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?
Not yet.
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
Here is how it all comes together.
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 support@karbonhq.com
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.