---
title: How to Perform a Centrix check
description: Performing a Centrix check on a contact 
---

[Skip to content](https://support.connectworks.com/5663266-how-to-perform-a-centrix-check#main-content)

[![](https://support.connectworks.com/hs-fs/hubfs/Logo.png?width=200&height=150&name=Logo.png)](https://www.connectworks.com/)

Open main navigation

Close main navigation

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en)
3. [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)

# How to Perform a Centrix check

## Performing a Centrix check on a contact

To perform a Centrix check you will first need to check that your firm has this feature enabled. If your firm profile does not have this feature activated please complete the application forms located on the [Electronic Identity Verification page.](https://support.connectworks.com/5584226-electronic-identity-verification?hsLang=en)

We also recommend that you merge any duplicate contacts before undertaking a Centrix check. Please see our support article [Merging Duplicate Contacts](https://support.connectworks.com/5608298-merging-duplicate-contacts?hsLang=en) for guidance on how to do this.

1\. Navigate to **Clients\>Contacts** and search for the individual and select edit.

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio588005723570ec62a8fbd205fb5517a3dScreen_Shot_2022-09-28_at_4_14_22_PM-2.png)

 

2\. Click on Identity info under 'Firm only', and select '**Start adding evidence'.**

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio5880068029ee736bcb78ef0c420a43828Screen_Shot_2022-09-28_at_4_33_37_PM-3.png)

 

3\. Under the 'add electronic evidence' section, click on **Centrix SmartID identity search**.

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio58867655115d96231971d9770d5ebae79Screen_Shot_2022-09-29_at_11_44_37_AM-1.png)

 

4\. Complete all details in Centrix form and select confirm.

*NB: Each driver's licence check costs $5.00 and each passport check costs $6.00*

### Tips and Tricks

- We recommend that you format address details using the [NZ Post Code and Address finder](https://www.nzpost.co.nz/tools/address-postcode-finder) as the Centrix database can be case-sensitive.

- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
    - [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)

- Home
- Products
- Pricing
- Blog
- Company

[![Chill listening crop-3](https://support.connectworks.com/hs-fs/hubfs/CW%20Logo%20Main%20-%20Transparent.png?width=33&height=24&name=CW%20Logo%20Main%20-%20Transparent.png "Chill listening crop-3")](http://connectworks.com)

<https://www.linkedin.com/company/connectworks-new-zealand/> <https://twitter.com/goconnectworks> [mailto:support@connectworks.com](mailto:support@connectworks.com)

Copyright © 2025, connectworks.com