WooSync — WooCommerce Orders, Customers & Invoices Sync for Perfex CRM

Note : This Add-on functions as a module for Perfex CRM

Live Demo: https://woosync.polyxgo.com
Click here to view the Changelog & Tasks in Progress

WooSync is the ultimate synchronization bridge between your WooCommerce stores and Perfex CRM. Designed for businesses of all sizes, it brings real-time data sync capabilities to keep your CRM perfectly aligned with your eCommerce operations. Say goodbye to manual data entry and automate your workflow seamlessly.

Key Features & Capabilities

• Multi-Store Support: Connect and monitor an unlimited number of WooCommerce stores from one single master Perfex CRM dashboard.
• Real-time Synchronization: Instantly processes crucial eCommerce events such as new products, updated orders, and new customers without any delay.
• Silent Customer Profile Automation: Contact and Client records are seamlessly auto-constructed in the background. It explicitly prevents triggering accidental “Welcome” email spam or password resets to your customers.
• Automated Invoicing Machine: Enable a single toggle to automatically transform completed WooCommerce orders into legally compliant, auto-generated Perfex Invoices with precise tax and line-item mapping.
• Lightning Fast Performance: Features a high-performance interface that seamlessly integrates into your Perfex menus. Easily handles thousands of synchronized records without any browser lag.

Quick & Easy Installation

1. Upload the module via Setup > Modules and click Activate in Perfex CRM.
2. Generate standard WooCommerce API keys and add your store credentials in the WooSync -> Stores menu.
3. Configure Webhooks in WooCommerce using the Delivery URL provided by the module.
4. Watch your data sync automatically in real-time!

Documentation & Support

Comprehensive documentation is fully included in the downloaded package, or you can view it online at WooCommerce for Perfex CRM. For assistance, submit a support ticket through the Codecanyon comment section. Our dedicated team responds as soon as possible with detailed guidance.

Frequently Asked Questions

Q: Can I sync multiple different WooCommerce stores using this module?
A: Yes, WooSync fully supports multi-store synchronization. You can connect an unlimited number of WooCommerce stores and manage all their data centrally within a single Perfex CRM dashboard.

Q: Can I disable the automated invoice creation?
A: Yes. When adding or configuring a store, simply uncheck the “Auto-Create Invoice” setting. Orders will then sync normally into the CRM as standalone records without spawning any financial invoices.

Q: Are new orders or products synced instantly when created on the store?
A: Yes. By configuring Webhooks in your WooCommerce dashboard, WooSync listens to real-time events. Actions like order creations or product updates are instantly caught and processed by the CRM without waiting for periodic cron jobs.

Q: Will syncing existing WooCommerce customers send them annoying “Welcome” emails from the CRM?
A: No. WooSync uses a Silent Sync Protocol. During the import, CRM Clients and Contacts are built in the background and Perfex’s native welcome email triggers are strictly suppressed to avoid spamming your buyers.

Changes

Update Information & Changes Note: Minimum required Perfex CRM version 3.0.0.  -------- Version 1.2.0 (May 02, 2026) -------- UPDATED - Implement interactive charts to display total revenue generated across all connected WooCommerce stores. (April 30, 2026) - Add filtering capabilities to allow users to drill down and view revenue performance for specific, individual stores over customizable time ranges (daily, weekly, monthly). (April 30, 2026) - Add visual reporting to track the total quantity of items sold over time. (April 30, 2026) - Compare product volume performance across all stores simultaneously or filter by a specific store to monitor local sales trends. (April 30, 2026) - Add detailed charts identifying which products are driving the most revenue. (April 30, 2026) - View the "Best Sellers" globally across the entire network of stores, or isolate the data to see the top-performing products within a designated store. (April 30, 2026) - Automatically normalize the revenue charts into the Perfex CRM base currency (based on exchange rates) for an accurate global revenue overview when managing stores in different countries. (April 30, 2026) - Automatically update the WooCommerce order status (e.g., from 'Processing' to 'Completed') when the corresponding Perfex CRM Invoice is marked as 'Paid'. (April 30, 2026) - Automatically generate a Credit Note or Expense in Perfex CRM when an order is marked as 'Refunded' in WooCommerce to keep the accounting books perfectly balanced. (April 30, 2026) - Allow users to visually map custom WooCommerce checkout fields (e.g., VAT Number, Company Tax ID, Delivery Date) directly to Perfex CRM Client/Invoice Custom Fields. (April 30, 2026) - Add a "View in WooCommerce" button on synced Orders or Invoices in Perfex CRM, allowing staff to click and open the exact order editing page directly in the WordPress backend. (Also includes deep dual-links directly inside the Customers and Orders datatables). (April 30, 2026) - Sync the specific WooCommerce Coupon Codes used in an order and save them to the Perfex CRM Invoice notes or custom fields, enabling CRM users to track marketing campaign ROI. (April 30, 2026) - Add inline quick statistics (Products, Categories, Tags, Orders, Customers) directly under the store name in the Stores datatable. (April 30, 2026) - Integrate Webpack building pipeline to automatically minify CSS and JavaScript assets, significantly reducing load times and improving overall system performance. (April 30, 2026)  CHANGED - Added a comprehensive log details modal that displays the complete Action, Message, and raw Request Payload data — greatly simplifying the debugging of WooCommerce webhooks and API synchronization issues. (April 30, 2026) - Enhanced the Sync Logs datatable with an interactive "View" option. (April 30, 2026)  FIXED - Resolved a 401 Unauthorized error in the webhook receiver where HMAC signatures were being strictly validated even if the store's "Use HMAC" setting was explicitly disabled by the administrator. (April 30, 2026)  -------- Version 1.1.0 (April 26, 2026) -------- NEW - Add toggle to enable or disable HMAC (query_string_auth) for WooCommerce REST API connection to improve compatibility with strict server environments. (April 24, 2026) - Integrate Auto-Retry mechanism (Exponential Backoff) to automatically retry up to 3 times on server error or timeout during sync process. (April 22, 2026) - Add validation to prevent duplicate stores with same URL to protect sync data integrity. (April 22, 2026) - Integrate SweetAlert2 (v11) library to manage notification dialogs and synchronize UI/UX across module system. (April 22, 2026) - Implement file-based locking mechanism with 15-minute failsafe timeout to prevent overlapping executions and race conditions in cronjob sync process. (April 22, 2026) - Add invoice idempotency guard using exact adminnote signature match to prevent duplicate invoices on Clear Data and Resync scenarios. (April 22, 2026) - Add client idempotency guard in order upsert flow: separate Lookup (email check) from Create (requires auto_create_client flag) to prevent duplicate Perfex Clients. (April 22, 2026)  CHANGED - Update interaction method for "Clear Data" and "Delete Store" actions, using SweetAlert2 with native theme CSS classes instead of default browser confirm dialog. (April 22, 2026) - Make WooCommerce API credentials (Consumer Key, Consumer Secret) optional during store editing to preserve existing keys without triggering strict form validation. (April 22, 2026) - Preserve Perfex Clients and Invoices on store data clearing or deletion to maintain financial record integrity (Standard behavior). (April 22, 2026)  FIXED - Eliminate incorrect status sync: Block abandoned draft orders (`checkout-draft` generated by WooCommerce Blocks) in both manual API fetch and Webhook flows. (April 22, 2026) - Fix force-create client logic in Orders model that bypassed email deduplication and auto_create_client setting, causing duplicate Clients on resync. (April 22, 2026)  -------- Version 1.0.0 (April 22, 2026) -------- NEW - Release version (April 22, 2026) - Real-Time Webhook Architecture: Instant zero-latency sync for Products, Orders, and Customers. - Background Delta Cron Engine: Continuous automated data fetching with smart timezone resolution. - Smart Auto-Invoicing: Automatically generate Perfex Invoices strictly for 'Completed' orders. Configurable per store. - Silent Sync Protocol: Securely import customers. Generates hashed passwords and blocks native CRM welcome email spam. - Multi-Store Management: Connect unlimited WooCommerce stores. Centralize control via single CRM dashboard. - HMAC-SHA256 Security: Cryptographic webhook verification. Instantly block malicious payloads via strict routing. - Guest Checkout Support: Auto-resolves guest orders via pseudo-client fallback. Guarantees uninterrupted invoice flow. - High-Performance Server-Side UI: Lightning-fast Ajax datatables. Process 50,000+ records effortlessly without browser lag. - Pseudo-Cron Debug Mode: Built-in local testing environment. Bypass Linux crontab limitations flawlessly.