search by company name or number.
Companies House search results on the add-customer form on a computer
On a computer
Companies House search results on the add-customer form on a phone
On a phone
  1. Select the correct result from the list.
  2. Review imported legal name, company number, and registered office (saved as invoice address fields).
  3. Add an optional trading name if the business trades differently.
  4. Choose Add customer to save the organisation.
Customer profile for Reedmere Primary Academy on a computer
On a computer
Customer profile for Reedmere Primary Academy on a phone
On a phone
  1. 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.

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