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Managing Your DataSift Subscription

How to view subscription details, make plan changes, and download invoices for your DataSift account

Written by Kylie

Billing and Plan Updates

Billing and Plan updates can be handled within the Settings -> Billing section of your DataSift account. Click Settings on the left sidebar of your account, then the Billing tab.

We use automatic billing at DataSift so you don't have to worry about missing a payment or losing access. At the start of each billing period, we'll automatically charge the default card saved to your account.

Only the account owner (Sensei) and Super Admin roles can make changes to the subscription. Admins can view billing information and download invoices but cannot make plan changes, close the account, or add new billing cards.

For more information on user roles and permissions, please see: Adding Users to your REISift Account


Your Plan

The Your Plan section shows your current subscription, how much you’re being charged, and whether you’re on a monthly or annual plan. You’ll also see your next billing date here. We’ll automatically charge your default payment method on that date to keep your account active without interruptions.

Updating Subscription Plans

Want to switch plans? If you're on a monthly plan (excluding AI), you can change plans by clicking Upgrade plan (this option also allows you to downgrade/select a different plan). When changing these plans mid-billing cycle, the amount will be automatically prorated and applied to your new plan, based on the time remaining in your current one.

If you're currently on an Annual or AI subscription and would like to switch plans, or cancel AI County Add-ons, please contact our Support team by clicking Talk to Us and selecting Talk to a person. Support is available Monday–Friday, 9AM–6PM EST.
Requests must be received within 30 days of your renewal date.

Payment Method

In the Payment Method section, you can:

  • View your current billing card

  • Add new cards

  • Set a default (primary) payment method

If you only have one card on file, it is automatically set as the default and used for all subscription payments and when adding additional upload space.

Adding a new card:
Click Add a new card under the Payment section and enter in your billing information.

Changing Primary or Default Card:

After a new card is added, you can click the 3 dots next to the card and select to make it your primary.

Deleting a Card:

To delete a card, select the 3 dots next to the card and Delete.

⚠️ You cannot delete a card if it’s the only one on the account, or if it’s still set as your primary payment method.

Payment History

The Payment History section allows you to view past billing dates and download invoices. These invoices provide a breakdown of subscription charges, but note that any credit purchases or additional monthly upload space purchases will not appear on these invoices, as they are billed separately. When credits or extra space are purchased, the account owner will automatically receive a receipt by email.

Cancelations

Canceling a Subscription 

If you decide to close your account (but why would you? -- you'd be missing out on features that can actually help you make and save money) any available credits left in your account will not be refunded. If you have any active mail campaigns, they will be terminated and will not deploy. There will be no refunds.

*Credits and data are deleted 90 days after an account closes. If you plan to return 90 days or more after canceling, reach out through our support chat to discuss data storage options.

AI Plan cancelations require a 30 day notice. AI Customers will need to reach out in our support chat and select Talk to a Person and speak with our support team to process the cancelation. 

Canceling an Add-on

To cancel an Add-on, please contact our Support team by clicking Talk to Us and selecting Talk to a person. Support is available Monday–Friday, 9AM–6PM EST.
Requests must be received during business hours before your billing date in order to take effect for the next billing period.

Any questions, need more help, or just want to discuss how to better utilize your account? Please don't hesitate to reach out to our support team. Our goal is to ensure ALL real estate investing companies have sales and marketing clarity and we are happy to discuss how to best utilize your account to achieve this. 


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