ImportSync - CSV Mapping For Perfex CRM
ImportSync - CSV Mapping For Perfex CRM

ImportSync - CSV Mapping For Perfex CRM

by Developer
  • Uploaded : 04th September 2023
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Overview :

NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed.

Introducing ImportSync: Effortless CSV Mapping for Perfex CRM

ImportSync is the ultimate solution to streamline your data integration within Perfex CRM, providing an intuitive and user-friendly interface to effortlessly map your various CSV files to Perfex’s built-in CSV format. With seamless support for mapping Leads, Customers, Expenses, Items, and even a newly introduced Staff CSV, ImportSync enhances your data management experience like never before.

Key Features:

Effortless CSV Mapping: ImportSync empowers Perfex clients to map their diverse CSV files to Perfex’s native CSV format through a user-friendly UI. Say goodbye to complex data integration processes and hello to simplicity.

Comprehensive Compatibility: ImportSync covers an extensive range of CSV types, including Leads, Customers, Expenses, Items, and Staff. It provides a holistic solution to meet your various data integration needs.

Enhanced Staff Management: ImportSync introduces a novel CSV for Staff import, allowing you to seamlessly integrate staff data into Perfex CRM. Map Staff CSV effortlessly for a well-organized team management experience.

Unleash the Power of Mapping: With ImportSync, mapping your CSV data becomes a breeze. Whether it’s Leads, Customers, Expenses, Items, or Staff, you can define the relationships with Perfex’s CSV fields effortlessly.

Why Choose ImportSync?

Seamless Integration: ImportSync is designed as a module exclusively for Perfex CRM, ensuring smooth compatibility and integration with your existing workflow.

User-Friendly Interface: Experience a hassle-free data mapping process through ImportSync’s intuitive UI. No technical expertise required.

Optimized Data Management: Keep your CRM data organized and synchronized by seamlessly mapping and importing your CSV files.

Efficiency and Time Savings: ImportSync’s streamlined process eliminates manual data entry, saving you valuable time and minimizing errors.

Experience the Next Level of Data Integration with ImportSync!

Workflow With Screenshots Overview

CSV Mapping – Page where you can upload CSV and choose to which Perfex Default CSV You Want To Map

Totally Unrelated Perfex CSV For Products

Mapping Unrelated CSV With Perfex Items CSV

After Clicking Start Mapping Button, Now We Have On The Left Perfex Items CSV Columns And On The Right Columns Extracted From Non Related CSV (products_csv.csv)

Mapping Unrelated CSV with Perfex Items CSV

After Clicking Download Mapped CSV And Redirect To Import, You Will Be Redirected To Specific Import Page Where You Upload Mapped CSV

New Products Imported Successfully

Added Import Staff Functionality On Perfex

Manage Mapped CSV Page

ImportSync Menu

ImportSync Permissions

DEMO Account



Login to Perfex CRM
Goto Module > Installed Addons
Click “install” button to complete the installation.
Done & Enjoy.

Release Notes – Change Logs:

Version 1.0.0 07.08.2023

Initial version

Work illustrations by Storyset

Quality checked by MyPortalCode

Free 3 months support

Future update from Developer

Become Reseller Partner

We Handle All Your Technical Things | Flat 20% Less Price | Sell At Your Own Price | 15% Commission On Support Renewal | Complete White Label No Branding | Transparent Support By Ticking from Your Website

FAQs :

To ensure the quality and safety of the item, you should thoroughly check overview description, demo, comments and read reviews from previous buyers if available. Initial support is available with each item & please check developer refund policy.

The process for getting support is easy after buying item you can directly get support from developer through ticketing system, support ticket is replied by the developer & reply time will vary depending on the developer. Typically, you can contact the customer support through a support ticket system. Developer should be able to help you with any technical issues or questions you have about the item.

If you are not satisfied with the code you purchased, you should first try contacting the developer to see if they can provide assistance or a resolution. If you are still not satisfied, please check developer refund policy.

A refund request may be denied if the code has already been used or modified, or if it has been longer than the platform's refund period (please check developer refund policy). Additionally, refunds may be denied if the issue with the code is due to user error or if the code has been intentionally modified or altered by the user.

Payment options when buying item will be typically, payment options can include credit/debit cards, PayPal, Razorpay, and other payment gateways.

Customisation is additional and subject to developer time availablity. So please ask the developer & confirm before making any purchase. Click on Request Customisation button below Buy Now Button or below Request Quote button.

We provide support to each clients by ticketing system with 100% guarantee reply, only for the period as per support plan terms. Support reply is one after one basis it means you may receive reply in 5minutes or it may take 24-48 hrs, its totally depending upon work load and support queue. And if your query requires testing/checking then it may take additional time.
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Support :

Our verified developers are dedicated to provide best guaranteed support reply by ticketing system. We have been providing ticket support reply to each of our registered clients since 2017 and our estimate reply time is 24/72 hrs, also know it may take additional time if your query requires testing/checking by a developer.

Departments (100% gurantee ticket reply, as ticket is manually solved by developer)

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As support is provided by ticketing system, you can check previous tickets or existing running tickets.

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