SettingsIntegrations
GoCardless Customer Sync Popup
How Sync customers links everyone with a Direct Debit in your GoCardless account to their customer, and what happens to those it can't match.
The customer sync popup opens from Sync customers on the GoCardless integration screen. It links everyone who has a Direct Debit with your GoCardless account to their customer in Work Planner, so you can collect from them. It's most useful when you first connect GoCardless, or after importing customers.
How Matching Works
- Email address and postcode: each Direct Debit that can still collect payments is linked to the customer whose email address, main or any other saved one, and postcode both match.
- Never on the email address alone: where more than one customer has the email address and postcode, the postcode is different, or the customer already has another Direct Debit, it waits in Unmatched Direct Debits for you to choose. Customers who share an email address, such as a couple, are never guessed between.
- Only Direct Debits that can collect: cancelled, expired or failed ones are left out, and so are GoCardless customers who never set one up.
- Already linked: anyone already linked to a customer stays linked, and their Direct Debit is checked with GoCardless. One that has ended or isn't found shows under Linked Direct Debits on the GoCardless screen.
Your Two Choices
The popup asks what should happen to Direct Debits nobody matches:
- Create customers for them: makes a new customer for each from the name, email address, phone number and address they gave GoCardless, with their Direct Debit. Useful when Work Planner doesn't have all your customers yet.
- List them for me to check: they wait in Unmatched Direct Debits, where you link each to a customer, create one, or dismiss it. Best when your customer list in Work Planner is already complete.
While It Runs
- In the background: the sync carries on while you use the rest of Work Planner, however many customers you have. Last customer sync shows how far it has got, for example Syncing… 40 of 120.
- When it finishes: Work Planner says how many were linked, added as new customers, waiting for you to choose, or already linked, and Last customer sync shows when it finished.
- If it fails: usually because GoCardless couldn't be reached. Nothing is half-linked, so run it again a few minutes later.
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.