Companies House integration (Basic): Add company numbers and get CRM data from Companies House
When managing your clients, having all the relevant information in one place can be incredibly beneficial, especially when it comes to keeping track of important data. This guide will show you all the ways to add company numbers to the accounts and the way to get CRM data from Companies House. This is the second step of integration which can’t be done without having the first one done.
Covered here:
Adding CH company number
To have your accounts' custom fields synchronised with Companies House, you have to assign the company number that corresponds with the one in the register.
The company number can be added to the account in several ways:
Adding CH company number to the account by editing account details
To add the company number to the account, go to the account's Info tab, click Edit, and fill in the CH Company number custom field, mapped to the Company number field during the connection process.
Adding CH company numbers in bulk
If you want to add company numbers to several or all of your existing accounts in bulk, follow these steps:
1. First, export your accounts. To do this, go to Clients > Accounts from the left menu bar, click the three dots to the right of the search bar and select Export Accounts. You will receive an email with the download link valid for 24 hours only. Click it and login to TaxDome, if needed, to download an attached zip file with all your accounts.
2. Open the CSV file and delete all columns from the spreadsheet except for the account name column. Add the column for the company number and fill in the data.
3. Save your spreadsheet as a CSV file.
4. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients page.
5. Map the company number field.
6. Skip the other steps and click on the last step, Start Import. No new accounts will be created. Instead, the new custom field will be added to your existing accounts.
Getting CRM data from Companies House
Once you have decided what data you want to get from Companies House and added CH company numbers to your accounts, you can easily get the CRM data from the public records. In TaxDome it can be done in three ways:
Getting CRM data from Companies House for a single account
To get all CRM data from Companies House, follow these steps:
1. Navigate to the account's Info tab and click Sync at the bottom of the page.
2. In the sidebar, you will see the comparison of the CRM data in the Companies House and TaxDome account. All mismatches will be marked with an orange exclamation point. Click Continue.
3. Select whether you want new officers to be added to the account as new contacts or not. After you click Finish, all information in the account will be updated.
Getting CRM data from Companies House for several accounts in bulk
If you need to get the CRM data for your client accounts from Companies House in bulk, select the checkboxes next to the client accounts you want to sync in the Active list, then click Sync with Companies House in the menu bar. You can leave this page — once the synchronisation process is complete, you will receive an email notification with the link for downloading results.
Note! If you synchronise accounts in bulk, the information about company officers will not be added. To synchronise the officers information, please use a single account synchronisation option.
Getting CRM data from Companies House during account creation
To get the CRM data from Companies House while creating the account, follow these steps:
1. Click New on the top left, then select Account from the slide-out menu. You can click New account on the Clients > Accounts page as well.
2. Click Import from Companies House link on the top left of the sidebar and enter the company number or the name of the company. Clicking continue will show all matching options.
3. Select the company, then select whether you want new officers to be added to the account as new contacts or not. After you click Import, all CRM data from Companies House will be added to the account. After this, you can continue creating the account as described here.
