“WordFex Plugin” Documentation by “Themesic” v1.0

“WordFex Plugin”

Created: 12/01/2020
By: Derek Armstrong
Email: info@themesic.com

This is a WordPress plugin that syncs your new user's data through Perfex API (dependency) with your Perfex CRM's Leads.
If you don't own a license for Perfex REST API, you can purchase it, here

Table of Contents

  1. Upload and activate plugin
  2. Configure WordFex

A) Upload plugin files - top

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". We will focus on the "upload.zip" file.
  2. "upload.zip" contains the files that you need to extract and upload to your WordPress wp-admin section (Plugins menu).
  3. Press Add New, select "upload.zip" that you extracted earlier from your computer's folder and press Upload. Once upload is successfully completed, you need to also press Activate. Once plugin is activated, "WordFex" menu item is added to wp-admin's Setting menu as a subitem.

B) Configure WordFex - top

  1. Simply visit WordFex menu of Settings area in wp-admin in order to configure its settings.
  2. There are three configurable settings that do affect the communication of WordFex and Perfex API of your Perfex installation.

    3. Perfex Installation URL : You need to paste your Perfex's URL there (don't use admin's URL, just your installation's one).

    Perfex API Key : You need to paste the API key there, provided by Perfex REST API. Assuming that Perfex REST API Module is activated, sign in into Perfex's CRM backend as an admin, go to API → API Management, and create a new token. Copy this token at WordFex's API input field.

    Leads Group Name : This is a unique identifier for setting the Lead Group for every imported lead and it is pre-configured to 1, which is the primary group. You can create a new group like 'Website' and assign the corresponding id there. If you are unsure about this option, feel free to raise a support ticket and our support team will help you identify your group's ID.

  3. Save Changed and you are all set!
    During every user/customer registration, WordPress will automatically add a new corresponding Lead at Perfex's Leads.


Optional Troubleshotting

Upon every attempt, our Plugin logs the output of your Perfex CRM in /wp-content/plugins/wordfex/lastoutput.txt , which contains useful information regarding the response of Perfex API.

Trouble responses

  • {"status":false,"message":"Wrong number of segments"} = Make sure that you have set the API key, generated by Perfex API module, correctly in the input field.
  • {"status":false,"message":"Malformed UTF-8 Characters"} = Make sure that you have set the API key, generated by Perfex API module, correctly in the input field.
  • HTML code with "The action you have requested is not allowed." message = You have set CSRF protection to on. Either replace your /application/config/config.php file with the one included in the /optional-files/ of this zip file, or open up your own file and add an exception for /api/ endpoints:


    Customizations

    If you have customized your WordPress/WooCommerce fields there and you need extra data to be synced with your Perfex CRM, feel free to contact us directly, by opening a support ticket.




    Once again, thank you so much for purchasing our item. We will be glad to help you if you have any related questions.
    Please visit Support Ticketing Area in case you run under trouble and you need assistance.
    A member of our team will get back to you as soon as possible (TAT 1 workday).

    Themesic Interactive

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