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).
Since rolling out the Community feature in JourneyCARE, we've discovered that organizations fall into two difference preferences. There are some that want every group member to have some sort of photo on their profile and there are others that do not care about such things and just want to get people into the group with as little friction as possible. So now we've made it possible for you to toggle the photo requirement on or off based on how you'd like it to work.
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
