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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.
This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update. While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!
There's good news today for those of you who use JourneyCARE's All-in-One Chat Widget on your website. We've added Facebook, Instagram, and Voice AI as options that you can choose as communication channels. The options are easy to add in the Chat Widget settings. Note that you do need to have a Facebook or Instagram account connected to JourneyCARE in order to see those as things that you can choose. For Voice AI to show up as an option, you need to have a Voice AI agent configured in your account.
