Perfex integration with LexOffice

LexOffice Sync for Perfex CRM

Enhance your Perfex CRM functionality with our LexOffice Sync module. Seamlessly synchronize your contacts, invoices, payments, and expenses between Perfex CRM and LexOffice to streamline your accounting and financial management processes.

Key Features

• Contact Synchronization: Automatically sync contacts created in Perfex CRM to LexOffice, ensuring your customer information is always up-to-date.
• Invoice Synchronization: Sync invoices created in Perfex CRM to LexOffice, allowing for easy management and tracking of your billing process.
• Payment Synchronization: Record payments made in LexOffice directly into Perfex CRM, keeping your financial records consistent and accurate.
• Expense Synchronization: Sync expenses recorded in LexOffice to Perfex CRM, helping you maintain a clear overview of your expenditures.

Benefits

• Efficiency: Automate data synchronization to save time and reduce manual entry errors.
• Accuracy: Ensure that your financial data is always accurate and up-to-date across both platforms.
• Seamless Integration: Designed to work seamlessly with Perfex CRM and LexOffice, providing a smooth user experience.
• User-Friendly: Easy-to-use interface for setting up API keys and initiating sync processes.

Technical Details

This module includes:

• Contact synchronization from Perfex CRM to LexOffice
• Invoice synchronization from Perfex CRM to LexOffice
• Payment synchronization from LexOffice to Perfex CRM
• Expense synchronization from LexOffice to Perfex CRM
• Settings page to configure API keys
• Detailed logs for tracking sync operations

Requirements

• Perfex CRM version 2.3.* or higher
• LexOffice account with API access
• Basic understanding of Perfex CRM and LexOffice setup

How to Generate LexOffice API Key

1. Log in to your LexOffice account.
2. Navigate to the API section under settings.
3. Click on “Generate API Key” and follow the prompts.
4. Copy the generated API key and save it securely.
5. Paste the API key into the LexOffice Sync settings page in Perfex CRM.

Installation

Follow these simple steps to install the LexOffice Sync module:

1. Upload the module files to the modules/lexofficesync directory of your Perfex CRM installation.
2. Navigate to the Modules section in Perfex CRM and activate the LexOffice Sync module.
3. Configure your LexOffice API key in the settings page.
4. Start synchronizing your data with a single click.

Version History

• Version 1.0.1 – New Update
  • Contact synchronization from Perfex CRM to LexOffice
  • Invoice synchronization from Perfex CRM to LexOffice
  • Payment synchronization from LexOffice to Perfex CRM and vice versa
  • Expense synchronization from LexOffice to Perfex CRM and vice versa
• Version 1.0.0 – Initial release with contact, invoice, payment, and expense synchronization.

Demo

Check out our live demo to see the LexOffice Sync module in action:

Demo URL: https://perfex.rblxdrip.com/admin

Username: test@gmail.com Password: 1234

Support

For any issues or questions, please visit our support page or contact us directly through Codecanyon. Our dedicated support team is here to help you.

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