👥Manual Sync

The Manual Synchronization page allows you to trigger data transfers from WHMCS to Perfex CRM on demand. This is particularly useful for:

• Initial setup of the module

• Migrating historical data

• Troubleshooting or re-syncing specific records

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Synchronization Options

You can choose what data to sync:

1. All historical data Imports every client, contact, and invoice from WHMCS, regardless of creation date. Ideal for first-time setup but may take longer for large WHMCS databases.

2. Only data after a specific date Imports records created after the date you specify. This allows you to resume syncs from a particular point without duplicating old data. For example, setting 2024-09-01 will skip all records created before that date.

3. Only new/unimported records Syncs only records that have never been imported into Perfex CRM. This is the fastest option for routine manual updates.

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Action Buttons

The following buttons control the synchronization process:

• Save Only Saves your selected sync options without initiating the sync. Useful if you want to configure the module before running the import.

• Sync Customers Now Immediately imports clients from WHMCS based on your chosen sync option.

• Sync Contacts Now Imports WHMCS contacts associated with clients. This ensures Perfex CRM has all the communication details tied to the clients.

• Sync Invoices Now Imports invoices from WHMCS, including line items, amounts, and payment status. Perfect for keeping your Perfex accounting records up to date.

Note: Manual sync is always initiated by the user and does not require cron jobs. Use it to quickly test settings or resolve sync issues.