Published: February 24, 2022

Visor is releasing improvements to the way we’re handling monthly sync credits. As a part of this work, we’re increasing the allotted number of credits for all users, enforcing limits to adhere to sync credit rules, and introducing a new way to track sync credit usage.

Until now, Visor had been tracking sync credit utilization but not informing users when they exceeded their plan allocation. After this activation, your Visor workspace will begin respecting the allocated sync credits of your plan.

This activation will proceed in three phases over two months, allowing you to ensure you can continue syncing your Visor workbooks without interruption.

Here are some important dates to keep in mind:

Read on to understand how this change impacts your workspace and what you can do to prepare.

Visor is growing quickly. Each month, there are twice the number of active users. We are incredibly excited to be growing with you, and we’re heavily investing in our people and systems to continue to support the growing community.

As part of this growth, Visor is maturing its systems for billing to provide you with a more streamlined experience and fair plan allocations. One step in this process is activating Visor’s monthly sync credit system. This will allow the Visor customers who use the system most to pay a fair amount for their usage.

In December, 2021, we launched a new system for tracking each workspace’s usage of sync credits. In the days since then, we’ve ensured this system was accurate, fair, and reliable. This data demonstrated that customers are using more sync credits than we originally expected, which is leading us to expand the allocations for all of our plans, including the Visor Free plan.

There are two important changes happening now:

As part of our review, we’ve found that teams are using far more sync credits than we anticipated when designing the plan allotments, so we’ve decided to increase these allotments. We want to keep Visor’s Free plan as a great way for teams just getting started to experience the full value of Visor. And we want customers on the Visor Pro and Visor Ultimate plans to get more for their money.

Here is a summary of the changes to the plans, effective February 24, 2022.

All plans will remain at their current prices.

The activation of this system will proceed in three phases.

During this transition phase, you can begin making plans to ensure you have enough sync credits on your current plan. Feel free to reach out to the Visor Customer Success team if you would like an advanced review of your historical usage and projected needs.

The licensing system will begin activating for newer workspaces.

The licensing system will be fully active on all workspaces.

When you set up connections in your Visor workbook, it’s possible to pull and push data to connected apps like Jira, Salesforce, HubSpot, and more. Sync credits measure the amount of data being transferred.

When you run an import in Visor, each cell pulled into Visor counts as a sync credit.

When you run a sync, each cell pushed and each cell pulled counts as a sync credit. Only cells with changes to push from Visor count as sync credits.

When you refresh fields, Visor records one sync credit per record type refreshed.

When you run an operation to find records in a connected app from a Visor, each call counts as a sync credit. Searches happen in the connection field when you’re looking up records by name in a connected app. Searches also happen in other parts of Visor, such as when editing a Jira Assignee field or a Salesforce field of type “reference.” Queries happen when you configure or preview import counts or results. Keep in mind that copy-pasting certain values will also require sync credits if the destination field requires a lookup before setting the value.

When your workspace runs out of sync credits, any running syncs or imports will complete fully. However, you will not be able to start certain actions that require sync credits. These include actions like importing, syncing, refreshing fields, or running queries.

You will not be responsible for overage charges if a running operation exceeds your workspace’s sync credit limit.

You will retain full access to all your data, and you can continue working in the workbook. That includes making changes in Visor to connected data.

When your monthly usage cycle resets again, your workspace will get a fresh allocation of sync credits. You can then run any operations that were blocked when no credits were available.

You can also upgrade your plan or purchase booster packs.

If you are on the Visor Free plan, we recommend upgrading to Visor Pro. If you have a Visor Pro workspace, you can consider whether an upgrade to Visor Ultimate or purchasing individual booster packs are a better option. Visor Ultimate workspaces can simply purchase additional booster packs.

Visor provides multiple ways to explore your sync credit usage.

Visit the Plan & Usage page in your Visor workspace. Towards the bottom, you’ll see a section showing your usage of monthly sync credits. It’ll also indicate when your usage resets.

For certain activities that require sync credits, you can review their usage from the “Activity” page of the Connection modal within the relevant workbook. Open the workbook you’d like to analyze, and then click the “Connections” button in the top toolbar. From there, navigate to the “Activity” page for the connection of interest. Once that list loads, you’ll see recent actions and their associated sync credit usage.

We want you to get the most out of your current monthly sync credit allocation. Here are some tips to make the most of your credits.

No action is immediately necessary. You can continue using Visor as normal. Starting today, you can check on your sync credit utilization against the allotment of your plan. And beginning on March 1, you’ll start receiving clearer messaging in the product if you are approaching your limit.