Switching large numbers of Dashboard plans or subscriptions to an integration

If you’ve got a large number of subscription templates 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 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 that 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. A list of the information available via subscription exports can be found in the reference section.

Next, go through the rows of the spreadsheet and set up the customers’ payments in your chosen partner integration, following one the applicable guides:

• Moving subscriptions from the GoCardless dashboard to a partner integration

• Moving subscriptions from the GoCardless dashboard to GoCardless for Xero

Once you’re done, there’s no need to cancel all of your subscriptions yourself. Please raise a ticket with our Support team. Please ensure this is requested from the registered administrator's email address. If you are a partner raising this on behalf of a merchant you will be required to provide additional details to pass security.