Enable Data Download from Companies House

The sender identifier and sender password provided by Companies House for their XML Gateway must be entered into a Diligent Entities electronic filing profile before data download can take place.

Before you start

Make sure you have an XML Gateway account with Companies House, that is, you have an account number, a sender identifier and a sender password. For more information about the XML Gateway refer to Companies House Output XML Gateway.

Also ensure that Diligent Entities is licenced and configured for electronic filing. Refer to Set up Electronic Filing for the United Kingdom to learn more.

  1. Go to System Tools > List Manager > Electronic Filing Profiles.

    System Tools are available to users with administrator privileges.

  2. Find the EFUK2 - UK Data Download profile in the list and select Open folder icon to open the Electronic Filing Profile wizard.

  3. In the Profile Status section, select the Set profile as active and Set profile as default for country options. Select Next.

    Leave the values in the Electronic Filing Profile section unchanged.

  4. On the Details page of the wizard, enter the sender ID and the sender password you received from Companies House, then Next.

    Field Name

    Description

    Sent To

    This field is populated automatically, leave it unchanged.

    Sent From

    Optional field for a contact email address. All messages sent to the Companies House will show the email address or user entered here as sender.

    Next Message No

    The number in this field increases by one with every data download request.

    Note

    The number in this field must always be higher than the last request submitted.

    Next Document No

    The number in this field increases by one with every data download request.

    Note

    The number in this field must always be higher than the last request submitted.

  5. On the Proxy Settings page of the wizard, enter the proxy settings. Select Next.

    Note

    Hosted clients are not required to enter any proxy details.

    Complete these settings if your organisation uses a proxy server to connect to the internet. Proxy settings are provided by your company's IT department.

    Field Name

    Description

    Proxy Server

    The profile requires access to a server that has internet access for HTTP connectivity. Ensure that port details are also entered.

    User Name

    Enter the proxy server username of the user that is currently signed in. To change, enter a valid username with relevant access rights on the proxy server.

    Password

    Enter the proxy server password of the user that is currently signed in.

    Verify

    Confirm the password of the proxy server user account.

  6. On the Options page of the wizard, select the Electronic Filing Options and Diagnostics options you want to use.

    You can choose from the following options:

    Option

    Description

    Automatic notification of received messages

    If this option is selected and the signed-in user has a contact email address entered, the system notifies the user through email of the status of the download request.

    Note

    If the Managed By user is the same as the e-filing user, only one email is sent.

    Automatically invoke Send & Receive

    Leave blank, not applicable.

    Clear inbox of received messages

    Leave blank, not applicable.

    Log all message text

    If selected, the entire message sent or received is recorded in the e-filing log file.

    Record all processing stages

    If selected, all steps taken during the e-filing process are recorded in the e-filing log file.

    Test Transmission

    Leave blank, not applicable to a live profile.

  7. Select Finish to complete the wizard.

    Diligent Entities is now connected to the Companies House portal for data download.

What's next?

Users can now start to download company data and comparison reports from Companies House.