WHMCS Connector module for Perfex CRM – Integrate & synchronize data

Note: This is a synchronization module for Perfex CRM and requires an active WHMCS installation.

⚡ WHMCS to Perfex CRM Synchronization Module

Connect your WHMCS billing system with Perfex CRM. Import Customers, Contacts & Invoices into Perfex CRM with just a click or via automated CRON jobs.
Maintain data consistency across platforms, streamline workflows, and eliminate manual double-entry.
erfect for agencies, hosting providers, and businesses relying on WHMCS for billing while managing relationships in Perfex CRM.

✔️ Perfex CRM WHMCS Bridge

This synchronization module bridges WHMCS and Perfex CRM, enabling unified management of data inside the CRM. Keep Perfex always updated with WHMCS data without real-time complexity or risky workarounds. Our solution is safe, stable, and purpose-built for business environments that need accuracy and automation.

⚙️ WHMCS Connector for Perfex CRM – Features

• ✔️ Customer & Contact Synchronization
  Import WHMCS clients into Perfex CRM with support for primary and company contacts. Automatic handling of personal vs. company profiles ensures compatibility with Perfex’s structure.
• ✔️ Invoice Synchronization with Multi-Currency Support
  Transfer WHMCS invoices including line items, taxes, totals, and multi-currency handling. Keep your Perfex CRM invoicing module updated with exact WHMCS billing records and payment modes.
• ✔️ Flexible Sync Modes
  Choose to sync all historical data, only data after a specific date, or only new/unimported records. Options can be applied for manual sync or automated CRON-based sync.
• ✔️ Manual and Automated Sync
  Run synchronization anytime on-demand, or set up a cronjob for regular automated updates. Perfect balance of control and automation.
• ✔️ Safe Installation & Logging
  Works without modifying core files in WHMCS or Perfex. You just need to enter your WHMCS API key in the settings of the module. It includes detailed logging of synced, skipped, and failed records for easy troubleshooting and transparency.

➡️ Perfex CRM to WHMCS

This module is designed for real business needs, helping you reduce admin work and keep data aligned:

• Hosting Providers: Sync WHMCS billing clients directly into Perfex CRM for unified support and account management.
• Agencies & Freelancers: Eliminate double data entry by linking client and invoice records across WHMCS and Perfex.
• Businesses Using Multi-Currency: Preserve exact invoice totals across platforms without losing currency consistency.
• CRM-Centric Teams: Use Perfex as your daily client management tool while keeping WHMCS focused purely on billing.

⚪️ Important Notes

• Contacts: WHMCS supports multiple contacts, but Perfex only allows multiples for companies. For personal profiles, only the primary contact is synced for compatibility.
• Passwords: Passwords cannot be synced due to different encryption mechanisms. Imported users are assigned a secure default password, which they can reset anytime to log in.
• CRON Setup: For automated sync, a cronjob must be configured on your server. Manual sync is always available.

❓ Frequently Asked Questions

Q: Can I sync all contacts from WHMCS?
For company profiles yes. For personal profiles only the primary contact is synced, matching Perfex’s structure.

Q: Are passwords transferred?
No, passwords remain secure in WHMCS. Imported users receive a default password in Perfex which they can reset anytime. WHMCS and Perfex CRM use different encryptions for passwords storing, causing impossible to transfer those passwords.

Q: Is this a real-time sync?
No, sync is manual or via CRON. This ensures performance and avoids unnecessary server load.

Q: Do I need to edit core files?
No. The module installs cleanly without modifying core files in WHMCS or Perfex CRM.

Q: Can I limit which data gets synced?
Yes, you can choose to sync all records, only those after a specific date, or only new/unimported data.

✉️ Professional Support & Easy Installation

Quick setup takes only a few minutes to install, activate and have a fully operational CRM invoicing integration running smoothly.

For any technical questions or customization needs, contact our expert support team through our dedicated support portal.
Our technical support specialists provide prompt assistance and comprehensive solutions for all Concord CRM invoicing module inquiries.

Version 1.0.0

- Initial release of the module, compatible with Perfex CRM 3.0+