---
title: "Importing Clients from Companies House"
description: "Importing Clients from Companies House"
url: https://help.usepixie.com/en/articles/5208672-importing-clients-from-companies-house
collection: "Clients and Contacts"
updated: 2026-02-12
language: en
---

# Importing Clients from Companies House

Importing Clients from Companies House

In order to add and update clients from Companies House (UK firms only), an admin user will first need to [set up the integration](https://help.usepixie.com/en/articles/5208296-integrations.md).

To import a client, you can either click **Clients** across the top, then click Add from **Companies House**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_2328.png)

Enter the registration number of the company you want to add, and click **Search**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_8694.png)

Click **Add client**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_3530.png)

Or, you can head to settings, then integrations, then click on Companies House as shown below.

![](https://staticfiles.gleap.io/gattachments/FgjY2M8GDVeJJRrUhPB2ZHFVdMrTaseVIMI5y00EWAZCWA5Gp8wicQNShKwkvSI53frGhJN7HMQ.png)

From here, there will be a variety of details to fill out, as shown below, that will auto-populate fields on your client.

![](https://staticfiles.gleap.io/gattachments/hAyqjTICWVU1Dpx8i7baVVHbvTOSxX1VZ6fLUUz4SdOhZnB3zIIXwKwxcJJivvHCOLlodZ6t7fA.png)

Once imported, the [client details page](https://help.usepixie.com/en/articles/5208667-client-details.md) will include all available details, such as client contacts, address, incorporated and statement dates, etc. For the **Company Reg. No.** field, clicking the **View More** link will take you to the company’s page on the Companies House site.

You can also [update client details](https://help.usepixie.com/en/articles/5208671-updating-companies-house-clients.md) to match Companies House data.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100634_3277.png)

You can use these automatically populated details to theme task templates around and task dates, as shown below.

![](https://staticfiles.gleap.io/gattachments/mr1UaB9cQpV5xNbzD1oYQTeCi5WJei73nhz1QnkddTeby0mnVJvlGugUXgU9xo9IDRR816d3czs.png)

See also: