WooSync — WooCommerce Orders, Customers & Invoices Sync for Perfex CRM

WooSync — WooCommerce Orders, Customers & Invoices Sync for Perfex CRM

Preview

Note : This Add-on functions as a module for Perfex CRM

Live Demo: https://woosync.polyxgo.com
Click here to view the Changelog & Tasks in Progress

WooSync is the ultimate synchronization bridge between your WooCommerce stores and Perfex CRM. Designed for businesses of all sizes, it brings real-time data sync capabilities to keep your CRM perfectly aligned with your eCommerce operations. Say goodbye to manual data entry and automate your workflow seamlessly.

Key Features & Capabilities

  • Multi-Store Support: Connect and monitor an unlimited number of WooCommerce stores from one single master Perfex CRM dashboard.
  • Real-time Synchronization: Instantly processes crucial eCommerce events such as new products, updated orders, and new customers without any delay.
  • Silent Customer Profile Automation: Contact and Client records are seamlessly auto-constructed in the background. It explicitly prevents triggering accidental “Welcome” email spam or password resets to your customers.
  • Automated Invoicing Machine: Enable a single toggle to automatically transform completed WooCommerce orders into legally compliant, auto-generated Perfex Invoices with precise tax and line-item mapping.
  • Lightning Fast Performance: Features a high-performance interface that seamlessly integrates into your Perfex menus. Easily handles thousands of synchronized records without any browser lag.

Quick & Easy Installation

  1. Upload the module via Setup > Modules and click Activate in Perfex CRM.
  2. Generate standard WooCommerce API keys and add your store credentials in the WooSync -> Stores menu.
  3. Configure Webhooks in WooCommerce using the Delivery URL provided by the module.
  4. Watch your data sync automatically in real-time!

Documentation & Support

Comprehensive documentation is fully included in the downloaded package, or you can view it online at polyxgo.com. For assistance, submit a support ticket through the Codecanyon comment section. Our dedicated team responds as soon as possible with detailed guidance.

Frequently Asked Questions

Q: Can I sync multiple different WooCommerce stores using this module?
A: Yes, WooSync fully supports multi-store synchronization. You can connect an unlimited number of WooCommerce stores and manage all their data centrally within a single Perfex CRM dashboard.

Q: Can I disable the automated invoice creation?
A: Yes. When adding or configuring a store, simply uncheck the “Auto-Create Invoice” setting. Orders will then sync normally into the CRM as standalone records without spawning any financial invoices.

Q: Are new orders or products synced instantly when created on the store?
A: Yes. By configuring Webhooks in your WooCommerce dashboard, WooSync listens to real-time events. Actions like order creations or product updates are instantly caught and processed by the CRM without waiting for periodic cron jobs.

Q: Will syncing existing WooCommerce customers send them annoying “Welcome” emails from the CRM?
A: No. WooSync uses a Silent Sync Protocol. During the import, CRM Clients and Contacts are built in the background and Perfex’s native welcome email triggers are strictly suppressed to avoid spamming your buyers.

Changes

Update Information & Changes
Note: Minimum required Perfex CRM version 3.0.0.

-------- Version 1.0.0 (April 22, 2026) --------
NEW
- Release version (April 22, 2026)
- Real-Time Webhook Architecture: Instant zero-latency sync for Products, Orders, and Customers.
- Background Delta Cron Engine: Continuous automated data fetching with smart timezone resolution.
- Smart Auto-Invoicing: Automatically generate Perfex Invoices strictly for 'Completed' orders. Configurable per store.
- Silent Sync Protocol: Securely import customers. Generates hashed passwords and blocks native CRM welcome email spam.
- Multi-Store Management: Connect unlimited WooCommerce stores. Centralize control via single CRM dashboard.
- HMAC-SHA256 Security: Cryptographic webhook verification. Instantly block malicious payloads via strict routing.
- Guest Checkout Support: Auto-resolves guest orders via pseudo-client fallback. Guarantees uninterrupted invoice flow.
- High-Performance Server-Side UI: Lightning-fast Ajax datatables. Process 50,000+ records effortlessly without browser lag.
- Pseudo-Cron Debug Mode: Built-in local testing environment. Bypass Linux crontab limitations flawlessly.
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