CRMPro → Salesforce — QuickBooks Desktop (QUICKBOOKS): what the shipped templates set up

CRMPro → Salesforce — QuickBooks Desktop (QUICKBOOKS): what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

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-salesforce is the destination skill this page is a child of, and the authority for the Salesforce 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-salesforce/erps/quickbooks-desktop-quickbooks.md, and that skill’s ERP table is what points at it. What follows is only what the shipped QuickBooks Desktop (QUICKBOOKS) → Salesforce 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
GET USER	The templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	users	—
Account	In addition to creating the Account record from your ERP customer records, Commercient syncs over the entire Accounting AR Customer record into a Commercient AR Customer object which is a Managed Custom Object (MCO). A lookup field is provided to lookup to the default AR Customer record MCO from the Account record. New records are created and existing ones updated; none are deleted.	account, CommercientSF11__Terms__c, Contact, CommercientSF11__Customer__c, CommercientSF11__SalesRep__c	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Terms, SF_ERP_Salesforce_Clone_Contact, SF_ERP_Salesforce_Clone_SalesRep
CRM Opportunity and Line	The templates push Opportunity, OpportunityLineItem to Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_ERP_Salesforce_Clone_Estimate, SF_ERP_Salesforce_Clone_oe_hdr, CommercientFlags, SF_ERP_Salesforce_Clone_EstimateLine, SF_ERP_Salesforce_Clone_ItemInventory
CRM Quote and Line	The templates push Quote, QuoteLineItem to Salesforce. New records are created and existing ones updated; none are deleted.	Quote, QuoteLineItem	SF_ERP_Salesforce_Clone_Estimate, CommercientFlags, SF_ERP_Salesforce_Clone_EstimateLine, SF_ERP_Salesforce_Clone_ItemInventory
Product	The templates push CommercientSF11__Quickbooks_Iteminventory__c, Product2 to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF11__Quickbooks_Iteminventory__c, Product2	SF_ERP_Salesforce_Clone_ItemInventory
Open AR Invoice Header	The detail lines on open invoices are visible too so that you are aware of what items you are awaiting payment on from your customer. New records are created and existing ones updated; none are deleted.	CommercientSF11__InvoiceLine__c, CommercientSF11__Invoice__c	SF_ERP_Salesforce_Clone_InvoiceLine, SF_ERP_Salesforce_Clone_Invoice, CommercientFlags
Salesorder	The templates push CommercientSF11__SalesOrderLine__c, CommercientSF11__SalesOrder__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF11__SalesOrderLine__c, CommercientSF11__SalesOrder__c	SF_ERP_Salesforce_Clone_SalesOrderLine, SF_ERP_Salesforce_Clone_SalesOrder, CommercientFlags

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	CRM_PK_API_Name	Sync_Order	TimeStamp_Prefix	SQL_Query target	field prefix / postfix	Sync_Operation_Type
GET USER	users	—	0	vw_QUICKBOOKS_User	1=0	'' / ''	1
Terms	CommercientSF11__Terms__c	CommercientSF11__ExternalKey__c	1	vw_Terms	vw_QUICKBOOK_Terms	CommercientSF11__ / __c	—
SalesRep	CommercientSF11__SalesRep__c	CommercientSF11__ExternalKey__c	2	vw_SalesRep	vw_QUICKBOOK_SalesRep	CommercientSF11__ / __c	—
CRM Account	account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_CRM_Account	vw_QUICKBOOK_CRM_Account	'' / ''	—
Customer	CommercientSF11__Customer__c	CommercientSF11__ExternalKey__c	4	vw_Customer	vw_QUICKBOOK_Customer	CommercientSF11__ / __c	—
SalesOrder	CommercientSF11__SalesOrder__c	CommercientSF11__ExternalKey__c	5	vw_SalesOrder	vw_QUICKBOOK_SalesOrder	CommercientSF11__ / __c	—
SalesOrderLine	CommercientSF11__SalesOrderLine__c	CommercientSF11__ExternalKey__c	6	vw_SalesOrderLine	vw_QUICKBOOK_SalesOrderLine	CommercientSF11__ / __c	—
Invoice	CommercientSF11__Invoice__c	CommercientSF11__ExternalKey__c	7	vw_Invoice	vw_QUICKBOOK_Invoice	CommercientSF11__ / __c	—
Invoiceline	CommercientSF11__InvoiceLine__c	CommercientSF11__ExternalKey__c	8	vw_Invoiceline	vw_QUICKBOOK_Invoiceline	CommercientSF11__ / __c	—
ItemInventory	CommercientSF11__Quickbooks_Iteminventory__c	CommercientSF11__ExternalKey__c	10	vw_ItemInventory	vw_QUICKBOOK_ItemInventory	CommercientSF11__ / __c	—
Contact	Contact	ExternalKey__c	15	vwContact:	vw_QUICKBOOK_Contact	'' / ''	—
Product	Product2	CommercientSF11__ExternalKey__c	16	vwProduct:	vw_QUICKBOOK_Product	'' / ''	—
Opportunity	Opportunity	ExternalKey__c	17	vwOpportunity:	vw_QUICKBOOK_Opportunity	'' / ''	—
OpportunityLineItem	OpportunityLineItem	ExternalKey__c	18	vwOpportunityLineItem:	vw_QUICKBOOK_OpportunityLineItem	'' / ''	—
Quote	Quote	ExternalKey__c	19	vwQuote:	vw_QUICKBOOK_Quote	'' / ''	—
QuoteLineItem	QuoteLineItem	ExternalKey__c	20	vwQuoteLineItem:	vw_QUICKBOOK_QuoteLinteItem	'' / ''	—

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, Sync_Batch_Size 200. IsAccountMatching is set on CRM Account. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on GET USER — those rows read records back from Salesforce as well as pushing. On Contact, QuoteLineItem the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_QUICKBOOK_Contact against vw_Quickbook_Contacts; vw_QUICKBOOK_QuoteLinteItem against vw_QUICKBOOK_QuoteLineItem), 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_QUICKBOOK_Terms	insert + update	vw_Terms:	—	ExternalKey	SF_ERP_Salesforce_Clone_Terms
vw_QUICKBOOK_SalesRep	insert + update	vw_SalesRep:	—	ExternalKey	SF_ERP_Salesforce_Clone_SalesRep
vw_QUICKBOOK_CRM_Account	insert + update	vw_CRM_Account:	vw_SalesRep:, vw_QUICKBOOKS_User:	—	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOK_Customer	insert + update	vw_Customer:	vw_CRM_Account:, vw_SalesRep:	ExternalKey	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOK_SalesOrder	insert + update	vw_SalesOrder:	vw_CRM_Account:, vw_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_SalesOrder, CommercientFlags
vw_QUICKBOOK_SalesOrderLine	insert + update	vw_SalesOrderLine:	vw_SalesOrder:	ExternalKey	SF_ERP_Salesforce_Clone_SalesOrderLine
vw_QUICKBOOK_Invoice	insert + update	vw_Invoice:	vw_CRM_Account:, vw_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_Invoice, CommercientFlags
vw_QUICKBOOK_Invoiceline	insert + update	vw_Invoiceline:	vw_Invoice:	ExternalKey	SF_ERP_Salesforce_Clone_InvoiceLine
vw_QUICKBOOK_ItemInventory	insert + update	vw_ItemInventory:	vw_Item:	ExternalKey	SF_ERP_Salesforce_Clone_ItemInventory
vw_Quickbook_Contacts	insert + update	—	vwAccount:, vwCustomer:, vwContact:	ExternalKey	SF_ERP_Salesforce_Clone_Contact
vw_QUICKBOOK_Product	insert + update	—	vwProduct:	—	SF_ERP_Salesforce_Clone_ItemInventory
vw_QUICKBOOK_Opportunity	insert-only	—	vwAccount:, vwOpportunity:	ExternalKey	SF_ERP_Salesforce_Clone_Estimate, SF_ERP_Salesforce_Clone_oe_hdr, CommercientFlags
vw_Quickbook_OpportunityLineItem	insert-only	—	vwProduct:, vwOpportunity:, vwOpportunityLineItem:	ExternalKey	SF_ERP_Salesforce_Clone_EstimateLine, SF_ERP_Salesforce_Clone_Estimate, SF_ERP_Salesforce_Clone_ItemInventory
vw_QUICKBOOK_Quote	insert-only	—	vwAccount:, vwOpportunity:, vwQuote:	ExternalKey	SF_ERP_Salesforce_Clone_Estimate, CommercientFlags
vw_QUICKBOOK_QuoteLineItem	insert-only	—	vwProduct:, vwQuote:, vwQuoteLineItem:	ExternalKey__c	SF_ERP_Salesforce_Clone_EstimateLine, SF_ERP_Salesforce_Clone_Estimate, SF_ERP_Salesforce_Clone_ItemInventory

The repository key these templates build is <TimeStamp_Prefix>:<key>. The literal in the view and the TimeStamp_Prefix on the configuration row have to be the same string, case included.

4. Order of work

The templates set Sync_Order from 0 to 20. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — GET USER
• 1 — Terms
• 2 — SalesRep
• 3 — CRM Account
• 4 — Customer
• 5 — SalesOrder
• 6 — SalesOrderLine
• 7 — Invoice
• 8 — Invoiceline
• 10 — ItemInventory
• 15 — Contact
• 16 — Product
• 17 — Opportunity
• 18 — OpportunityLineItem
• 19 — Quote
• 20 — QuoteLineItem

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_QUICKBOOK_CRM_Account reads vw_SalesRep:, vw_QUICKBOOKS_User:
• vw_Quickbook_Contacts reads vwAccount:, vwCustomer:, vwContact:; no template in this set writes vwAccount:, vwCustomer:, vwContact:
• vw_QUICKBOOK_Opportunity reads vwAccount:, vwOpportunity:; no template in this set writes vwAccount:, vwOpportunity:
• vw_Quickbook_OpportunityLineItem reads vwProduct:, vwOpportunity:, vwOpportunityLineItem:; no template in this set writes vwProduct:, vwOpportunity:, vwOpportunityLineItem:
• vw_QUICKBOOK_Quote reads vwAccount:, vwOpportunity:, vwQuote:; no template in this set writes vwAccount:, vwOpportunity:, vwQuote:
• vw_QUICKBOOK_QuoteLineItem reads vwProduct:, vwQuote:, vwQuoteLineItem:; no template in this set writes vwProduct:, vwQuote:, vwQuoteLineItem:
• vw_QUICKBOOK_Customer reads vw_CRM_Account:, vw_SalesRep:
• vw_QUICKBOOK_ItemInventory reads vw_Item:; no template in this set writes vw_Item:
• vw_QUICKBOOK_Invoiceline reads vw_Invoice:
• vw_QUICKBOOK_Invoice reads vw_CRM_Account:, vw_Customer:
• vw_QUICKBOOK_Product reads vwProduct:; no template in this set writes vwProduct:
• vw_QUICKBOOK_SalesOrderLine reads vw_SalesOrder:
• vw_QUICKBOOK_SalesOrder reads vw_CRM_Account:, vw_Customer:

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 → Salesforce pairs
Terms	CommercientSF11__Terms__c	12	ListID → CommercientSF11__ExternalKey__c, EditSequence → CommercientSF11__EditSequence__c, Name → CommercientSF11__Name__c, StdDueDays → CommercientSF11__StdDueDays__c, StdDiscountDays → CommercientSF11__StdDiscountDays__c
SalesRep	CommercientSF11__SalesRep__c	7	ListID → ExternalKey, SalesRepEntityRefFullName → Name, EditSequence → EditSequence, Initial → Initial, IsActive → IsActive
CRM Account	account	13	ListID → CommercientSF__Commercient_ArCustomerCode__c, FullName → Name, Phone → Phone, BillAddressCity → BillingCity, BillAddressState → BillingState
Customer	CommercientSF11__Customer__c	79	ListID → CommercientSF11__ExternalKey__c, Name → Name, Balance → Balance, BillAddressAddr1 → BillAddressAddr1, BillAddressAddr2 → BillAddressAddr2
SalesOrder	CommercientSF11__SalesOrder__c	67	TxnID → CommercientSF11__ExternalKey__c, TxnID → Name, RefNumber → RefNumber, BillAddressAddr1 → BillAddressAddr1, BillAddressAddr2 → BillAddressAddr2
SalesOrderLine	CommercientSF11__SalesOrderLine__c	52	TxnLineID → CommercientSF11__ExternalKey__c, TxnID → CommercientSF11__Name__c, BillAddressAddr1 → CommercientSF11__BillAddressAddr1__c, BillAddressAddr2 → CommercientSF11__BillAddressAddr2__c, BillAddressAddr3 → CommercientSF11__BillAddressAddr3__c
Invoice	CommercientSF11__Invoice__c	71	TxnID → CommercientSF11__ExternalKey__c, RefNumber → CommercientSF11__RefNumber__c, BillAddressAddr1 → CommercientSF11__BillAddressAddr1__c, BillAddressAddr2 → CommercientSF11__BillAddressAddr2__c, BillAddressAddr3 → CommercientSF11__BillAddressAddr3__c
Invoiceline	CommercientSF11__InvoiceLine__c	62	TxnLineID → CommercientSF11__ExternalKey__c, TxnLineID → CommercientSF11__Name__c, AppliedAmount → CommercientSF11__AppliedAmount__c, BalanceRemaining → CommercientSF11__BalanceRemaining__c, BalanceRemainingInHomeCurrency → CommercientSF11__BalanceRemainingInHomeCurrency__c
ItemInventory	CommercientSF11__Quickbooks_Iteminventory__c	34	ListID → CommercientSF11__ExternalKey__c, Name → Name, AssetAccountRefFullName → AssetAccountRefFullName, AssetAccountRefListID → AssetAccountRefListID, BarCodeValue → BarCodeValue
Contact	Contact	8	SFDCID → AccountID, SFDCID → Quickbooks_Customer, ListID → ExternalKey, FirstName, LastName → Name, Salutation → Salutation
Product	Product2	5	ListID → CommercientSF__ExternalKey__c, Name → ProductCode, FullName → Description, Name → Name, IsActive → IsActive
Opportunity	Opportunity	6	CustomerRefListID → AccountID, TxnID → Name, TxnID → OpportunityNumber, TxnDate → CloseDate, TotalAmount → Amount
OpportunityLineItem	OpportunityLineItem	10	LineItemRefListID → Product2Id, TxnID → OpportunityId, TxnLineID → ExternalKey, LineAmount → UnitPrice, LineQuantity → Quantity
Quote	Quote	17	TxnID → OpportunityID, CustomerRefListID → AccountId, Status → Status, DueDate → ExpirationDate, TotalAmount → GrandTotal
QuoteLineItem	QuoteLineItem	9	TxnLineID → ExternalKey__c, SFDCID → Product2ID, SFDCID → QuoteID, LineQuantity → Quantity, TxnDate → ServiceDate

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:

• vw_QUICKBOOKS_User
• vw_CRM_Account
• vw_Terms
• vwContact:
• vwOpportunity:
• vwOpportunityLineItem:
• vwQuote:
• vwQuoteLineItem:
• vw_Customer
• vw_ItemInventory
• vw_Invoiceline
• vw_Invoice
• vwProduct:
• vw_SalesOrderLine
• vw_SalesOrder
• vw_SalesRep

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 QuickBooks Desktop (QUICKBOOKS) → Salesforce templates set up. dlake-crmpro-salesforce is the destination skill this page sits under: its own text is the authority for the Salesforce 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.