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
- Enablement Request: Contact Customer Support via Zendesk to enable GoCardless for your account.
- Active GoCardless Account: Ensure you have an active GoCardless account before proceeding.
Step-by-Step Guide
1. Accessing the GoCardless Integration
- From the Home page, navigate to the Finance Module.
- Select GoCardless from the menu.
2. Connecting Your GoCardless Account
-
Click Connect Account.
-
Choose Sign In and enter your GoCardless login details.
-
Review and agree to the Connected Merchant Agreement.
-
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.
-
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.
3. Completing Company Details
- Enter your Company Details as prompted.
- Click Continue to proceed.
4. Confirming Connection and Setting Admin Contact
- Once connected, you will see a success screen confirming the integration.
- Next, click on Contact Email Address.
- Enter the Admin Email Address for your organization and select Save.
Your GoCardless account is now successfully connected to FLOW.