News & Updates
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Import old invoices using CSV
April 1, 2025
Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform.
Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks.
When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings.
After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).
Campaign statistics reporting got a little TLC from the development team recently with a few new upgrades rolling out. Overall Summary section has been added for quick insights. Engagement Analysis is available over a customizable 90-day window. Conversions Over Time provides you with a visual graph to track revenue trends. Our goal always is to provide you with the most complete picture we can at a glance. We hope you find these latest enhancements to be helpful!
