How to connect a Go Cardless Account

Summary

This guide will walk you through connecting your GoCardless account to FLOW. GoCardless is an online payment service that facilitates both recurring and one-off payments directly from customer bank accounts.

Prerequisites

  1. Enablement Request: Contact Customer Support via Zendesk to enable GoCardless for your account.
  2. Active GoCardless Account: Ensure you have an active GoCardless account before proceeding.

Step-by-Step Guide

1. Accessing the GoCardless Integration

  1. From the Home page, navigate to the Finance Module.

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  2. Select GoCardless from the menu.

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2. Connecting Your GoCardless Account

  1. Click Connect Account.

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  2. Choose Sign In and enter your GoCardless login details.

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  3. Review and agree to the Connected Merchant Agreement.

  4. Click Connect Account.

    • Note: If you don’t have a GoCardless account, you’ll be prompted to create one by filling in the required details and selecting Continue.

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3. Completing Company Details

  1. Enter your Company Details as prompted.

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  2. Click Continue to proceed.

4. Confirming Connection and Setting Admin Contact

  1. Once connected, you will see a success screen confirming the integration.

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  2. Next, click on Contact Email Address.

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  3. Enter the Admin Email Address for your organization and select Save.

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Your GoCardless account is now successfully connected to FLOW.

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