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Import Orders & Transactions from Other Systems
April 18, 2025
Coming to JourneyCARE from a different platform? Now you can bring your financial transaction history with you for seamless reporting.
- Respective transactions or orders file needs to be in csv format.
- In case of transactions, after validations and showcasing a preview, the transactions would be imported into the system.
- Imported transactions will be included in revenue reporting.
- In case of orders, along with a record for every order in the CSV, against every order a linked transaction record would also be created.
- These order based transactions would also impact the revenue and respective dashboards.
- Since customer details are also added on the csv files, either new contacts would be created or existing contacts would see these transactions/orders.
- Two separate dates would be maintained in the system - when the transaction is added to JourneyCARE and when the purchase transaction was originally executed.
Help your customers get to checkout with fewer clicks. JourneyCARE now lets shoppers add products directly to their cart from Product List pages and Featured Products, making it easier to purchase without opening every product page. Products with a single option can be added instantly, while products with multiple variants offer a simple selection window before being added to the cart. This creates a smoother shopping experience, helping customers browse, choose, and purchase products more efficiently.
Accidentally losing your edits while working on mobile is now much less of a concern. If you try to leave an invoice or estimate before saving your changes, JourneyCARE will prompt you to either save your work or discard your edits before exiting. This added safeguard helps prevent accidental data loss while giving you more confidence when updating payment documents on the go. If nothing has changed, you can still exit without interruption for a smooth editing experience.
