Once Companies House is successfully integrated with Salpo CRM, Organisations must be individually synced with Companies House.
To sync an Organisation with Companies House, navigate to the Organisation's profile page within Salpo CRM. Click on the green Add drop-down on the profile page next to the Contact details and select the Sync with Companies House option.
The company can be searched on by the company name or company number. By default, the Company Name field is selected.
If multiple results are returned after searching, the company name, number and address displays with each record to assist with selection.
Upon selecting a record, the system will save the company number against the Organisation's profile page and allow the user to select the Sync option within the display window. If the company number is already saved against an Organisation within Salpo CRM, the system will not allow the user to Sync. This prevents duplicate information from populating.
If no records are found, based on the search criteria a 'No results found' message will appear.
To update an Organisation that has already been synced with Companies House, navigate to the Organisation's profile page within Salpo CRM. Click on the green Add drop-down on the profile page next to the Contact details and select the Sync with Companies House option.
Since the Organisation is already synced, the company name, number and address will appear in the sync window. Click on the edit pencil icon. Follow the same steps as above, starting with entering a company name or number to begin a search.
Complete the update by choosing the desired company and selecting the Sync button.