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 Active state

3. Using the Companies House Integration

Seamless Data Import:

When Companies House integration is enabled, Cone adds Companies House details section 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 Disconnect from triple-dot actions available on the Companies House card to terminate the integration
Consider the impact on client data management and ensure any necessary manual updates to client profiles post-disconnection

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