Nabeyond ltd t/a CartDNA is a Shopify Payment App Development Partner.

CartDNA GoCardless Installation & Subscription Setup Guide

Easy instructions to install GoCardless app and create subscription products for your Shopify store

CartDNA GoCardless Shopify app installation guide showing step-by-step setup process for subscription payments

What You'll Learn

This comprehensive guide covers everything Shopify merchants need to successfully install CartDNA GoCardless app and set up profitable subscription products:

Install Shopify Apps

Set up CartDNA GoCardless and DataDNA apps for your Shopify store with direct debit payment processing

Create Subscription Products

Transform your Shopify products into recurring subscription offerings with flexible billing cycles

Accept Direct Debit Payments

Process GoCardless direct debit payments and manage customer subscriptions automatically

Track Subscription Performance

Monitor subscription sales, customer retention, and revenue analytics with free DataDNA insights

Pro Tip: Follow this guide step-by-step for the best results. Don't skip the testing phase!

PART 1: Install CartDNA Shopify Apps

1

Create Your CartDNA Account

Start by creating your free CartDNA merchant account. This takes just 2 minutes and gives you access to all our payment tools.

Sign Up Free Already Have Account?
What you need: Just your email address and basic store information
2

Get Apps Enabled

Contact our support team to enable GoCardless in your portal. This ensures proper setup and gives you dedicated assistance.

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Fast Response: Our team typically responds within 1-2 hours during business hours
3

Install GoCardless App

Follow These Steps:

  1. Login to CartDNA: Access your portal
  2. Find Payment Gateway: Look for this section in your dashboard
  3. Select GoCardless: Choose "GoCardless (Direct Debit) app"
  4. Enter Store URL: Add your MyShopify store URL
  5. Verify Store: Click "Verify Shopify Store"
Need your Shopify URL? Find it here: What is my Shopify URL?
4

Set Up GoCardless Configuration

You need two pieces of information from GoCardless:

  • GoCardless Access Token
  • GoCardless Webhook Secret

Test vs Live Mode

Test Mode: For testing without real money (start here)
Live Mode: For real payments (requires KYC verification)

Create GoCardless Accounts:

Test Account (Free) Live Account
5

Get Access Token

Simple Steps:

  1. Login to GoCardless (test or live)
  2. Go to Developers (top right)
  3. Click Create → Access Token
  4. Name it: "CartDNA [Your Store Name]"
  5. Choose: "Read Write Option"
  6. Create and copy immediately
Important: The token shows only once! Copy it immediately.
6

Create Webhook

Webhook Setup:

  1. In GoCardless: Developers → Create → Webhook Endpoint
  2. Name: "CartDNA Webhook"
  3. URL: Use format below
  4. Secret: Leave empty (auto-generated)
  5. Create and copy the secret

Webhook URL Format:

https://app.cartdna.com/public/gocardless-app/callback?shop=[YOUR-STORE].myshopify.com
Example: If your store is "mystore.myshopify.com":
https://app.cartdna.com/public/gocardless-app/callback?shop=mystore.myshopify.com
7

Install DataDNA (Optional)

DataDNA is our free analytics app. Installation is super simple:

  1. Login to CartDNA Portal
  2. Go to Payment Gateway section
  3. Select "DataDNA FREE APP"
  4. Enter your Shopify URL
  5. Complete installation
No Configuration Needed! DataDNA works automatically once installed.
8

Complete Setup

  • Enter your access token in CartDNA
  • Enter your webhook secret in CartDNA
  • Activate the app in CartDNA portal
  • Activate again in Shopify when redirected
  • Test in test mode first
Remember: Add test keys to test mode, live keys to live mode!

PART 2: Create Shopify Subscription Products

Now that your apps are installed, let's turn your products into profitable subscriptions!

9

Set Up Product Variants

First, create product variants in your Shopify store for different subscription options.

Variant Strategy:

Create different variants based on subscription frequency and duration. This gives customers choice and increases sales.

Example: Protein Shake Subscriptions

Product: Strawberry Protein Milk Shake
  • 🛒 Single Purchase (one-time)
  • 📅 Monthly for 12 months
  • 📅 Monthly for 6 months
  • 📅 Every 3 months for 1 year
  • 🔄 Monthly until cancelled
Pro Tip: Offer discounts for longer subscriptions to encourage commitment!
10

Sync Your Products

Connect your Shopify products with CartDNA to enable subscription functionality.

Easy Sync Process:

  1. Go to CartDNA Portal: Login to your merchant dashboard
  2. Find Configure Product: Look for this menu option
  3. Click Sync Products: This imports all your Shopify products
  4. Wait for completion: The system will sync automatically
Automatic Sync: All your products and variants will appear in CartDNA
11

Configure Subscription Settings

Set up each product variant with specific subscription rules and pricing.

Configuration Steps:

  1. Find Your Products: See the synced products in the table
  2. Click Configure: For each product you want as subscription
  3. Set Frequency: Choose billing cycle (weekly, monthly, etc.)
  4. Set Duration: Fixed period or until cancelled
  5. Save Settings: Apply your subscription configuration
Flexible Options: You can configure different settings for each product variant

PART 3: Advanced GoCardless Features

CartDNA GoCardless app offers powerful direct debit payment tools for Shopify merchants beyond basic subscription products.

Customer Sync

Import existing GoCardless customers and mandates into your CartDNA portal and Shopify store

Subscription Management

Cancel or modify existing GoCardless customer subscriptions directly from CartDNA

Manual Payments

Create one-off payments for existing or custom products outside regular subscriptions

Custom Subscriptions

Create manual subscription plans for existing customers or new custom products

Installment Plans

Set up direct debit installment payments for higher-value purchases

Shopify Markets

Full compatibility with Shopify Markets for international expansion

Power User Tip: These advanced features unlock the full potential of direct debit payments for your business!

Testing GoCardless Integration & Going Live

Before You Go Live with Direct Debit Payments:

  • Test a subscription signup in test mode
  • Verify the payment appears in GoCardless
  • Check that Shopify creates the order correctly
  • Test the customer experience completely
  • Confirm webhook notifications work
  • Test subscription management functions
Critical: Always test thoroughly before processing real customer payments!

GoCardless Live Mode Checklist:

  • Complete GoCardless KYC verification
  • Switch to live mode credentials
  • Update webhook with live URL
  • Test with a small real payment
  • Monitor first few transactions closely

Start Your Shopify Subscription Business Today

Get expert CartDNA support to launch your direct debit subscription products successfully

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