by FibreCRM

Companies House is the UK's database for keeping records of every incorporated business and its directors. This module imports business and contact information directly from Companies House saving you time from manual entry and reducing typing errors.

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User Guide

Using the Companies House Importer

On the Accounts menu a new menu item will have been created called “Create from Companies House”.
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enter_co_reg_no.png
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company_details.png

  1. t member avatar

    t

    3 years ago

    Hi there
    Firstly, great plugin!

    Is it possible when importing to select a User for the assign to?

    Thanks

  2. fibrecrm member avatar

    FibreCRM Provider Affiliate

    3 years ago

    Haha. Not yet but we have plans to add this ability (and to set other fields) during import.
    We should have an update within with this within the next 2 months.
    don't forget to rate us :)

  3. steve_sefton member avatar

    steve_sefton

    3 years ago

    Spoke to you guys recently, but just need a quick reminder:

    1. I imported 23,000 companies details from Companies House free monthly download files to our instance of SuiteCRM.
    2. I created a field in Accounts called     **company_house_reg_no_c **
    3. I mapped the Companies House Registered Number to this field on the import
    4. When we install the Importer what will I need to do about this field? Should I be copying all the existing Regsitered Numbers into a new field first? If so, what should I call this new field? We only want to have one field with the Companies House Registered Number
    5. Whilst well already have a lot of the Comapnies House data, we want to use the Importer specifically to add data on directors/contacts (one-by-one) as we start to deal with each individual account/company.

    Thanks

  4. fibrecrm member avatar

    FibreCRM Provider Affiliate

    3 years ago

    Please see the "Whats Installed" link on the right side panel
    https://store.suitecrm.com/docs/uk-companies-house-importer/whats-installed
    This lists the fields we create (if they don't already exist)

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