🤖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.

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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.

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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_sync

Steps:

1. Copy the URL provided above.

2. Log in to your hosting control panel or server terminal.

3. Create a new cron job and set the frequency (e.g., every 5 minutes, hourly, or daily).

4. Use wget, curl, or your preferred method to hit the URL. Example using curl:

curl https://yourdomain.com/whmcs_sync/clients_whmcs_sync

Once 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.