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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).
You can now save both existing and newly created QR codes directly to Apple Wallet or Google Wallet for quick access during in-person interactions. Each wallet pass includes helpful details about the QR code’s type, destination, and associated location, making it easier to identify the right code without searching through your photo gallery. Passes are designed for each wallet, so their appearance differs between the two. For example, a Profile Image is supported on Apple Wallet but not on Google Wallet. Agency branding currently appears in the pass header by default and can’t be turned off yet, though an option to make it optional is planned for a future update.
You can now add a unique Message ID to webhook payloads for email opens and clicks, making it easier to connect engagement activity to the exact email that generated it. In a workflow that starts with the Email Events trigger, open the Send Webhook action and select Message ID from the custom value picker when you build the payload. The ID stays the same for repeat opens or clicks on the same message, while different emails receive different IDs. Email Opened still fires on every open, but the ID gives your external system a reliable way to dedupe repeat activity. This helps you build more accurate external reports and identify engagement with specific campaigns.
