Exporting payment information

In this article you’ll learn how to export your payment data as a csv download to view in spreadsheet form within Microsoft Excel or similar.

This article includes:

• Information available via payment exports
• How to export payment data
• How to export payment data by customer

Information available via payment exports

• Payment ID
• Creation date
• Charge date
• Amount
• Payment description
• Currency
• Status
• Amount refunded (if payment has been refunded)
• Payment reference (Pro only)
• Transaction fee
• Payout date
• App fee (if using a partner application)
• Linked mandate ID
• Linked creditor ID
• Linked customer ID
• Linked payout ID
• Customer ID
• Customer creation date
• Customer email
• Customer given_name
• Customer family_name
• Customer company_name
• Customer address_line1
• Customer address_line2
• Customer address_line3
• Customer city
• Customer region
• Customer postal_code
• Customer country_code
• Customer language
• Customers active mandates
• Metadata (custom fields)

Note: Not all fields are mandatory and so some fields will not include any data.

 

How to export payment data

1. Login to your GoCardless dashboard & navigate to the Payments page

 

 

2. Select the status of payments you wish to export

Using these filtering options, choose the date range of when payments were created (i.e. added to your dashboard) that you would like to export, along with their current status. These statuses are broken down into:

• Pending customer approval: we’re waiting for the customer to approve this payment

• Customer approval denied: the customer has denied approval for the payment. You should contact the customer directly

• Pending submission: the payment has been created, but not yet submitted to the banks

• Submitted: the payment has been submitted to the banks

• Cancelled: the payment has been cancelled

• Confirmed: the payment has been confirmed as collected

• Paid out: the payment has been included in a payout

• Failed: the payment failed to be processed. Note that payments can fail after being confirmed if the failure message is sent late by the banks.

• Charged back: the payment has been charged back

3. Click the Export button to initiate a csv download of your [filtered] payment information

A export generation window will open in the bottom right of your screen to track its progress

Once the download has completed the status dot will turn green

 

4. Click the csv link to download it to your device

 

5. Once you’ve downloaded the export, click Dismiss to close the Export generation window

 

How to export payment data by customer

1. Find the customer you would like to export payments for via the Customers page in your dashboard and click on their name.

 

2. Make a note of the customer ID

 

3. Use the ID and adjust the customer_id value of the following URL  -https://manage.gocardless.com/payments?customer=customer_id

 

4. Paste the URL in your browser e.g. https://manage.gocardless.com/payments?customer=CU0007TZ14GMFM, which should then take you to a page similar to that below, where you can then click the Export button to initiate a csv download of the customer payment information

 

A export generation window will open in the bottom right of your screen to track its progress

Once the download has completed the status dot will turn green

 

5. Click the csv link to download it to your device

 

6. Once you’ve downloaded the export, click Dismiss to close the Export generation window