This article explains the steps involved in processing a bulk change of your active customers' Autogiro Direct Debit mandates over to GoCardless from another Direct Debit provider.
Before you begin this process, we recommend getting in touch with one of our Sales team if you haven't done so already.
For Autogiro Bulk Changes, GoCardless creates new mandates and requests that the merchant cancel the existing mandates with their previous provider. However, both the merchant’s customers and their bank/Bankgirot need to be informed ahead of this change.
The steps involved in completing a bulk change over to us within Autogiro are as follows:
Send an email to firstname.lastname@example.org letting us know you wish to begin the bulk change process.
Please include information on the number of customers you wish to bulk change over to GoCardless, along with the frequency in which you charge them and the average transaction amount.
GoCardless will then send you template notification emails you can use to inform your customers of the change in provider.
You will then need to send the notification email to all customers whose mandates you wish to move over to GoCardless, sent a minimum of 30 days before your intended bulk change date.
Once all customers have been notified, please confirm this with GoCardless via your existing email thread. This email should include the following:
- Confirmation that all customers have been notified
- A copy of all notification emails or letters sent to your customers
- All customers' phone numbers and addresses
You will need to complete and sign a bank letter and send to GoCardless.
GoCardless will then co-sign the letter and send it to your (the merchant's) bank and Bankgirot.
We will provide you with access to our bulk change import tool, and confirm the deadline that you will need to have completed the import process by. We will also confirm the date that we will create new mandates for your customers in our system.
You will need to download the csv import template to add all your customers' details to and then upload into your GoCardless account.
GoCardless will verify and approve your uploaded details, before processing the creation of your customers' new mandates on the date agreed (and specified in the previous step).
You will receive confirmation from GoCardless once completed.
You will need to ensure that all previous (transferred) customer mandates are cancelled.
If you're moving to GoCardless from another provider/bureau, they will need to perform this action on your behalf.
We recommend that this action is performed on the same date as the new mandates being created.