Any existing mandates that exist in your GoCardless account can be imported into Salesforce. This allows you to create payments and payment schedules against mandates that have already been set up. However, once imported, these authorisations will need to be connected to any relevant objects separately. Fields are provided out of the box on the authorisation object for a Contact, Account and Opportunity object, but any other fields required would also need to be manually created. This importing and data matching task is challenging and error prone if you are not already familiar with the relevant advanced Salesforce features; we would recommend working with a certified Salesforce consultant if you are unsure of this step.
1. Navigate to the Payment service providers tab, select your Payment service provider connection, then hit the Import authorisations button
2. You will then be shown a dialog - hit the Import authorisations button again to start off the import
Note that this may take some time to complete. The authorisation records should be created reasonably quickly, but a batch job is then scheduled to populate these authorisation records with the correct details (First / last / company name, address, etc.) This batch job will execute in the background, but may take a while to complete.