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.
   
   
   
   
2. Select GoCardless from the menu.
   
   

2. Connecting Your GoCardless Account

1. Click Connect Account.
   
   
   
   

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

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.
     
     

3. Completing Company Details

1. Enter your Company Details as prompted.
   
   
   
   
2. Click Continue to proceed.

4. Confirming Connection and Setting Admin Contact

1. Once connected, you will see a success screen confirming the integration.
   
   
   
   
2. Next, click on Contact Email Address.
   
   
   
   
3. Enter the Admin Email Address for your organization and select Save.
   
   

Your GoCardless account is now successfully connected to FLOW.