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GoCardless

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Integrate GoCardless with Plecto

  1. Go to Data management > Data sources > + New data source > GoCardless.

  2. Click Next and log in to your GoCardless account.

  3. Give Plecto read access to your GoCardless data. Once approved, you will be redirected back to Plecto.

  4. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to continue and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > GoCardless. Our integration with GoCardless currently allows you to import the following data types:

  • Payments