WooSync for Perfex CRM - Ultimate WooCommerce Synchronization Plugin
384.70 msEnterprise WooCommerce ↔ Perfex CRM Synchronization Hub module establishing real-time bi-directional sync.
WooSync (woosync) is an enterprise-grade WooCommerce ↔ Perfex CRM Synchronization Hub module. It establishes real-time, bi-directional synchronization between WooCommerce stores and Perfex CRM using a Webhook-First + Cron-Fallback architecture.
It synchronizes Products (simple, variable, grouped, external), Product Categories (hierarchical tree), Tags, Attributes & Terms, Orders, Customers, Refunds, Coupons, and Taxes. It automatically maps WooCommerce orders to Perfex CRM Clients & Invoices, provides automated Reverse Sync (updating WooCommerce order status when a Perfex Invoice is paid), supports High-Performance Order Storage (HPOS), multi-currency conversion, and multi-store management.
Official Documentation & User Guides
- WooSync Installation & Usage Guide - Step-by-step installation, WooCommerce API key generation, and webhook setup.
- Complete WooSync Setup Guide - Comprehensive configuration guide covering multi-store linking, field mapping, reverse sync, and initial data synchronization.
Core Feature Subsystems
1. Webhook-First + Cron-Fallback Architecture
- Inbound Webhook Receiver: Instant real-time event processing triggered by WooCommerce webhooks with HMAC-SHA256 signature verification (
hash_equals()). - Cron Delta Sync Fallback: Scheduled background runner polling missed updates to ensure zero data loss during network hiccups.
2. Multi-Store WooCommerce Management
- Unlimited Store Connection: Manage multiple WooCommerce stores from a single Perfex CRM control dashboard.
- Encrypted Store Credentials: Store API Consumer Keys and Secrets using OpenSSL AES-256-CBC encryption.
3. WooCommerce Order-to-Invoice & HPOS Support
- Automatic Client & Invoice Mapping: Converts WooCommerce orders into Perfex CRM Client profiles and Invoices automatically.
- High-Performance Order Storage (HPOS): Compatible with WooCommerce HPOS custom order tables.
- Multi-Currency Conversion & Line Items: Map store currencies to Perfex CRM currencies, including shipping fee line items and tax calculations.
4. Reverse Sync Engine (Perfex Invoice Paid → WooCommerce Order Status)
- Automatic Status Update: Automatically transitions WooCommerce order status (e.g. Processing → Completed) when the corresponding Perfex Invoice is marked as paid.
5. Product, Category, Tag & Attribute Hierarchical Sync
- All Product Types Supported: Bi-directional sync for Simple, Variable, Grouped, and External products.
- Hierarchical Category Tree & Terms: Sync nested WooCommerce product categories, tags, and custom attributes seamlessly.
6. Customer Sync & Automatic Contact Matching
- Client Profile Linking: Sync WooCommerce customers into Perfex CRM Clients & Contacts with automatic email deduplication.
- Shipping & Billing Address Mapping: Automatically populate customer billing and shipping address fields.
7. Coupons, Refunds & Credit Note Engine
- Refund & Credit Note Generator: Sync WooCommerce order refunds directly into Perfex CRM Credit Notes.
- Coupon Discount Mapping: Map store promotional coupons and discount rules into invoice line item adjustments.
8. Synchronization Audit Logs & Queue Monitoring
- Detailed Activity Logs: Comprehensive audit trail capturing API payloads, status codes, timestamps, and error tracebacks.
System Architecture & Synchronization Data Workflow
graph TD
subgraph WooCommerce Store ["WooCommerce Store (E-Commerce Platform)"]
WC_Order["Order Placed / Updated"]
WC_Customer["Customer Registered"]
WC_Product["Product / Category Created"]
WC_Refund["Order Refund Triggered"]
WC_HPOS["HPOS (High-Performance Order Storage)"]
end
subgraph SyncEngine ["WooSync Synchronization Hub Engine"]
WH_Receiver["Inbound Webhook Receiver<br/>(HMAC-SHA256 Signature Verification)"]
Cron_Runner["Cron Delta Sync Fallback<br/>(Scheduled Polling Runner)"]
Queue_Log["Queue & Audit Logger<br/>(Payload Tracking & Retries)"]
AES_Enc["AES-256-CBC Encrypted Store API Keys"]
end
subgraph PerfexCRM ["Perfex CRM (Enterprise Platform)"]
CRM_Client["Clients & Contacts Database"]
CRM_Invoice["Invoices & Line Items"]
CRM_Item["Products, Categories & Attributes"]
CRM_Credit["Credit Notes & Refund Records"]
CRM_Payment["Invoice Paid Status Event"]
end
WC_Order -->|Real-time Inbound Webhook| WH_Receiver
WC_Customer -->|Real-time Inbound Webhook| WH_Receiver
WC_Product -->|Real-time Inbound Webhook| WH_Receiver
WC_Refund -->|Real-time Inbound Webhook| WH_Receiver
WC_HPOS -.->|Scheduled Delta Poll| Cron_Runner
WH_Receiver --> Queue_Log
Cron_Runner --> Queue_Log
Queue_Log -->|Auto-Create / Link Contact| CRM_Client
Queue_Log -->|Auto-Generate Invoice| CRM_Invoice
Queue_Log -->|Hierarchical Catalog Sync| CRM_Item
Queue_Log -->|Generate Credit Note| CRM_Credit
CRM_Payment -->|Reverse Sync Engine| WC_Order
Reverse Sync Engine Workflow
graph TD
A["Perfex CRM Invoice Marked Paid"] --> B["Woosync_reverse_sync Engine Triggered"]
B --> C{"Check Status Mapping Configuration"}
C --> D["Resolve WooCommerce Store ID & Order ID"]
D --> E["Decrypt API Secret Key via OpenSSL AES-256-CBC"]
E --> F["Initialize WooCommerce REST API Client (wc/v3)"]
F --> G["Send PUT Request to /wp-json/wc/v3/orders/{id}"]
G --> H{"HTTP Response 200 OK?"}
H -->|"Success"| I["Update Store Order Status (Processing -> Completed)"]
H -->|"Failure"| J["Log Status Exception & Enqueue into Retry Queue"]
Order-to-Invoice Conversion & HPOS Field Mapping
graph TD
A["New Order Placed on WooCommerce Store (HPOS Order)"] --> B["Inbound Webhook order.created Listener"]
B --> C["Verify HMAC-SHA256 Signature Secret"]
C --> D{"Customer Email Exists in Perfex CRM?"}
D -->|"No"| E["Auto-Create New Client Profile & Contact"]
D -->|"Yes"| F["Link Order to Existing Client Profile"]
E --> G["Map Billing & Shipping Location Addresses"]
F --> G
G --> H["Convert Store Currency & Sales Tax"]
H --> I["Auto-Generate Perfex CRM Invoice (Unpaid)"]
I --> J["Record Item Lines, Shipping Fee & Coupon Adjustments"]
Multi-Store Connection & Security Workflow
graph TD
A["Admin Adds New WooCommerce Store"] --> B["Input Store URL, Consumer Key, Consumer Secret & Webhook Secret"]
B --> C["Encrypt Credentials using OpenSSL AES-256-CBC"]
C --> D["Persist Record in woosync_stores Table"]
D --> E["Auto-Register Inbound Webhook Endpoints"]
E --> F["Test Connection via WooCommerce REST Client v3"]
F --> G{"Connection Status 200 OK?"}
G -->|"Success"| H["Activate Store Status & Start Real-Time Sync"]
G -->|"Failure"| I["Log Alert Error & Display Credential Warnings"]
For products sold outside the site - for example, polyxgo on Envato (CodeCanyon.net) - we are the exclusive authors under Envato’s platform. These products can only be sold and supported on Envato. Therefore, you cannot purchase them elsewhere if you wish to receive our official support and updates.
Even if your support period has ended, we will still answer your current technical questions related to the module. However, for any requests that involve bug fixing, troubleshooting, integration, or hands-on assistance, you will need to renew your support first. We hope you understand this requirement. More details: https://help.market.envato.com/hc/en-us/articles/208191263-What-is-Item-Support
Yes. We handle feature integration based on customer requirements and descriptions. If a module has the features you need, you can send a separate request to polyxgo@gmail.com
You can download the product through the purchase receipt or your account dashboard right after you log in at https://headrandom.com/account/login. Installation steps are included in the documentation folder.
For products on Envato (Codecanyon) access the Download section after you log in.
Yes, we provide basic installation and setup support for all purchased products.
Usage depends on the license type. Standard licenses typically allow one installation per purchase.
Updates are delivered through your account dashboard or marketplace where you purchased the product.
Please send us details, screenshots, and steps to reproduce the issue so our support team can assist you. You can create tickets on the system or email polyxgo@gmail.com.
Support duration follows the policy of the marketplace or package you purchased, typically 6–12 months.
Yes, all products include documentation to help you install and use the features. The data is connected to the system for each corresponding product project, and the documentation always provides the latest feature information and instructions from the project.
Yes, we offer custom development based on your requirements. For products sold exclusively and features already available on products listed on Envato, we integrate the additional features and update them through Envato. Only completely different features that require separate handling based on specific business workflows will be processed as a standalone service according to your detailed requirements.
Yes, we provide a live demo so you can test features before purchasing.
You can renew support through your marketplace account or by contacting us directly.
What We're Working On
No feature updates scheduled currently.
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If your organization uses Perfex CRM and requires any of our modules, plugins, or related products, we will gladly provide assistance with installation, customization, training, and long-term operation.
As part of our commitment to supporting meaningful social impact projects, we offer lifetime free support for all products used by eligible non-profit organizations. Our goal is to help you streamline operations, reduce technology costs, and focus more resources on serving your community.
For inquiries and support, please contact us at polyxgo@gmail.com. We will do our best to assist your organization as quickly as possible.
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