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).
Clients often ask about ways to boost engagement inside their community groups and we always say that you need to show them what they are missing! Now there is a super easy and automated way to do that with Community Newsletters! The newsletter feature is a digest of your trending posts and hot topics, send out automatically to all group members on the frequency you choose. Members can control whether they receive the digest from their Notification settings. A group administrator does need to go into the Settings to turn this feature on and choose how often you'd like it to go out - Daily, Weekly, Bi-Weekly, or Monthly.
If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier. We'd love to hear how you use this new capability. Drop a line and let us know!
