How do I enable admins to sync GoCardless?

As the account owner, syncing GoCardless customers normally goes through Settings (as shown in this help article). But if you set up extra users with admin role on your account, they do not have access to Settings.

Note that admins can always Start GoCardless payments on your account.

But for admins to Sync new GoCardless customers: Go to Settings toolbar > Settings sub-tab > near the bottom, check "Allow Admin to Sync GoCardless":


Anyone with an Admin role on your account can now go into the Debts tab > Sync GoCardless button. This syncs customers between CleanerPlanner and GoCardless.

Below is the exact pop-up that they are able to access:

  • Can sync GoCardless
  • Can export a CSV / Excel file with missing customers so they can correctly match customers
  • Can NOT set up, link, or unlink the GoCardless account itself — this is something that you must configure yourself in your Settings

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