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Setting Up Companies

There are three ways to set up profiles for companies in Connectworks: manually; via import from the New Zealand Companies Office; and through Connectworks’ bulk import service.

Contents 

1. Importing companies from the Companies Office

2. Setting up companies manually

3. Bulk importing companies

 

1. Importing companies from the Companies Office

The quickest and easiest way to set up your companies is by importing the company information held by the Companies Office.

This will automatically bring in the company profile (company name and number, NZBN, registered office address, and incorporation and filing dates), the registered shareholding, the publicly-available information for all the company directors, and all company documents that are downloadable from the Companies Office website.

Companies can be imported in the Companies section of your firm’s Clients tab:

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You can then use the search-bar to find the company you wish to import by typing in the company name, company number, or NZBN.

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Click the ‘Import’ button, and the company will be set up. Once imported, you can find the setup company using the ‘Loading’ status filter, searching for it alphabetically, or by typing its name into the company search-bar.

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2. Setting up companies manually

You can also manually set up companies, by selecting the I would like to… menu, and clicking Create a new company:

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This allows you to manually input the compliance and contact information shown on the company’s workspace.

 

3. Bulk importing companies

If you have large number of companies you want to set up, but don’t want to spend the time importing or creating them one by one, just email Connectworks and we’ll arrange a bulk import.

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