Skip to main content
Logo
Identify a payment Support GoCardless
  1. Support Centre
  2. Account setup & management
  3. Moving existing customers to GoCardless

Sweden (Autogiro) bulk change process

  • Bulk change process
  • Client migration data requirements

Bulk change process

To kickstart the bulk change process, you will first need to create a GoCardless account and complete the verification process.

There are multiple steps involved to be able to process a bulk change of your active customer Autogiro Direct Debit mandates over to GoCardless from another Direct Debit provider.

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.

This transfer process is known as a bulk change.

 

Important: Payments/subscriptions will not transfer over from your previous provider. You will need to set these up again after customers have been imported to your GoCardless dashboard.

 

Before you begin this process, we recommend getting in touch with one of our Sales team on contactsales@gocardless.com, if you haven’t done so already.

The steps involved in the bulk change process are:

1. Let us know you’re ready to begin the bulk change process

When you’re ready to begin the bulk change process, please let us know by reaching out to our Support team. 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.

We will then provide you with a template notification email to use to inform your customer of the change in provider.

2. Notify your customers that you’re moving to a new Direct Debit provider

You will need to notify all customers, whose mandates you’ll be moving over to us, using the template notification we will have provided you with in response to Step 1. 

The notification must be sent at least 30 days before your intended bulk change date - this is an Autogiro scheme rule.

3. Confirm in writing to GoCardless that you’ve notified your customers

You can email us via the original email thread, as per step 1, confirming that all customers have been notified. This email should include the following information:

  • 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

4. Complete and sign a bank letter

You will need to complete and sign a bank letter and send this to GoCardless.

GoCardless will then co-sign the letter and send it to your (the merchant’s) bank and Bankgirot.

5. Upload your existing customers’ details into your GoCardless account

We’ll provide you with access to our bulk change import tool, and confirm (1) the deadline that you’ll need to complete the process by, and (2) the date that we’ll have created the new DDIs for your customers in our system. You will need to download the csv import template, add in your customers’ details, and upload the csv into your GoCardless account.

6. GoCardless processes the new mandates

We’ll verify and approve the details that you’ve uploaded, and then create new mandates for your customers on the date agreed in step 5. You’ll receive confirmation from us once this has been completed.

7. Cancel your customers’ previous mandates

You’ll need to ensure that your customers’ previous mandates are cancelled. If you’re moving to GoCardless from another Direct Debit provider, they will need to perform this action on your behalf. We recommend that this action is performed on the same date that the new mandates are created.


Client migration data requirements

COLUMN DATA INFORMATION

A, B, C

Customer.given_name & customer.family_name OR customer.company_name

Enter either customer given name + surname OR company name.

If your previous provider exported your customers' full names in a single cell per whole name, rather than splitting between given name and family name, you can use the text to columns function in Excel to separate. 

Example: William & Svensson OR William's Jeans

D

customer.email

A valid email address is required for each customer so that they receive notifications from GoCardless about their payments. If you are planning to send your own notifications to your customers, please speak with your Account Executive.

Example: william@example.com

E

customer.swedish_identity_number

Personnummer

Example: 670919-9530

F

bank_account.account_holder_name

The account holder name can differ from the individual (e.g. includes a middle name) or company name and so is a separate required field.

Example: William Svensson

G

bank_account.account_number

Kontonummer 

Example: 00000055839825746

H

bank_account.branch_code Clearingnummer

Example: 500

I

customer.metadata.custom_reference

(Optional) - Use this field to add a custom reference for your customer if required. This will be assigned to your customer within your dashboard and is a searchable field

Example: WIL12251

J

customer.language This will determine the language of customer notifications.

Example: sv
Was this article helpful?
  • Promoted articles

    • Credit card payments
    • Notice of change of legal entity
    • Bulk importing payments
    • Overview of payment statuses
    • Refund a payment
  • Recently Added Articles

  • Top Articles

API Documentation

Our detailed docs have everything you need to know about using our Payments and Bank account data APIs

View documentation

Need help identifying a payment?

Seen ‘GoCardless Ltd’ on your bank statement? Use our secure tool below to find out more.

Payment Lookup

Need support?

Contact Support

Our support team are available 24/7 to answer any questions you may have.

Quick links

Knowledge base
Visit GoCardless.com

About GoCardless

Legal
Privacy
Security
Blog

Support

Contact support
Complaints
Contact sales

Seen ‘GoCardless Ltd’ on your bank statement?

Identify a payment

GoCardless Ltd, Sutton Yard, 65 Goswell Road, London, EC1V 7EN, United Kingdom


GoCardless Ltd (company registration number 07495895) is authorised by the Financial Conduct Authority under the Payment Services Regulations 2017, registration number 597190, for the provision of payment services.





English (GB) Deutsch English (AU) English (CA) English (NZ) English (US) Español Français
Search help articles
https://gocardless.com/partner-with-us/
/hc/theming_assets/01JKARFYGKK1KBMBMT9CC1BV8G
Partner with us
Partner with us to shape the future of payments.
custom
https://gocardless.com/stories/
/hc/theming_assets/01JKARFYZ7DNZC3PC7YMW92YZ4
Customer Stories
GoCardless helps thousands of businesses with their payments everyday.
custom
https://gocardless.com/payment-lookup/
/hc/theming_assets/01JKARFZAEXTV1RTZ2VZNFPXEW
Identify a payment
If you’ve seen 'GoCardless Ltd' appear on your bank statement
Payment timings, Verification, Xero, 2fa