Who can access the Companies House data?
Only team members with Admin account can access the settings to activate a sync and, download the data in CSV format.
All team members who have access to the contacts will be able to see the data imported on individual contacts.
Do I have to add my API key every time I want to sync?
No, Karbon saves your API Key once added.
How do I get the Companies House API key?
You need to signup with Companies House Developer Program. Details can be found here.
Can I set the sync to happen automatically in the background?
What do I need to have prepared to use the sync?
Company Registration Numbers for each company you’d like to sync
Companies House API Key
Where can I see the information pulled from Companies House?
Both in Karbon and in an CSV download.
In Karbon all of the data is added to the respective client's contact details under:
Details > Accounting Details
Admin's also have access to a bulk export in the Connected Apps area.
What information is in the export file?
You'll find a list of all information extracted from Companies House and where it ends up, here.
Is there a way to bulk add Company Registration Numbers?
Yes, we can do a bulk update for you. Reach out to Support via chat or email firstname.lastname@example.org
Can I sync the data for contacts that don’t have the Company Registration Number saved?
No. You will need to have a Company Registration Number saved for each company you intend to sync with Companies House.
Can I see the history of the imports?
Yes. You can access the data for your last 5 imports.