CodeCanyon setup · PHP Scripts
How to set up REST API for Perfex CRM
Themesic’s REST API module adds an integration interface to an existing Perfex CRM installation. Begin with one read-only workflow so you can confirm the permissions and returned fields before enabling updates.
Set up and test the first workflow
Prepare a staging copy of Perfex CRM
Back up the CRM and database. Check the module release against your Perfex and PHP versions, then install and activate the purchased module according to the package instructions.
Create a narrowly scoped token
In the admin API Management screen, create a token limited to the resource and actions your integration needs. Use HTTPS and send the token in the Authtoken header. Store it in the integration’s secret settings instead of embedding it in a URL.
Test a read before connecting writes
Use the author’s Postman collection or request examples to fetch sample records. Test an authorised request and a request your token should be denied. If you later enable writes, check that a retried event cannot create duplicate records.
Brand it for your business
TechCSC can map CRM fields to your forms, reporting or automation tools and configure one workflow. The scope can include mapping, duplicate prevention, error handling and handover.
Record who owns each integration token and how it is rotated. Keep a staging copy for upgrades and confirm the module’s licence for your installation.
Troubleshooting and buying questions
What if the upgrade reports a gap in the migration sequence?
A buyer reported a gap near version 300. The author referred them to support and did not publish a fix in the thread. Stop the upgrade, keep your backup and send support the module, CRM and PHP versions and a redacted error. Avoid renumbering migration files on the live server.
Get setup or troubleshooting help
Tell us your product version, intended workflow, hosting setup and what is failing. A redacted error or screenshot helps us scope the work. Keep passwords and purchase codes private.
Send a setup enquiry ↗ · WhatsApp TechCSC ↗ · admin@techcsc.com
