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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.
We've enhanced the Email Action to make attachments in JourneyCARE more convenient and efficient. You can now attach files directly from the Media Library or upload files from your local device when configuring a Send Email action. This update helps streamline your workflow by allowing you to reuse existing assets, eliminating the need to repeatedly upload the same files, while also providing the flexibility to choose between stored files and new uploads.
We've improved the course experience in JourneyCARE with video auto-play, a new "Up Next" lesson preview, and smarter lesson completion tracking for both video and text lessons. Course creators can now enable auto-start, auto-play, and auto-complete settings at the course level and apply them across multiple courses. These enhancements create a smoother learning journey, reduce manual actions, and provide more reliable progress tracking for learners.
