GoCardless Customer Sync Popup
How the GoCardless customer sync popup matches customers by email and what the create-missing and skip-missing choices do.
The customer sync popup appears from the GoCardless integration screen. Its purpose is to match GoCardless customers back to Work Planner customers so Direct Debit information can be attached to the right records.
How Matching Works
The popup explains the rule clearly: matching is done by any saved customer email address. That means Work Planner checks the main saved email and any extra saved email addresses on customer records, not just one field.
Your Two Sync Choices
- Create Missing Customers: use this when you want every GoCardless customer brought into Work Planner. Existing matches are linked, and any unmatched GoCardless customers are created as brand-new customer records.
- Skip Missing Customers: use this when you only want to link GoCardless customers to customer records that already exist in Work Planner. Anything without a match is left alone.
What Happens After Sync
- Matched customers: get or update their GoCardless payment integration record inside Work Planner.
- Active mandates: are pulled through for matched customers when GoCardless has one available.
- Last customer sync: updates on the main integration screen so you can see when the most recent sync finished.
- Success message: tells you how many customers were matched, created, or skipped.
Which Option To Pick
Choose Create Missing Customers during a first-time setup when Work Planner is still missing customers that already exist in GoCardless. Choose Skip Missing Customers when your customer list in Work Planner is already the master list and you only want safe matches added without creating new records.
Related articles
- GoCardless Integration Screen: where the sync action starts.
- Customer Detail View: where you can inspect the customer after sync.
- Billing Request and Direct Debit Setup Flow: useful once customers are linked and you need to continue Direct Debit setup work.