As a courtesy, the Kolleno team can assist with an import matching GoCardless customer IDs to Kolleno customers to enable syncing of relevant direct debit mandates.
📥 How it works
When a customer’s GoCardless ID is added or updated in Kolleno, any matching mandates will be linked and imported automatically.
⚠️ Important: If a customer's GoCardless ID changes, Kolleno will remove all existing mandates associated with the previous ID to avoid conflicts.
📄 CSV Format Required
To proceed, provide a CSV file with two columns:
customer_id
A unique identifier for the customer. This can be:ERP internal ID
Customer reference
Customer name (must match exactly as it appears in the ERP, including upper/lower casing)
gocardless_customer_id
The ID as exported from GoCardless, such as: CU023EESUVGEZ6See how to export GoCardless customers.
Example:
customer_ref,gocardless_customer_id
REF-001,GC_CUST_123456789
REF-002,GC_CUST_987654321
Sending the File
When sending the CSV to Kolleno Customer Support, please:
Confirm which field is the unique identifier (example: customer reference).
Ensure the file is provided plenty of time in advance.
Important Notes
This import is done manually by the Kolleno team. Please limit the number of requests.
Kolleno will aim to process the file as soon as possible, but no timing guarantees can be made.
Ensure the CSV file is UTF-8 encoded with commas for column-separation and double quotes used to enclose values, especially those containing commas or special characters.