Before You Start
You’ll need:
- Perfex CRM 3.4.0 or later
- At least one WooCommerce store with REST API enabled
- Admin access to both systems
Total setup time: 10–15 minutes.
Step 1: Install the Module
WooSync creates 16 database tables automatically on activation — no manual SQL needed.
Step 2: Generate WooCommerce API Keys
Step 3: Add Your Store in Perfex CRM
Step 4: Configure Webhooks (Real-Time Sync)
After saving your store, edit it to see the Webhook Delivery URL and Webhook Secret.
In WooCommerce:
- Go to Settings → Advanced → Webhooks
- Create webhooks for these events:
| Event | Topic |
|---|---|
| Order created | order.created |
| Order updated | order.updated |
| Product created | product.created |
| Product updated | product.updated |
| Customer created | customer.created |
| Customer updated | customer.updated |
Step 5: Configure Background Cron
WooSync uses Perfex CRM’s built-in cron.php for delta sync. Ensure your server runs it regularly:
cPanel/DirectAdmin:
/5 * wget -q -O- https://your-perfex.com/cron.php
For localhost/Windows development:
- Go to WooSync → Settings
- Enable Debug Mode
- WooSync will trigger pseudo-cron automatically when you browse the admin panel
Step 6: Run Your First Sync
Step 7: Configure Tax Mapping (Optional)
If you use auto-invoicing and your WooCommerce store has tax rates:
Verify Everything Works
After setup, check:
- ✅ Stores: Connection status shows green
- ✅ Products: Your WooCommerce products appear in WooSync → Products
- ✅ Orders: Recent orders are synced with correct totals
- ✅ Customers: Buyers are linked to Perfex Clients
- ✅ Logs: WooSync → Logs shows success entries
- ✅ Webhooks: Create a test order in WooCommerce — it should appear in WooSync within seconds
Troubleshooting
| Issue | Solution |
|---|---|
| Connection test fails | Verify API keys, check URL, ensure REST API is enabled in WooCommerce |
| Webhooks not arriving | Check WooCommerce webhook delivery logs, verify URL accessibility |
| Orders not syncing | Ensure cron is running, check WooSync Logs for errors |
| Debug mode not working | Clear browser cache, verify Debug Mode is enabled in Settings |
Setup complete. Your WooCommerce store is now connected to Perfex CRM.
Leave a Reply