Unlock Seamless Companies House integration with Oriel IPO
Linking your official filings to an investment profile matters more than you think. A reliable Companies House integration ensures that your company record in Oriel IPO stays up to date, accurate and compliant with the latest filings. No more manual copying, no more out-of-date data. It all syncs at the click of a button.
In this guide you will see each step laid out in plain English. We cover obtaining your API key, mapping key fields, importing accounts and documents and troubleshooting common hiccups. By the end you’ll have mastered the Companies House integration process and saved hours of admin. Revolutionising Companies House integration in the UK
Why Companies House integration matters
Every investor or adviser wants confidence in the data they see. When you bring official filings straight from Companies House into your Oriel IPO profile, you:
- Reduce human error in company details
- Speed up due diligence on SEIS or EIS applications
- Keep track of annual accounts, share capital changes and PSC data
- Provide up-to-date records for accountants and tax advisers
This tidy workflow supports a commission-free funding model and transparent investment marketplace that Oriel IPO is known for. By automating your filings, you free up time to focus on connecting with angel investors or refining your pitch.
Prerequisites: Getting ready for integration
Before we dive into the technical steps, make sure you have:
- An active Oriel IPO Hub account and membership
- Your Companies House API key (signed up at developer.company-information.service.gov.uk)
- The company registration number(s) you wish to sync
- A stable internet connection and basic familiarity with Oriel IPO’s dashboard
If you don’t yet have a membership, you can compare tiers and choose one that suits your needs. Compare Oriel IPO membership plans
Step 1: Navigate to the integration panel
- Log in to the Oriel IPO Hub via your browser.
- Click on your profile avatar at the top right corner.
- Select “Settings” and then “Integrations” from the sidebar.
- Look for the Companies House integration card and click “Enable”.
This step turns on the feature in your account. You’ll know it’s active when the card shows a green status indicator.
Step 2: Obtain your Companies House API credentials
You may already have an API key for other services. If not, here’s a quick overview:
- Visit the Companies House Developer Hub at companieshouse.gov.uk/developer.
- Register your email and create an application.
- Copy the generated API key (keep it secret).
With that key in hand, you are ready to link Oriel IPO to Companies House in the next step.
Step 3: Connect Oriel IPO to Companies House
- In the Integration panel, paste your API key into the “API Key” field.
- Click “Test Connection” to verify the link.
- Once successful, press “Save” to lock in your credentials.
If the test fails, double-check for stray spaces in the key or ensure your developer account is active. A successful connection is your green light to import.
Step 4: Map Companies House data fields
You can tailor exactly which data flows into your Oriel IPO profile. Typical fields include:
- Company name and registration number
- Registered office address
- Incorporation date and SIC codes
- Persons of significant control (PSC)
- Latest filed accounts and confirmation statement
To map fields:
- Click “Field Mapping” under the Companies House integration card.
- Use the dropdown to pair each data point with a matching field in your profile.
- Save your mapping set once all entries are configured.
This mapping ensures that every new update to your Companies House record finds its home in your Oriel IPO profile.
Step 5: Import documents and accounts
One neat trick is importing PDF copies of accounts and documents automatically:
- Under the integration card, click “Import Documents”.
- Select “Accounts” or “Director Documents” depending on your needs.
- Hit “Run Import” to fetch the latest filings.
Your profile will now store and display those documents, ready for investors or advisers to download in seconds.
Best practices for managing imported data
- Schedule regular imports (weekly or monthly) so you never miss a filing.
- Review your field mapping if Companies House introduces new data points.
- Archive old documents you no longer need, but keep at least two years of accounts live.
- Notify your adviser or accountant when significant changes occur, especially for SEIS or EIS applications.
By keeping your profile lean and current, you strengthen investor trust and accelerate capital raises. Explore SEIS and EIS investments
Troubleshooting common hiccups
Connectivity issues can happen. Here are quick fixes:
Problem: “Test Connection” fails
– Ensure your API key is valid and hasn’t been regenerated.
– Confirm that your network allows HTTPS calls to the Companies House endpoint.
Problem: Fields don’t align
– Revisit the “Field Mapping” screen and remap any missing entries.
– Update your dropdown choices after you save any new custom field in Oriel IPO.
Problem: Document import stalls
– Check your integration log for error codes.
– If you hit a quota limit on Companies House, wait an hour or request a higher rate cap.
You can also reach out to our support team via the Oriel IPO Hub. Access the Oriel IPO Hub
Summary: Streamline your compliance
You’ve just learned how to set up a robust Companies House integration in Oriel IPO. You can now:
- Sync core company data automatically
- Map fields to match your investment workflow
- Import and store critical documents with a click
- Keep your SEIS and EIS filings up to date
No more toggling between sites, copying text or hunting for PDFs. Everything lives in one place, giving you and your investors clarity and confidence.
Ready to transform your investment profile with automated filings? Revolutionise your Companies House integration in minutes
