Overview

This article explains how to use gocardless integration settings in the gocardless area of Work Planner and what users should look for when moving into the next step of the workflow.

When to use this

Use this article when you need a focused explanation of this screen or step without having to scan through a larger umbrella page.

How it fits into the flow

GoCardless integration settings sits within Settings / Integrations / GoCardless. Use it as a focused step in that feature area, then return to the parent screen when you are ready for the next action.

Main actions

Use the screen to review what is available in this area and move into the next focused step.
Look for search, filter, or row actions that help you narrow down the records you need.
Open the linked details, forms, or dialogs when you are ready to continue the workflow.
Common on-screen actions include Open GoCardless dashboard, View customers, Sync customers, Disconnect, Connect GoCardless.

Important fields

This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.

Related articles will appear here as more focused documentation pages are added to the same feature area.

Overview

When to use this

How it fits into the flow

Main actions

Important fields

Related articles

Articles

GoCardless integration settings