Connect WooCommerce with Perfex CRM
Automatically sync your WooCommerce orders, products, and customers directly into your Perfex CRM. Stop manual data entry and manage your entire e-commerce backend from one centralized dashboard.
New Order
Invoice Created
Complete Real-Time Synchronization
Our custom API bridge ensures that whatever happens on your online store instantly reflects in your accounting and CRM software.
Order to Invoice Sync
When a customer places an order on WooCommerce, a corresponding Invoice is automatically generated in Perfex CRM with correct taxes and discounts.
Customer Auto-Creation
New store buyers are instantly added as 'Customers' in Perfex. Existing customers are matched via email to prevent duplicate entries.
Product & Inventory Map
Sync WooCommerce products as Perfex Items. Ensure your invoice line-items exactly match your online store catalog.
Why You Need This Bridge
Managing an e-commerce store is hard enough. Managing the accounting and customer data separately shouldn't be a nightmare.
Accurate Financials
Keep your Perfex CRM financial reports 100% accurate without manual ledger entries.
B2B & B2C Unified
If you do both wholesale (offline via Perfex) and retail (online via WooCommerce), manage all billing in one place.
Intelligent Payment Mapping
Our module doesn't just create invoices; it understands payment statuses from your store's gateways (Razorpay, Stripe, COD).
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Prepaid Orders: Automatically marked as 'Paid' in Perfex CRM with the exact transaction ID.
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Cash on Delivery (COD): Created as 'Unpaid' invoices, allowing you to update them once the courier remits the amount.
Secure Webhook Architecture
We utilize secure REST APIs and Webhooks to ensure lightning-fast data transfer without overloading your WordPress server.
Ready to Connect Your Store?
Stop doing double entry. Let our custom sync module handle the accounting while you focus on scaling your sales.