This article outlines key procedures for managing your Insycle account. Learn how to cancel your plan and download invoices in the Insycle app (Settings > Billing), or update billing information, and troubleshoot payment issues in the Customer Portal. It also covers data removal policies and provides guidance on resolving common account-related challenges.
Please note that only users with an Owner role can make changes to your plan.
Cancel Your Insycle Plan
Canceling a plan means that it will not renew, and there will be no additional charges in the future.
While we understand that circumstances may change, we do not provide refunds for cancellations during the subscription period. However, you can continue to enjoy Insycle until the end of your current term.
Your plan can be cancelled at any time directly from the Settings > Billing page.
Only users with the Owner role can initiate the cancellation. If you're unsure who the 'Owner' is for your team, review the roles under Settings > Users. If you still can't figure it out, please contact our support team.
HubSpot users can learn more about disconnecting HubSpot from Insycle.
As part of our commitment to data privacy and security, your data—including templates and configuration settings—will be automatically removed from Insycle within 14 days following the end of the subscription term.
You can also remove your data at any time directly from Insycle under Settings > Account. Learn more about managing your account data.
If you choose to cancel, we'd appreciate your feedback. Please complete the Cancellation Feedback survey with your comments to help us improve the experience and product. We value your opinion and review every comment.
Review or Update Your Account Information
You can review and download your past invoices and manage your plan at any time directly from the Settings > Billing page.
After logging in, scroll down to the Invoices section. You can download each invoice as a PDF from there.
Only users with the Owner or Admin role can view and download invoices. If you're unsure what role you are assigned, review the roles under Settings > Users.
At this time, consolidated billing statements or Excel exports are not available.
Insycle subscriptions are based on annual or monthly cycles. At the end of your subscription term, the plan is set to renew automatically to ensure uninterrupted service.
To prevent your subscription from auto-renewing for the next term:
- Go to Settings > Billing and click the Cancel Plan button. This will disable the auto-renewal setting, ensuring your subscription does not auto-renew for the next term.
To enable auto-renewal:
- Contact our support team to remove the scheduled cancellation. Use the live chat button at the bottom of every page on the app and website or email support@insycle.com.
Note: All changes to plans and auto-renewal must be completed prior to the subscription renewal date to take effect for the upcoming term.
To change the billing address or credit card on file, log in to the Customer Portal.
To change the billing admin (the person with access to the Customer Portal), please contact our support team using the live chat button located at the bottom of every page on the app and website.
You can preview the cost of a change to your plan by navigating to Settings > Billing and clicking the Change Plan button. At the end of the flow, you'll be prompted to contact our support team to process the change.
Additional Resources
Related Help Articles
- Add and Remove Accounts Data
- Ensure Insycle Account Continuity Using Integration User (Service Account)
- User Roles and Permissions
- Pricing and Costs: Understanding Insycle Plans
- Customer Data Health Assessment
Related Blog Posts