Preparing the bulk change csv file

Once you've obtained the csv template(s) that corresponds to the country (or region) the clients you wish to migrate over to GoCardless are located in, the next step is to enter their correctly formatted data into the csv, ready for importing.

Step 1: Convert the csv spreadsheet into Text format

Using Microsoft Excel :

1. Open the csv template
2. Click the green arrow [◢ ] in the top left corner of the spreadsheet to select all cells
3. Right-click anywhere within the selected area and select Format Cells...
4. Select Text from the category options
5. Click OK

Using Numbers (mac) :

1. Open the csv template
2. Select the top left cell in the spreadsheet
3. Press Shift+command+[right arrow] to select all columns in the spreadsheet
4. Press Shift+command+[down arrow] to select all rows in the spreadsheet

(All cells in the spreadsheet should now be selected)

5. Click Cell in the Format sidebar
6. Open the Data Format dropdown menu and select Text

Step 2: Enter your clients’ information

To view the data requirements and formatting examples, select the country (or region) that corresponds to the location of your clients whom you’re migrating to GoCardless from the table below.

Next : How to import your clients’ data for validation →