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GoCardless

Connection

From the Data tab, Frihet imports your GoCardless payments as invoices. Frihet does not create mandates or collections in GoCardless.

What Frihet does​

  • Stores the GoCardless Access Token securely (stored encrypted).
  • Test connection — Frihet checks the token by querying your GoCardless account.
  • Import payments (Data tab) — downloads all the payments in your account and creates one invoice for each:
    • Number GC-{id}, using the payment identifier.
    • One line with the payment description (or "GoCardless payment" plus the identifier), the payment amount and currency, with no taxes added. The due date is the charge date.
    • Status: paid-out or confirmed payments become paid; payments pending approval, pending submission or submitted become sent; the rest (cancelled, denied, charged back...) stay as drafts.
    • The client is named "GoCardless Mandate" followed by the mandate identifier. If no client with that name exists, Frihet creates it.
  • If an invoice with the same number already exists, the payment is skipped.

What Frihet does not do​

  • Import payments from the GoCardless sandbox: the import always uses your live account.
  • Show GoCardless payments, customers or mandates on screens of their own.
  • Reconcile payments with invoices you already had: it creates new invoices.
  • Create clients with their real GoCardless name: it uses the mandate identifier.
  • Update already imported invoices when a payment changes status later.
  • Import automatically or on a schedule: each import is one click on the button.
  • Show an organization summary when you connect.

Requirements​

  • A GoCardless account
  • An API Access Token
  • Each connected integration counts toward your plan limit: 2 on Free, 5 on Pro, unlimited on Premium.

Connect​

Step 1: get the token in GoCardless​

  1. Go to manage.gocardless.com.
  2. Open Developers and click Create > Access Token.
  3. The Read-only scope is enough to import payments.
  4. Copy the token.
Important

The token is shown only once. Copy it before you close the window.

Step 2: save it in Frihet​

  1. In Frihet, go to Integrations.
  2. Open GoCardless.
  3. On the Connection tab, paste the Access Token of your live account (not a test one).
  4. Click Test connection to verify.
  5. If the test succeeds, click Save connection.

Import payments​

  1. Open the Data tab of the integration.
  2. Click Import payments.
  3. Review the created invoices. Payments that were already imported are skipped.

Troubleshooting​

Connection error​

Check that the token is copied correctly, has not been revoked and belongs to your live account: with a test token the import brings no payments.

Payments are missing​

Payments that already have a GC-{id} invoice in Frihet are skipped. If you deleted one of those invoices, it is created again on the next import.

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