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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.
You can now save both existing and newly created QR codes directly to Apple Wallet or Google Wallet for quick access during in-person interactions. Each wallet pass includes helpful details about the QR code’s type, destination, and associated location, making it easier to identify the right code without searching through your photo gallery. Passes are designed for each wallet, so their appearance differs between the two. For example, a Profile Image is supported on Apple Wallet but not on Google Wallet. Agency branding currently appears in the pass header by default and can’t be turned off yet, though an option to make it optional is planned for a future update.
You can now add a unique Message ID to webhook payloads for email opens and clicks, making it easier to connect engagement activity to the exact email that generated it. In a workflow that starts with the Email Events trigger, open the Send Webhook action and select Message ID from the custom value picker when you build the payload. The ID stays the same for repeat opens or clicks on the same message, while different emails receive different IDs. Email Opened still fires on every open, but the ID gives your external system a reliable way to dedupe repeat activity. This helps you build more accurate external reports and identify engagement with specific campaigns.
