A guide on how to integrate GoCardless with Plecto and build dashboards that visualize your business performance in real time.

Last updated: Nov. 3, 2022

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with GoCardless currently allows you to import the following data types:

  • Payments
Integration technical details

Visit our GoCardless integration page to see the technical details, such as the update frequency, custom field support, and more.

  1. Go to Data management > Data sources > + New data source > GoCardless.
  2. Click Next and log in to your GoCardless account.
  3. Give Plecto read access to your GoCardless data. Once approved, you will be redirected back to Plecto.
  4. Select the data types you want to import.
  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
  6. Click Next to continue and import your data.
Need help building formulas?

Read our help articles Introduction to the Formula Editor and How to Build a Formula.

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