This page is a companion to our "Switching to an integration when you use Dashboard subscriptions or plans" and "Switching to GoCardless for Xero when you use Dashboard subscriptions or plans" guides.
If you’ve got a large number of plans or subscriptions set up in the Dashboard, then going through each one as you move it to your partner software may be time-consuming and error-prone.
We’d suggest downloading a spreadsheet of all of your subscriptions, and using that as you move customers over.
Head to the “Subscriptions” screen in the GoCardless Dashboard and use the dropdown to filter for the “Active” status. We’ll show you any subscriptions that you’ve set up which are currently active — these are the ones which we’ll move over.
Next, click the “Export” button. Within a few minutes, a spreadsheet of all of your active subscriptions will be downloaded to your computer.
You can see the full details on your customers' subscriptions, including the amount, frequency and number of payments to take, in the spreadsheet you downloaded. Here’s a quick explainer on what the more complicated columns mean:
| Column |
What it means |
| human_readable_interval |
A simple description of how often the customer will be charged, in English. For example “on the 1st of each month” or “weekly”.
|
| start_date |
The date on which the first payment for this subscription was or will be taken from the customer’s bank account. |
| end_date |
The date on which the final payment for this subscription was or will be taken from the customer’s bank account. This will be blank if the subscription continues indefinitely. |
| interval |
The number of "interval_units" between customer charge dates. When combined with the "interval_unit", this tells you how often the customer will be charged. |
| day_of_month |
For a monthly subscription (where the "interval_unit" is monthly), this is the day of the month on which the customer will be charged. This will be a number between 1 and 28, or -1, meaning that the customer is charged on the last day of the month. |
| month |
For a yearly subscription (where the "interval_unit" is yearly), this is the name of the month of the year, in English, when the customer will be charged. |
| payment_reference |
The reference that will appear on the customer's bank statements with payments |
| number_of_payments_remaining |
The number of payments which are still due to be taken for this subscription. This will be blank if the subscription continues indefinitely. |
| upcoming_payments.n.amount, upcoming_payments.n.charge_date (e.g. upcoming_payments.1.amount) |
The amount and charge date for the next 10 payments due to be debited from the customer's bank account. If there are less than 10 payments left to be taken against the subscription, you'll see the number that are remaining. |
Go through the rows of the spreadsheet and set up the customers’ payments in the partner integration, following the guide you were reading previously.
Once you’re done, there’s no need to cancel all of your subscriptions yourself. Just email our support team at help@gocardless.com who’ll be able to cancel them all for you in one go.