ImportSync – CSV Mapping For Perfex CRM
Original price was: $49.00.$24.50Current price is: $24.50.
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Description
Other Perfex Modules NOTE This module is an extension for Perfex CRM and requires Perfex CRM to be installed ImportSync is the ultimate solution to streamline your data integration within Perfex CRM providing an intuitive and user-friendly interface to effortlessly map your various CSV files to Perfex s built-in CSV format With seamless support for mapping Leads Customers Expenses Items and even a newly introduced Staff CSV ImportSync enhances your data management experience like never before Key Features Effortless CSV Mapping ImportSync empowers Perfex clients to map their diverse CSV files to Perfex s native CSV format through a user-friendly UI Say goodbye to complex data integration processes and hello to simplicity Comprehensive Compatibility ImportSync covers an extensive range of CSV types including Leads Customers Expenses Items and Staff It provides a holistic solution to meet your various data integration needs Enhanced Staff Management ImportSync introduces a novel CSV for Staff import allowing you to seamlessly integrate staff data into Perfex CRM Map Staff CSV effortlessly for a well-organized team management experience Unleash the Power of Mapping With ImportSync mapping your CSV data becomes a breeze Whether it s Leads Customers Expenses Items or Staff you can define the relationships with Perfex s CSV fields effortlessly Why Choose ImportSync Seamless Integration ImportSync is designed as a module exclusively for Perfex CRM ensuring smooth compatibility and integration with your existing workflow User-Friendly Interface Experience a hassle-free data mapping process through ImportSync s intuitive UI No technical expertise required Optimized Data Management Keep your CRM data organized and synchronized by seamlessly mapping and importing your CSV files Efficiency and Time Savings ImportSync s streamlined process eliminates manual data entry saving you valuable time and minimizing errors Experience the Next Level of Data Integration with ImportSync CSV Mapping Page where you can upload CSV and choose to which Perfex Default CSV You Want To Map Totally Unrelated Perfex CSV For Products Mapping Unrelated CSV With Perfex Items CSV After Clicking Start Mapping Button Now We Have On The Left Perfex Items CSV Columns And On The Right Columns Extracted From Non Related CSV products_csv csv Mapping Unrelated CSV with Perfex Items CSV After Clicking Download Mapped CSV And Redirect To Import You Will Be Redirected To Specific Import Page Where You Upload Mapped CSV New Products Imported Successfully Added Import Staff Functionality On Perfex Manage Mapped CSV Page ImportSync Menu ImportSync Permissions URL Email Password https lenzcreative site demo-crm admin authentication demo lenzcreative site lenzcreative123321 Login to Perfex CRM Goto Module Installed Addons Select upload zip Click install button to complete the installation Done Enjoy Version 1 0 0 07 08 2023 Initial version Work illustrations by Storyset
