Listeo Perfex CRM Sync Plugin

A WordPress plugin that automatically syncs Listeo theme bookings, listings, and user data with Perfex CRM via API.

Features

🎫 Booking Synchronization

Automatically sends booking data to Perfex CRM when:

• A new booking is created
• A booking is approved by admin/host
• A booking is paid by user
• A booking is cancelled by user
• A booking is cancelled by admin
• A booking is completed

🏠 Listing Synchronization

Automatically sends listing data to Perfex CRM when:

• A listing is created (pending review)
• A listing is approved/published
• A listing is rejected
• A listing is expired
• A listing is deleted

👤 User Synchronization

Automatically sends user data to Perfex CRM when:

• A new user (host or customer) registers

⚙️ Admin Features

• Settings Page: Configure Perfex CRM API credentials
• Enable/Disable Events: Toggle individual sync events on/off
• Connection Testing: Test your API connection before going live
• Sync Logs: View detailed logs of all sync operations
• Statistics Dashboard: See success/failure rates at a glance
• Manual Retry: Retry failed requests individually or automatically
• Data Inspection: View full request/response data for debugging

Installation

1. Upload the Plugin

   • Upload the listeo-perfex-sync-custom folder to /wp-content/plugins/
   • Or install via WordPress admin: Plugins → Add New → Upload Plugin

2. Activate the Plugin

   • Go to Plugins page in WordPress admin
   • Click "Activate" on the Listeo Perfex CRM Sync plugin

3. Configure Settings

   • Navigate to Perfex Sync → Settings in WordPress admin
   • Enter your Perfex CRM Base URL (e.g., https://your-perfex-crm.com)
   • Enter your Perfex CRM API Key
   • Click "Test Connection" to verify the setup
   • Enable/disable specific sync events as needed
   • Save changes

Configuration

API Credentials

You need to obtain an API key from your Perfex CRM installation:

1. Log in to Perfex CRM as administrator
2. Navigate to Setup → API
3. Create a new API key or use an existing one
4. Copy the API key to the plugin settings

Event Configuration

Each sync event can be enabled or disabled individually:

Booking Events:

• ✅ Booking Created
• ✅ Booking Approved
• ✅ Booking Paid
• ✅ Booking Cancelled by User
• ✅ Booking Cancelled by Admin
• ✅ Booking Completed

Listing Events:

• ✅ Listing Created (Pending Review)
• ✅ Listing Approved/Published
• ✅ Listing Rejected
• ✅ Listing Expired
• ✅ Listing Deleted

User Events:

• ✅ User Registration

Retry Settings

Configure automatic retry behavior for failed requests:

• Automatic Retry: Enable/disable automatic retry
• Max Retries: Set maximum number of retry attempts (1-10)
• Failed requests are automatically retried every hour via WordPress cron

Usage

Viewing Sync Logs

1. Navigate to Perfex Sync → Logs
2. View all sync operations with their status
3. Filter by status (Success/Failed) or type (Booking/Listing/User)
4. Click "View Data" to inspect request/response details
5. Click "Retry" to manually retry failed requests

Statistics Dashboard

The logs page displays real-time statistics:

• Total sync operations
• Successful syncs (green)
• Failed syncs (red)

Manual Retry

For failed sync operations:

1. Go to Perfex Sync → Logs
2. Find the failed log entry
3. Click the "Retry" button
4. The request will be resent immediately

Clear Logs

To clear old logs:

1. Go to Perfex Sync → Logs
2. Click "Clear All Logs" button
3. Confirm the action

Data Structure

Booking Data

array(
    'booking_id' => 123,
    'booking_status' => 'confirmed',
    'listing' => array(
        'id' => 456,
        'title' => 'Luxury Apartment',
        'url' => 'https://accomthai.com/listing/luxury-apartment'
    ),
    'customer' => array(
        'id' => 789,
        'name' => 'John Doe',
        'email' => 'john@example.com',
        'phone' => '+1234567890'
    ),
    'host' => array(
        'id' => 101,
        'name' => 'Jane Smith',
        'email' => 'jane@example.com'
    ),
    'dates' => array(
        'start' => '2025-10-15',
        'end' => '2025-10-20'
    ),
    'price' => 500.00,
    'comment' => 'Special request...',
    'created_at' => '2025-10-10 14:30:00',
    'modified_at' => '2025-10-10 14:30:00'
)

Listing Data

array(
    'listing_id' => 456,
    'title' => 'Luxury Apartment',
    'description' => 'Full description...',
    'status' => 'publish',
    'url' => 'https://accomthai.com/listing/luxury-apartment',
    'author' => array(
        'id' => 101,
        'name' => 'Jane Smith',
        'email' => 'jane@example.com'
    ),
    'contact' => array(
        'address' => '123 Main St, City',
        'phone' => '+1234567890',
        'email' => 'contact@example.com',
        'website' => 'https://example.com'
    ),
    'location' => array(
        'address' => '123 Main St, City',
        'latitude' => '40.7128',
        'longitude' => '-74.0060'
    ),
    'pricing' => array(
        'price' => 100.00,
        'price_range' => '$$'
    ),
    'categories' => array('Hotels', 'Apartments'),
    'regions' => array('New York'),
    'featured_image' => 'https://accomthai.com/wp-content/uploads/...',
    'created_at' => '2025-10-10 14:30:00',
    'modified_at' => '2025-10-10 14:30:00'
)

User Data

array(
    'user_id' => 789,
    'username' => 'johndoe',
    'email' => 'john@example.com',
    'first_name' => 'John',
    'last_name' => 'Doe',
    'display_name' => 'John Doe',
    'role' => 'customer', // or 'host', 'admin'
    'roles' => array('customer'),
    'contact' => array(
        'phone' => '+1234567890',
        'company' => 'Acme Inc',
        'address' => '123 Main St',
        'city' => 'New York',
        'state' => 'NY',
        'postcode' => '10001',
        'country' => 'US'
    ),
    'registered_at' => '2025-10-10 14:30:00',
    'profile_url' => 'https://accomthai.com/author/johndoe'
)

API Endpoints

The plugin sends requests to the following Perfex CRM API endpoints:

• Bookings: /api/bookings
• Listings: /api/listings
• Users: /api/contacts

You can customize these endpoints by filtering the data in your theme or another plugin.

Filters & Hooks

Modify Booking Data

add_filter('listeo_perfex_sync_booking_data', function($data, $booking_id) {
    // Modify booking data before sending to Perfex
    $data['custom_field'] = 'custom_value';
    return $data;
}, 10, 2);

Modify Listing Data

add_filter('listeo_perfex_sync_listing_data', function($data, $listing_id) {
    // Modify listing data before sending to Perfex
    $data['custom_field'] = 'custom_value';
    return $data;
}, 10, 2);

Modify User Data

add_filter('listeo_perfex_sync_user_data', function($data, $user_id) {
    // Modify user data before sending to Perfex
    $data['custom_field'] = 'custom_value';
    return $data;
}, 10, 2);

Troubleshooting

Connection Issues

If the connection test fails:

1. Check API URL: Ensure the URL is correct and includes https://
2. Verify API Key: Confirm the API key is valid and active in Perfex CRM
3. Check Firewall: Ensure your server can make outbound HTTPS requests
4. SSL Certificate: Verify your Perfex CRM has a valid SSL certificate

Failed Syncs

If syncs are failing:

1. Check Logs: View error messages in Perfex Sync → Logs
2. View Data: Click "View Data" to see what was sent
3. API Response: Check the response from Perfex CRM for error details
4. Retry: Use the "Retry" button to resend failed requests

No Events Triggering

If events aren't triggering:

1. Check Event Settings: Ensure events are enabled in settings
2. Verify Hooks: Confirm Listeo theme is properly firing hooks
3. Check Post Types: Ensure booking/listing post types exist
4. Debug Mode: Enable WordPress debug mode to see PHP errors

Performance Issues

For high-volume sites:

1. Disable Unnecessary Events: Only enable events you need
2. Increase Timeout: Add to wp-config.php:

   define('WP_HTTP_TIMEOUT', 60);

3. Use Caching: Ensure you have proper server-side caching
4. Clear Old Logs: Regularly clear old logs to keep database lean

Database

The plugin creates one custom table:

wp_listeo_perfex_sync_logs

Stores all sync operation logs:

• id: Unique log ID
• event_type: booking, listing, or user
• event_action: created, approved, paid, etc.
• data: Serialized request data
• response: API response
• status: success or failed
• error_message: Error details if failed
• created_at: Timestamp
• retries: Number of retry attempts

Requirements

• WordPress 5.0 or higher
• PHP 7.2 or higher
• Listeo theme or compatible theme
• Perfex CRM installation with API enabled
• SSL certificate (HTTPS) recommended

Support

For issues, questions, or feature requests:

1. Check the plugin logs for error details
2. Review this README and troubleshooting section
3. Contact your Perfex CRM administrator for API issues
4. Contact the plugin developer for WordPress-specific issues

Changelog

Version 1.0.0

• Initial release
• Booking synchronization
• Listing synchronization
• User synchronization
• Admin settings page
• Sync logs viewer
• Automatic retry mechanism
• Connection testing
• Statistics dashboard

License

GPL v2 or later

Credits

Developed for WordPress sites using Listeo theme with Perfex CRM integration.