WooCommerce Module for Perfex CRM


Observe: It is a module for Perfex CRM. Not a standalone script. Perfex CRM that may be bought here

Temporary description

WooCommerce module for Perfex CRM is a module that lets you view and handle your WooCommerce retailer from Perfex CRM.

You’ll be capable of :

  • View all Orders
  • View abstract of Orders
  • Replace Orders standing
  • delete Orders
  • view Orders information
  • Edit Merchandise
  • delete merchandise
  • add WC Merchandise as gross sales gadgets inPerfex
  • View all Prospects
  • edit Prospects
  • delete Prospects
  • View abstract of Prospects
  • Add woocommerce Buyer to perfex
  • Bill WooCommerce orders in Perfex CRM
  • Limit workers entry to view/handle shops from perfex
  • Add an infinite variety of shops
  • Assign Shops to Employees
  • edit/delete particular person shops
  • View merchandise by retailer
  • filter Merchandise by standing
  • filter Merchandise by kind
  • View Prospects by shops
  • View merchandise by shops
  • filter Orders by standing
  • Multisite wordpress help


  • Requires at the least Perfex CRM V2.4.2
  • Suggest use of SSL
  • Cron Job
  • WooCommerce 3.5+
  • WordPress 4.4+
  • Fairly permalinks in Settings > Permalinks in order that the customized endpoints are supported.okay

You’ll not want any coding abilities to set this module up. It is possible for you to to configure it in just a few clicks (we do present documentation for that). we can be found to help relating to set up and set-up, upon contact request.


  • Why are Orders/Merchandise/Prospects tables are empty?
  • Kindly watch for couple of minutes let cron job run. after which desk can be populated.

  • I customised my module can I improve to newest model ?
  • Kindly observe that if you happen to already customised a earlier model of this module, updating to the
    New model will override modifications in made to the older model .

  • How do I replace to the most recent Model ?
    • Backup your database (utilizing the database backup choice)
    • Add the newly downloaded (upto date) model on modules web page/li>
    • click on improve database on the module choice


If in case you have any questions, be at liberty to lift a help ticket at our support area. Guys from the help division will get again to you as quickly as potential with a reply.


  • In the event you use taxes in your WooCommerce retailer, The taxes wouldn’t be added as tax in Perfex because of the limitation of Perfex CRM tax construction and Woocomerce API not offering variant tax codecs (share, fastened and so on).
    On this case, the overall tax is added to the bill as an adjustment to make sure the ultimate whole is appropriate. You would possibly wish to take into account renaming adjustment to whole tax in Perfex CRM.
  • It isn’t potential to import visitor as a buyer in Perfex CRM
  • There isn’t a help for delivery charges as Perfex CRM doesn’t have delivery charges



add cost mode on order
present order delivery, tax and low cost
Add fallback connection mode
Basic enhancements
Repair consumer import


repair: import, not auto-selecting buyer firm and nation
repair: bill import, not auto-selecting foreign money, consumer, cost gateway title
repair: auto-fill buyer permission throughout import primarily based on default
repair: order desk doesn't present time of order
feat: order desk now reveals the imported bill
repair: duplicate order on the desk when transformed to bill a number of occasions
optimization for webhook help within the subsequent launch

VERSION 2.2.0c

repair: typically merchandise&clients, not auto synchronised
repair: added optimised JS for some outdated browsers


Added help for a number of shops
Added Multisite WordPress help
added choice to check particular person shops
Assign shops to chose workers
moved settings to retailer web page
added standing filter for orders
added standing filters for merchandise
added kind filter for merchandise
improved Italian translation
moved current shops to the brand new retailer web page and DB desk
assigned current orders, merchandise, clients to the present retailer
assigned imported orders, merchandise, clients to the present retailer
bug fixes


added delete/edit clients
added delete/edit merchandise
added import product
made extra textual content translatable
some woocommerce plugin battle resolved
preparation for help of multistore
improved imports.
different fixes


Main replace.
all orders at the moment are out there
up to date to WC/V3 API
woocommerce Settings web page moved to Perfex Settings Web page
workers permission situation fastened
fastened order id exhibiting as a substitute of formatted order quantity set by customized plugins
the problem with Perfex CRM working sluggish with shops having 1,000,000+ orders resolved. CRM now masses sooner [secs]. 
added abstract for orders, merchandise and clients


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