Available only for UK customers
Table of Contents
1. Overview
Cone's integration with Companies House significantly streamlines the process of setting up and maintaining clients for UK-based businesses. This direct connection allows users to pull accurate and up-to-date information from Companies House, ensuring seamless client onboarding and data management
2. Setting up the Integration
Navigate to the Integrations page within Cone
Locate the Companies House integration card and click the “Setup” button to initiate the integration process
Follow the on-screen instructions to complete the integration
Once it's setup, integration will be in
Activestate
3. Using the Companies House Integration
Seamless Data Import:
When Companies House integration is enabled, Cone adds
Companies House detailssection in the client form
With the integration active, you can pull business information from Companies House when adding new clients
Cone pulls the following fields from Companies House when adding a new client
Company number
Registered office address
Company status
Company type
Date of incorporation
Accounts period end date
Next accounts due date
Confirmation statement period end date
Next confirmation statement due date
Primary contact's details
Nature of business (SIC)
You can learn more about importing clients using Companies House from here
Maintaining Client Data:
Regularly leverage Companies House data to keep clients up-to-date with any changes in official records, such as changes in registered addresses or company status
4. Disconnecting the Integration
Managing Integration Preferences:
Users have the flexibility to disconnect from Companies House at any time by returning to the Integrations page
Click the
Disconnectfrom triple-dot actions available on the Companies House card to terminate the integrationConsider the impact on client data management and ensure any necessary manual updates to client profiles post-disconnection