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This article explains how to connect Silverfin with Companies House to synchronise administrative data. Once the connection is established, any changes made in Companies House will  sync with Silverfin.

Table of contents 

How to set up synchronisation with Companies House on the firm level?

 Only users with admin rights can set up synchronisation on the firm level.

To establish the connection, please follow these steps:

  1. In the firm overview screen click on the 'Syncs' tab.
  2. Click the 'Add new sync' button and choose 'Administration sync'. 
  3. From the drop-down menu, choose 'Companies House sync' and click 'Connect'.
  4. Fill in the relevant fields.

Refer to the  following support article to learn how to obtain  the Companies House API key.  

How to set up synchronisation on the file level?

To link existing synchronisation with the client file, please perform the following steps:

  1. Go to the file and click on the 'Edit client' button.
  2. Click on the 'Sync' tab.
  3. Click on on plus sign (+) next to Administration sync.
  4. Choose 'Companies House' from the list of available administration syncs.
  5. Assign the correct administration sync reference (company number).  
If the company number entered in the file doesn't match company number used to synchronise data, it will automatically update to match the number from Companies House.