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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.
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