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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.
Clients often ask about ways to boost engagement inside their community groups and we always say that you need to show them what they are missing! Now there is a super easy and automated way to do that with Community Newsletters! The newsletter feature is a digest of your trending posts and hot topics, send out automatically to all group members on the frequency you choose. Members can control whether they receive the digest from their Notification settings. A group administrator does need to go into the Settings to turn this feature on and choose how often you'd like it to go out - Daily, Weekly, Bi-Weekly, or Monthly.
If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier. We'd love to hear how you use this new capability. Drop a line and let us know!
