🤖Automated Sync
Automatic Synchronization Page
The Automatic Synchronization page allows you to enable scheduled syncs that run without manual intervention. This is ideal for keeping your Perfex CRM fully updated with WHMCS data in real time or at regular intervals.
Enable or Disable Auto-Sync
Yes – Turns on automatic synchronization. The module will periodically fetch clients, contacts, and invoices from WHMCS.
No – Turns off automatic synchronization. Manual sync will still work.
Setting Up a Cron Job
To enable automatic syncing, you need to add a cron job on your server using the provided URL:
https://yourdomain.com/whmcs_sync/clients_whmcs_syncSteps:
Copy the URL provided above.
Log in to your hosting control panel or server terminal.
Create a new cron job and set the frequency (e.g., every 5 minutes, hourly, or daily).
Use
wget,curl, or your preferred method to hit the URL. Example usingcurl:
curl https://yourdomain.com/whmcs_sync/clients_whmcs_syncOnce the cron job is active, the module will automatically pull new clients, contacts, and invoices from WHMCS according to your synchronization options.
Tip: Ensure the cron job user has permission to execute HTTP requests and the server can reach your WHMCS API URL.
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