ImportSync – CSV Mapping For Perfex CRM

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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

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Totally Unrelated Perfex CSV For Products

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Mapping Unrelated CSV With Perfex Items CSV

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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)

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Mapping Unrelated CSV with Perfex Items CSV

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

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New Products Imported Successfully

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Added Import Staff Functionality On Perfex

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Manage Mapped CSV Page

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ImportSync Menu

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ImportSync Permissions

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DEMO Account

URLEmailPassword
https://lenzcreative.site/demo-crm/admin/authentication[email protected]lenzcreative123321

Installation:

  1. Login to Perfex CRM
  2. Goto Module > Installed Addons
  3. Select upload.zip
  4. Click “install” button to complete the installation.
  5. Done & Enjoy.

Release Notes – Change Logs:

Version 1.0.0 07.08.2023

  • Initial version

Work illustrations by Storyset




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