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Import existing GoCardless mandates

Learn how to import customers and mandates from GoCardless into Kolleno and match them using smart suggestions.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

This article explains how to import existing customers and mandates from GoCardless.

  1. Go to your Kolleno settings

  2. Select "Payments"

  3. Next to GoCardless, click on the ellipsis to view the sub-menu.

  4. Click on "Import mandates"

  5. In the two left columns, you will see the customers as they appear on GoCardless. In the right column, you will see a select box to match them to Kolleno customers. For some of them, you will see that Kolleno smart algorithm suggests to you the most likely match.

    If a customer is greyed out when linking, it means the mandate is already linked to another customer in Kolleno.

  6. Click on "Save"

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