Overview
When adding a new company to CAS360, to increase efficiency, there is the option to import a companies data directly from the companies house.
Navigation
| From the Main Toolbar, go to Company. | |
| Select Add Company |
Click the toggle to import the company from the Companies House.
Enter the company name or number under the company field, CAS360 will search for the company in the Companies House database, and once it has found the relevant company, select the import button on the company to be imported. Multiple companies can be selected to be imported all at once. Then select any company labels to be attached to the company and click next.
Review the Company Names and Company Numbers, then input the Company's Authentication Code.
For more information on how to locate the Company's Authentication Code press here.
Troubleshooting imports
Authentication code errors
If the import fails because the authentication code is invalid:
- Correct the authentication code.
- Go to Add Company, search for the company, and select Update.
- Choose the Overwrite option and import again.
Importing with a valid authentication code brings in the full company data. Without a code, only public data is imported.
The import is stuck or the loading spinner never finishes
Contact BGL Support with the company name and company number. Our Product Team will investigate.
The import fails because of share capital or shareholder data
If the Companies House data for share capital or shareholders cannot be processed (for example, it contains invalid characters), the import cannot complete on its own. Please do not retry repeatedly. Contact BGL Support and the Product Team can complete the import for you.
Share transaction dates show the import date
Shareholder transactions default to the date of import. To correct a date, click the three dots on the transaction, select Edit, and enter the original date.
LLPs cannot be imported
Limited Liability Partnerships (LLPs) cannot be imported into CAS 360.