How to upgrade from trial

Learn how to upgrade your Couchdrop account from a trial to a full subscription.

Overview

New Couchdrop accounts start with a 14-day free trial on the Business plan.

During the trial, you can configure and test Couchdrop, including connections, workflows, Automations, and file transfers.

When you are ready to continue with a paid plan, you can upgrade directly from your Couchdrop account.

Upgrading does not reset your configuration or require any migration.

Your existing users, connections, Automations, workflows, SFTP endpoints, and account settings remain unchanged when you upgrade.

Upgrading your subscription

Before you start

To upgrade your trial, you will need:

• Access to the Account Owner
• A valid credit card
• The Couchdrop plan you want to subscribe to

Only the Account Owner can access billing and subscription settings.

1

Open your Couchdrop account

Sign in to Couchdrop using the Account Owner credentials.

2

Open billing

In the bottom-left corner of Couchdrop, click Upgrade Plan.

This opens the billing and subscription section for your account.

3

Choose a plan

Select the Couchdrop plan you want to use, then click Subscribe.

If you are unsure which plan is appropriate, contact [e-mail].

4

Enter your billing details

Enter the requested billing, company, and payment information.

Confirm the subscription to complete the upgrade.

5

Confirm your subscription

Once payment has been processed, your trial converts to a paid subscription.

Your existing Couchdrop configuration remains in place and you can continue using the account without reconfiguring users, connections, workflows, or Automations.

After upgrading

Once your subscription is active:

• Your existing users remain active
• Connections and SFTP endpoints continue working
• Automations and workflows remain configured
• Your existing account settings are retained
• Billing starts from the date you upgrade
• You can manage your subscription from the billing section

No migration or account recreation is required.

Enterprise and assisted billing

Contact [e-mail] if your organization requires:

• Annual billing
• Purchase orders
• Custom contracts
• Security reviews
• Enterprise onboarding assistance

The Couchdrop team can arrange billing and contracting outside the standard self-service subscription process.

Frequently asked questions

I can't see Upgrade Plan

Only the Account Owner can access billing and subscription settings.

If you are signed in as another administrator or user, contact your Account Owner.

Will upgrading reset my account?

No. Your existing users, connections, Automations, workflows, SFTP endpoints, and account configuration remain unchanged.

When does billing start?

Billing starts from the date you upgrade your trial to a paid subscription.

Can I extend my trial?

Yes. Contact [e-mail] if you need additional evaluation time.

Can I change plans later?

Yes. You can manage or change your subscription later from the Couchdrop billing section.

My payment was declined

Check that:

• Your card details are correct
• Your card supports online and international payments
• Your billing address is correct
• Sufficient funds are available

If the payment continues to fail, contact your payment provider or the Couchdrop team.