Exporting subscription information

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

This article includes:

• Information available via subscription exports
• How to export subscription data

Information available via subscription exports

• Subscription ID
• Creation date
• Amount
• Currency
• Subscription interval 
• Status
• Name
• Start date of subscription
• End date of subscription
• API interval
• API interval unit
• API day of month
• Month
• Payment reference (Pro only)
• Number of subscription payments remaining
• Upcoming subscription payments charge date / amount
• Linked customer ID
• Linked mandate ID
• Linked plan ID
• Linked payout ID
• Metadata (custom fields)
• Customer ID
• Customer creation date
• Customer email
• Customer given_name
• Customer family_name
• Customer company_name

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

How to export subscription data

1. Log in to your GoCardless dashboard and paste the following URL in your browser - https://manage-sandbox.gocardless.com/subscriptions

2. This should then take you to a page similar to that below, where you can then filter the status of subscriptions 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 subscription

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

• Active: The subscription is currently actively billing

• Finished: The subscription has finished

• Cancelled: The subscription has been cancelled

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