How to add a new contractor in KSeFGPT CRM
Open CRM > Counterparties, add a company and check its detail page. This guide follows the current CRM form.
- Module
- CRM / Counterparties
- Reading time
- 4 min
- Difficulty
- Easy
You could do this with your eyes closed :)
- Published
- August 13, 2026
- Updated
- September 6, 2026
- Author
- Rafał Zeidler
- Format
- Written guide and video
Written procedure
What you will do
Create a company record in CRM. Save its name, tax ID, contact details and address, then open the profile from the list.
Requirements
Before you start
| Item | Requirement |
|---|---|
| Access | A signed-in account with CRM access and the correct company selected. The procedure was checked as the company owner. |
| Required details | The counterparty name, Polish tax ID and the contact and address details you want to save. |
| Starting point | CRM > Counterparties in the menu. |
| Time | About 2 minutes. |
| Effect | Enabling Send a welcome message with an email address entered sends a message after the record is created. |
Process recording
0:29Open CRM > Counterparties, add a company and check its detail page. This guide follows the current CRM form.
Open Counterparties in CRM
Expand CRM in the sidebar and select Counterparties. Check the selected company in the account switcher.
The list offers Import counterparties and New counterparty. Select New counterparty.
Enter company details
In New counterparty, keep the Company type. Enter the Name and the 10-digit Tax ID.
If you enter the tax ID before the name and leave the field, the app tries to retrieve data from GUS. Fetch from GUS repeats the lookup. Check the returned values and enter missing information manually.
This procedure adds a company. Individual opens a different form variant.
Add contact and address details
Enter Phone and E-mail. Under Address, fill in Street and number, Postal code, City and Country separately.
Optionally select an Account owner, assign Tags and enter a Note. Entering an email reveals Send a welcome message. Turn it off if you do not want to send a message. It is off in the recording.
The CRM form has no REGON, bank account, custom name/value pairs or Active switch. These controls are not part of this form.
Add the counterparty and open its profile
Select Add counterparty and wait for the form to close. The new counterparty appears in the list.
Select its name to open the detail page with the Identification details section.
Final state
Check the result
Compare the saved name, tax ID, email address, phone number and address with your input. To correct details, select Edit in the identification section, then Save changes.
Diagnostics
If something does not work
| Symptom | Cause | Action |
|---|---|---|
| The form asks for a name, email or phone | No identifying value was entered. | Enter a name. The app can also use the email address or phone number as a fallback name. |
| Tax ID length error | The entered number does not have 10 digits. | Correct the number before saving. |
| A counterparty with this number already exists | The list already contains the same tax ID. | Select Open the existing one and check the record. Add anyway intentionally creates another entry. |
| GUS returned no details | The lookup did not find or retrieve data for the number. | Check the tax ID and enter the details manually. |
What next
From the profile you can add a contact person or note. To upload an existing customer list, use Import counterparties in CRM.
Add a contractor in KSeFGPT
Open CRM > Counterparties, add a company and check its detail page. This guide follows the current CRM form.
Sign in to KSeFGPT