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Importing Existing Mandates from your Gocardless Account
Importing Existing Mandates from your Gocardless Account

Follow the steps below to quickly import any existing mandates these into your Clubworx account.

Updated over a year ago

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 support@clubworx.com.

Once you've linked your GoCardless account, just head to Settings, then Account Profile, and click on Autopayments then Import Mandates

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 the chain icon 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. 

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