CRMPro → Salesforce — QuickBooks Online: what the shipped templates set up

CRMPro → Salesforce — QuickBooks Online: 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-online.md, and that skill’s ERP table is what points at it. What follows is only what the shipped QuickBooks Online → 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
Quickbook Online Payment	ERP PAYMENT data becomes CommercientSF11__Quickbook_Online_Payment__c in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF11__Quickbook_Online_Payment__c	SF_ERP_Salesforce_Clone_Payment
Quickbook Online PaymentLine	ERP PAYMENTLINE data becomes CommercientSF11__Quickbook_Online_PaymentLine__c in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF11__Quickbook_Online_PaymentLine__c	SF_ERP_Salesforce_Clone_PaymentLine
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, existing ones updated, and records removed in the ERP are deleted.	Account, Contact, CommercientSF11__Quickbook_Online_CUSTOMER__c	SF_ERP_Salesforce_Clone_Customer
Invoice	Both Open and Historical invoices are synchronized. Open invoice changes, such as a balance change, or a terms change are reflected in the CRM as they sync based on the frequency of the sync you have chosen (e.g. every hour for example). New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF11__Quickbook_Online_INVOICE__c, CommercientSF11__Quickbook_Online_INVOICELINE__c	SF_ERP_Salesforce_Clone_Invoice, SF_ERP_Salesforce_Clone_LinkedTxnPayment, SF_ERP_Salesforce_Clone_Payment, Inv_Detail, CommercientFlags, SF_ERP_Salesforce_Clone_InvoiceLine
Invoice History Headers	The Invoices from the ERP invoice module are synchronized to the Commercient Invoice Header (MCO) object in CRM. Customer service and sales people can visualize the status of the Invoice such as open, closed, as well as the balance remaining and the due date. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF11__Quickbook_Online_INVOICE__c, CommercientSF11__Quickbook_Online_INVOICELINE__c	SF_ERP_Salesforce_Clone_Invoice, SF_ERP_Salesforce_Clone_LinkedTxnPayment, Invoice, CommercientFlags, SF_ERP_Salesforce_Clone_InvoiceLine

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
SYNC ACCOUNT	Account	CommercientSF__Commercient_ArCustomerCode__c	1	vw_QUICKBOOKONLINE_Account	vw_QUICKBOOKONLINE_Account	'' / ''	1
QuickBook Online Customer	CommercientSF11__Quickbook_Online_CUSTOMER__c	CommercientSF11__ExternalKey__c	2	vw_QUICKBOOKONLINE_Customer:	vw_QUICKBOOKONLINE_Customer	CommercientSF11__ / __c	1
Quickbook Online Account Reverse Lookup	Account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_QUICKBOOKONLINE_CustomerToAccountLookup	vw_QUICKBOOKONLINE_CustomerToAccountLookup	'' / ''	1
Quickbook Online Invoice	CommercientSF11__Quickbook_Online_INVOICE__c	CommercientSF11__ExternalKey__c	5	vw_QUICKBOOKONLINE_Invoice:	vw_QUICKBOOKONLINE_Invoice	CommercientSF11__ / __c	1
Quickbook Online InvoiceLine	CommercientSF11__Quickbook_Online_INVOICELINE__c	CommercientSF11__ExternalKey1__c	6	vw_QUICKBOOKONLINE_InvoiceLine:	vw_QUICKBOOKONLINE_InvoiceLine	CommercientSF11__ / __c	1
Quickbook Online Payment	CommercientSF11__Quickbook_Online_Payment__c	CommercientSF11__ExternalKey__c	7	vw_QUICKBOOKONLINE_Payment:	vw_QUICKBOOKONLINE_Payment	CommercientSF11__ / __c	1
Quickbook Online PaymentLine	CommercientSF11__Quickbook_Online_PaymentLine__c	CommercientSF11__ExternalKey__c	8	vw_QUICKBOOKONLINE_Payment_Line:	vw_QUICKBOOKONLINE_Payment_Line	CommercientSF11__ / __c	1
Invoice History Header	CommercientSF11__Quickbook_Online_INVOICE__c	CommercientSF11__ExternalKey__c	10	vw_QUICKBOOKONLINE_InvoiceHistoryHeader	vw_QUICKBOOKONLINE_InvoiceHistoryHeader	CommercientSF11__ / __c	1
Invoice History Detail	CommercientSF11__Quickbook_Online_INVOICELINE__c	CommercientSF11__ExternalKey1__c	11	vw_QUICKBOOKONLINE_InvoiceHistoryDetail	vw_QUICKBOOKONLINE_InvoiceHistoryDetail	CommercientSF11__ / __c	1

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 False, Sync_Batch_Size 200. Text columns a template does not use are inserted as '' rather than left NULL.

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_QUICKBOOKONLINE_Contact	insert + update	—	vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Contact:	—	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOKONLINE_Account	insert + update	vw_QUICKBOOKONLINE_Account:	—	—	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOKONLINE_Customer	insert + update	—	vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOKONLINE_CustomerToAccountLookup	insert + update	vw_QUICKBOOKONLINE_CustomerToAccountLookup:	vw_QUICKBOOKONLINE_Customer:	—	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOKONLINE_Invoice	insert + update	—	vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Invoice:	ExternalKey	SF_ERP_Salesforce_Clone_Invoice, SF_ERP_Salesforce_Clone_LinkedTxnPayment, SF_ERP_Salesforce_Clone_Payment, Inv_Detail, CommercientFlags
vw_QUICKBOOKONLINE_InvoiceLine	insert + update	—	vw_QUICKBOOKONLINE_Invoice:, vw_QUICKBOOKONLINE_InvoiceLine:	ExternalKey1	SF_ERP_Salesforce_Clone_InvoiceLine
vw_QUICKBOOKONLINE_Payment	insert + update	—	vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Payment:	ExternalKey	SF_ERP_Salesforce_Clone_Payment
vw_QUICKBOOKONLINE_Payment_Line	insert + update	—	vw_QUICKBOOKONLINE_Payment:, vw_QUICKBOOKONLINE_Payment_Line:	ExternalKey	SF_ERP_Salesforce_Clone_PaymentLine
vw_QUICKBOOKONLINE_InvoiceHistoryHeader	insert + update	vw_QUICKBOOKONLINE_InvoiceHistoryHeader:	vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:	—	SF_ERP_Salesforce_Clone_Invoice, SF_ERP_Salesforce_Clone_LinkedTxnPayment, Invoice, CommercientFlags
vw_QUICKBOOKONLINE_InvoiceHistoryDetail	insert + update	vw_QUICKBOOKONLINE_InvoiceHistoryDetail:	vw_QUICKBOOKONLINE_InvoiceHistoryHeader:	—	SF_ERP_Salesforce_Clone_InvoiceLine, SF_ERP_Salesforce_Clone_Invoice

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 1 to 11. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — SYNC ACCOUNT
• 2 — QuickBook Online Customer
• 3 — Quickbook Online Account Reverse Lookup
• 5 — Quickbook Online Invoice
• 6 — Quickbook Online InvoiceLine
• 7 — Quickbook Online Payment
• 8 — Quickbook Online PaymentLine
• 10 — Invoice History Header
• 11 — Invoice History Detail

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_QUICKBOOKONLINE_Payment reads vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Payment:; no template in this set writes vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Payment:
• vw_QUICKBOOKONLINE_Payment_Line reads vw_QUICKBOOKONLINE_Payment:, vw_QUICKBOOKONLINE_Payment_Line:; no template in this set writes vw_QUICKBOOKONLINE_Payment:, vw_QUICKBOOKONLINE_Payment_Line:
• vw_QUICKBOOKONLINE_CustomerToAccountLookup reads vw_QUICKBOOKONLINE_Customer:; no template in this set writes vw_QUICKBOOKONLINE_Customer:
• vw_QUICKBOOKONLINE_Contact reads vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Contact:; no template in this set writes vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Contact:
• vw_QUICKBOOKONLINE_Customer reads vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:; no template in this set writes vw_QUICKBOOKONLINE_Customer:
• vw_QUICKBOOKONLINE_Invoice reads vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Invoice:; no template in this set writes vw_QUICKBOOKONLINE_Customer:, vw_QUICKBOOKONLINE_Invoice:
• vw_QUICKBOOKONLINE_InvoiceLine reads vw_QUICKBOOKONLINE_Invoice:, vw_QUICKBOOKONLINE_InvoiceLine:; no template in this set writes vw_QUICKBOOKONLINE_Invoice:, vw_QUICKBOOKONLINE_InvoiceLine:
• vw_QUICKBOOKONLINE_InvoiceHistoryHeader reads vw_QUICKBOOKONLINE_Account:, vw_QUICKBOOKONLINE_Customer:; no template in this set writes vw_QUICKBOOKONLINE_Customer:
• vw_QUICKBOOKONLINE_InvoiceHistoryDetail reads vw_QUICKBOOKONLINE_InvoiceHistoryHeader:

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
Contact	Contact	6	FirstName → FirstName, MiddleName → MiddleName, LastName → LastName, Title → Title, AccountID → AccountID
SYNC ACCOUNT	Account	10	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, BillingStreet → BillingStreet, BillingCity → BillingCity, BillingCountry → BillingCountry, BillingPostalCode → BillingPostalCode
QuickBook Online Customer	CommercientSF11__Quickbook_Online_CUSTOMER__c	25	Balance → CommercientSF11__balance__c, BillAddressCity → CommercientSF11__billaddresscity__c, BillAddressCountry → CommercientSF11__billaddresscountry__c, BillAddressAddr1 → CommercientSF11__billaddressaddr1__c, BillAddressAddr2 → CommercientSF11__billaddressaddr2__c
Quickbook Online Account Reverse Lookup	Account	2	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, CommercientSF11ustomer → CommercientSF11__Customer__c
Quickbook Online Invoice	CommercientSF11__Quickbook_Online_INVOICE__c	37	ARAccountRefListID → CommercientSF11__araccountreflistid__c, ARAccountRefFullName → CommercientSF11__araccountreffullname__c, BillAddressCity → CommercientSF11__billaddresscity__c, BillAddressCountry → CommercientSF11__billaddresscountry__c, BillAddressAddr1 → CommercientSF11__billaddressaddr1__c
Quickbook Online InvoiceLine	CommercientSF11__Quickbook_Online_INVOICELINE__c	15	ExternalKey1 → CommercientSF11__externalkey1__c, XInvoiceLineAmount → CommercientSF11__xinvoicelineamount__c, XInvoiceLineClassRefListID → CommercientSF11__xinvoicelineclassreflistid__c, XInvoiceLineClassRefFullName → CommercientSF11__xinvoicelineclassreffullname__c, XInvoiceLineDesc → CommercientSF11__xinvoicelinedesc__c
Quickbook Online Payment	CommercientSF11__Quickbook_Online_Payment__c	20	ARAccountRefListID → CommercientSF11__araccountreflistid__c, ARAccountRefFullName → CommercientSF11__araccountreffullname__c, CurrencyRefListID → CommercientSF11__currencyreflistid__c, CurrencyReffullName → CommercientSF11__currencyreffullname__c, CustomerRefListID → CommercientSF11__customerreflistid__c
Quickbook Online PaymentLine	CommercientSF11__Quickbook_Online_PaymentLine__c	15	PaymentId → paymentid__c, Balance → balance__c, ClassRefname → classrefname__c, ClassReftype → classreftype__c, ClassRefValue → classrefvalue__c
Invoice History Header	CommercientSF11__Quickbook_Online_INVOICE__c	119	Deposit → CommercientSF11__Deposit__c, AllowIPNPayment → CommercientSF11__AllowIPNPayment__c, AllowOnlinePayment → CommercientSF11__AllowOnlinePayment__c, AllowOnlineCreditCardPayment → AllowOnlineCreditCardPayment, AllowOnlineACHPayment → AllowOnlineACHPayment
Invoice History Detail	CommercientSF11__Quickbook_Online_INVOICELINE__c	38	ExternalKey1 → CommercientSF11__ExternalKey1__c, InvoiceId → InvoiceId, DiscountAmt → DiscountAmt, DiscountRate → DiscountRate, ServiceDate → ServiceDate

6. Community templates

The catalogue carries 56 community templates for this pair. A community template is authored in a tenant rather than shipped with the product, and it imports the same way as any other. Its own names, notes, field mapping and SQL are tenant content, so what this section states is what the set amounts to: how many templates there are, what they default to doing, which destination objects they write and which groups they fall in. They are not part of the shipped set described above.

• Templates: 56
• Default operations: insert on 56, update on 56, delete on 56
• Marked circular-sync: 0
• Licence groups they span: 11
• Destination objects: Account, CommercientSF11__Quickbook_Online_INVOICELINE__c, CommercientSF11__Quickbook_Online_INVOICE__c, CommercientSF11__Quickbook_Online_CUSTOMER__c, CommercientSF11__Quickbook_Online_Payment__c, CommercientSF11__Quickbook_Online_PaymentLine__c, Contact, QuickBooks_Online_ARInvoicePayment__c, account, CommercientSF11__ACCOUNTMATCHING__c, Invoice__c, Product2, QuickBooks_Online_OpenARInvoiceDetail__c, CommercientSF11__PRODUCTMATCHING__c, CommercientSF11__Quickbook_Online_TERMS__c, CommercientSF11_Quickbook_Online_ITEM__c, Invoice_Line_Items__c, Payment__c, QuickBook_Online_OpenARInvoiceDetail__c, QuickBook_Online_OpenARInvoiceHeader__c, 2 more and a custom object
• Object display names: QuickBook Online Customer, Quickbook Online Invoice, Quickbook Online InvoiceLine, Quickbook Online Payment, SYNC OPEN AR INVOICE DETAIL, Account, Quickbook Online Account Reverse Lookup, Quickbook Online PaymentLine, SYNC ACCOUNTMATCHING, SYNC AR INVOICE PAYMENTS, SYNC CONTACT, SYNC INVOICE HISTORY DETAIL, 24 more and 2 further templates
• Template groups: Account, Invoice, Open AR Invoice Header, Invoice History Headers, Product, AR Invoice Payments

A community template is imported the way a shipped one is, and the same rules apply to what it creates: read the process it creates with crmpro_get_process, its mapping with crmpro_field_mapping, and the view it selects from, before activating it.

7. 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_QUICKBOOKONLINE_Payment:
• vw_QUICKBOOKONLINE_Payment_Line:
• vw_QUICKBOOKONLINE_CustomerToAccountLookup
• vw_QUICKBOOKONLINE_Account
• vw_QUICKBOOKONLINE_Customer:
• vw_QUICKBOOKONLINE_Invoice:
• vw_QUICKBOOKONLINE_InvoiceLine:
• vw_QUICKBOOKONLINE_InvoiceHistoryHeader
• vw_QUICKBOOKONLINE_InvoiceHistoryDetail

8. 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 Online → 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.