If you have existing mandates in GoCardless, importing them to your Clubworx members is a breeze!
First, you'll need to ensure that your members are already imported into Clubworx. If you'd like to do this on a bulk import spreadsheet, simply get in touch with our team at firstname.lastname@example.org.
Once you've linked your GoCardless account, just head to "Admin" and then "Account Profile" and click on "Autopayments" then "Bulk imports".
You'll now see a list of mandates that exist in GoCardless that are not linked to a contact in Clubworx.
From there, simply click "Link to Contact" and start typing the name of the member you'd like to link in Clubworx:
If the member has no other mandates on their profile (including cancelled mandates), the imported mandate will be updated to their default mandate.