ImportSync – CSV Mapping For Perfex CRM With Lifetime Update.

$13.90

Features Values
Version v1.0.0
Last Update 2 September 2023
Premium Features Yes
Instant Installation Support 24 Hrs.
Scanned By Virus Total
Live Preview 100% Working
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SKU: 35882 Categories: ,
Description

Introducing ImportSync: Simplified CSV Mapping for Perfex CRM

ImportSync is an extension designed to optimize your data integration process within Perfex CRM. It offers a user-friendly interface for effortlessly mapping your CSV files to Perfex’s standard CSV format. With support for mapping Leads, Customers, Expenses, Items, and now Staff CSVs, ImportSync enhances your data management experience seamlessly.

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.

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Installation Process

WordPress Theme Installation

  1. Download the theme zip file after purchase from CodeCountry.net
  2. Then, log in to your WordPress account and go to Appearance in the menu on the left of the dashboard and select Themes.
  3. On the themes page, select Add New at the top of the page.

  4. After clicking on the Add New button, select the Upload Theme button.

  5. After selecting Upload Theme, click Choose File. Select the theme .zip folder you've downloaded, then click Install Now.
  6. After clicking Installa message will appear that the theme installation was successful. Click Activate to make the theme live on your website.

WordPress Plugin Installation

  1. Download the plugin zip file after purchase from CodeCountry.net
  2. From your WordPress dashboard, choose Plugins > Add New
  3. Click Upload Plugin at the top of the page.

  4. Click Choose File, locate the plugin .zip file, then click Install Now.

  5. After the installation is complete, click Activate Plugin.
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