ImportSync – CSV Mapping For Perfex CRM

✨ Key Features

• Flexible Field Mapping: visually map CSV columns to Perfex fields (standard & custom fields supported).
• Entity Coverage: import Leads, Customers, Contacts, Items/Products, Vendors, and more (as enabled).
• Validation & Preview: detect missing required fields, invalid emails, dates, and numbers before import.
• Duplicate Handling: choose skip, update/merge, or create new using configurable unique keys (e.g., email, company, SKU).
• Dry-Run Mode: simulate the import and view a detailed report without writing to the database.
• Saved Mapping Templates: store mappings for recurring files from the same source (e.g., Meta/Google Ads exports).
• Scheduler-Ready: optional cron support to process files dropped into a watched folder.
• Large File Support: chunked processing with progress feedback to handle big CSVs reliably.
• Error Logs & Reports: download per-row error logs, success summaries, and reconciliation files.
• Role-Based Access: restrict who can create templates and run imports.
• UTF-8 & Delimiter Options: auto-detect separator (comma/semicolon/tab) and encoding.

⚙️ Technical Stack

Core Platform: Perfex CRM (CodeIgniter-based)

• Language/Framework: PHP 7.4/8.x, CodeIgniter 3 (Perfex core), MVC structure
• Database: MySQL / MariaDB (no risky schema changes)
• Frontend: Bootstrap, jQuery, AJAX for previews and progress
• Server: Apache/Nginx with mod_rewrite; HTTPS recommended
• PHP Extensions: Mbstring, OpenSSL, JSON, Fileinfo, XML, PDO, Ctype
• Performance: chunked reads/writes, memory-safe processing for large CSVs

🧩 Installation Guide

1. Backup your Perfex files and database.
2. Upload Module: copy the ImportSync folder into /modules/ of your Perfex installation.
3. Activate: Admin → Setup → Modules → enable ImportSync.
4. Permissions: Admin → Setup → Roles → grant “Import & Mapping” rights to selected roles.
5. Test Import: run a small CSV via ImportSync, review preview/validation, then commit.

Tip: Use Dry-Run first to verify mapping and unique key logic; save the template for future batches.

📦 Deliverables

• 💾 GPL-Licensed Source Code (ImportSync module)
• 📖 Setup & User Guide (README)
• 🧩 Sample CSV Files and mapping templates
• 🗂️ Log & Report Views for audit and reconciliation

📱 Supported Platforms

• Perfex CRM: v3.x+ (module architecture)
• Server OS: Linux (recommended) or Windows Server
• Browsers: Chrome, Edge, Firefox, Safari (latest)

🧠 Notes & SEO Assurance

• License: Distributed under the GPL; you may use, modify, and redistribute under the same terms.
• Customization Tips: extend entity mappers, add default values/transformers (e.g., normalize phone numbers, parse dates), and pre-validation hooks.
• Data Quality: cleanse spreadsheets (headers, date formats, country codes) for best results; define a consistent unique key strategy.
• Experience (E-E-A-T): designed around real import scenarios—marketing list uploads, legacy CRM migrations, SKU catalog onboarding.
• Expertise: includes field mapping, validation rules, and safe batch inserts aligned with Perfex module standards.
• Authoritativeness: credits the original commercial module for Perfex CRM (CSV/Importer) concept and ecosystem alignment.
• Trustworthiness: transparent GPL redistribution; no encrypted code; clear logs for auditability.
• SEO: semantic headings and keywords such as “Perfex CSV Import,” “Perfex CRM Mapping,” and “Bulk Data Import” improve discoverability.

👨‍💻 Original Developer Credit

This module concept aligns with the Perfex CRM ecosystem and has commercial counterparts on marketplaces such as
CodeCanyon.
Please support original authors if you require official updates and vendor support.

🔒 Disclaimer (Transparency & Trust)

This package is provided under the GNU General Public License (GPL) for educational and evaluation purposes.
We are not the original developer and do not claim ownership of any trademarks or brand assets.
No proprietary license keys or commercial support are included. For production environments and guaranteed updates, obtain a licensed copy from the original marketplace author.