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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.
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
An awesome new AI enhancement has been added to JourneyCARE accounts which will make it even easier for organizations to automate member experience design and administrative tasks. Simply type in natural language what you are trying to build and the platform will attempt to create that automation for you. As an example, you could ask the AI to create a sequence of emails that triggers when a tag is added and spaces the emails a week apart. You could also specify what you'd like the emails to be about. In just a few moments, the entire workflow is generated, including draft text for the emails NOTE: The content of *anything* that the AI writes in JourneyCARE will be much stronger if you go into Marketing --> Brand Board --> Brand Voice and answer the questions there. It allows the AI to know more about your organization, audience, and communication preferences so that the messages that it writes for you are more on-target with what will work for you.
