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WooSync - Module Đồng Bộ Đơn Hàng, Khách Hàng & Hóa Đơn WooCommerce Cho Perfex CRM

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Ưu Đãi Đặc Biệt WooSync - Module Đồng Bộ Đơn Hàng, Khách Hàng & Hóa Đơn WooCommerce Cho Perfex CRM
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Module trung tâm đồng bộ hai chiều thời gian thực giữa các gian hàng WooCommerce và Perfex CRM.

Mã SKU woosync-perfex

WooSync (woosync) là module Trung Tâm Đồng Bộ WooCommerce ↔ Perfex CRM cấp doanh nghiệp. Module thiết lập cơ chế đồng bộ hai chiều theo thời gian thực giữa các gian hàng WooCommerce và Perfex CRM trên kiến trúc Ưu tiên Webhook + Dự phòng Cron Job.

Module tự động đồng bộ Sản Phẩm (đơn giản, biến thể, nhóm, liên kết ngoài), Danh Mục Sản Phẩm (cây phân cấp), Thẻ Tag, Thuộc Tính, Đơn Hàng, Khách Hàng, Hoàn Tiền, Mã Giảm Giá và Thuế. Tự động chuyển đổi đơn hàng WooCommerce thành Khách Hàng & Hóa Đơn trên Perfex CRM, hỗ trợ Reverse Sync (tự động cập nhật trạng thái đơn hàng WooCommerce khi Hóa Đơn Perfex được thanh toán), hỗ trợ High-Performance Order Storage (HPOS), quy đổi đa tiền tệ và quản lý đa cửa hàng.

Tài Liệu Hướng Dẫn & Bài Viết Liên Quan

Các Phân Hệ Tính Năng Cốt Lõi

1. Kiến Trúc Ưu Tiên Webhook + Dự Phòng Cron Job

  • Lắng Nghe Webhook Thời Gian Thực: Xử lý sự kiện tức thì khi WooCommerce gửi Webhook kèm cơ chế xác thực chữ ký HMAC-SHA256 chống tấn công timing (hash_equals()).
  • Cron Delta Sync Dự Phòng: Chạy ngầm theo lịch đặt sẵn để rà soát các cập nhật bị sót do nghẽn mạng, đảm bảo không mất dữ liệu.

2. Quản Lý Đa Cửa Hàng WooCommerce (Multi-Store)

  • Kết Nối Không Giới Hạn Gian Hàng: Quản lý nhiều website WooCommerce từ một bảng điều khiển trung tâm trên Perfex CRM.
  • Mã Hóa API Key An Toàn: Lưu trữ Consumer Key và Consumer Secret bằng thuật toán mã hóa OpenSSL AES-256-CBC.

3. Tự Động Chuyển Đổi Đơn Hàng WooCommerce Thành Hóa Đơn Perfex & HPOS

  • Khởi Tạo Khách Hàng & Hóa Đơn Tự Động: Chuyển đổi đơn hàng WooCommerce thành hồ sơ Khách Hàng và Hóa Đơn trên Perfex CRM.
  • Hỗ Trợ HPOS (High-Performance Order Storage): Tương thích hoàn toàn với bảng lưu trữ đơn hàng hiệu năng cao của WooCommerce.
  • Đa Tiền Tệ & Phí Giao Hàng: Quy đổi tiền tệ cửa hàng sang Perfex CRM, tự động tính phí vận chuyển và thuế.

4. Cơ Chế Reverse Sync (Thanh Toán Hóa Đơn Perfex → Trạng Thái Đơn WooCommerce)

  • Tự Động Cập Nhật Trạng Thái: Khi Hóa Đơn trên Perfex CRM được đánh dấu Đã Thanh Toán, hệ thống tự động cập nhật trạng thái đơn hàng tương ứng trên WooCommerce (ví dụ: Đang xử lý → Hoàn thành).

5. Đồng Bộ Cây Danh Mục, Sản Phẩm, Tag & Thuộc Tính

  • Hỗ Trợ Tất Cả Loại Sản Phẩm: Đồng bộ hai chiều cho sản phẩm Đơn giản, Biến thể, Nhóm và Sản phẩm liên kết ngoài.
  • Cây Phân Cấp Danh Mục: Đồng bộ danh mục sản phẩm đa cấp, thẻ tag và thuộc tính tùy chỉnh.

6. Đồng Bộ Khách Hàng & Tự Động Ghép Hồ Sơ

  • Khởi Tạo & Ghép Khách Hàng: Đồng bộ khách hàng WooCommerce vào danh bạ Perfex CRM kèm cơ chế gộp trùng email tự động.
  • Lưu Trữ Địa Chỉ Giao / Thanh Toán: Đồng bộ địa chỉ giao hàng và địa chỉ hóa đơn chi tiết.

7. Đồng Bộ Mã Giảm Giá, Hoàn Tiền & Phiếu Báo Có (Credit Note)

  • Đồng Bộ Hoàn Tiền & Credit Note: Tạo Phiếu Báo Có (Credit Note) trên Perfex CRM tương ứng khi đơn hàng WooCommerce được hoàn tiền.
  • Khấu Trừ Mã Giảm Giá: Tự động tính toán mã giảm giá và coupon khuyến mãi vào hóa đơn.

8. Nhật Ký Đồng Bộ & Quản Lý Hàng Đợi (Queue Logs)

  • Lưu Trữ Audit Logs Chi Tiết: Ghi chép chi tiết payload API, mã trạng thái HTTP, mốc thời gian và vết lỗi traceback.

Kiến Trúc Hệ Thống & Luồng Quy Trình Đồng Bộ WooSync

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

Quy Trình Reverse Sync Engine

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"]

Chuyển Đổi Đơn Hàng Thành Hóa Đơn & Ánh Xạ HPOS

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"]

Kết Nối Đa Cửa Hàng & Bảo Mật OpenSSL AES-256

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"]
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My Envato support period has expired. Can I still receive assistance?

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

Can I get support if I only need to integrate some features from a module or plugin?

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

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Do you provide installation or setup support?

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Updates are delivered through your account dashboard or marketplace where you purchased the product.

What should I do if I encounter an error or conflict?

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.

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Is there a demo site available for testing?

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How do I renew support after it expires?

You can renew support through your marketplace account or by contacting us directly.

What We're Working On

No feature updates scheduled currently.

Recent Releases

v1.2.0 (02/05/2026)
NEW
-Add filtering capabilities to allow users to drill down and view revenue performance for specific, individual stores over customizable time ranges (daily, weekly, monthly). (April 30, 2026)
-Add visual reporting to track the total quantity of items sold over time. (April 30, 2026)
-Add detailed charts identifying which products are driving the most revenue. (April 30, 2026)
-Add a "View in WooCommerce" button on synced Orders or Invoices in Perfex CRM, allowing staff to click and open the exact order editing page directly in the WordPress backend. (Also includes deep dual-links directly inside the Customers and Orders datatables). (April 30, 2026)
-Add inline quick statistics (Products, Categories, Tags, Orders, Customers) directly under the store name in the Stores datatable. (April 30, 2026)
-Added a comprehensive log details modal that displays the complete Action, Message, and raw Request Payload data — greatly simplifying the debugging of WooCommerce webhooks and API synchronization issues. (April 30, 2026)
CHANGED
-Implement interactive charts to display total revenue generated across all connected WooCommerce stores. (April 30, 2026)
-Compare product volume performance across all stores simultaneously or filter by a specific store to monitor local sales trends. (April 30, 2026)
-View the "Best Sellers" globally across the entire network of stores, or isolate the data to see the top-performing products within a designated store. (April 30, 2026)
-Automatically normalize the revenue charts into the Perfex CRM base currency (based on exchange rates) for an accurate global revenue overview when managing stores in different countries. (April 30, 2026)
-Automatically update the WooCommerce order status (e.g., from 'Processing' to 'Completed') when the corresponding Perfex CRM Invoice is marked as 'Paid'. (April 30, 2026)
-Automatically generate a Credit Note or Expense in Perfex CRM when an order is marked as 'Refunded' in WooCommerce to keep the accounting books perfectly balanced. (April 30, 2026)
-Allow users to visually map custom WooCommerce checkout fields (e.g., VAT Number, Company Tax ID, Delivery Date) directly to Perfex CRM Client/Invoice Custom Fields. (April 30, 2026)
-Sync the specific WooCommerce Coupon Codes used in an order and save them to the Perfex CRM Invoice notes or custom fields, enabling CRM users to track marketing campaign ROI. (April 30, 2026)
-Integrate Webpack building pipeline to automatically minify CSS and JavaScript assets, significantly reducing load times and improving overall system performance. (April 30, 2026)
-Enhanced the Sync Logs datatable with an interactive "View" option. (April 30, 2026)
FIXED
-Resolved a 401 Unauthorized error in the webhook receiver where HMAC signatures were being strictly validated even if the store's "Use HMAC" setting was explicitly disabled by the administrator. (April 30, 2026)
v1.1.0 (26/04/2026)
NEW
-Add toggle to enable or disable HMAC (query_string_auth) for WooCommerce REST API connection to improve compatibility with strict server environments. (April 24, 2026)
-Integrate Auto-Retry mechanism (Exponential Backoff) to automatically retry up to 3 times on server error or timeout during sync process. (April 22, 2026)
-Add validation to prevent duplicate stores with same URL to protect sync data integrity. (April 22, 2026)
-Integrate SweetAlert2 (v11) library to manage notification dialogs and synchronize UI/UX across module system. (April 22, 2026)
-Implement file-based locking mechanism with 15-minute failsafe timeout to prevent overlapping executions and race conditions in cronjob sync process. (April 22, 2026)
-Add invoice idempotency guard using exact adminnote signature match to prevent duplicate invoices on Clear Data and Resync scenarios. (April 22, 2026)
-Add client idempotency guard in order upsert flow: separate Lookup (email check) from Create (requires auto_create_client flag) to prevent duplicate Perfex Clients. (April 22, 2026)
CHANGED
-Update interaction method for "Clear Data" and "Delete Store" actions, using SweetAlert2 with native theme CSS classes instead of default browser confirm dialog. (April 22, 2026)
-Make WooCommerce API credentials (Consumer Key, Consumer Secret) optional during store editing to preserve existing keys without triggering strict form validation. (April 22, 2026)
-Preserve Perfex Clients and Invoices on store data clearing or deletion to maintain financial record integrity (Standard behavior). (April 22, 2026)
FIXED
-Eliminate incorrect status sync: Block abandoned draft orders (`checkout-draft` generated by WooCommerce Blocks) in both manual API fetch and Webhook flows. (April 22, 2026)
-Fix force-create client logic in Orders model that bypassed email deduplication and auto_create_client setting, causing duplicate Clients on resync. (April 22, 2026)
v1.0.0 (22/04/2026)
NEW
-Release version (April 22, 2026)
-Real-Time Webhook Architecture: Instant zero-latency sync for Products, Orders, and Customers.
-Background Delta Cron Engine: Continuous automated data fetching with smart timezone resolution.
-Smart Auto-Invoicing: Automatically generate Perfex Invoices strictly for 'Completed' orders. Configurable per store.
-Silent Sync Protocol: Securely import customers. Generates hashed passwords and blocks native CRM welcome email spam.
-Multi-Store Management: Connect unlimited WooCommerce stores. Centralize control via single CRM dashboard.
-HMAC-SHA256 Security: Cryptographic webhook verification. Instantly block malicious payloads via strict routing.
-Guest Checkout Support: Auto-resolves guest orders via pseudo-client fallback. Guarantees uninterrupted invoice flow.
-High-Performance Server-Side UI: Lightning-fast Ajax datatables. Process 50,000+ records effortlessly without browser lag.
-Pseudo-Cron Debug Mode: Built-in local testing environment. Bypass Linux crontab limitations flawlessly.

Looking for full roadmap, documentation, or interactive release logs?

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Non-profit organizations, charities, and community initiatives supporting elderly people, children, people with disabilities, and other vulnerable groups are always welcome to reach out to us.

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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