TL;DR: Enable the Companies House integration so that Uku automatically fills in client data when you enter a UK company name. You only need to set it up once -- after that, the custom fields appear automatically for all new clients.
Important: Once enabled, Companies House data syncs automatically every 24 hours and will overwrite manual changes to task dates and assignees. Read the 'Ongoing sync behaviour' section below before editing Companies House tasks manually.
Who can do this
Users with permission to add clients
Only applicable to clients registered in the United Kingdom
Setting up the integration
Select Clients from the main menu.
Click Add client.
Select United Kingdom as the country.
In the Country field area, click the Setup Companies House fields button.
You only need to perform step 4 once. The next time you add a client with United Kingdom selected, the Companies House custom fields will already be visible.
Using the integration
After setup, Companies House custom fields appear automatically when adding a UK client. Enter the company name, and Uku fills in the data automatically based on the information registered with Companies House.
Setting up recurring tasks
If you want Companies House-related tasks to appear automatically on your dashboard in the future, add a recurrence in the task's Repeat section. Learn how to set a recurrence.
Task Visibility Settings
Companies House tasks may not always appear on your active task list. This is because their visibility is controlled by a visibility window configured in the integration settings. For example, tasks might only appear 14 days before their due date. To adjust this:
Access the integration settings for Companies House tasks.
Modify the visibility window to a timeframe that suits your needs. Tasks outside the visibility window will still exist and can be viewed in the client’s workflow details, even if they are not visible on the active task list.
Ongoing sync behaviour
Warning — automatic sync overwrites manual edits. Companies House data syncs automatically every 24 hours. Each sync cycle overwrites task due dates and reassigns tasks to the client's primary member. If you have manually changed dates or assignees on Companies House tasks, those changes will be lost on the next sync.
The 24-hour sync cycle
Every 24 hours, Uku syncs data from Companies House for all connected clients. During each sync cycle:
Task due dates are recalculated from Companies House filing deadlines.
Task assignees are reset to the client's primary member.
Any manual edits you made to these fields since the last sync are replaced.- Assignment behavior is configurable, allowing tasks to be assigned to specific members or groups instead of defaulting to the primary member.
Understanding the primary member
Each client in Uku has a primary member -- the team member mainly responsible for that client. The Companies House sync uses the primary member to determine task assignment: To change the Primary member for a client:
Navigate to Clients in Uku.
Select the client you want to edit.
Click on Edit and scroll to the Members section.
Identify the member you want to set as the Primary member and click the star or favorite icon next to their name to designate them as the Primary member.
Each client has a primary member set on the client record.
Every sync cycle reassigns all Companies House tasks to the primary member.
To permanently change who is assigned to Companies House tasks, change the primary member on the client record -- not on individual tasks.- Assignment behavior can also be configured to assign tasks to specific members or groups instead of the primary member. This setting can be updated in the Companies House integration settings and will take effect during the next synchronization.
Troubleshooting
The "Setup Companies House fields" button does not appear -- Make sure you have selected United Kingdom as the country for the client. The button only appears for UK clients.
Custom fields are not visible for a new client -- Confirm that you completed the one-time setup by clicking Setup Companies House fields on a previous client. If not, add any UK client and click the setup button.
Company data is not auto-filled -- Verify that the company name you entered matches the name registered with Companies House. Try the exact registered name or company number.- Companies House tasks are not appearing on the task list -- Check the visibility window configuration in the integration settings and ensure the Primary member is correctly assigned for the client.
