Partner Autocomplete using Companies House UK

by
Odoo

271.08

In-App Purchases
v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 4922
Technical Name partner_autocomplete_companies_house_uk
LicenseSee License tab
Websitehttps://www.datadance.eu
Versions 16.0 15.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 4922
Technical Name partner_autocomplete_companies_house_uk
LicenseSee License tab
Websitehttps://www.datadance.eu
Versions 16.0 15.0 17.0

Partner Autocomplete Companies House UK

logo

License: Other proprietary

Completes Partner information using Companies House UK from https://find-and-update.company-information.service.gov.uk
Free API Key obtainable from https://developer-specs.company-information.service.gov.uk/guides/authorisation
Information that can be completed:
  1. Address
  2. Officers
    • Name
    • Address
    • Officer Role
    • Identification Type
    • Legal Authority
    • Legal Form
    • Place Registered
    • Registration Number
    • Responsibilities
    • Appointed On
    • Resigned On
  3. Filling History
    • Date
    • Type
    • Description
    • URL to the document
  4. Dynamically mappable fields (see Configuration point 4.):
    • Company identification number
    • Service Address
    • Can File
    • Company Status
    • Company Status Detail
    • Cessation Date
    • Creation Date
    • ETag
    • Has Been Liquidated
    • Has Insolvency History
    • Is Community Interest Company
    • Jurisdiction

Table of contents

API Key

To generate an API Key go to https://developer.company-information.service.gov.uk/manage-applications/add
  1. Fill in all the details and select the Live environment for your application.
  2. Go to your application and click the Create new key button.
  3. Fill in all the details and select the REST type of API client.

Configuration

  1. Go to Settings > General Settings > Contacts
  2. Enable Partner Autocomplete
  3. Choose provider Companies House UK
  4. Choose fields for mapping (optional)

Dynamically mappable fields are used to paste data from Companies House UK to any field in Contact(res.partner) model.

Autocomplete During Import

  1. Create import file with columns: name and import_enrich_company (it can have other columns as well)
  2. In the import_enrich_company column, enter Company Number
  3. Import the file

Manual Update of Records

  1. Go to Contacts
  2. Switch to the list view
  3. Select records you want to update
  4. Click Action > Update
It works also on one record in form view

Usage

Usage GIF


If the company has an existing Service Address, it will also be created.

Service Address

Author

  • Data Dance s.r.o.

Contact

https://www.datadance.eu/

Copyright (c) 2022 Data Dance s.r.o.

Data Dance Proprietary License v1.0

This software and associated files (the "Software") may only be used
(executed, modified, executed after modifications) if you have
purchased a valid license from Data Dance s.r.o.

The above permissions are granted for a single database per purchased
license. Furthermore, with a valid license it is permitted to use the
software on other databases as long as the usage is limited to a testing
or development environment.

You may develop modules based on the Software or that use the Software
as a library (typically by depending on it, importing it and using its
resources), but without copying any source code or material from the
Software. You may distribute those modules under the license of your
choice, provided that this license is compatible with the terms of the
Data Dance Proprietary License (For example: LGPL, MIT, or proprietary
licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of
the Software or modified copies of the Software.

The above copyright notice and this permission notice must be included
in all copies or substantial portions of the Software.

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