Integrating Your Website With Ours

Linking/Integrating your website with ours basically means when a customer is looking at your website and decides to incorporate a company or order a service, they are transparently whisked away to our site to enter the details.

Flexibility:-

The customer will see your header and footer (logo) on our site so it still looks like your site.

You have full control over the charges shown to your customers, even the currency, and are able to setup registered offices and nominee company officers for selection by your customers at different prices, and for different customers when incorporating a company.

Benefits:-

By going through our site, you get the benefit of not having to write complex software to capture all the details and process these details. We've done all the hard work for you!

Payments:-

If you would like to collect payment yourself then you may do so. If you do not have to facility to, or just do not wish to, then CFS can collect payment for you from your customer. The amount we collect will be credited to your account. Should you build a credit on your account you do not wish to spend, you may request the balance from us.

Submissions:-

Companies and Services may be submitted automatically whenever a customer places an order. If you enable auto-submissions then we will charge your account automatically, submit any companies to Companies House and proceed with any services that we are to supply. If you would rather maintain control over your submissions, then you may do so. If auto-submissions are disabled, then once a customer places an order, you will need to go under your integration menu and click 'submit now' where the items will be waiting to be placed into your shopping basket for payment.

Standard:-

However you choose to submit the order, you will receive an invoice as per normal and, if ordering an incorporation, the company documents emailed to you so you may pass them to your customer.

Our system will perform the necessary checks on the company details entered, ensuring enough officers are present, checking the specified share capital is valid for the company type selected, and so on.

To begin, we will need to upgrade your user account to 'Integration User' status. When we do this, you will also be setup with an account with us. You may notice this when in your shopping basket, and viewing your account details. Please click 'Try Website Integration' to begin the short process. You will be prompted to enter a few details to tailor your integration setup. Don't worry, you can change these at a later time if you wish.

Testing:-

The integration has a 'Test Mode' under which any account balances will not be changed, company incorporations will not be submitted to Companies House, you will not be charged for any services, and we will not supply any services ordered.

The 'Test Mode' can be used on a 'per order' basis enabling you, at a later date, if necessary, to use test mode alongside your live system.

There are some limits on the use of 'Test Mode'. Until you pay for the integration and the system is marked as live, you may use 'Test Mode' as much as you wish. Once the integration is paid for, and marked as live, 'Test Mode' will generally be disabled. If you wish to use it, you may request we enable it, from the request link under your integration menu. Once we do this it will be for a limited amount of time (usually a week) unless you specify otherwise.

Going Live:-

When you are happy with the system and wish to offer the service to your customers you may order the 'Website Integration' service from the 'Price List'. Once paid for, the service will be marked as 'live'.

As an integration user, you will notice the 'Website Integration' link on the menu has changed to 'Integration Menu'. From here you are able to manage all aspects of the Integration System.

You may setup any number of different packages if you wish for your customers to select from with a number of different types of incorporation.

• When we setup your login to integration user status, we setup 4 Packages, E-mail, 3 Star, 4 Star and Business, with all incorporation types, similar to what we offer regularly. You may decide to leave it at that and change only the prices.
• You may want to add a Deluxe package and a Premium Package. The package names are entirely up to you, as are the descriptions. You can type a description, up to 1000 characters for each package.
• You may also delete packages or rename them if you wish.
• As is standard with our integration system, you may setup different prices for different customers.
• You may hide packages for a certain user, or for everyone except one user, or a list of different users.

Charges and Services lets you setup a number of different charges for your customers.

Additional Services:-

As well as incorporations, you may offer your customers 'additional services' i.e. certificates of good standing, company stamps etc.

• We setup a number of Additional Services to be chosen by your customers, similar to what we offer regularly.
• You may add your own services, specifying a description and price
• The services set up by default will be supplied by us (CFS) and we will charge you the regular charge for these should your customer order them.
• If you wish to supply the services yourself you may do this. Please note that we charge a 5% commission charge (+VAT) for these services.
• You can delete services you have setup that you supply and you may delete specific user entries. The default services for everyone may not be deleted. If you do not wish for them to be displayed you should set the price to £0.

General Integration Charges:-

This shows a list of prices you may charge your customers for selecting certain options when incorporating a company.

• Please note: we charge for some of these options and you should check to see our charge to you when setting the prices you will charge your customers.
• Individual prices can be set for each customer if necessary. A specific charge to a customer overrides the default charge for that person.
• If a charge is set to £0, either by default or specific to that customer, then the charge will be hidden from the user.
• CFS will make a £1.00 (+VAT) commission (fixed charge) if your customer selects one of your Nominee company officers or Registered Office.

Registered Office Charges:-

You may charge your customers for using your registered office

• Individual prices can be set for each customer if necessary. A specific charge to a customer overrides the default charge for that person.
• CFS will make a £1.00 (+VAT) commission (fixed charge) if your customer selects one of your Registered Offices.

Payment Options:-

• From here you may specify whether CFS are to collect payment or not and whether to automatically submit Companies and Services
• If CFS collect payment for you, then any amount taken will be shown on your account. As we will incur credit card charges unfortunately we will have to pass these on to yourself. The charge will be 3.45% on the balance added to your account after deducting any services that we will be performing. You can see this charge on the invoices we send to you.

Postage Options:-

• You may choose whether you would like us to mail any items ordered from us to yourselves or directly to your customer to save money/time.
• If we are to mail to your customer directly, we will prompt them for an address when they reach the shopping basket.

Same Day Incorporation Options:-

• You may elect to disable Guaranteed Sameday Incorporations altogether. In this case the user will not get the option to select sameday.
• By default, your users are allowed to select sameday incorporations. We require incorporations be submitted by a certain time to be back that day. A cut-off time is therefore displayed to your customers before which they must submit a guaranteed sameday incorporation to be back that day. Depending on your payment method setup (see the payments section of this help), if you are submitting companies for your customers you may wish to give yourself more time by changing the option here. By default 13:00 is displayed, we require companies be submitted before 14:00.

Miscellaneous Options:-

• A few miscellaneous options to tailor you Integration System. Choose where you would like the menu bar to appear (top or bottom of the screen), what language by default you would like your customers to see the Integration System in, whether or not you would like us to collect customer contact details and whether you wish to enable Additional Services.

Various options relating to your customers:-

• You may create a login for a customer so you can setup specific prices for them. You may log in as any of your users using your regular password and their username.
• You may change a customers password if you wish, perhaps if they forget their password. A customer may change their password once they have logged in.
• A user may be deleted if necessary. You may wish to use this feature if you have setup a user for testing purposes. Please note: This does not delete any incorporations a user may have put through or delete any account entries. You may restore a user by simply adding them again.
• If we have collected any contact details for your customers, you may view them from here.
• Just as a user may view details of his transactions, so you may view the same information. You can see the accounts for each or all of your customers between specific dates.

Customer Submission Details:-

Similar to 'My Incorporations', you may view details and the status for any of your customers incorporations.

Select a user and click proceed to view a list of companies, then pick a company and depending on its status you may view the details, delete the company, change details of the company or proceed to place the company in your shopping basket.

If you are collecting payment yourself and the company you are viewing needs to be submitted you may also do this from this page by clicking the 'Place In Shopping Basket' button at the bottom of the page.

Submit Now:-

If you are collecting payment from your customers then you may use this page to quickly submit companies and services ordered by your customers.

To view or change the details of any of the companies here you should go to the 'view customer submissions' page.

Simplicity:-

We have designed our system such that it requires very little change to your website. It works by passing some information to our site and taking the customer transparently to our site when they click a button.

Compliance:-

The basic functionality has an attached privacy policy, enabling the system to work within wrappers/iframes/frames on your site, should you use these.

The Code:-

You will need to place (copy and paste) this code into your html or php file at the point which you wish your customer to begin entering company details, with the values for each line set as required:

<form action="http://www.incorps.co.uk/testuser/register.php" method="post" />
<p><input type="hidden" name="fixedvar" value="12345678" />
<input type="hidden" name="agentref" value="A TEST REF" />
<input type="hidden" name="cust_username" value="ACUSTOMERUSERNAME" />
<input type="hidden" name="cust_password" value="ACUSTOMERPASSWORD" />
<input type="hidden" name="cust_compname" value="TEST LTD" />
<input type="hidden" name="cust_sameday" value="Y" />
<input type="hidden" name="testmode" value="N" />
<input type="hidden" name="returnpage" value="www.yourwebsite.com/return.php" />
<input type="submit" value="Incorporate Now" class="button" /></p>
</form>
	

Alternate Code:-

If you would prefer to point to our site via a link rather than a button you may use the following code instead:

<a href="http://www.incorps.co.uk/testuserregister.php?fixedvar=12345678&amp;returnpage=www.yourwebsite.com/return.php">Incorporate Now</a>
	

Please note that this alternate link will show to your customers in their address bar, and is not as flexible in terms of options you may pass through, i.e. company name, sameday incorporation etc.

If you would like to use an IP address instead of an www.incorps.co.uk address, please contact us.

You can include or omit certain 'hidden' type inputs, from the code in the proceed button, if you wish. If you do not pass the information through to our website, we will, if necessary, ask the customer for it.

'fixedvar'

This is required. We will assign you this value. This lets us know who you are and where the customer is coming from.

'agentref'

Optional. This is a reference you may pass to us specific to that transaction. The reference will be visible on the invoice we send you after submission.

'cust_username'

Optional. If a customer has visited our site before they will have been asked to setup a username and password. If you pass this information to us, or they have a cookie set on their computer (they have previously visited us) they will not have to login again, else we will ask for their username and/or password.

'cust_password'

Optional. See 'cust_username'

'cust_compname'

Optional. This is the name of the company the customer wants.

'cust_sameday'

Optional. This may be set with the value 'Y' or omitted. Please see the notes under the 'Integration Menu' section of this help.

'testmode'

Optional. This may be set with the value 'Y', 'N' or omitted. Please see the notes under the 'Test Mode' section of this help.

'returnpage'

This is required. This should be set to the page you want the customer to return to once finished entering details on our system.

If we are not collecting payment from a customer, then when a customer proceeds from their shopping basket, they are sent back to the website address you specified. At this point we pass information back to your site about the items they have ordered from our system, so you may process them.

As each user has a shopping basket, details for a number of items may be passed back at one time.

The following information is passed back in the header which can be handled by using a '$_REQUEST['nameoffield']' (all examples assume you are using PHP 4 or higher).

Item Information:-

'numitems'

The total number of items. With this number of items you can use the following field names with a number at the end to pick up information for each item. For example, if 2 items are ordered, then you can get the description of the first item by doing a $_REQUEST['description1'] and get the description of the second item with $_REQUEST['description2']. Likewise with the charge, you can use '$_REQUEST['charge1'] and $_REQUEST['charge2'] to pick up the charge of items 1 and 2.

'companyname'

Name of the Company.

'description'

A description of the item ordered.

'itemid'

A unique ID for this item. You may use this to calculate whether a company has already been paid for, as a company may be resubmitted if it was initially rejected. You cannot rely on the company name as it may have changed but the Item ID remains the same for the company.

'formname'

The formname (shortened, all uppercase, alphanumeric) code for the item.

'charge'

Charge for this item.

Extra Information:-

'cust_username'

Customers User Name.

'agentref'

Your Reference for this transaction (passed to us at the beginning).

'testmode'

Whether the order was placed in 'Test Mode'.

'currency'

The currency of the order.

'grandtotal'

The total charge for the order.

Contact Details:-

The following information is available if you have selected for us to collect a users contact details

'cust_contact'

Customers Contact Name.

'cust_address1'

Customers Address Line 1

'cust_address2'

Customers Address Line 2.

'cust_address3'

Customers Address Line 3.

'cust_town'

Customers Town.

'cust_county'

Customers County.

'cust_country'

Customers Country.

'cust_postcode'

Customers Post Code.

'cust_telnumber'

Customers Telephone Number.

'cust_emailaddress'

Customers Email Address.

Familiarity and Uniformity:-

To personalize the experience for your customers you should setup both a header and footer (top and bottom of the page) with your banner or logo, or perhaps your contact details, thus making the site look much like your own.

To do this you will need to send us either your logo (Preferably in .gif or .jpg format) or if you want more customization, you can send us a 'topofpage.php' and/or 'bottomofpage.php' which can then specify one or more banners/logo's to use.

Further Customisation:-

• For further customisation you can change details in a 'default.css' file. You can see this file is referenced in the default 'topofpage.php'.
• In the css file you are able to change the background colour, font style and sizes, table colours and much more. It's quite flexible.
• You can download the default css file here. You may need to right-click and select 'save file as' to save the file.

When you have your files ready please email us with them and we will add them as soon as possible.