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nameOverview

This page provides a high-level overview of how to create, renew, upgrade, downgrade, pause, or pause cancel your subscription in CommCare. For any additional questions, please email accounts@dimagi.com.

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nameSubscription Type

By signing up for a CommCare software plan, you benefit from accessing a number of sophisticated features, better support, and secure cloud hosting. Our five software plans include various levels of user limits as well as cloud server support, advanced features, SMS capabilities, automatic software updates, bug fixes and maintenance support, security updates, HIPAA compliance, and much more. 

To add more mobile users or to access more advanced features, you can upgrade to a higher-level software plan. If you need more advanced features but want to keep the same number of users, you will still have to upgrade to the higher-level software plan.

For specific plan details, please see CommCare Pricing Overview . If you have any questions about these, please reach out to info@dimagisales@dimagi.com

Select an Annual or Monthly Subscription

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nameSubscription Cadence

You can choose to be billed on a monthly pay-as-you-go basis or pre-pay for a year in advance to benefit from our discounted Annual pricing. Please refer to our Billing terms before signing up for a monthly or annually billed subscription. For both monthly and annual plans, you can make your payments by following the instructions here: Payment Methods & Instructions

Please refer to our Billing terms before signing up for a monthly or annually billed subscription.

Monthly Billing

All Monthly billed plans require a 30 day minimum commitment. In other words, after After subscribing to a plan, you can only downgrade after 30 days. If you try to downgrade during the 30 day window, your plan will be scheduled to auto-downgrade at the end of the 30 day window.

  • Pre-pay for the number of months of your choice and for any SMS or user credits by logging into CommCare → Settings → Current Subscription, and follow the steps outlined at https://dimagi.atlassian.net/wiki/x/Gy7Kfw. Please note that credits don’t expire even if you suspend your subscription.

  • Post-pay on a monthly basis, after you receive your monthly invoice and follow payment instructions on the invoice and follow the steps outlined at https://dimagi.atlassian.net/wiki/x/Gy7Kfw.

Annual Billing

All Annually billed plans require a 12 month minimum advance payment towards the subscription plan fee (prepaymentpre-payment) commitment within 30 days of sign-up.

Note:

  • The prepayment is applicable only towards the total base subscription plan fee of your commitment period. Any excess user fees, should you go over the user limit included in your software plan, and sms charges per actuals, will be billed separately following the month in which you incurred these charges.

  • That said, if you anticipate exceeding your user limit and using sms during the course of your subscription period, you may also prepay any amount of your choice towards user and sms credits separately to automate the payment process and avoid having to pay for excess user or sms invoices separately each month. Please reach out to accounts@dimagi.com if you would like to purchase user or sms credits.

  • If you cancel or downgrade within 90 days, starting from the start date of your Subscription Term, you will be charged on a prorated basis for the service provided, and rest will be fully refunded. After 90 days, the advance payment is non-refundable and the service will continue until the end of the Subscription Term. 

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Please note that you need to create a project space before you can subscribe to a software plan. Learn how to create a project space at 1f3c1Get Started!.

  • Log into CommCareHQ and go to the project space you want to subscribe to a plan. 

  • Click the Settings wheel at the top right of the page, then click "Current Subscription".

  • Click the blue "Change Plan" button and select and confirm your planclick on the “Sign up” button

    • if you are new to CommCare and not sure which plan might suit your requirement, you have the options to either “Request a Trial” or start with the CommCare Community Plan

    • if you know what you need, you can select the link to “Get started here!”

  • Create your account

  • Name your first project space - this will create a new project space for you

  • Activate your account by validating your email

  • Select your subscription plan and you’re all set to go!

    • if you would like a Pay Monthly Plan, move the toggle to Pay Monthly, select the edition you need, confrim your plan and you’re all set

    • if you would like a Pay Annually Plan, move the toggle to Pay Annually, click on “Talk to Sales”and someone from our team will get in touch with you to guide you on your Pay Annually Plan

Learn how to start building your application at 1f3c1Get Started!.

Confirm Your Payment Permissions & Notifications

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You can upgrade or downgrade your subscription to the Advanced, Pro or Standard Plan at any point in time. If you downgrade to a lower-level subscription, please note that the features that were only available in the higher subscription level will be made inactive. You cannot downgrade to the Community Plan.

For monthly subscriptions, please note that:

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 Click the "Change Plan" button and choose the plan that's right for you. Image Removed

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Pause Your Subscription

In some cases, it’s possible that you may want to pause your subscription.

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Pausing your annual subscription: To pause your subscription, go to Project Settings > Current Subscription and click “Change Plan” > Select “Pause Subscription”.https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143955299/Manage+Your+Subscription#Select-an-Annual-or-Monthly-Subscription please reach out to accounts@dimagi.com and we will pause your annual subscription for you. Your prepaid credits will be put on hold based on your pause schedule. To resume your annual subscription, please reach out to accounts@dimagi.com.

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namePrepayment Credits

A note about pre-payment credits: Should your subscription end and you still have credits, the credits you load onto your subscription as pre-payment don’t expire. Even if your paid subscription is paused, your credits are still loaded onto your account and start getting debited again once you re-subscribe to a plan.

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Export Form and Case Data

In most cases, partners would like to retrieve their project data for future access - whether for further analysis, reporting or storage. Data exports on CommCare address this requirement.

Export via Data tab

  1. On the Data tab, navigate to Export Form data and setup an export for all forms in the project space. Include all fields as well as Advanced Questions so that all data included and choose relevant user and time filters for running the exports. Choose a custom range to include start and end dates for the data to be exported so that historical data can be included in the export.

  2. On the Data tab, navigate to Export Case Data and select each case type and setup an export for each. Follow the same guidance as above.

  3. See here for step by step instructions on exporting data from CommCare.

Export your data to a SQL database via Data Export Tool (DET)

  1. Select Data Export Tool config file for every export if you prefer to use DET for exporting your data to a SQL database.

  2. See here for step by step instructions on DET once the exports are setup.

Export your data to another system via CommCare APIs

  1. For teams with technical knowledge and a requirement for using our APIs instead of the in-product solutions, you can leverage CommCare’s robust data APIs for exporting all your data.

  2. See here for CommCare’s API documentation.

Download Lookup Tables, Users and Organization Data

Data including lookup tables, organization hierarchies and locations, mobile and web user details can be exported as well for future reference after the CommCare subscription is paused. This is helpful in maintaining a track record of user management, user locations and any larger data sets in the form of lookup tables that lived outside of the applications built on the project space.

Lookup Tables

  1. Navigate to the Data tab and select all the lookup tables you want to download as part of data extraction from CommCare.

  2. See here for more on lookup tables in CommCare.

Organization and Mobile User Data

  1. If you need the retain user data as well as organization data, navigate to the Users tab and follow these steps:

    1. Navigate to Mobile Users and click on Download Mobile Users to get an excel sheet of all mobile user data.

    2. Navigate to Web Users and click on Download Web Users to get an excel sheet of all web user data.

    3. Navigate to Organization Structure and click on Download Organization Structure

  2. See here to learn more about user management and organizations in CommCare.

Download Application Summary

Application summaries provide a deep understanding of how data models, case configurations and workflows were setup on CommCare. These are useful to download to have a holistic view of your CommCare solution. Application summaries also help in understanding data structures better and align with project data exports.

  1. For all apps built in CommCare, you can access the App Summary page and download the structure of the application, including form content and case configurations.

  2. See here for information on App Summary.

Temporary Reactivation Process

In the event that your subscription has paused and you need access to your data, please send a request to accounts@dimagi.com to temporarily reactivate your subscription and also provide the following:

  • either have an Admin of the project space send the request directly or provide sign-off from an existing space Admin

  • provide the URL of the project space

  • confirm the date of unpause

Please note that subscriptions can be temporarily unpaused free of cost for 7 days (weekends included) starting from the date of unpause confirmed in the request. If you require additional days beyond the free period, you will have to re-subscribe to a paid plan in order to retain data access.

Cancel Your Subscription