Customer reports
Standard Customers export
The Customers page of the dashboard provides a list of all of the Customers (i.e. payers) you’ve set up in GoCardless, with details such as their name or company name, email, metadata identifiers, etc. You can click on any of the Customer records to see the related resources such as their Bank Accounts (which will have an associated Mandate), Payments, etc.
You can export Customer data from the dashboard by navigating to the Customers page, and selecting Export in the top right corner.
Note, you can filter the export using the tool at the top of the page.
| Column | Data | Description |
|---|---|---|
|
A |
id |
Customer ID |
|
B |
created_at |
Date the customer was created in the GoCardless dashboard |
|
C |
|
Customer email address |
|
D |
given_name |
Customer first name |
|
E |
family_name |
Customer surname |
|
F |
company_name |
Customer company name (if applicable) |
|
G,H,I, J, K, L, M |
address_line1, address_line2, address_line3, city, region, postal code, country_code |
Customer address |
|
N |
language |
Customer language (used for notifications) |
|
O |
swedish_identity_number |
Applies to Autogiro mandates only |
|
P |
active_mandates |
Mandate status |
|
Q (optional) |
metadata |
Customer metadata (if applicable) |
The Customers export contains data from the following APIs:
Customers
Mandates (i.e. the active_mandates value is derived from the Mandates API)
Customers export with Mandate IDs
If you would like to obtain a list of all of your Customers with Active Mandates along with their IDs, you can do so by navigating to the Payments Payments page, then selecting Import Download file template. The resulting file template is typically used for bulk creating Payments against your active Customers. However, it can also serve as an additional Customers report which includes Mandate IDs (unlike the one above).
See the article here for a full list of fields available in the template file. These fields are retrieved from the following APIs:
Customers
Mandates