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Module 08 · mautic_sync

Mautic Sync

Perfex 3.0+ Mautic API Segment filtering Duplicate detection

Connects Perfex CRM to a Mautic marketing automation instance. Syncs Mautic contacts into Perfex as leads or contacts — filtered by segment, with duplicate detection. Sync runs manually, on schedule, or via webhook. No copy-paste, no manual imports.

What you get

  • Mautic API connection with built-in connection tester
  • Sync contacts into Perfex as leads or contacts (configurable)
  • Segment filtering — only sync qualified contacts
  • Duplicate detection — no double entries in Perfex
  • Manual sync trigger from admin settings
  • Scheduled sync (configurable interval)
  • Sync log with result summary per run
  • Fully bilingual admin panel (DE / EN)

Setup

  • Install and activate module
  • Go to Mautic Sync → Settings → enter Mautic URL, username and password
  • Click Test Connection — available segments are loaded automatically
  • Select segment to sync and target type (lead or contact)
  • Run first sync manually or enable scheduled sync
  • Results visible in sync log below settings

Licensing — what the buyer must do

1

Purchase → receive license key via email.

2

Perfex admin → Mautic Sync → Settings → paste key → Activate License.

3

One key = one domain. License validated against your Perfex installation domain. Works offline for up to 7 days.

Technical notes

  • Mautic API: Basic Auth — username + password configured in Settings
  • Segment list loaded via GET /api/segments on connection test
  • Contacts fetched via GET /api/contacts?search=segment:[id]
  • Duplicate check against Perfex leads/contacts by email address
  • Scheduled sync uses perfex_scheduler_daily_tasks cron hook
  • Language files auto-copied to application/language/ on module load
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Requirements & First-Time Setup

Server requirements

  • Perfex CRM 3.0 or higher
  • PHP 8.0 or higher
  • MySQL 5.7+ / MariaDB 10.3+
  • application/config/my_routes.php writable (chmod 664)
  • Outgoing HTTPS connections to licenses.perfexmodule.com

If something doesn't work

  • Routes 404? → Check my_routes.php permissions
  • Language error? → Copy lang file to application/language/
  • License won't activate? → Check outgoing HTTPS
  • License valid but expired? → 7-day grace period. Reconnect to internet and reload.
  • Still stuck? → Email support with your domain and order number