Perfex CRM integration – how to…

  • Resolved Peter

    (@pijag)


    1 year, 3 months ago

    Hi, thanks a lot for Perfex CRM integration – most waited by me…

    But, how to use it?

    In integration page there is such instruction:

    Get API Token

    • Go to your Perfex CRM’s Admin area and select the following menu item: “SETUP → MODULES”.
    • Select the extracted upload.zip at Module installation selection prompt and press “INSTALL”.
    • Find the newly installed module in the list, press “ACTIVATE” and enter your license key.
    • Go to your Perfex’s CRM backend as an admin, go to “API → API Management”, and create a new token.

    It’s not clear to me where to get it “extracted upload.zip” file to install it in Perfex modules section?

    I know Perfex very well, and I know there is lots of paid addons, also API addon as well, but I hope in this situation it is not necessary to purchase any additional modules for Perfex CRM.

    Thanks in advance for your clarification…

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  • To connect Bit Integrations with Perfex CRM, follow these steps:

    1. Purchase the REST API module from Code Canyon. You can find the module at this link: https://codecanyon.net/item/rest-api-for-perfex-crm/25278359. You’ll find the “extracted upload.zip” file there.
    2. Access the Admin section of your Perfex CRM and click on “SETUP → MODULES”.
    3. Choose the extracted upload.zip file when prompted during module installation, then click on “INSTALL”.
    4. Activate the module in the attachment. You can find the attachment link here: https://prnt.sc/JxigWJVkpJbZ.
    5. In your Perfex CRM backend, go to “API → API Management” as an admin, and generate a new token.
    Thread Starter Peter

    (@pijag)

    Thanks, but the price of this module is almost the same as the main Perfex CRM script itself…
    I was excited thinking it was implemented at no extra cost ??

    Anyway, thanks for a great plugin – aside from that point…

Viewing 2 replies - 1 through 2 (of 2 total)
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