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).
We've enhanced the Email Action to make attachments in JourneyCARE more convenient and efficient. You can now attach files directly from the Media Library or upload files from your local device when configuring a Send Email action. This update helps streamline your workflow by allowing you to reuse existing assets, eliminating the need to repeatedly upload the same files, while also providing the flexibility to choose between stored files and new uploads.
We've improved the course experience in JourneyCARE with video auto-play, a new "Up Next" lesson preview, and smarter lesson completion tracking for both video and text lessons. Course creators can now enable auto-start, auto-play, and auto-complete settings at the course level and apply them across multiple courses. These enhancements create a smoother learning journey, reduce manual actions, and provide more reliable progress tracking for learners.
