Be aware : This Add-on capabilities as a module for Perfex CRM
Reside Demo: https://woosync.polyxgo.com
Click here to view the Changelog & Tasks in Progress
Gallery powered by MTMedia: One-click automated screenshots for Envato authors managing a number of plugins and modules.
WooSync is the last word synchronization bridge between your WooCommerce shops and Perfex CRM. Designed for companies of all sizes, it brings real-time information sync capabilities to maintain your CRM completely aligned along with your eCommerce operations. Say goodbye to guide information entry and automate your workflow seamlessly.
Key Options & Capabilities
- Multi-Retailer Help: Join and monitor a vast variety of WooCommerce shops from one single grasp Perfex CRM dashboard.
- Actual-time Synchronization: Immediately processes essential eCommerce occasions resembling new merchandise, up to date orders, and new prospects with none delay.
- Silent Buyer Profile Automation: Contact and Consumer data are seamlessly auto-constructed within the background. It explicitly prevents triggering unintentional “Welcome” e mail spam or password resets to your prospects.
- Automated Invoicing Machine: Allow a single toggle to routinely rework accomplished WooCommerce orders into legally compliant, auto-generated Perfex Invoices with exact tax and line-item mapping.
- Lightning Quick Efficiency: Incorporates a high-performance interface that seamlessly integrates into your Perfex menus. Simply handles 1000’s of synchronized data with none browser lag.
Fast & Simple Set up
- Add the module by way of Setup > Modules and click on Activate in Perfex CRM.
- Generate customary WooCommerce API keys and add your retailer credentials within the WooSync -> Shops menu.
- Configure Webhooks in WooCommerce utilizing the Supply URL supplied by the module.
- Watch your information sync routinely in real-time!
Documentation & Help
Complete documentation is totally included within the downloaded bundle, or you’ll be able to view it on-line at WooCommerce for Perfex CRM. For help, submit a assist ticket by means of the Codecanyon remark part. Our devoted staff responds as quickly as doable with detailed steering.
Regularly Requested Questions
Q: Can I sync a number of totally different WooCommerce shops utilizing this module?
A: Sure, WooSync totally helps multi-store synchronization. You may join a vast variety of WooCommerce shops and handle all their information centrally inside a single Perfex CRM dashboard.
Q: Can I disable the automated bill creation?
A: Sure. When including or configuring a retailer, merely uncheck the “Auto-Create Bill” setting. Orders will then sync usually into the CRM as standalone data with out spawning any monetary invoices.
Q: Are new orders or merchandise synced immediately when created on the shop?
A: Sure. By configuring Webhooks in your WooCommerce dashboard, WooSync listens to real-time occasions. Actions like order creations or product updates are immediately caught and processed by the CRM with out ready for periodic cron jobs.
Q: Will syncing current WooCommerce prospects ship them annoying “Welcome” emails from the CRM?
A: No. WooSync makes use of a Silent Sync Protocol. Through the import, CRM Purchasers and Contacts are constructed within the background and Perfex’s native welcome e mail triggers are strictly suppressed to keep away from spamming your consumers.
Adjustments
Replace Data & Adjustments Be aware: Minimal required Perfex CRM model 3.0.0. -------- Model 1.2.0 (Could 02, 2026) -------- UPDATED - Implement interactive charts to show complete income generated throughout all related WooCommerce shops. (April 30, 2026) - Add filtering capabilities to permit customers to drill down and consider income efficiency for particular, particular person shops over customizable time ranges (each day, weekly, month-to-month). (April 30, 2026) - Add visible reporting to trace the entire amount of things bought over time. (April 30, 2026) - Evaluate product quantity efficiency throughout all shops concurrently or filter by a selected retailer to watch native gross sales traits. (April 30, 2026) - Add detailed charts figuring out which merchandise are driving probably the most income. (April 30, 2026) - View the "Finest Sellers" globally throughout all the community of shops, or isolate the info to see the top-performing merchandise inside a delegated retailer. (April 30, 2026) - Mechanically normalize the income charts into the Perfex CRM base forex (based mostly on change charges) for an correct international income overview when managing shops in numerous nations. (April 30, 2026) - Mechanically replace the WooCommerce order standing (e.g., from 'Processing' to 'Accomplished') when the corresponding Perfex CRM Bill is marked as 'Paid'. (April 30, 2026) - Mechanically generate a Credit score Be aware or Expense in Perfex CRM when an order is marked as 'Refunded' in WooCommerce to maintain the accounting books completely balanced. (April 30, 2026) - Permit customers to visually map customized WooCommerce checkout fields (e.g., VAT Quantity, Firm Tax ID, Supply Date) on to Perfex CRM Consumer/Bill Customized Fields. (April 30, 2026) - Add a "View in WooCommerce" button on synced Orders or Invoices in Perfex CRM, permitting workers to click on and open the precise order modifying web page immediately within the WordPress backend. (Additionally consists of deep dual-links immediately contained in the Prospects and Orders datatables). (April 30, 2026) - Sync the precise WooCommerce Coupon Codes utilized in an order and save them to the Perfex CRM Bill notes or customized fields, enabling CRM customers to trace advertising and marketing marketing campaign ROI. (April 30, 2026) - Add inline fast statistics (Merchandise, Classes, Tags, Orders, Prospects) immediately below the shop identify within the Shops datatable. (April 30, 2026) - Combine Webpack constructing pipeline to routinely minify CSS and JavaScript belongings, considerably decreasing load occasions and enhancing total system efficiency. (April 30, 2026) CHANGED - Added a complete log particulars modal that shows the whole Motion, Message, and uncooked Request Payload information — significantly simplifying the debugging of WooCommerce webhooks and API synchronization points. (April 30, 2026) - Enhanced the Sync Logs datatable with an interactive "View" possibility. (April 30, 2026) FIXED - Resolved a 401 Unauthorized error within the webhook receiver the place HMAC signatures have been being strictly validated even when the shop's "Use HMAC" setting was explicitly disabled by the administrator. (April 30, 2026) -------- Model 1.1.0 (April 26, 2026) -------- NEW - Add toggle to allow or disable HMAC (query_string_auth) for WooCommerce REST API connection to enhance compatibility with strict server environments. (April 24, 2026) - Combine Auto-Retry mechanism (Exponential Backoff) to routinely retry as much as 3 occasions on server error or timeout throughout sync course of. (April 22, 2026) - Add validation to stop duplicate shops with identical URL to guard sync information integrity. (April 22, 2026) - Combine SweetAlert2 (v11) library to handle notification dialogs and synchronize UI/UX throughout module system. (April 22, 2026) - Implement file-based locking mechanism with 15-minute failsafe timeout to stop overlapping executions and race circumstances in cronjob sync course of. (April 22, 2026) - Add bill idempotency guard utilizing precise adminnote signature match to stop duplicate invoices on Clear Information and Resync eventualities. (April 22, 2026) - Add consumer idempotency guard so as upsert stream: separate Lookup (e mail verify) from Create (requires auto_create_client flag) to stop duplicate Perfex Purchasers. (April 22, 2026) CHANGED - Replace interplay technique for "Clear Information" and "Delete Retailer" actions, utilizing SweetAlert2 with native theme CSS courses as an alternative of default browser verify dialog. (April 22, 2026) - Make WooCommerce API credentials (Client Key, Client Secret) optionally available throughout retailer modifying to protect current keys with out triggering strict type validation. (April 22, 2026) - Protect Perfex Purchasers and Invoices on retailer information clearing or deletion to take care of monetary file integrity (Normal conduct). (April 22, 2026) FIXED - Remove incorrect standing sync: Block deserted draft orders (`checkout-draft` generated by WooCommerce Blocks) in each guide API fetch and Webhook flows. (April 22, 2026) - Repair force-create consumer logic in Orders mannequin that bypassed e mail deduplication and auto_create_client setting, inflicting duplicate Purchasers on resync. (April 22, 2026) -------- Model 1.0.0 (April 22, 2026) -------- NEW - Launch model (April 22, 2026) - Actual-Time Webhook Structure: Immediate zero-latency sync for Merchandise, Orders, and Prospects. - Background Delta Cron Engine: Steady automated information fetching with good timezone decision. - Good Auto-Invoicing: Mechanically generate Perfex Invoices strictly for 'Accomplished' orders. Configurable per retailer. - Silent Sync Protocol: Securely import prospects. Generates hashed passwords and blocks native CRM welcome e mail spam. - Multi-Retailer Administration: Join limitless WooCommerce shops. Centralize management by way of single CRM dashboard. - HMAC-SHA256 Safety: Cryptographic webhook verification. Immediately block malicious payloads by way of strict routing. - Visitor Checkout Help: Auto-resolves visitor orders by way of pseudo-client fallback. Ensures uninterrupted bill stream. - Excessive-Efficiency Server-Aspect UI: Lightning-fast Ajax datatables. Course of 50,000+ data effortlessly with out browser lag. - Pseudo-Cron Debug Mode: Constructed-in native testing setting. Bypass Linux crontab limitations flawlessly.
