PerfexCRM Plugin for enhancement of customer module and sync between WooCommerce of WordPress
Budget: $750 – $1,500 USD
(Part 1)
Perfex Plugin for enhancement of customer module
Customer of PerfexCRM has more than one contact
- Hide the existing Billing and Shipping address
- Add sub-pages to customer record for multiple addresses, multiple phone numbers and multiple emails
- Add sub-pages to contact record for multiple addresses, multiple phone numbers and multiple emails
Address can be standard format or non-standard format (In both PerfexCRM and WordPress)
- Standard format with new address fields (Flat/Room, Floor, Blobk, Building, Street Number, Street Name, Estate) and City/District, State/Region, Country/Area
- Non-standard format (4 free text lines) and City/District, State/Region, Country/Area
- User can use our API to find address with provided keyword. (The API is provided)
- Checkbox for which is primary
Phone Number
- Country Code, Area Code, Phone Number and Ext
- Checkbox for which is primary
Email
- Email address and checkbox for accepting newsletter
- Checkbox for which is primary
Relationships (PerfexCRM)
- Add a global setup page to define relationship types. It identify relations for A to B and B to A (e.g. Employer of/Employee of)
- In each customer record, add a sub-page to list relationship to other customer and add/edit a relation type referring to a selected customer (Allow use customer ID or keyword to seach customer to make relation)
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(Part 2)
PerfexCRM plugin must synchronize data to WooCommerce and vice versa
Change the module from https://codecanyon.net/item/woocommerce-module-for-perfex-crm/25337376
allow make a map (2-way synchroniaztion) between the WooCommerce customers (WordPress member) and PerfexCRM customers. And display a summary data to the dashboard page.
The plugin is required to support below
1. Support theme
2. CSRF token protecting
We will install below plugin
https://codecanyon.net/item/rest-api-for-perfex-crm/25278359
And REST API of WordPress and woocommerce.
https://developer.wordpress.org/rest-api/reference/users/
You may need to use hook to keep 2 way sync of the 2 systems. You are required using REST API also.
And you may need make 2 plugins ( 1 for PerfexCRM, 1 for WordPress)
For example. when a member is created in WordPress.
that member need to sync. to PerfexCRM as customer.
also when a customer was created in PerfexCRM, it is needed sync to WordPress as member.
When one side profile is changed(such as password), will need update to else other system.
For summary data to dashboard page
Such as total member, total item sold, total sold cost. etc.
Contacts in Customer page of PerfexCRM
- Can login WordPress
WooCommerce of WordPress
- Customer can register and place order
- Customer can input address as above described
- For standard address format, customer can use the our provided API and input a keyword to get a list of addresses
- Customer can select a relative address and fill in other address fields (e.g. Flat/Room, Floor)
Synchronization between PerfexCRM and WooCommerce of WordPress
- WordPress created a Customer(PerfexCRM) or created an Order, sync. to WooCommerce
- When a customer registered as WooCommerce customer or created an Order, sync. to PerfexCRM
Perfex Plugin for enhancement of customer module
Customer of PerfexCRM has more than one contact
- Hide the existing Billing and Shipping address
- Add sub-pages to customer record for multiple addresses, multiple phone numbers and multiple emails
- Add sub-pages to contact record for multiple addresses, multiple phone numbers and multiple emails
Address can be standard format or non-standard format (In both PerfexCRM and WordPress)
- Standard format with new address fields (Flat/Room, Floor, Blobk, Building, Street Number, Street Name, Estate) and City/District, State/Region, Country/Area
- Non-standard format (4 free text lines) and City/District, State/Region, Country/Area
- User can use our API to find address with provided keyword. (The API is provided)
- Checkbox for which is primary
Phone Number
- Country Code, Area Code, Phone Number and Ext
- Checkbox for which is primary
- Email address and checkbox for accepting newsletter
- Checkbox for which is primary
Relationships (PerfexCRM)
- Add a global setup page to define relationship types. It identify relations for A to B and B to A (e.g. Employer of/Employee of)
- In each customer record, add a sub-page to list relationship to other customer and add/edit a relation type referring to a selected customer (Allow use customer ID or keyword to seach customer to make relation)
--------------
(Part 2)
PerfexCRM plugin must synchronize data to WooCommerce and vice versa
Change the module from https://codecanyon.net/item/woocommerce-module-for-perfex-crm/25337376
allow make a map (2-way synchroniaztion) between the WooCommerce customers (WordPress member) and PerfexCRM customers. And display a summary data to the dashboard page.
The plugin is required to support below
1. Support theme
2. CSRF token protecting
We will install below plugin
https://codecanyon.net/item/rest-api-for-perfex-crm/25278359
And REST API of WordPress and woocommerce.
https://developer.wordpress.org/rest-api/reference/users/
You may need to use hook to keep 2 way sync of the 2 systems. You are required using REST API also.
And you may need make 2 plugins ( 1 for PerfexCRM, 1 for WordPress)
For example. when a member is created in WordPress.
that member need to sync. to PerfexCRM as customer.
also when a customer was created in PerfexCRM, it is needed sync to WordPress as member.
When one side profile is changed(such as password), will need update to else other system.
For summary data to dashboard page
Such as total member, total item sold, total sold cost. etc.
Contacts in Customer page of PerfexCRM
- Can login WordPress
WooCommerce of WordPress
- Customer can register and place order
- Customer can input address as above described
- For standard address format, customer can use the our provided API and input a keyword to get a list of addresses
- Customer can select a relative address and fill in other address fields (e.g. Flat/Room, Floor)
Synchronization between PerfexCRM and WooCommerce of WordPress
- WordPress created a Customer(PerfexCRM) or created an Order, sync. to WooCommerce
- When a customer registered as WooCommerce customer or created an Order, sync. to PerfexCRM