Syncing information from Companies House

Step-by-Step:

The help guide from Silverfin on how to do this is here. In general this link should be once done at the start of the assignment, but the data should then be carefully checked as it may differ in terms of being inaccurate or inconsistent with the correct data. Where it is inaccurate we should correct it at Companies House as soon as possible, after of course checking with clients.  If it is inconsistent (where Companies House insist on “and” rather than “&”) please add a note to the file to explain differences so that other users can ensure these changes are not overridden by any further sync with Companies House. Any changes should be processed through First Order as normal practice.

To disconnect a Companies House sync:

Navigate to the Client Overview for your client,
Click Edit Client,
Select the 'Sync' tab / section,
Click the pencil,
Then click on the dropdown where it says Companies House and select Remove administration synchronisation,
Then Save.

To re-connect a Companies House sync:

Navigate to the Client Overview for your client,
Click Edit Client,

Select the 'Sync' tab / section,
Click the pencil,
Then click on the dropdown where it says Companies House and select this,
Enter the client's company number,
Then Save.