Submit support requests using GoCardless Bank Account Data customer portal

Article content

• Customer portal overview
• How to sign up for customer portal? 
• How to submit a support request? 
• How to track my support requests? 
• How to update a request?
• How to close a request?

Customer portal overview

GoCardless Bank Account Data Help Center has customer portal functionality, which can help you oversee and manage your support requests more effectively. 

On the customer portal you can:

• Create a new support requests
• Check your support request status
• Update an existing support request with new information
• Follow relevant Help Center articles

How to sign up for customer portal? 

You would need to create a profile to be able to use all customer portal benefits.

Here's how you can do that: 

1. Open our Help Center

2. Click Sign in

3. Select one of the options:

• Sign in with Google
• Sign in with Microsoft
• Get a password
• Sign up

4. Follow the sign up instructions

How to submit a support request?

To create a new support request, click on Submit a request in our Help Center

Then select the relevant service you're having issues with and fill in the request form. 

Please try to stick to one question/issue per ticket, especially when questions/issues are very diverse. This will allow us to address all the questions/issues the most effectively and will minimize the probability of miscommunication. Thank you for your understanding!

How to track my support requests? 

You are able to see your submitted requests under Profile > Requests. 

How to update a request? 

If you wish to provide an update / answer to your support request: 

1. Open your requests in Profile > Requests

2. Click on the request you would like to provide an update for

3. Enter a comment

4. Click Submit

How to close a request?

If you wish to close a request: 

1. Open your requests in Profile > Requests

2. Click on the request you would like to close

3. (Optional) Enter a comment 

4. Click Mark as solved

For more information on customer portal functionality, please refer to this article: Submitting and tracking requests in the help center Customer Portal