Installation

Requirements

  • Perfex CRM version 3.1.* or higher
  • PHP 8.0 or higher
  • cURL extension enabled
  • OpenSSL extension enabled
  • Active PEPPOL access point provider account (we have integrated Ademico. Reach out for your APP integration.)

Installation Steps

  1. Download and Extract: Extract your downloaded file content. You will notice a folder called "documentation" and a zip file, called "peppol.zip". The documentation folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation.

  2. Module Upload: The "peppol.zip" contains the module files (in a module format) that you can upload in Perfex CRM's Modules installation section.

  3. Access Module Installation: Go to your Perfex CRM's Admin area and select: SETUP > MODULES.

  4. Install Module: Select the extracted peppol.zip at Module installation selection prompt and press INSTALL.

  5. Activate Module: Find the newly installed PEPPOL module and press ACTIVATE.

Post-Installation Verification

After successful installation and activation:

  1. Navigate to Settings > PEPPOL Settings to verify the module is properly installed
  2. Check that the PEPPOL menu appears in the main navigation

Next Steps

Once installed, proceed to the Configuration section to set up your PEPPOL provider and company information.