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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.
If you haven't designed a certificate lately in JourneyCARE, you'll want to pop in and take a look. Some new enhancements have rolled out in the builder that we think you're going to like. One of the big changes is that you can now customize the size of your Certificate, so if you want people to be able to print out the Certificate onto standard US letter-size or A4, now you can do that. But you'll also find zippy responsiveness and new design elements that you can use like shapes and icons. Check it out and let us know what you think!
This may seem like a tiny little update, but if you've ever run into th is limitation, you'll understand that it's a big deal. You can now display and calculate tax rates to four digits. This provides greater accuracy in your calculations. The change will be seen across the entire platform, including invoices, receipts, check-outs, and exports. It impacts only new transactions, not purchases made before this update.
