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Installation

Installing the module is quick and easy. Just upload, activate, and you're ready to configure!

Step 1: Download the Moduleโ€‹

  1. Go to your CodeCanyon Downloads
  2. Find "Facebook & Instagram Leads Integration for Perfex CRM"
  3. Click Download โ†’ Choose "Installable File Only"
  4. You'll get a .zip file - don't extract it yet!

Step 2: Upload to Perfex CRMโ€‹

  1. Log into your Perfex CRM Admin Panel
  2. Go to Setup โ†’ Modules
  3. Click the Upload Module button (top right)
  4. Select the .zip file you downloaded
  5. Click Upload
  6. Wait for the upload to complete

Option B: Upload via FTP/File Managerโ€‹

If the upload button doesn't work (file too large), use this method:

  1. Extract the .zip file on your computer
  2. You should see a folder called facebookleadsintegration
  3. Upload this entire folder to: 
    your-perfex-crm/modules/facebookleadsintegration/
  4. Make sure the structure looks like this: 
    modules/
    โ””โ”€โ”€ facebookleadsintegration/
        โ”œโ”€โ”€ facebookleadsintegration.php    โ† Main file
        โ”œโ”€โ”€ controllers/
        โ”œโ”€โ”€ views/
        โ”œโ”€โ”€ libraries/
        โ”œโ”€โ”€ language/
        โ”œโ”€โ”€ vendor/
        โ””โ”€โ”€ ...
warning

Common mistake: Don't put the folder inside another folder! The path should be modules/facebookleadsintegration/facebookleadsintegration.php - NOT modules/facebookleadsintegration/facebookleadsintegration/facebookleadsintegration.php

Step 3: Activate the Moduleโ€‹

  1. Go to Setup โ†’ Modules
  2. Find "Facebook & Instagram Leads Integration" in the list
  3. Click the Activate button
  4. Enter your Purchase Code when prompted
  5. Click Activate
info

Success! You should see the module listed as "Active" with a green indicator.

Step 4: Verify Installationโ€‹

After activation, you should see:

  1. "Meta Leads" in the left sidebar menu
  2. Three sub-menu items: Settings, Sync History, Field Mapping
  3. The Setup Wizard should appear automatically on first visit
tip

Don't see the sidebar menu? Make sure your Perfex CRM user has admin or settings permissions.

Updating the Moduleโ€‹

To update to a newer version:

  1. Download the latest version from CodeCanyon
  2. Go to Setup โ†’ Modules
  3. Deactivate the current module
  4. Upload the new version (same as Step 2 above)
  5. Activate the module again
  6. Database migrations will run automatically
warning

Your settings, field mappings, and sync history are preserved during updates. Nothing gets lost!

Uninstallingโ€‹

If you ever need to remove the module:

  1. Go to Setup โ†’ Modules
  2. Click Deactivate on the module
  3. Optionally delete the modules/facebookleadsintegration/ folder
warning

Note: Uninstalling does NOT delete your leads from Perfex CRM. Only the module's own data (sync history, field mappings) is affected.

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