Companies Office integration

How to connect a client to Companies Office and fetch the Company Extract directly within Zato.

Zato's Companies Office integration lets you pull the Company Extract (C01) directly into a job's Data Sources during client setup. No manual download and re-upload is needed.

This integration is available for New Zealand clients only.

How to connect

  • Go to Clients and click + Add Client.

  • Enter the client's name exactly as it appears on the Companies Office register.

  • Click Connect to Companies Office.

  • If the name matches a registered entity, Zato fetches the Company Extract automatically and attaches it to the job's Data Sources.

If no match is found

If the client's name does not match a Companies Office record, no data is fetched and no error is displayed. Check that the name entered matches the registered entity name exactly, then try again.

Key points

  • No credentials and no activation is needed - all firms have access by default.

  • The Company Extract attaches to Data Sources immediately on a successful match.

  • The Company Extract feeds the Shareholding workpaper (SHC), which uses it to validate entity-level and statutory information.

📌 The name entered in Zato must match the Companies Office register exactly, including punctuation and legal suffixes (e.g. "Limited" vs "Ltd"). A partial or trading name will not return a exact match.

How to access

  • Go to Clients.

  • Click + Add Client.

  • Enter the client name and click Connect to Companies Office.