Google Sheets module for Perfex CRM – Two-way Spreadsheets Synchronization

Description

Google Sheets module for Perfex CRM – Two-way Spreadsheets Synchronization

Google Sheets module for Perfex CRM adds real-time, two-way data synchronization between Perfex CRM and Google Sheets. Build live dashboards, collaborate with teams in Sheets, or bulk-edit CRM records—without CSV exports. Ideal for agencies, finance teams, operations, and consultants who need trusted, auditable, and automated data flows. Distributed by wpshop.net with lifetime free updates and limited email support.

Feature Highlights

• 🔁 True Two-Way Sync: Changes in Sheets update Perfex (and vice-versa) for Leads, Customers, Contacts, Invoices, Estimates, Expenses, Projects, Tasks & more.
• 🧭 Point-and-Click Mapping: Map CRM fields to Sheet columns (including custom fields) with validation and type hints.
• ⏱️ Live, Scheduled, or On-Demand: Trigger instant syncs, run on cron schedules, or push a single record when needed.
• 🧪 Selective & Filtered Sync: Sync subsets by pipeline, status, date range, assignee, tags, or custom conditions.
• 🛡️ Safe Write-Back: Conflict handling (latest-wins or timestamp rules), dry-run previews, and row-level validation.
• 🔐 Secure OAuth 2.0: Connect with Google securely; support for service account mode for server-to-server syncs.
• 📊 Analytics-Ready: Keep Sheets dashboards & pivot tables fresh without exporting CSVs.
• 📜 Audit & Logs: View sync history, successes, errors, affected rows, and rollback hints.

Detailed Overview

This module eliminates brittle CSV workflows by creating a reliable bridge between Perfex CRM and Google Sheets. Operations teams can bulk-update pricing or deal stages directly in Sheets; accounting can reconcile invoices with live CRM totals; project managers can control task backlogs from a single spreadsheet. Field mapping supports core and custom fields, while filters ensure you sync only what matters.

Admins define sync profiles (what to sync, when, and how). Each profile contains the target spreadsheet, worksheet, column mapping, filters, unique key (e.g., Lead ID), conflict rules, and schedule. Permissions respect Perfex roles, and logs provide transparency for every run. Whether you need real-time triggers for high-velocity teams or nightly batches for finance, this module adapts to your workflow.

Comparison Table

Feature	Google Sheets module for Perfex CRM	Manual CSV / Generic Connectors
Two-Way Sync	✅ Native write-back & read	❌ One-way or manual
Field & Custom Field Mapping	✅ Point-and-click mapping	❌ Limited/complex
Selective Filters	✅ Status, tags, dates, assignee	❌ Basic or none
Conflict Handling	✅ Latest-wins / timestamp rules	❌ Not supported
Audit Trails & Logs	✅ Per-run history & errors	❌ Manual tracking
Security	✅ OAuth 2.0 / service account	❌ Spreadsheet sharing risks
GPL & Lifetime Updates	✅ Included via wpshop.net	❌ Subscription or none

Installation Guide

1. Download the Google Sheets module for Perfex CRM – Two-way Synchronization package from your wpshop.net account.
2. Upload & Activate: In Perfex CRM, go to Setup > Modules, upload the ZIP to modules/, then activate it from Installed Modules.
3. Google API Setup: In Google Cloud Console, create a project, enable Google Sheets API and Google Drive API, configure OAuth consent, and create OAuth credentials (or a service account).
4. Credentials in Perfex: Paste your Client ID and Client Secret (or upload service account JSON) into the module settings and complete the OAuth connection.
5. Create a Sync Profile: Choose the CRM entity (e.g., Leads), select Spreadsheet & Worksheet, map fields to columns, define unique key and conflict rule.
6. Schedule or Run Now: Set a cron schedule or click Sync Now. Review Logs for results and adjust filters/mappings as needed.

Licensing Information

The Google Sheets module for Perfex CRM is distributed under the GPL license, permitting unlimited installations and full source-code customization. wpshop.net supplies lifetime free updates and limited email support. We are an independent GPL distributor and not affiliated with the original developer; our distribution fully complies with GPL.

FAQs

Q1: Which Perfex modules can I sync?

Leads, Customers, Contacts, Invoices, Estimates, Expenses, Projects, Tasks, and selected custom fields. Coverage may vary by your Perfex version and customizations.

Q2: Is the sync really two-way?

Yes. Edits in Sheets write back to Perfex when a valid key is present and pass validation. You can also restrict profiles to one-way if preferred.

Q3: How are conflicts handled?

Choose policies such as latest-wins or timestamp-aware. The module logs conflicts and skipped rows for review.

Q4: Do I need a Google Workspace account?

No. A regular Google account works. For server-to-server automation and wider sharing controls, a Workspace + service account is recommended.

Q5: Can I limit who can run or edit syncs?

Yes. The module respects Perfex roles/permissions so only authorized users can create profiles, run syncs, or change mappings.

Q6: Will my dashboards in Sheets update automatically?

Yes. Use scheduled syncs to keep pivot tables, charts, and Looker Studio sources up to date without manual exports.

Why Choose Google Sheets module for Perfex CRM?

This module delivers reliable, secure, and auditable two-way sync tailored for Perfex—not a generic connector. With field mapping, validation, filters, conflict controls, OAuth security, logs, and scheduling, your teams get fast collaboration in Google Sheets while keeping Perfex as the single source of truth.

Connect Perfex & Google Sheets—No More CSVs!

Build live reports, bulk-edit records, and automate your data operations today. Download the Google Sheets module for Perfex CRM now and supercharge your CRM with real-time spreadsheet sync—backed by lifetime updates from wpshop.net.