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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.
Are you using the built-in Ad Manager in your JourneyCARE account? We've sprinkled in even more awesomeness. Now, the Google Ads campaign builder has more configuration options aimed at providing you with more flexibility, control, and targeting capabilities. The updates include: Support for up to 15 Headlines & 4 Descriptions Keyword Match Types (Phrase, Broad, Exact) Bid Strategy: Maximise Clicks with CPC (Cost Per Click) Cap Gender and Age Targeting Display Path Inputs for Cleaner URLs
Did you know that you can create and manage contracts in JourneyCARE? This feature is perfect for speaker agreements, sponsor contracts, donor pledging, and more. New to the feature this week is the ability to add an expiration date, after which the receiver will not be able to sign the document. Simply enter the number of days after which a document should expire. The countdown begins the moment the document is sent. Optionally, you can add a reminder about any agreement that is about to expire.
