CSV Task Import Module for Perfex CRM

Note:This is not a standalone script, but it’s a module for Perfex CRM and requires an installation of Perfex CRM Software. Please also note, that CSV Task Import Module works with PHP +7.4. It will not work if you have older PHP version on your server. Please consider this before buying.

What’s NEW in v.1.1.0?

• [NEW] From now on you can import attachments
• [NEW] From now on you can import tags
• [NEW] From now on you can Checklist items
• [NEW] From now on you can Custom fields
• [NEW] From now on you can select priority by name in Priority column
• [NEW] From now on you can select user by email in Addedfrom column
• [NEW] From now on you can select status by name in Status column

What does it do?

CSV Task Import Module will make your Perfex CRM Software as cool as top shelf similar software on the market with advanced bulk task import feature. With this plugin you are able to import dozens of task with one CSV file, add attachments and set checklists for tasks.

Task fields you can import:

• Name
• Description
• Priority
• Dateadded
• Startdate
• Duedate
• Datefinished
• Addedfrom
• Is added from contact
• Status
• Recurring type
• Repeat every
• Recurring
• Is recurring from
• Cycles
• Total cycles
• Custom recurring
• Last recurring date
• Rel id
• Rel type
• Is public
• Billable
• Billed
• Invoice id
• Hourly rate
• Milestone
• Kanban order
• Milestone order
• Visible to client
• Deadline notified
• Attachments
• Tags
• Checklist items
• Cf …

CSV Task Import Module will store all history of your imports, entire csv files and information of how many tasks were created with imported file.

All you need to do is install the module through standard module feature in Perfex CRM, and you will see a new Tab in UTILITIES section of Perfex CRM Admin Panel.

ChangeLog

ver. 1.0.1 (August 2022)

• [NEW] From now on you can import attachments
• [NEW] From now on you can import tags
• [NEW] From now on you can Checklist items
• [NEW] From now on you can Custom fields
• [NEW] From now on you can select priority by name in Priority column
• [NEW] From now on you can select user by email in Addedfrom column
• [NEW] From now on you can select status by name in Status column

ver. 1.0.0 (July 2022)

• Initial Release

Live Preview Demo Credentials