Manually Adding GoCardless Mandate Tokens in Upmind

This guide explains how admin or staff users can manually add GoCardless mandate tokens to Upmind, linking existing GoCardless mandates to customer accounts. Additionally, you can refer to our guide on how to add GoCardless as a payment method here, as well as instructions on obtaining the GoCardless access token and setting up webhooks here.

Getting the Mandate Token from GoCardless

1. Log in to your GoCardless Dashboard at manage.gocardless.com.

   

2. In the left-hand menu, click on Customers.

   

3. Select the customer whose mandate you wish to link.

4. Click on Bank Accounts to view their payment details.

   

5. Copy the Mandate Code (this is the unique identifier for the mandate).

   

Manually Add the Mandate Token in Upmind

1. Log in to your Upmind admin panel.

2. Select the client to whom you want to add the mandate token.

3. Go to Billing > Payment Methods and click Add Payment Method.

   

4. In the Advanced Section, click on the option to manually add the mandate token.

   

5. Select GoCardless as the provider, then paste the copied mandate token into the TOKEN field.

   

6. Click Save to store the information.