Word: This can be a synchronization module for Perfex CRM and requires an lively WHMCS set up.
⚡ WHMCS to Perfex CRM Synchronization Module
Join your WHMCS billing system with Perfex CRM. Import Prospects, Contacts & Invoices into Perfex CRM with only a click on or through automated CRON jobs.
Keep knowledge consistency throughout platforms, streamline workflows, and remove guide double-entry.
erfect for businesses, internet hosting suppliers, and companies counting on WHMCS for billing whereas managing relationships in Perfex CRM.
✔️ Perfex CRM WHMCS Bridge
This synchronization module bridges WHMCS and Perfex CRM, enabling unified administration of knowledge contained in the CRM. Maintain Perfex at all times up to date with WHMCS knowledge with out real-time complexity or dangerous workarounds. Our answer is protected, secure, and purpose-built for enterprise environments that want accuracy and automation.
⚙️ WHMCS Connector for Perfex CRM – Options
- ✔️ Buyer & Contact Synchronization
Import WHMCS shoppers into Perfex CRM with help for main and firm contacts. Automated dealing with of non-public vs. firm profiles ensures compatibility with Perfex’s construction. - ✔️ Bill Synchronization with Multi-Foreign money Help
Switch WHMCS invoices together with line objects, taxes, totals, and multi-currency dealing with. Maintain your Perfex CRM invoicing module up to date with actual WHMCS billing data and cost modes. - ✔️ Versatile Sync Modes
Select to sync all historic knowledge, solely knowledge after a particular date, or solely new/unimported data. Choices could be utilized for guide sync or automated CRON-based sync. - ✔️ Guide and Automated Sync
Run synchronization anytime on-demand, or arrange a cronjob for normal automated updates. Good stability of management and automation. - ✔️ Secure Set up & Logging
Works with out modifying core recordsdata in WHMCS or Perfex. You simply must enter your WHMCS API key within the settings of the module. It contains detailed logging of synced, skipped, and failed data for simple troubleshooting and transparency.
➡️ Perfex CRM to WHMCS
This module is designed for actual enterprise wants, serving to you cut back admin work and preserve knowledge aligned:
- Internet hosting Suppliers: Sync WHMCS billing shoppers immediately into Perfex CRM for unified help and account administration.
- Companies & Freelancers: Get rid of double knowledge entry by linking shopper and bill data throughout WHMCS and Perfex.
- Companies Utilizing Multi-Foreign money: Protect actual bill totals throughout platforms with out dropping foreign money consistency.
- CRM-Centric Groups: Use Perfex as your day by day shopper administration device whereas retaining WHMCS centered purely on billing.
⚪️ Vital Notes
- Contacts: WHMCS helps a number of contacts, however Perfex solely permits multiples for corporations. For private profiles, solely the first contact is synced for compatibility.
- Passwords: Passwords can’t be synced attributable to completely different encryption mechanisms. Imported customers are assigned a safe default password, which they will reset anytime to log in.
- CRON Setup: For automated sync, a cronjob should be configured in your server. Guide sync is at all times accessible.
❓ Regularly Requested Questions
Q: Can I sync all contacts from WHMCS?
For firm profiles sure. For private profiles solely the first contact is synced, matching Perfex’s construction.
Q: Are passwords transferred?
No, passwords stay safe in WHMCS. Imported customers obtain a default password in Perfex which they will reset anytime. WHMCS and Perfex CRM use completely different encryptions for passwords storing, inflicting not possible to switch these passwords.
Q: Is that this a real-time sync?
No, sync is guide or through CRON. This ensures efficiency and avoids pointless server load.
Q: Do I must edit core recordsdata?
No. The module installs cleanly with out modifying core recordsdata in WHMCS or Perfex CRM.
Q: Can I restrict which knowledge will get synced?
Sure, you may select to sync all data, solely these after a particular date, or solely new/unimported knowledge.
✉️ Skilled Help & Straightforward Set up
Fast setup takes solely a couple of minutes to put in, activate and have a totally operational CRM invoicing integration working easily.
For any technical questions or customization wants, contact our professional help staff by our dedicated support portal.
Our technical help specialists present immediate help and complete options for all Harmony CRM invoicing module inquiries.
Model 1.0.0
- Preliminary launch of the module, appropriate with Perfex CRM 3.0+
