How to Add GoCardless as a Payment Method

Setting up GoCardless payment gateway in Upmind requires both an access token and a webhook endpoint. These allow Upmind to securely communicate with GoCardless, receive mandate and payment events, and automatically update invoice statuses when payments clear.

Creating a GoCardless access token

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

2. Go to the Developers section.

3. Click Create and select Access Token.

4. Enter a name for your access token and select the appropriate scope:

   1. Read Only Access: Allows users to view data without making any changes. Ideal for accessing information without the risk of modification.

   2. Read-Write Access: Grants permission to both view and modify data. Required for actions such as creating payments, updating records, or managing customers.

5. Click Create Access Token.

6. Copy the access token displayed (you will not be able to view this token again, so save it securely).

7. In Upmind, go to your GoCardless Payment Provider settings.

8. Paste the access token into the designated field and click Save.

Setting up the webhook endpoint

1. Log in to your GoCardless account and go to the Developers section.

2. Click Create and select Webhook endpoint.

3. Enter a name for the webhook.

4. Set the URL to: https://api.upmind.io/payments/gocardless/callback.

5. Leave the Secret field blank (GoCardless will generate a secure secret for you).

6. Click Create Webhook Endpoint.

7. After creation, click on the new webhook endpoint to view its details.

8. Copy the Secret generated by GoCardless.

9. In Upmind, paste the webhook secret into your GoCardless Payment Provider settings and click Save.