Create and Update Accounts and Contacts in CRM from data held on the UK Governments Registrar of Companies database. Simply enter a Company Name or Registration Number and import the Organisation and its Officers.
Companies House has a wealth of data on businesses and people and this module imports all this data and creates Accounts and Contacts in your CRM. In seconds you can enter a single Company Name or Registration Number and click Import. Watch a YouTube demonstration now
Information that is imported:
- Name and registered office address
- SIC Code and description
- Filing type
- Type of business
- Flags (e.g. has charges)
- Filing deadlines
- Officers of the company including Directors and Company Secretaries
- Year and month of Officers Date of Births
- Job Titles
FibreCRM's Companies House Importer speeds up the process of entering or updating Accounts and Contacts into your CRM. This module adds a new menu item to Accounts called "Create from Companies House". All you have to do it enter a Company Name or Company Registration Number and click Import.
Additionally a new button is added to the Accounts Record View called "Companies house Check" which will go off to Companies House and look up details about the selected Account.
This module uses the UK Government Companies House API to pull data directly from Companies House. In seconds you can import Account and Contact data directly from Companies House eliminating the time consuming and error prone manual data entry.
Please see the documentation section to find out how to obtain a free API key from Companies House.
If you use this module in conjunction with FibreCRM's Quick2List module the data not only loads into the Accounts and Contacts module, but also you can keep you Target Lists automatically maintained. For example, you might want to keep a Target List of all businesses with SIC Code '1234'. Quick2List will automatically add any Accounts imported from Companies House with a matching SIC Code to the Target List(s).
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