Switching to an integration when you use Dashboard subscriptions or plans
If you use subscriptions (including subscription templates) in the GoCardless dashboard to automatically take payments from your customers and want to start using one of our integrations, you’ll need to decide what to do with your existing customers’ payments.
Setting up new customers via the integration is simple. For your existing customers, you need to decide if you want to keep managing their payments through the dashboard, or if you want to move them over to the partner software.
Am I using dashboard subscriptions or subscription templates?
Head to the Subscriptions page of your GoCardless dashboard or type manage.gocardless.com/subscriptions in your address bar and use the status dropdown to filter for “Active” subscriptions. This will show you any subscriptions that you’ve set up, which are currently active.
If you don’t see any subscriptions listed, then you don’t need to do anything. You can stop following this guide.
Do I need to move my existing customers over?
If you use subscriptions (including subscription templates) in the GoCardless dashboard to automatically take payments from your customers and want to start using one of our integrations, you’ll need to decide what to do with your existing customers’ payments.
Setting up new customers via the integration is simple. For your existing customers, you need to decide if you want to keep managing their payments through the Dashboard, or if you want to move them over to the partner software.
If you’re happy to keep managing your existing customers through the Dashboard, you can stop following this guide. If you want to consolidate everything into the integration, please see here.
Please note: If you’ve got lots of subscriptions (we’d suggest more than 40), then head to our guide to using a spreadsheet to make the flow easier.