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.
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
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
Work illustrations by Storyset