You have three ways to create a new relation in AdminPulse. These options are available through the 'New relation' screen in the Relation files menu. Choose the method that best fits the information you have.
Adding a new relation from external systems
AdminPulse can easily retrieve data from Belgian and international databases, such as:
- CBE
- openthebox
- CompanyWeb
- eStox
What you can use depends on the integrations you've set up.
Steps:
- Choose the source where you want to search for the relation
- Enter part or all of the company's name, or use its company number
- Select the correct relation from the search results
- Fill in the 'Status' and 'Own Company' fields (see explanations below)
- Save
Adding a new relation by reading an eID
Another option is to add relations using an electronic ID card (eID).
Requirements
Make sure the eID software is properly installed on your device. You can download this software from the federal government's website via this link.
Steps
- Click on 'Choose file’ to upload the .eid file, or drag the photo directly from the eID viewer into the designated field
- Fill in the 'Relation type', 'Status', 'Language' and 'Own Company' fields (see explanations below)
- Add the relation
Manually adding a new relation
If the relation does not (yet) appear in the CBE or another database, or if it's a private individual, you can add the relations manually. Simply fill in the displayed fields.
Required fields
When manually creating a new relation, some fields are mandatory.
VAT Number: If this number isn't available yet, or you're unsure of it, you can use the temporary option 'VAT number pending'. You can update this later in the relation’s details when the number is available.
Optional fields
Optional fields are not required when creating the relation but can be updated later in the relation's file.
Fields that always need to be filled in
Regardless of the method you use to add a relation, several fields are always required:
Relation type
Select the appropriate type:
- Company – For legal entities like BV or NV
- Sole proprietor – For individual entrepreneurs
- Person – For relations without legal entity, such as private individuals
You can update the relation type later if needed.
Status
Define what the relation means for your organization:
- Customer – Select this option to link registrations to this relation and set up billing preferences
- Prospect – For potential customers where you want to link registrations but aren’t yet billing
- Own company – Use this for registering non-billable time within your own organization
- Other – Use this if you’re only wanting to store contact details
Country
Select the country where the relation is based from the dropdown list.
Own company
If you have multiple companies in AdminPulse, select the company to which you want to link the relation.