How to upgrade from trial

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

Introduction

When you create a Couchdrop account, a 14-day free trial is automatically activated on the Couchdrop Business plan. During your trial, you have access to the full platform so you can test integrations, workflows, automation, and file transfer functionality without restrictions.

Upgrading to a paid subscription is quick and seamless — all your existing settings, users, integrations, and workflows remain unchanged.

Before You Start

Before upgrading, make sure:

You are signed in as the Account Owner
You have a valid credit card available
You know which subscription plan best suits your organisation

Good to know

Upgrading your account:

Does not reset your configuration
Does not affect existing integrations or SFTP endpoints
Keeps all users, automations, and workflows intact
Takes only a few minutes to complete

Upgrade Your Subscription

You can upgrade your account directly from the Couchdrop admin portal.

Go to:

https://my.couchdrop.io

Tip: Make sure you are signing in with the account owner. Team members and administrators do not have billing access.

Step 2 — Open Billing & Subscription Settings

In the bottom-left corner of the admin interface, click:

Upgrade Plan

This opens the subscription and billing section for your account.

Step 3 — Choose Your Plan

Select the subscription plan that best matches your business requirements.

Depending on your selected plan, you may gain access to additional features such as:

Advanced automation
Additional users
Enterprise security features
Enhanced support options
Increased transfer or storage allowances

Click Subscribe to continue.

Plan Overview

Plan

Best For

Includes

Starter/Link

Single use case/flow scenarios

A single SFTP/FTP user or mailbox.

Essentials

Small teams and simple workflows

Core integrations and secure file transfer

Business

Growing organisations

Automation, workflow management, advanced integrations

Enterprise

Large or regulated environments

SSO, advanced security, enterprise support, custom onboarding

Contact [email protected] if you need help choosing the right plan.

Step 4 — Enter Billing Details

Provide your:

Billing contact information
Company details
Credit card or payment information

Once complete, confirm your subscription purchase.

Step 5 — Subscription Activated

After payment is successfully processed:

Your subscription becomes active immediately
Your trial account converts into a paid subscription
All existing configurations remain unchanged

You can continue using Couchdrop without interruption.

What Happens After Upgrading?

Once your subscription is active:

Your users, workflows, integrations, and automations remain active
Existing SFTP connections continue working normally
Your account retains all previous settings and configuration
Billing begins from the upgrade date
You can manage or change your subscription later from the billing section

No migration or reconfiguration is required.

Common Questions

I can’t see the “Upgrade Plan” button

Only Account Owners can manage subscriptions and billing.

If you do not have access, contact your account owner.

My payment was declined

Please verify:

Your card details are correct
Your card supports online/international payments
Your billing address matches your bank records
Sufficient funds are available

If problems continue, contact your bank or reach out to our support team.

Can I extend my trial?

Yes. If you need additional evaluation time, contact our sales team:

[email protected]

Do I lose my data after the trial ends?

No. Your existing configuration and account settings remain available when you upgrade.

Can I change plans later?

Yes. You can upgrade or modify your subscription plan from the billing section of the Couchdrop admin portal.

Enterprise & Assisted Billing

If your organisation requires:

Annual billing
Purchase orders (POs)
Custom contracts
Security reviews
Enterprise onboarding assistance

please contact: