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ImportSync - CSV Mapping For Perfex CRM

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Ask pre-sale questions, compatibility questions, and product workflow questions.

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6 months ago
Hi I need to change the domain of my Perfex installation. How can I deactivate the license and then reactivate it on the new domain? Regards
lenzcreativee Author Team
6 months ago
Hi, Please send us an email at [email protected] and we will help you deactivate the license and reactivate it on the new domain. Best regards
1 year ago
Does it still work in 2025 or does it give error 500? Does it work with PHP 8.1+?
lenzcreativee Author Team
1 year ago
Hi, thanks for reaching out! Yes, our product should work perfectly fine with PHP 8.1+ and is actively maintained for compatibility with the latest versions. In case you encounter any issues such as a 500 error or anything else, our technical team is always here to help and will promptly assist in resolving the problem. Thanks again for your interest and support!
it would be great if you could import a csv and select new fields to auto create if the fields do not exist
lenzcreativee Author Team
1 year ago
Hi, thank you so much for being one of our valued customers and for taking the time to share your suggestion! That's a great idea--being able to import a CSV and auto-create new fields if they don't exist would definitely improve flexibility. We'll forward your recommendation to our development team for review and possible inclusion in future updates. We truly appreciate your feedback!
1 year ago
if you add this features i buy this plugin Mandatory: - Csv map custom fields for leads: Now yo can not map custom fields, so the csv exportes is not valid to import if you have custom fields for leads. Optional - run the import after mapping. - Save templates for mapping, so the next time that we have to import the same csv, we don't have to map all again. Is that possible? Thanks
lenzcreativee Author Team
1 year ago
Hello, Thank you for outlining these points in such detail--it's exactly the kind of feedback that helps us refine ImportSync. All features are technically feasible and have already been added to our internal backlog for the next round of updates. I'll discuss them with the dev team this week so we can confirm if they'll land in the coming release or the one after. If you need any of the features sooner, we can arrange a small custom build on a paid basis and deliver it ahead of the public update. Just let us know and we'll prepare a quote and timeline. Appreciate your interest and your clear suggestions. Feel free to reach out if you have any other requirements or questions. Thank you!
1 year ago
I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?
lenzcreativee Author Team
1 year ago
Hello, Thank you for your question! We have tested the module and can confirm that it is fully compatible with the latest Perfex CRM version and version 3.2 and above. However, if you encounter any specific issues or need assistance, our support team is always ready to help you immediately. Please don't hesitate to reach out!
wbit Purchased CodeCanyon
1 year ago
Can you make it possible tot concat 2 fields into 1. For example (Name => First name + " " + Last name)
wbit Purchased CodeCanyon
1 year ago
Cause right now, I still have to make manual changes...
lenzcreativee Author Team
1 year ago
Hello, thank you for the recommendation I will forward this to our development team so it might be implemented in the next releases. Thank you!
2 years ago
any idea how long is the waiting time to implement imports of Invoices from csv or excel file??
lenzcreativee Author Team
2 years ago
Hello, we don't have an exact date for implementation of this functionality, it is still discussed in our team, on how can we achieve this. Thank you!
Hello, good day. I have 500 clients. I need to load them and assign them to each salesperson. I can do it?? Do you have a video of the process of uploading data in bulk to perfex?
2 years ago
Do you support other 3rd party modules such as import Candidate Profile in Recruitment Management for Perfex CRM ? https://codecanyon.net/item/recruitment-management-for-perfex-crm/27260667
lenzcreativee Author Team
2 years ago
Hello, right now ImportSync doesn't support 3rd party modules. Thank you!
Hello good day, can it be imported?: 1 - Projects 2 - Invoices 3 - Tasks 4 - Quotes 5 - Orders
lenzcreativee Author Team
2 years ago
Hello, right now these data can not be imported. Perfex has limitations on these features so importing them is really challenging, but in the future releases we are going to implement imports of Projects & Invoices. Thank you!
3 years ago
Hi there, Great Add-on.. Presale Ques: are u plan to sync directly(real time or schedule based) from any csv(online) published through google sheet?
lenzcreativee Author Team
3 years ago
Hello, Right now this is not in our roadmap but if we get enough requests from clients of this module we are going to implement it. Thank you!