Creating new relations

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 to add a relation from an external system

1. Choose the source where you want to search for the relation
2. Enter part or all of the company's name, or use its company number
3. Select the correct relation from the search results
4. Fill in the 'Status' and 'Own Company' fields (see explanations below)
5. 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 to add a relation by eID

1. Click on 'Choose file’ to upload the .eid file, or drag the photo directly from the eID viewer into the designated field
2. Fill in the 'Relation type', 'Status', 'Language' and 'Own Company' fields (see explanations below)
3. Add the relation

Manually adding a new relation

If the relation does not (yet) appear in the CBE or another database, or if it concerns a private individual, you can also add the relation manually.

Steps for manually creating a relation

1. Go to Relation files > New relation.
2. In the 'Add manually' section, enter the details of the relation.

Required fields when manually creating a relation

When manually creating a new relation, certain fields are required, depending on the type of relation you are creating:

• Person: Last name, First name, Language, Relation since*
• Sole proprietor: Last name, First name, Language, VAT number, Relation since*
• Company: Name, Language, VAT number, Relation since*
  💡 If the VAT number is not yet available, you can temporarily enter “VAT number pending”. You can update this later in the relation file once the number is known.

*Relation since date is only required for relations of status 'Customer'.

Optional fields when manually creating relations

Optional fields such as 'Team(s)', 'Tags', 'Legal form', 'Business number', and 'Relation group' are not required when creating the relation. You can complete or update them later in the relation file.

Fields that always need to be filled in when creating a new relation

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.