18 comments found.
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
Hi,
Please send us an email at lenzcreativee@hotmail.com and we will help you deactivate the license and reactivate it on the new domain.
Best regards
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?
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!
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
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!
it would be great if you could import a csv and select new fields to auto create if the fields do not exist
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!
Does it still work in 2025 or does it give error 500? Does it work with PHP 8.1+?
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!
Can you make it possible tot concat 2 fields into 1. For example (Name => First name + ” ” + Last name)
Cause right now, I still have to make manual changes…
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!
a question , can implement imports on Human Resources Management – HR module for Perfex CRM
Hello, imports from Human Resources Management – HR module can be implemented as a paid customized version of our product. Contact us at lenzcreativee@hotmail.com for more information. Thank you!
any idea how long is the waiting time to implement imports of Invoices from csv or excel file??
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, can it be imported?:
1 – Projects 2 – Invoices 3 – Tasks 4 – Quotes 5 – Orders
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!
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
Hello, right now ImportSync doesn’t support 3rd party modules. 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?
Hello! do you have any planned time to get the information from googel sheets?
Hello, we are still on the research phase for this feature. Thank you!
Hello, Excellent module! Are you planning to add importing of projects with their corresponding tasks? Thank you.
Hello, nice idea we are going to discuss with our team about this feature.
hello, work with cronjob?
Hey there, right now we don’t support this process where you can import based on cron job. Thank you!
Hello, great module! Are you planning to add tasks import? Thank you.
Hello, yes this feature is in our roadmap! Thank you.
Hi, are you planing on allowing to import projects? That would be great!
Hello, I will forward this feature to our technical team and I believe that this will be integrated in future. Thank you!
Congratulations! Nice Work, GLWS 
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?
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. Than k you!