How to Upgrade Your Plan

Upgrading your Magic Merge subscription is straightforward and can be done directly from your Salesforce environment. This guide walks you through the upgrade process and what to expect.

When to Upgrade

You may want to upgrade your plan when:

• You've reached your monthly merge limit
• Your team has grown and needs more user seats
• You need access to premium features not available in your current plan
• You're transitioning from a trial to a paid subscription

Upgrade Process

Step 1: Access Subscription Settings

1. Navigate to the Magic Merge app in Salesforce
2. Click on the Settings tab
3. Select Subscription & Billing from the menu

Step 2: Choose Your New Plan

Review the available plans and select the one that best fits your needs. You'll see a comparison of features, merge allocations, and pricing for each tier.

Step 3: Complete the Upgrade

Click Upgrade Plan and follow the prompts to complete your purchase. You'll need to provide payment information if this is your first paid subscription.

What Happens After Upgrading

• Prorated Billing - You'll only pay for the remaining time in your billing cycle
• Immediate Access - New features and increased limits are available right away
• Usage Resets - Your merge counter resets to reflect your new allocation
• No Downtime - Your existing templates and configurations remain unchanged

Common Questions

Can I upgrade in the middle of my billing cycle?

Yes. When you upgrade mid-cycle, you'll be charged a prorated amount for the remainder of your current billing period, and your new rate will apply starting with your next billing cycle.

Will I lose my existing data or configurations?

No. All your templates, merge filters, settings, and historical data are preserved when you upgrade.

Can I downgrade later if needed?

Yes. You can change your plan at any time. Downgrades will take effect at the start of your next billing cycle to ensure you maintain access to features you've already paid for.