CRMPro → HubSpot — Microsoft Dynamics NAV: what the shipped templates set up

CRMPro → HubSpot — Microsoft Dynamics NAV: what the shipped templates set up

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dlake-crmpro is the parent skill and the authority for everything general: the crmpro_* tools, CRM_Configuration and CRM_FieldList, TimeStampRepository, the three kinds of source view, the NULL-cursor rule and the silent zero-record run. Read it first; this page does not repeat it. dlake-crmpro-hubspot is the destination skill this page is a child of, and the authority for the HubSpot conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page is dlake-crmpro-hubspot/erps/microsoft-dynamics-nav.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Microsoft Dynamics NAV → HubSpot templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

Group	Business outcome	Objects	Source tables and views
create invoice	The templates push deal to HubSpot. New records are created and existing ones updated; none are deleted.	deal	SF_ERP_Salesforce_Clone_TeraXion
create invoicedetail	The templates push line_item to HubSpot. New records are created and existing ones updated; none are deleted.	line_item	SF_ERP_Salesforce_Clone_TeraXion
create order	The templates push deal to HubSpot. New records are created and existing ones updated; none are deleted.	deal	SF_ERP_Salesforce_Clone_TeraXion
create orderdetail	The templates push line_item to HubSpot. New records are created and existing ones updated; none are deleted.	line_item	SF_ERP_Salesforce_Clone_TeraXion
create company	ERP SF_ERP_Salesforce_Clone_TeraXion$Item data becomes company in HubSpot. New records are created and existing ones updated; none are deleted.	company	SF_ERP_Salesforce_Clone_TeraXion

2. The process rows the templates create

Each template’s Insert_Query writes one CRM_Configuration row. These are the values it sets; a column the inserts never set is not listed.

Display name	CRM_Object_API_Name	Sync_Order	TimeStamp_Prefix	SQL_Query target	field prefix / postfix	Sync_Operation_Type
create company	company	5	HUBSPOT_NEW_CUSTOMER	vw_HUBSPOT_NEW_CUSTOMER	'' / ''	2
create invoice	deal	11	HUBSPOT_NEW_DEAL	vw_HUBSPOT_NEW_INVOICE_DEAL	'' / ''	2
create invoicedetail	line_item	12	HUBSPOT_NEW_LINEITEM	vw_HUBSPOT_NEW_INVOICE_LINEITEM	'' / ''	2
create order	deal	13	HUBSPOT_NEW_DEAL	vw_HUBSPOT_NEW_ORDER_DEAL	'' / ''	2
create orderdetail	line_item	14	HUBSPOT_NEW_LINEITEM	vw_HUBSPOT_NEW_ORDER_LINEITEM	'' / ''	2

Every one of these inserts Is_Active as 0, so an imported process is inactive until an operator activates it. Across the set they insert Is_Create_Entity 0, Is_Create_Fields 0, Is_Active_Get_Records 0, Is_Active_Delete_Records 0, IsAccountMatching '', Sync_Batch_Size 200. Text columns a template does not use are inserted as '' rather than left NULL. On create company the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_HUBSPOT_NEW_CUSTOMER against vw_HUBSPOT_NEW_ITEM), so check the view exists under the name the row selects from before activating it.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_HUBSPOT_NEW_ITEM		—	HUBSPOT_NEW_ITEM::	RecordKey, externalkey	SF_ERP_Salesforce_Clone_TeraXion
vw_HUBSPOT_NEW_INVOICE_DEAL	insert-only	—	HUBSPOT_NEW_CUSTOMER::, INVOICE:	externalkey, RecordKey	SF_ERP_Salesforce_Clone_TeraXion
vw_HUBSPOT_NEW_INVOICE_LINEITEM	insert-only	—	HUBSPOT_NEW_ITEM::, INVOICE:	RecordKey, externalkey	SF_ERP_Salesforce_Clone_TeraXion
vw_HUBSPOT_NEW_ORDER_DEAL	insert-only	—	HUBSPOT_NEW_CUSTOMER::, ORDER:	RecordKey, externalkey	SF_ERP_Salesforce_Clone_TeraXion
vw_HUBSPOT_NEW_ORDER_LINEITEM	insert-only	—	HUBSPOT_NEW_ITEM::, ORDER:	RecordKey, externalkey	SF_ERP_Salesforce_Clone_TeraXion

4. Order of work

The templates set Sync_Order to 5, 11, 12, 13, 14. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 5 — create company
• 11 — create invoice
• 12 — create invoicedetail
• 13 — create order
• 14 — create orderdetail

These views read another process’s repository prefix, which is what makes the order a dependency order: the row appears in the view only once the process that writes that prefix has run, so a parent flows on one run and its children on the next.

• vw_HUBSPOT_NEW_INVOICE_DEAL reads HUBSPOT_NEW_CUSTOMER::, INVOICE:; no template in this set writes INVOICE:
• vw_HUBSPOT_NEW_INVOICE_LINEITEM reads HUBSPOT_NEW_ITEM::, INVOICE:; no template in this set writes HUBSPOT_NEW_ITEM::, INVOICE:
• vw_HUBSPOT_NEW_ORDER_DEAL reads HUBSPOT_NEW_CUSTOMER::, ORDER:; no template in this set writes ORDER:
• vw_HUBSPOT_NEW_ORDER_LINEITEM reads HUBSPOT_NEW_ITEM::, ORDER:; no template in this set writes HUBSPOT_NEW_ITEM::, ORDER:
• vw_HUBSPOT_NEW_ITEM reads HUBSPOT_NEW_ITEM::; no template in this set writes HUBSPOT_NEW_ITEM::

5. Field mapping

CRM_FieldList carries one row per pushed column, with Object_Name equal to the CRM_Object_API_Name value — as dlake-crmpro puts it, an object with no CRM_FieldList rows pushes nothing and records no error. Each template carries its intended mapping in MappingJson. Read that with dlake admin crmpro_templates, then check crmpro_field_mapping on the created process before activating it.

Template	Object	Mapped fields	First ERP → HubSpot pairs
create company	company	8	Product Group Code → hs_sku, Description → name, Description → description, Standard Cost → hs_cost_of_goods_sold, Unit Cost → price
create invoice	deal	9	No_ → externalkey, Due Date → closedate, Order Date → createdate, Unit Price → amount, timestamp → Timestamp
create invoicedetail	line_item	5	No_ → hs_product_id, Description → name, Document No_ → associate_deal, Unit Price → price, Quantity → quantity
create order	deal	7	totalamount → amount, Due Date → closedate, Order Date → createdate, Bill-to Name → dealname, Bill-to Customer No_ → associate_company
create orderdetail	line_item	5	No_ → hs_product_id, Description → name, Document No_ → associate_deal, Unit Price → price, Quantity → quantity

6. Verifying

# per-prefix counts; every synced record carries its destination id
dlake tool query --profile <tenant> --sql "SELECT LEFT([Key], CHARINDEX(':',[Key])-1) AS prefix, COUNT(*) n, COUNT(NULLIF(SFDCID,'')) withId FROM dbo.TimeStampRepository WHERE CHARINDEX(':',[Key])>0 GROUP BY LEFT([Key], CHARINDEX(':',[Key])-1)"

withId = n for every prefix is the success condition dlake-crmpro defines. The split is on the first colon, which is the prefix boundary whether the key separator is : or ::.

The prefixes these templates set:

• HUBSPOT_NEW_DEAL
• HUBSPOT_NEW_LINEITEM
• HUBSPOT_NEW_CUSTOMER

7. Where this sits

dlake-crmpro is the general operating surface — the crmpro_* tools, the setup and transaction tables, field mapping, and the source-view contract that applies to every destination. This page adds what the shipped Microsoft Dynamics NAV → HubSpot templates set up. dlake-crmpro-hubspot is the destination skill this page sits under: its own text is the authority for the HubSpot conventions that hold across every ERP, and its ERP table lists this page alongside every sibling ERP page for this destination. For the extract leg that fills the clone tables, see dlake-normalsync; for the on-premises agent that runs it, dlake-syncagent; for the writeback leg, dlake-txdownloaderpro; for standing an integration up, dlake-integration-setup.