๐๏ธ Getting Started
Perfex CRM Integration for WHMCS keeps clients, contacts, invoices, payments, orders, services and support tickets in sync between WHMCS and Perfex CRM. One-way sync on the Free plan, full two-way sync with Pro.
๐๏ธ Installation
Step-by-step installation of Perfex CRM Integration for WHMCS: upload the free Perfex companion first, then the WHMCS addon, activate it, tick Access Control, and verify the first sync.
๐๏ธ Configuration
Pair WHMCS and Perfex CRM with a single Connection code, then configure every setting on both sides: shared secret, sync switch, order target, conflict policy, ticket options and the setup checklist.
๐๏ธ Licensing and Pro
Buy, activate, verify and remove a Pro licence for Perfex CRM Integration for WHMCS: the checkout overlay, automatic activation, the emailed key fallback, daily re-checks and the 14-day grace period.
๐๏ธ How It Works and Daily Use
The sync engine explained in plain language: the outbox queue, HMAC-signed delivery, retries and dead-lettering, what syncs in each direction, where both activity logs live, and the Pro backfill wizard.
๐๏ธ Troubleshooting
Every common failure of Perfex CRM Integration for WHMCS with its cause and its fix: the module missing from the Addons menu, rejected http URLs, secret mismatches, cron problems, stuck invoices and licences that will not activate.