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Enable and configure Real-Time Reconciliation for GoCardless

Learn how to enable and configure Real-Time Reconciliation for GoCardless in Zuora, including setting up authentication mechanisms and managing configuration mappings.

  • A GoCardless gateway instance has been configured in Zuora.

  • You have created at least one authentication mechanism set up through the Gateway Authentication payment setting.

  • Ensure that the merchant account ID has not been configured for any tenant for Real-Time Reconciliation enablement. If an account ID is configured for multiple tenants with Real-Time Reconciliation enabled, only one tenant can receive the Real-Time Reconciliation events.

To enable and configure Real-Time Reconciliation for GoCardless, complete the following steps:

  1. Click your username in the upper right and navigate to Settings > Payments > Configure Real-Time Reconciliation . This page displays all available Real-Time Reconciliation configuration mappings for active gateway authentication tokens.
    • Name : the name of the OAuth token for gateway authentication.

    • Gateway Type : the type of the gateway instance associated with the OAuth token.

    • Gateway Identifier : the Organisation Id of the GoCardless account.

    • User : the Zuora username of the user who performs the reconciliation actions.

    • Actions : the operations for managing the Real-Time Reconciliation configuration:

      • Delete : Delete a configuration mapping.

      • Edit : Update the user who will perform the reconciliation actions.

  2. From the Gateway Type dropdown list, select GoCardless , and then click Add .
  3. On the Enable Real-Time Reconciliation page, from the Gateway Merchant Account dropdown list, select the authentication token that you have created through the Gateway Authentication payment setting.
  4. In the User to reconcile events section, select any of the following options to define the user who will be used by Zuora to perform the reconciliation actions. Ensure the user has obtained the required permissions . Note that only users created through the Zuora UI are loaded in the list. Users created through One ID are not available in the list.
    • Current User : the user who is logging in to Zuora and performing this Real-Time Reconciliation enablement.

    • Select a User : Select a user from the list who has obtained the required permissions to perform reconciliation actions.

  5. Click Submit .

The GoCardless Webhook service might delay sending notifications to Zuora for 2 or 3 days. The corresponding records in Zuora will not be updated until the notifications from GoCardless are received. If you have any questions about this delay, please contact GoCardless.