Question
How can I export a list of the Companies recorded within the Company List?
What data can be exported?
Answer
An excel spreadsheet can be generated through the Company List. A variety of additional data can be included to assist in identifying gaps (e.g. missing/incorrect address or Stakeholders).
- Navigate to Menu > Corporate Messenger > Companies
- Tick the check boxes to the left of the Companies that you wish to export (Optional)
Note: If no Company is selected the entire Company List will be exported - Select "Action" > "Export to Excel"
- Tick the data you wish to export from the selection data available for export.
Note: Stakeholders would need to be ticked first, should you wish to include details for Directors, Secretaries, Alternate Directors or Shareholders. - Enter an email address for a copy of the exported data to be sent (Optional)
Note: Multiple recipients can be listed by separating with a semicolon ";". This is in addition to a copy being downloaded. - Select "Export"
Note: A larger Company List may take a few minutes for the spreadsheet to generate and the download/email to begin.
Data available for export
When making use of the option Export to Excel, the following data can be exported where available:
- Company Name (always exported)
- ACN (always exported)
- Company Type
- Date of Registration
- Corporate Key
- Family Group
- Reference Number
- Registered Address
- Principal Address
- Account Manager
- Stakeholders (with the following are only available if Stakeholders is selected)
- Role
- Date of Appointment
- Director ID
- Mobile Number
- Stakeholder's Address (always exported if Stakeholders selected)
- Annual Review Date
- Due Date
- BPAY Code
- BPAY Reference Number
- Company URL ID
Note:
- Duplication of Stakeholders may occur from:
- discrepancy in the recorded names between their roles (i.e. Director, Shareholder, Signing Contact, Billing Contact)
- discrepancy (or omission) in the address recorded between their roles
- Joint Shareholders will be recorded separately
- Date of appointment will only show against Officeholders
- Where a Stakeholder is a Billing Contact only, and there is no address recorded "NA" will be recorded against the address field