Table of Contents
Manual creation
Import from Companies House
Import from accounting software
You can find overview of clients here
1. Creating clients
1.a Manual creation
You can add a client by navigating to
Clientsfrom left navigation bar and selectingCreate clientYou can select
BusinessorIndividualclient type and fill the necessary detailsIn the contacts section, you can add a new contact directly, or using an existing contact from the dropdown. You can learn more about contacts here
Once all details are filled, you can save the client
1.b Import from Companies House
For users in the UK, Companies House integration allows for quick data import
You can search for a company during creation of a client
Cone auto fills data retrieved from Companies House. It also adds a
Companies House detailssectionWhen a client is created with Companies House, client in Cone is mapped with the client from Companies House. Details fetched are not editable. You can re-fetch the details anytime with
Resyncoption
ℹ️ To create a client with custom Companies House related fields, you will have to manually create a client from scratch
If you switch a client from Companies House to any other integration or to updating manually, mapping with Companies House will be removed and data will no longer be retrieved from Companies House
1.c Import from accounting software
You can import your customer information from connected accounting platforms to avoid duplicate data entry
2. Managing clients
You can view all clients in the listing page by clicking on
Clientsfrom the left navigation barYou can search, and apply filters to view specific clients
3. Client workspace
Client workspace is the central hub for managing and viewing comprehensive details about each client within the platform. When you select a client in Cone, the client workspace presents a consolidated view of all relevant client information and interactions, enabling efficient management and oversight of the client relationship
You can learn more about client workspace from here