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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).
We’re excited to introduce the all-new design customizer for Courses, putting more flexibility into your hands. What's New Instantly see changes before publishing. Show or hide sections with a click. Customize fonts and colors to match your brand. Add content with new building blocks. Reorder layout blocks effortlessly. Coming Soon More speed enhancements Auto-linking for cross-sell blocks. Internationalization support. Enhanced UI for editing controls. Auto-play for videos.
JourneyCARE's unlimited media library is a HUGE asset for organizations and we continue to make enhancements to increase the value and intuitive nature of this feature. One of the latest upgrades is a new "Preview Media" option and a clear "Insert Media" button. Previously, we found that many people didn't realize that inserting a media item required a double-click. This update eliminates that problem. You can still double-click to quickly insert any media item, but for people who don't realize that this double-click method exists, a button will appear when they single click. Sometimes it's the small things that make a big difference, isn't it?
