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Migrating your direct debits to CiviPlus/GoCardless - Introduction
Migrating your direct debits to CiviPlus/GoCardless - Introduction

An overview of how to migrate your direct debits to GoCardless with CiviPlus

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Written by CiviPlus Helpdesk
Updated over 5 months ago

Introduction

CiviPlus can manage direct debits for donations and memberships seamlessly through our end to end integration with GoCardless. With our GoCardless CiviPlus integration you can streamline your direct debit collections and management with a fully automated process.

Depending on your exact scenario your steps might be slight different so we have prepared a number of guides below:

There are 4 scenarios to consider:

  1. You are already taking Donation Direct Debits but are not using GoCardless for those direct debits

  2. You are already taking Donation Direct Debits and are already using GoCardless for those direct debits

  3. You are already taking Membership Direct Debits but are not using GoCardless for those direct debits

  4. You are already taking Membership Direct Debits and are already using GoCardless for those direct debits

For each scenario we have split the work between what needs to be done on the GoCardless side and what needs to be done in CiviPlus.

If you need any additional help, or simply want to chat with us about planning your migration please don't hesitate to contact us!

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