If your firm is switching from GoCardless to Rechargly for client billing, this guide walks you through the migration process to avoid duplicate charges, missed payments, or reconciliation issues.
Before you start
Make sure you have:
Admin access to GoCardless and your Xero account
Completed the Rechargly onboarding steps in the Rechargly Onboarding Guide (Parts 1-3: account setup, charge import, mapping, and Stripe configuration)
Step 1: Complete your mapping in Rechargly
Before making any changes to GoCardless:
Go to Mapping in Rechargly
Complete the mapping process so all your clients are correctly linked
Ensure all customers have emails and names populated
Step 2: Enable BECS or BACS as a payment method
Follow the instructions to enable BECS/BACS Direct Debit on Stripe. Without enabling this payment method, bank account data cannot be migrated.
Step 3: Export your GoCardless data
Export your client payment data from GoCardless. You will need to raise a ticket with help@gocardless.com to request the migration and ensure the mandates are not cancelled.
Step 4: Turn off GoCardless on the Rechargly branding theme
This is critical to avoid double charges. When Rechargly creates invoices using the Rechargly branding theme in Xero, GoCardless may automatically try to collect payment if it is still linked.
GoCardless users: Ensure that you turn off Automated Payments from the Rechargly invoice template in GoCardless. Follow these steps to avoid double charges.
Step 5: Remove repeating invoices in Xero
You must remove the repeating invoices in Xero that were linked to your GoCardless billing.
Step 6: Complete migration mapping
Once the data has been migrated and imported by Rechargly, complete the migration mapping flow.
Step 7: Verify the first billing cycle
After the first Rechargly billing cycle runs:
Check the Invoices page in Rechargly to confirm charges went through
Review the Failed tab for any issues
Check Xero to confirm invoices were created and reconciled correctly