If you have already passed on the details of the companies that you wish to import to Inform Direct, then you will find these companies in the 'Your pending companies' on your Portfolio. You will need to complete a few actions to bring these into 'Your current companies'.

This guide deals with completing the import process for those companies imported by Inform Direct into 'Your pending companies'.


If you have not yet passed your bulk import details to Inform Direct and wish for assistance in importing 50 or more companies then this guide is not for you - instead please get in touch with us at support@informdirect.co.uk

Step 1

The Inform Direct support will have been in touch with you to provide a temporary login to access your account. This will consist of an email address (@informdirect.co.uk) and a password. The details will be in the email thread relating to your bulk import however if you need a reminder of these then do let us know.


Locate the email address and password supplied by Inform Direct and login to the software here. 

        

                   

Step 2 

Once you have logged in using the @informdirect.co.uk email address, navigate past your current companies down to 'Your pending companies' on your 'Your Portfolio'.


Select the yellow pencil next to the company that you wish to complete the setup on and select 'Continue setup wizard'.



    

    

Step 3

Assuming the correct Authentication Code was supplied on the import spreadsheet, then the data from Companies House should already be available and you can simply click the green "Proceed with setup" button to go to step 4 of the setup.

              

        

     

Step 4

Now you can check for any duplicate persons or corporations. For a full explanation (including some worked examples) of what Inform Direct will do at step 4 and how you can override or amend any assumptions if necessary please see.


What Does Step 4 of the Set Up Wizard Do?

What are Duplicate Persons?


When you are happy with the details on Step 4, click the green 'Confirm and Continue' button.


       

 

Step 5  

Now you can check for any incomplete addresses and any duplicate addresses. If an address is missing some information e.g. if there is no Building Name / Number, then a red ring will appear around the field.


For more guidance, if required: 


What Does Step 5 of the Set Up Wizard Do?

Why Does Building Name/Number Have a Red Ring Around It?

What are Duplicate Addresses?


When you are happy with the details on Step 4, click the green 'Confirm and Continue' button.

               

                                                                 

Note: Inform Direct will also look for any duplicate addresses. If it finds any it will associate them. This will make future administration of the company much easier to manage. 

          

Step 6

This is simply a summary page. What Does Step 6 of the Set Up Wizard Do?

There will either be:


  • No changes (or insignificant changes) made in steps 4 or 5 in which case the set up will be complete and you can view everything for the company just imported by clicking on the green 'Proceed to dashboard' and the import for this company is complete. You can now return to the portfolio and import any others that you need to.

or;

  • If significant changes were made at Steps 4 and 5, Inform Direct will detail the filings that it wishes to make to Companies House to tidy up the records. There will be a red 'Submit to Companies House' button. You can click on the blue arrow to review the full details of the submission.

                                                 

There can be scenarios which you do not wish to submit changes immediately, the final stage therefore allows you to Resolve later. This will generate a data discrepancy alert.


     

Next Steps


Each time you complete the set up the company will be added to your Portfolio and you will be taken to the Dashboard of that Company.


To complete the set up of another company simply click on the 'Your Portfolio' button again and scroll down to the next company which has a Setup Incomplete status and repeat the above process.