Import FAQ - Client has only one email address but is associated with multiple companies.
When you're importing your clients, you have face a situation whereby the same email address is being used by the LTD and a contact / director. The system will not allow duplicate emails for the import to work successfully, so here's the best way around it
1 - Delete the email address from the LTD section. It's a system requirement for the INDIVIDUAL / SOLE TRADERS have an email address, not the LTD
2 - The system should link the contact to the LTD as it's searching for matching details like Forename and Surname.
3 - If they don't link automatically, link them via the LTD section 2 - 'Related individuals and contacts'
Here's an example of how the Import should look and work
LTD
Sole Trader with the same name
During the import, it's important to acknowledge and fix any error messages - eventually, it should return a GREEN message stating the data is VALID
Once Imported, because they shared exactly the same forename and surname, the system has automatically linked the 2 entities together, without manual manipulation. This is how the system should work.
NEW LTD WITH CONTACT ASSIGNED
LTD WITHOUT CONTACTS
If for whatever reasons yours do NOT link automatically, simply locate the LTD and in section 2 'Related individuals and contacts', ADD
Related Articles
Import FAQ - Client has only one email address but is associated with multiple companies.
When you're importing your clients, you have face a situation whereby the same email address is being used by the LTD and a contact / director. The system will not allow duplicate emails for the import to work successfully, so here's the best way ...Adding a new client from Companies House
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...One-off work
All accountants will need to provide one-off services from time to time, could be accounts / trial balances for a mortgage application for a client as an example or even some one-off advisory work before your client makes an important decision. These ...Multiple companies linked to 1 director? Need to Link Director to Company?
The system is designed to allow a single Director to act for multiple companies or be associated with multiple. All you would need to do is link them together, which you would do by locating the LTD required, then adding the Director via 'Related ...Companies House doesn't link / sync
'my data isn't syncing' From time to time, we'll get clients saying that they're client's data isn't pulling down the information from Companies House. First thing to check will be in your settings - it's all part of the basic set up but it sits at ...