The payments bulk submission tool operates as a standalone application and can be found at the following link.
Note: If any of your customers' details include accents, please see here for information on how to handle these.
The first time you follow the link you will be asked to sign in with your GoCardless account credentials.
There are three parts to the bulk upload process, as can be seen by the application homepage.
The first thing you’ll need to do is get your submission file template. To do this, simply click on the Email me my template button within Step 1.
(If you want to have your template sent to a different email address than your usual GoCardless account email, you can change this beforehand via the Edit profile button in the top right of the screen).
The csv template you receive will be pre-populated with the names of all your active (authorized) customers. Do not change the customer's first names, last names and company names as these must match what is recorded in the dashboard.
For each customer you can enter the:
- Payment description
- Charge date (if you leave this blank the payment will be collected on the first possible charge date)
If you don’t need to charge a customer in the list you can simply leave their row blank.
- You cannot add new (unauthorised) customers to this template. If you do, it will return an error when you try to upload it back to your dashboard.
- You cannot add new custom references to this template. Custom references can only be added through the dashboard. Do not change the customer_custom_reference column.
- If you do not enter a charge date the payments will be collected as soon as possible.
Once you’ve completed the template and saved it to your computer, go back into the bulk upload application. In Step 2 click on choose file and select the saved csv template before hitting the upload button.
Once the template has uploaded and validated you’ll be able to review your submission in Step 3.
If there are any errors in the submission you’ll be advised on the details of these, including the row, so you can go back into your template and make the necessary corrections before uploading again. (You will also get an email to let you know when the upload is complete, including a link to view your errors if there are any).
N.B. If it seems like the validation process is taking longer than it should, try hitting the refresh button on your browser. It may be that the page hasn’t refreshed automatically.