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How to Cancel Your Overloop Subscription (Without Losing Your Data)
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How to Cancel Your Overloop Subscription (Without Losing Your Data)

CampaignStack10 min read

Canceling Overloop takes one page. The short version: sign in as an admin, open Settings, go to Account settings, then Subscription, and click Cancel. You keep your plan until the end of the billing cycle you already paid for, and the subscription stops renewing after that. Two things to know before you click: a non-admin user cannot see the button at all, and the 30-day money-back guarantee is the only refund Overloop offers, so a cancellation in month four gets you the rest of month four and nothing back.

No hard feelings toward Overloop. It is one of the few outreach tools that writes its LinkedIn limits down as numbers, its database and email finder come inside the seat, and the exclusion list works across every user in the account. But per-user pricing adds up once a client has several LinkedIn accounts, and when the day comes to simplify the stack you want to leave with your prospects, your campaign numbers and your exclusion list in hand.

What canceling actually does (and doesn't do)

Overloop's terms say a subscription renews automatically at the end of each billing cycle under the same conditions unless you cancel, and that you can cancel through the account management page or by writing to support. The help center's cancellation article says the same thing in fewer words: cancel from the Subscription page, admins only, and you keep access to your current plan until the end of the cycle.

Canceling is not deleting. After the cycle ends, the subscription is terminated, and the terms say your right to use the service ceases at that point. Nothing in the help center describes a read-only or locked state you can still browse, so treat the end of the cycle as the day the data goes dark and finish every export before it.

Deleting the account is a separate request, and it goes to a different address. The privacy policy says you send a deletion request to support@overloop.ai, that written confirmation arrives within 28 days after an identity check, and that Overloop removes almost everything within 90 days of deletion. Nothing in the help center offers a delete button in the UI.

Refunds: the help center's refund article is short. You are billed as soon as the account is created, there is a 30-day money-back guarantee, and beyond those 30 days there are no refunds. The terms leave a door open, saying certain refund requests may be considered case by case at Overloop's sole discretion, so a polite email costs nothing, but plan on the help center's version.

The undo path is not documented. There is no "resume" button described anywhere in the help center, so if you cancel and change your mind, the safe move is to write to support@overloop.com before the cycle ends rather than assume the page will offer it.

Export these three things first

Overloop documents no read-only state after the cycle ends, so plan on losing access rather than on browsing later. Do this in order.

Free download

Outreach tool migration worksheet

The export checklist, the four kinds of 'do not contact' and a suppression-list template that works in any tool.

One email with the file. Untick the box and that is the only one you get.

1. Your prospects and organizations

Every prospect you sourced from Overloop's database cost a credit, and every email the finder found cost another. That is the data you paid for.

The click path from the help center: go to the Prospects page, select the prospects you want, click the Manage xxx prospects button, then CSV Export. Overloop emails you a link to the file rather than downloading it on the spot, so check the inbox of the user who ran the export. Select all before you click, and repeat on the Organizations page if you use it.

Overloop Prospects page with contacts selected and the CSV Export option highlighted in the Manage contacts menu

If you are on Growth or Enterprise, the REST API does the same job without the email round trip. Create a key under Settings > API (admins only), send it as the Authorization header, and page through GET https://api.overloop.com/public/v1/prospects with ?sort=-created_at. Collections return up to 100 records a page with pagination links. Lists, custom fields, organizations and deals have their own endpoints, so a full export is a short script.

2. Your campaign numbers

There is no help-center export for sent emails or LinkedIn messages, and the API reference has no endpoint for either: the closest it gets is workflow enrollments. What you can keep is the reporting. Open each campaign's report while you still have access and record what the tool tracks: sends, opens, clicks, replies and bounces. If you have a favorite subject line, copy the template text from Templates now; email copy written by Overloop's AI lives only inside the campaign that generated it.

The conversations themselves survive in two places you already own: your own mailbox, since Overloop sends through your connected email account, and your LinkedIn inbox, since it sends through your own LinkedIn account. What you lose is the campaign attribution, not the text.

3. Your exclusion list

This is the one with legal teeth. Overloop's exclusion list holds every email address, domain and LinkedIn URL that must never be contacted again by any user in the account, and every prospect who clicked the opt-out link at the bottom of one of your emails was added to it automatically, address and LinkedIn URL both. Those people told you to stop. Rebuild your lists in a new tool without that file and you will eventually message one of them.

The catch: the help center's exclusion list article describes how to add entries in three ways and says nothing about exporting them. The page at Settings > Exclusion List shows the entries, so the fallback is copying the table by hand. The clean route is the API, which has an exclusion list items endpoint: GET https://api.overloop.com/public/v1/exclusion_list_items, paged like everything else. If you are on Starter, where the API is not included, either upgrade for one month to run the export or copy the page before you cancel.

Overloop dialog for adding emails, domains or LinkedIn profile URLs to the exclusion list

While you are in there: invoices and the LinkedIn account

Download your invoices from the Subscription page before the cycle ends. Then disconnect LinkedIn from Settings > LinkedIn account with the Disconnect button, or from the extension's action menu, and remove the Overloop Chrome extension from chrome://extensions/. The help center documents the disconnect step; the extension removal is just tidiness.

The actual cancellation steps

Sign in as an admin. The help center is explicit that only admins can cancel or modify the subscription, and that only admins can invite, edit or deactivate users.

  1. Open Settings.
  2. Click Account settings.
  3. Click Subscription.
  4. Click Cancel and confirm.

Your plan stays live until the end of the current billing cycle. Campaigns keep running until then, so if you want sending to stop today, pause them one by one, or disenroll everyone with Manage prospects > Disenroll from workflow.

Gotchas that catch people

  • Admins only. A regular user sees no Cancel button. If the person who set up the account has left, sort out admin rights first. Changing the account owner itself is not a UI option either: the owner writes to support@overloop.com.
  • Day 30 is the refund line. Billing starts the day the account is created, and the money-back guarantee covers the first 30 days. After that, the help center says no refunds; the terms say case by case at Overloop's discretion.
  • Trial or no trial. The FAQ mentions a 14-day free trial; the help center's own trial article says there is no trial and points to the 30-day guarantee instead. If you signed up recently, ask support which applies to your account before you count on either.
  • Downgrades keep the credits, upgrades cost now. Upgrading or adding an add-on bills a prorated amount for the rest of the month; downgrading or removing one keeps the credits until the end of the cycle. If the goal is to shrink rather than leave, the Subscription page handles it.
  • Extra credit packs renew on their own. Additional credits are a subscription of their own, added to your monthly plan and renewed at the start of each billing period. Check the Subscription page for one before you assume the main plan was the only line.
  • Monthly credits do not roll over. The FAQ says unused credits on monthly plans expire at the end of the month. Spend them on the export you actually want, finding emails for prospects you are taking with you, rather than letting them lapse.
  • Two support addresses. Billing and refunds go to support@overloop.com or the chat; the privacy policy routes deletion requests to support@overloop.ai. Send the deletion request to the address the policy names.
  • The exclusion list has no export button. See above. This is the one that bites six months later.

Where your sequences go next

You now have a prospect CSV, your campaign numbers, and the exclusion list. What you do next matters more than which tool you pick.

The honest question first. If you are leaving Overloop because the replies were thin, moving the same lists into another sender changes little; the list and the message were the problem. If you are leaving because of the bill, the arithmetic is per user: Overloop is $69 a user a month on Starter and $99 on Growth, and each user carries one LinkedIn account, so a client with four accounts is four seats.

CampaignStack bills the client workspace instead: one price, however many accounts and people sit inside it. Import the prospect CSV, load the exclusion export as workspace exclusions so every opted-out address and LinkedIn URL is blocked from the first send, and rebuild your campaigns as workflows that mix LinkedIn and email steps. Every lead is scored against the ICP before it enters, every AI draft is read by a critic before a person sees it, and every LinkedIn send is capped by a daily budget the system computes from the account's own history. If account safety is part of why you are moving, the CampaignStack safety page lists the exact limits enforced on every account.

Want the feature-by-feature version of this decision? The Overloop vs CampaignStack comparison covers the seat math, the LinkedIn limits each tool enforces, what each does with an AI draft before it sends, and the parts of Overloop that do not transfer: the contact database stays with the subscription, the sent history has no export, and the AI email copy is rebuilt as workflow templates.

This guide is one of a series, and the part that does not depend on the vendor lives in one place: Leave any outreach tool without losing the memory that protects you has the full export checklist, the four kinds of "do not contact" and the suppression-list template.

Takeaway

Export your prospects from the Prospects page or the API, copy each campaign's report and your templates, and pull the exclusion list through the API before the cycle ends. Then cancel from Settings > Account settings > Subscription as an admin, remember that refunds stop at day 30, and send the deletion request to support@overloop.ai if you want the data gone rather than dark.

Sources

  1. Overloop Help Center: I Want to Cancel My Subscription
  2. Overloop Help Center: Refund Policy
  3. Overloop Help Center: Export Prospects
  4. Overloop Help Center: Exclusion List
  5. Overloop API Reference