How to create an Autogiro admission

An Autogiro admission (medgivande) is created on behalf of a customer from the back-office application. First, navigate to the customer and click on External Accounts.

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Click on Add External Account and Select "Autogiro" as the type.

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Enter a name for the external account and then the bank account information and click Confirm to create the external account.

You will receive a pop-up ticket with information that the admission must be activated before it can be used. The autogiro admission request will now be a part of the next file to be sent to the BankGiro Central ("BGC").

The admission (external account) now has the status Created.

To export the Autogiro file navigate to Payments > Autogiro.

Click the Export button.

You will get a pop-up ticket with information on what will be included in the file.

You will get a notification when the job is finished.

The file is found under Files. Download the exported file and import it into BGC. The admission now has thestatus Pending.

The next step is to import the Autogiro admission file from BGC. Click on the Import button and select Agutorio permissions, find the file, and click Upload a file.

The status is now set to Active and the External Account and the Autogiro permission can now be used.

The status of the admission can also be Rejected when the file is imported. It could for example be that the account type is not approved for Autogiro. You will often receive an error code from the bank, which is displayed in the system.