How to Build Dynamic Timesheet Reports for specific Staff and Customers
Learn how to create dynamic timesheet reports in Perfex CRM using Data Builder. Filter logged hours by staff, customer, and dynamic date ranges without writing SQL.
Free API Sample Module — Master Data Builder REST API & GraphQL Integration in Minutes
Download the free API Data Builder Sample module for Perfex CRM. Interactive REST API demos, GraphQL playground, webhook listener, and ready-to-use PHP code for integrating with Data Builder.
Your CRM Data Shouldn’t End at the Browser
Use Data Builder’s REST API to build mobile apps, SaaS products, and internal tools on top of Perfex CRM data. Full CRUD, token management, OpenAPI export for SDK generation.
Scale Your eCommerce Business Without Scaling Manual Work
Growing your WooCommerce store shouldn’t mean hiring more admin staff. WooSync automates order sync, customer management, and invoicing — so revenue scales without operational chaos.
Production-Grade API Security for Your Perfex CRM
Data Builder provides production-grade API security: 6-stage middleware pipeline, OWASP security headers, HMAC-SHA256 signing, per-table CRUD permissions, PII randomization, and sensitive table protection.
Complete WooSync Setup Guide — From Install to First Sync
Step-by-step guide to install WooSync, connect your WooCommerce store, configure webhooks for real-time sync, set up background cron jobs, and run your first full synchronization with Perfex CRM.
Executive Dashboards That Live Outside Your CRM
Create embeddable executive dashboards, KPI boards, and client-facing reports from Perfex CRM data. Public chart embedding, branded headers, TV-ready displays, and report groups.
Sync Your Entire WooCommerce Product Catalog to Perfex CRM
WooSync synchronizes your entire WooCommerce product catalog — products, variations, categories, tags, attributes, and terms — into Perfex CRM with full taxonomy relationships and delta updates.
Connect Perfex CRM to Zapier, Make.com, and n8n — No Custom Code Required
Automate your Perfex CRM workflows with outbound webhooks, polling triggers, and auth test endpoints. Connect to Zapier, Make.com, and n8n without custom code using Data Builder.
Real-Time WooCommerce Sync With Webhooks and HMAC Security
WooSync uses HMAC-SHA256 signed webhooks with queue-based processing, automatic retry logic, and 120 req/min rate limiting for secure, real-time WooCommerce to Perfex CRM synchronization.
GraphQL for Perfex CRM: Ask Exactly What You Need
Data Builder adds a full GraphQL endpoint to Perfex CRM with auto-generated schemas, mutations, per-column filters, depth limits, and introspection control for production-safe queries.
Build Unified Customer Profiles From Your WooCommerce Store
WooSync automatically creates and links WooCommerce customers to Perfex CRM Clients and Contacts with email deduplication, silent sync, purchase history, and lifetime value tracking.
Turn Your Perfex CRM Into an API-First Platform
Data Builder adds production-grade REST API with full CRUD operations, sparse fieldsets, HATEOAS pagination, GraphQL endpoint, API Explorer sandbox, and Postman/OpenAPI export to Perfex CRM.
Auto-Generate Invoices From WooCommerce Orders in Perfex CRM
WooSync automatically converts completed WooCommerce orders into Perfex CRM invoices with full line item mapping, tax resolution, shipping, fees, coupons, and duplicate prevention.
Stop Sending Excel Reports. Your CRM Deserves Better.
Excel reports from CRM data cause version chaos, formula errors, and data silos. Replace them with live runtime dashboards, public chart embeds, and shared report links in Perfex CRM.
Manage Multiple WooCommerce Stores From One Perfex CRM
Connect unlimited WooCommerce stores to a single Perfex CRM. WooSync provides per-store configuration, independent sync schedules, store staff assignment, and centralized order management.
Build CRM Reports Without Writing a Single Line of SQL
Stop writing SQL for every CRM report. Data Builder lets business teams create cross-module reports visually in Perfex CRM with drag-and-drop fields, auto-joins, templates, and live preview.
How to Sync WooCommerce Orders to Perfex CRM Automatically
Stop copy-pasting WooCommerce orders into your CRM. WooSync provides 3-layer automatic synchronization — webhooks, delta cron, and manual sync — to keep orders, customers, and invoices perfectly aligned.
Guide to Install an Use WooSync – WooCommerce Sync Hub
WooSync for Perfex CRM. The ultimate bridge between WooCommerce and Perfex CRM. Synchronize Products, Orders, and Customers securely in real-time. Overview Welcome to the official technical manual for WooSync. This module synchronizes WooCommerce ecosystems securely…
How to Use GraphQL Mutations for CRUD in Perfex CRM
Write Operations in GraphQL GraphQL mutations let you create, update, and delete records in Perfex CRM through the same POST /graphql endpoint used for queries. Data Builder auto-generates mutation types for every whitelisted table. Create…
Perfex CRM GraphQL Guide: Flexible Data Querying Explained
Why GraphQL for CRM Traditional REST APIs return fixed data structures. GraphQL lets you request exactly the fields you need in a single query. For CRM data with dozens of tables and relationships, this means…
GraphQL vs REST in Perfex CRM: When to Use Each
The Same Module, Different Strengths Data Builder gives Perfex CRM both REST API and GraphQL through a single module. They share authentication, security, and error handling. This guide helps you choose the right approach for…
How Authentication Works in Perfex CRM API (Tokens & Access Control)
API Security Architecture Every Data Builder API request passes through a 7-stage security middleware pipeline before reaching your CRM data. Authentication is stage 3, after DDoS protection and CORS validation. Bearer Token Authentication All API…
Perfex CRM API Filtering, Sorting, and Pagination Guide
Query Parameters Overview Data Builder REST API supports six query parameter types for precise data retrieval: Parameter Example Description sort -id Sort descending by id (prefix – for DESC) fields id,company,email Sparse fieldset – return…