Firmcheck makes it easy to bring company information straight into your account from Companies House. You can do this either manually (one company at a time) or in bulk (many companies at once).
Manual import lets you search for a company by name or number and check the related parties before adding it.
Bulk import is significantly faster but doesn't allow you to review each client in depth. For more information on conducting a bulk import, read this article
What isn't imported | What is Imported |
To keep things clean, we skip:
| Company details like:
Related parties like:
For each person, we bring in:
|
Sometimes Companies House can list the same person more than once under slightly different profiles. When that happens, it can lead to duplicates appearing in Firmcheck after an import.
Weâre working on a fix behind the scenes, but for now, we recommend giving your client list a quick scan after a bulk import or after adding new clients. If you spot any duplicate names, youâll need to:
Delete the duplicate profile
Move any linked info (like relationships or notes) over to the correct profile
This needs to be done BEFORE any verifications have begun on the client.
Not sure how to do that? No problem, just reach out to Firmcheck Support and weâll guide you through it.
If a related party is another company, weâll bring in:
Name
Company number
Registered address
Company type
We wonât import that companyâs PSC's or officers unless you later convert that company into a client, then weâll grab their details too.
Editing Imported Companies:
Once a company is added, you canât edit its core details (name, number, address, etc.) directly in Firmcheck.
To update anything, head over to Companies House, make the changes there, then click âPull Latestâ in Firmcheck to sync the latest info.
Editing Related Parties:
You can make changes to related people, including:
Name corrections
Birth date updates (if needed)
Residential addresses
Roles
You can also:
Convert a related party into a client if you work with them directly
Add or remove related parties as needed
Not just yetâbut weâre working on it. For now, related parties donât automatically update from Companies House, but itâs on our roadmap.
If a company shows up as a PSC or Officer during import, we wonât pull in their related parties.
But if you later convert that company into a client, weâll import those details at that point.
Firmcheck syncs with Companies House overnight, so youâre always working with fresh data.