WooCommerce for Perfex CRM By Head Random • 2026-05-04 3:20 AM

Complete WooSync Setup Guide — From Install to First Sync

Before You Start

You’ll need:

  • Perfex CRM 3.4.0 or later

  • At least one WooCommerce store with REST API enabled

  • Admin access to both systems

Total setup time: 10–15 minutes.

Step 1: Install the Module

WooSync creates 16 database tables automatically on activation — no manual SQL needed.

Step 2: Generate WooCommerce API Keys

Step 3: Add Your Store in Perfex CRM

Step 4: Configure Webhooks (Real-Time Sync)

After saving your store, edit it to see the Webhook Delivery URL and Webhook Secret.

In WooCommerce:

Go to Settings → Advanced → Webhooks Create webhooks for these events:

Event Topic
Order created order.created
Order updated order.updated
Product created product.created
Product updated product.updated
Customer created customer.created
Customer updated customer.updated

Step 5: Configure Background Cron

WooSync uses Perfex CRM’s built-in cron.php for delta sync. Ensure your server runs it regularly:

cPanel/DirectAdmin:

*/5 * * * * wget -q -O- https://your-perfex.com/cron.php

For localhost/Windows development:

Go to WooSync → Settings Enable Debug Mode WooSync will trigger pseudo-cron automatically when you browse the admin panel

Step 6: Run Your First Sync

Step 7: Configure Tax Mapping (Optional)

If you use auto-invoicing and your WooCommerce store has tax rates:

Step 8: Data Mapping & Custom Fields (Optional)

WooSync v1.2.0 introduces visual data mapping. If your checkout includes custom fields (e.g., VAT Number, Delivery Date) or if you want to track specific Coupon Codes:

  1. Go to WooSync → Data Mapping
  2. Select your store and map the WooCommerce custom meta keys directly to Perfex CRM Client or Invoice custom fields.

Note: WooSync fully supports 16 languages. You can change your CRM language in profile settings to instantly translate the entire WooSync interface.

Verify Everything Works

After setup, check:

  • Stores: Connection status shows green

  • Products: Your WooCommerce products appear in WooSync → Products

  • Orders: Recent orders are synced with correct totals

  • Customers: Buyers are linked to Perfex Clients

  • Logs: WooSync → Logs shows success entries

  • Webhooks: Create a test order in WooCommerce — it should appear in WooSync within seconds

Troubleshooting

Issue Solution
Connection test fails Verify API keys, check URL, ensure REST API is enabled in WooCommerce
Webhooks not arriving Check WooCommerce webhook delivery logs, verify URL accessibility
Orders not syncing Ensure cron is running, check WooSync Logs for errors
Debug mode not working Clear browser cache, verify Debug Mode is enabled in Settings

Setup complete. Your WooCommerce store is now connected to Perfex CRM.