|Please note: this article is only relevant for Bacs users|
A Bulk Change is the process of moving your customer's mandates from one Direct Debit provider to another. This allows you to collect payments from your existing customers through a new Direct Debit bureau. Rather than a literal transfer of your customers’ mandates, this is achieved by cancelling and then setting up new mandates again through the new provider, without any input or action required from the customer.
If you're interested in moving your existing customer's mandates to GoCardless, please follow these steps:
1. Complete GoCardless account set-up and verification
2. Gather Bulk Change information
3. Complete Bulk Change deed
4. Submit Bulk Change information and deed to GoCardless
To submit your Bulk Change information and Bulk Change deed please click here. Once submitted, a member of the GoCardless Onboarding team will be in contact within 3 working days to discuss the next steps.
For more information on how to complete each step, please see An overview of the Bulk Change process guide below.
Note for merchants using GoCardless via a Partner
Once the bulk change process has been completed and your new mandates have been created in GoCardless, the final step is to perform 'mandate matching'. This ensures the new mandates are matched to existing customer records in your partner software. For details on how to complete this process, please contact your software provider.