News & Updates
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Import old invoices using CSV
April 1, 2025
Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform.
Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks.
When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings.
After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).
This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update. While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!
There's good news today for those of you who use JourneyCARE's All-in-One Chat Widget on your website. We've added Facebook, Instagram, and Voice AI as options that you can choose as communication channels. The options are easy to add in the Chat Widget settings. Note that you do need to have a Facebook or Instagram account connected to JourneyCARE in order to see those as things that you can choose. For Voice AI to show up as an option, you need to have a Voice AI agent configured in your account.
