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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).
If you're not yet seeing the fresh new look of the Activity Stream in your Contacts, activate this enhancement in Labs. The new design is a continuous feed with with distinct icons, date groupings, clickable cards, and backend optimizations ~delivering faster load times and a cleaner interface. What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) has its own icon for instant recognition. Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity. Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links. Database Optimizations: Under-the-hood improvements yield quicker loads, faster processing, and more reliable data. Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens. Why This Matters? Performance Boost: Faster page loads and smoother scrolling thanks to optimized queries and indexing. Reduced Clutter: Clear icons and date headers make it easy to scan for specific events. Increased Productivity: Click-through cards get you to detailed interaction data in one tap, keeping you in context.
It 's now even faster to create new contracts for speakers, exhibitors, sponsors and more with a brand new way to duplicate existing contracts. Simply click on "Clone" to generate an exact copy instantly. Proceed to edit the contract as needed.
