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One-Time GoCardless Customer ID Bulk Import

Kolleno can assist with a one-time bulk import of GoCardless customer IDs using a CSV file.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

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: CU023EESUVGEZ6

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.

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