How to Upgrade - Magic Merge Knowledge Base

How to Upgrade Your Plan

Upgrading your Magic Merge subscription increases your monthly record limit, allowing you to merge more records. This guide walks you through the upgrade process and what to expect.

How Pricing Works

Record-Based Pricing

Magic Merge pricing is based on the number of records you can merge each month. Each plan includes a specific record limit. Once you reach your limit, you won't be able to run additional merges until your limit resets at the start of your next billing cycle or you upgrade to a higher plan.

You may want to upgrade your plan when:

  • You've reached your monthly record limit and need to merge more records
  • Your merge volume has grown and you're consistently hitting your limit
  • You're transitioning from a trial to a paid subscription
  • You want to increase your limit proactively before a busy period

Important: When you reach your record limit, merge operations will be blocked until your limit resets or you upgrade. Plan your subscription tier based on your expected monthly merge volume.

Upgrade Process

1

Navigate to the subscription settings in Magic Merge

2

Review the available plans and compare record limits. Select the plan that accommodates your monthly merge volume with room to grow.

3

Click Upgrade Plan and follow the prompts to complete your purchase. Provide payment information if this is your first paid subscription.

Note: Upgrades take effect immediately. Your new record limit is available right away, so you can continue merging without waiting for your next billing cycle.

What Happens After Upgrading

Immediate Access

Your new record limit takes effect instantly. If you were blocked from merging, you can resume immediately.

Prorated Billing

You'll only pay for the remaining time in your current billing cycle. Your new rate applies starting next cycle.

Limit Increases

Your record counter updates to reflect your new, higher limit. Previously used records count toward the new total.

No Downtime

Your existing templates, filters, settings, and historical data remain unchanged during the upgrade.

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. Your new record limit is available immediately, and your new rate applies starting with your next billing cycle.

What happens to my used records when I upgrade?

Records you've already merged this billing cycle count toward your new limit. For example, if you've merged 500 records and upgrade to a 2,000 record plan, you'll have 1,500 records remaining for the current cycle.

Will I lose my existing data or configurations?

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

Can I downgrade later if needed?

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

How do I know when I'm approaching my limit?

Magic Merge displays your current usage and remaining records in the app. You can also enable notifications to alert you when you're approaching your monthly limit.

Need Help? If you have questions about which plan is right for your merge volume or need assistance with the upgrade process, contact our support team for guidance.