CSV Task Import Module for Perfex CRM

Description

CSV Task Import Module for Perfex CRM (GPL)

CSV Task Import Module for Perfex CRM is a premium add-on that lets you import bulk tasks from CSV files directly into your Perfex CRM. Perfect for teams managing large projects, it saves time by automating task creation and organizing workflows efficiently. Available at wpshop.net with lifetime updates and limited email support under the GPL license.

✨ Feature Highlights

• ✅ Bulk Task Import – Upload hundreds of tasks instantly from a CSV file.
• ✅ Custom Field Mapping – Match CSV columns to Perfex task fields.
• ✅ Multi-Project Support – Assign imported tasks to multiple projects at once.
• ✅ Deadline & Priority Import – Import due dates, task priorities, and status directly.
• ✅ Mass Assignment – Assign tasks to multiple staff members in bulk.
• ✅ Error Validation – Detect and highlight CSV errors before import.
• ✅ User-Friendly Interface – Simple drag-and-drop upload process.
• ✅ Time-Saving Automation – Eliminate manual task entry and boost productivity.

📖 Detailed Overview

Managing tasks manually in Perfex CRM can be time-consuming, especially for growing businesses. The CSV Task Import Module allows you to seamlessly upload tasks from spreadsheets, assign them to the right projects, and set deadlines all in one go. Whether you are migrating from another system or onboarding a new project, this tool ensures a smooth and error-free task import process.

📊 Comparison Table

Feature	With CSV Task Import Module	Without Module (Default Perfex)
Bulk task creation	✔ Yes, via CSV	✖ Only one by one
Custom field mapping	✔ Supports mapping	✖ Not available
Multi-project import	✔ Assign tasks to multiple projects	✖ Must reassign manually
Deadline & priority import	✔ Included in CSV	✖ Must edit manually
Error detection	✔ CSV validation	✖ No validation

⚙️ Installation Guide

1. Download the CSV Task Import Module (GPL) from wpshop.net.
2. Login to your Perfex CRM dashboard.
3. Go to Setup → Modules → Upload Module.
4. Upload the csv-task-import.zip file and click Install.
5. Activate the module and access it under Tasks → Import CSV.

📜 Licensing Information

This module is distributed by wpshop.net under the GPL (General Public License):

• ✔ Use on unlimited installations
• ✔ Lifetime free updates included
• ✔ Email support for setup issues
• ✔ 100% safe and original GPL files (not nulled)

❓ FAQs

1) Can I import tasks with deadlines and priorities?

Yes, deadlines, status, and priorities can be mapped and imported from your CSV file.

2) Does it support multiple projects at once?

Yes, you can assign tasks to one or multiple projects during the import process.

3) What happens if my CSV has errors?

The module will validate and notify you of errors before finalizing the import.

4) Is this compatible with all versions of Perfex CRM?

Yes, it works with the latest versions of Perfex CRM and most standard setups.

5) Can I re-import tasks if I make a mistake?

Yes, you can delete imported tasks and re-import them with corrected CSV files.

🚀 Why Choose CSV Task Import Module?

The CSV Task Import Module for Perfex CRM is the fastest way to streamline your task management. It saves hours of manual entry, reduces human error, and ensures smooth onboarding for projects and teams.

👉 Download CSV Task Import Module for Perfex CRM today from wpshop.net and simplify your project task imports instantly!