Companies House pull thru for limited company prospects : Success

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Companies House pull thru for limited company prospects

PAMELA DILLON

started a topic about 5 years ago

Is there any way to pull through the companies House details for limited company prospects. Or the ability to pull through the details once you convert the prospect to a client, it is a pain to have to add everything in once they become a client

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Emanur Rahman

said almost 5 years ago

@pamela - You can import the details from Companies House when you create a client but not currently at the point of conversion. When we move into the integrations phase of development - after Inbox in June, we will look to move the Companies House import to be on-demand (this will meet the need you've described) and on-going i.e. regular enrichments to capture changes. Will move this to the Request a Feature forum for tracking.