🚀 Overview

Purpose: Automate data management by syncing Perfex CRM records with Google Sheets in real time.

Real-world use: Businesses, freelancers, and teams can maintain spreadsheets for reporting, backups, and analytics without manual data entry.

Target users: Perfex CRM users, accountants, project managers, and SaaS operators looking to integrate CRM data with Google Sheets.

✨ Key Features

• Two-way Synchronization: Automatically sync clients, invoices, projects, and tasks between Perfex CRM and Google Sheets.
• Real-time Updates: Changes in CRM or Sheets reflect immediately in the other system.
• Custom Field Mapping: Map specific CRM fields to spreadsheet columns for tailored data sync.
• Multiple Sheets Support: Sync with multiple spreadsheets and tabs.
• Data Backup: Maintain automated backups of CRM data in Google Sheets.
• Secure Authentication: Uses Google API OAuth 2.0 for secure access.
• Admin Dashboard: Manage sync schedules, mapping, and activity logs.
• Conflict Resolution: Handles data conflicts and updates intelligently.
• Notifications: Alerts for sync success, failures, or errors.
• GPL License: Fully open-source, customizable, and redistributable under GPL terms.

⚙️ Technical Stack

• Backend: PHP 7.x / 8.x, Perfex CRM Module Structure
• Database: MySQL / MariaDB (via Perfex CRM)
• API: Google Sheets API v4, OAuth 2.0 for secure authentication
• Server: Apache / Nginx with PHP-FPM, SSL recommended

Server Requirements: PHP extensions: curl, json, mbstring, openssl; Google API credentials required; SSL recommended for secure connections.

🧩 Installation Guide

1. Upload the module folder to /modules/ in your Perfex CRM installation.
2. Activate the module from the Perfex CRM admin panel.
3. Obtain Google API credentials and enable Sheets API in your Google Cloud project.
4. Configure OAuth 2.0 client ID and secret in the module settings.
5. Map CRM fields to your Google Sheets columns.
6. Set up synchronization schedule or trigger manual syncs as needed.
7. Test synchronization to ensure data consistency between Perfex CRM and Sheets.

📦 Deliverables

• Complete Perfex CRM module source code (GPL licensed)
• Installation and configuration instructions
• Sample Google Sheet template for testing
• Documentation for API setup and field mapping

📱 Supported Platforms

Web: Perfex CRM 2.x+ on Chrome, Firefox, Safari, Edge

Server OS: Linux, macOS, Windows (PHP + MySQL hosting)

Google Sheets: Accessible via web, mobile apps, or Google Drive integration

🧠 Notes

License: GPL – Free to modify and redistribute under license terms with proper credit.

• Ideal for automating CRM workflows and reporting.
• Ensure Google API credentials are securely stored and SSL enabled.
• Maintain author credits when redistributing.

Customization Tips:

• Extend support for custom CRM modules or additional sheets.
• Implement advanced filters and conditional syncing.
• Integrate notifications via email or Slack for sync alerts.

SEO & SaaS Assurance: Modular, secure, and API-driven architecture supports reliable SaaS deployment and workflow automation.

👨‍💻 Original Developer Credit

This GPL release is based on the original Google Sheets Module for Perfex CRM developed by its author(s) on CodeCanyon.
Proper attribution ensures transparency and respect for the original work.

View Google Sheets Module on CodeCanyon

🔒 Disclaimer

GPL Redistribution Notice: Distributed under GNU GPL for development, educational, and open-source purposes. Not affiliated with or endorsed by the original developer. Users are responsible for secure deployment, data management, and compliance.

✅ E-E-A-T Compliance (Experience • Expertise • Authoritativeness • Trustworthiness)

Experience: Designed for real-world CRM data synchronization and workflow automation.

Expertise: Developed using Perfex CRM module architecture and Google Sheets API for reliable two-way syncing.

Authoritativeness: Original developer credited to ensure authenticity and transparency.

Trustworthiness: GPL licensing ensures legal redistribution; installation guidance emphasizes security, compliance, and best practices.