Sage 100 (US) to Salesforce (CRMPro)

This is the capability summary the dlake CLI repository publishes; whitelisted customers fetch the operational skill with "dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-us". It extends the dlake-crmpro-salesforce skill, which holds what is true whatever the source ERP. Both directions for this pair are summarised at /integrations/sage-100-us-salesforce/.

CRMPro → Salesforce — Sage 100 (US): what the shipped templates set up

This is a capability summary, not an operating guide. To receive the operational skill you must be a registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-us (or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.

dlake-crmpro is the parent skill and the authority for everything general: the CRMPro tools, process configuration and field list, the sync history, how source data is selected, and what a run that finds nothing does. 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 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, Commercient Terms Code Managed Custom Object, Contact, Commercient AR Customer Managed Custom Object, Commercient Salesperson Managed Custom Object	customers, shipping addresses, terms codes, customer contacts, salespeople
AR Invoice Payments	Commercient Syncs the payment details that are held in the receivables file and held against an invoice in the ERP. The amount received from a customer, the date of payment, the method of payment, whether partial or full payment, etc New records are created and existing ones updated; none are deleted.	Commercient Payment History Managed Custom Object	payment history
CRM Opportunity and Line	ERP sales order header, sales order detail data becomes Opportunity, Opportunity line item in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, Opportunity line item	sales order headers, sales order lines
CRM Quote and Line	ERP sales order header, sales order detail data becomes Quote, Quote line item in Salesforce. New records are created and existing ones updated; none are deleted.	Quote, Quote line item	sales order headers, sales order lines
Customer Multi Ship Addresses	If you are using multiple ship to addresses for a given AR Customer in your ERP system then you will be able to see all the addresses inside the CRM Account screen in a Commercient Multi Ship To Address MCO related list. New records are created and existing ones updated; none are deleted.	Commercient Ship-To Address Managed Custom Object	shipping addresses
Product	The templates push Commercient Inventory Item Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Commercient Item Transaction History Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Inventory Item Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Commercient Item Transaction History Managed Custom Object, Product	items, extended item descriptions, process configuration, item warehouse quantities, item transaction history
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 and existing ones updated; none are deleted.	Commercient Invoice History Header Managed Custom Object	invoice history headers
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.	Commercient Invoice History Detail Managed Custom Object, Commercient Open Invoice Managed Custom Object	invoice history lines, invoice history headers, invoice headers
Pricebook	The templates push Price book entry to Salesforce. New records are created and existing ones updated; none are deleted.	Price book entry	items
Sales order	The templates push Commercient Sales Order Line Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Sales Order Header Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sales Order Line Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Sales Order Header Managed Custom Object, Commercient Sales Order History Header Managed Custom Object	sales order lines, sales order headers, sales order history lines, sales order history headers

2. The process rows the templates create

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

Display name	Destination object	Matching key	Run sequence
GET USER	users	—	0
AR terms	Commercient Terms Code Managed Custom Object	Commercient external key	1
Sales Person	Commercient Salesperson Managed Custom Object	Commercient external key	2
Account	Account	Commercient AR customer code	3
Customer	Commercient AR Customer Managed Custom Object	Commercient external key	4
Ship to address	Commercient Ship-To Address Managed Custom Object	Commercient external key	5
Account customer lookup	Account	Commercient AR customer code	6
Inventory item	Commercient Inventory Item Managed Custom Object	Commercient external keys	7
Product	Product	Commercient external key (earlier package)	8
Item product Reverse lookup	Commercient Inventory Item Managed Custom Object	Commercient external keys	9
Sales order	Commercient Sales Order Header Managed Custom Object	Commercient sales order number	10
Sales order line	Commercient Sales Order Line Managed Custom Object	Commercient external key	11
Sales order History Header	Commercient Sales Order History Header Managed Custom Object	Commercient external key	12
Sales order History Line	Commercient Sales Order History Line Managed Custom Object	Commercient external key	13
Open Invoice	Commercient Open Invoice Managed Custom Object	Commercient external key	14
Invoice Header	Commercient Invoice History Header Managed Custom Object	Commercient external key	15
Invoice Details	Commercient Invoice History Detail Managed Custom Object	Commercient external key	16
Transcation Payment History	Commercient Payment History Managed Custom Object	Commercient external key	17
Item Warehouse	Commercient Item Warehouse Managed Custom Object	Commercient external key	18
Create Standard Price Book	Price book entry	External key (custom field)	19
Update Standard Price Book	Price book entry	External key (custom field)	20
Contact	Contact	Commercient external key	21
Item Transaction History	Commercient Item Transaction History Managed Custom Object	Commercient external key	22
Opportunity Header	Opportunity	External key (custom field)	23
Opportunity Line	Opportunity line item	External key (custom field)	24
Quote header	Quote	External key (custom field)	25
Quote line	Quote line item	External key (custom field)	26

Every one of these inserts the active setting as 0, so an imported process is inactive until an operator activates it.

3. The views

“Change detection” names which of the three kinds dlake-crmpro defines the view’s own filter makes it; where a view’s shape is not one of those three the column is left empty and the view’s own filter is the authority.

View	Change detection	Source tables
terms code feed	insert + update	terms codes
salesperson feed	insert + update	salespeople
account feed	insert + update	customers, shipping addresses
customer feed	insert only	customers
shipping address feed	insert + update	shipping addresses
customer account lookup feed	insert + update	customers
inventory item feed	insert + update	items, extended item descriptions
product feed	insert + update	items
product item reverse lookup feed	insert + update	items, process configuration
sales order feed	insert + update	sales order headers
sales order line feed	insert + update	sales order lines, sales order headers
sales order history feed	insert + update	sales order history headers
sales order history line feed	insert + update	sales order history lines, sales order history headers
open invoice feed	insert + update	invoice headers
invoice history feed	insert + update	invoice history headers
invoice history line feed	insert + update	invoice history lines, invoice history headers
payment history feed	insert + update	payment history
item warehouse feed	insert + update	item warehouse quantities
price book feed (new entries)	insert only	items
price book feed (changes)	insert only	items
contact feed	insert + update	customer contacts
item transaction history feed	insert + update	item transaction history
Sage 100 US opportunity feed	insert + update	sales order headers
quote line feed	insert only	sales order lines, sales order headers
quote feed	insert + update	sales order headers
quote line feed	insert only	sales order lines, sales order headers

4. Order of work

The templates set run sequence from 0 to 26. A run processes active rows in ascending run sequence, which is the order the templates put them in:

0 — GET USER
1 — AR terms
2 — Sales Person
3 — Account
4 — Customer
5 — Ship to address
6 — Account customer lookup
7 — Inventory item
8 — Product
9 — Item product Reverse lookup
10 — Sales order
11 — Sales order line
12 — Sales order History Header
13 — Sales order History Line
14 — Open Invoice
15 — Invoice Header
16 — Invoice Details
17 — Transcation Payment History
18 — Item Warehouse
19 — Create Standard Price Book
20 — Update Standard Price Book
21 — Contact
22 — Item Transaction History
23 — Opportunity Header
24 — Opportunity Line
25 — Quote header
26 — Quote line

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

account feed reads salesperson sync output, user sync output
customer account lookup feed reads customer sync output
payment history feed reads account sync output, customer sync output, invoice history sync output
contact feed reads account sync output, customer sync output
Sage 100 US opportunity feed reads customer sync output, account sync output, salesperson sync output
quote line feed reads quote sync output (generic name), product sync output, quote line sync output (generic name)
quote feed reads customer sync output, account sync output, opportunity sync output (generic name), salesperson sync output
quote line feed reads quote sync output (generic name), product sync output
customer feed reads account sync output, salesperson sync output
shipping address feed reads account sync output, customer sync output, salesperson sync output
product item reverse lookup feed reads product sync output
item warehouse feed reads product sync output, inventory item sync output
item transaction history feed reads account sync output, customer sync output, shipping address sync output, product sync output, inventory item sync output
invoice history feed reads account sync output, customer sync output, salesperson sync output
invoice history line feed reads invoice history sync output, account sync output, customer sync output, salesperson sync output, inventory item sync output
open invoice feed reads account sync output, customer sync output, salesperson sync output
price book feed (new entries) reads product sync output
price book feed (changes) reads product sync output
product feed reads inventory item sync output
sales order line feed reads sales order sync output, account sync output, customer sync output, salesperson sync output
sales order history line feed reads sales order history sync output, inventory item sync output, account sync output, customer sync output, salesperson sync output
sales order feed reads account sync output, customer sync output, salesperson sync output
sales order history feed reads account sync output, customer sync output, salesperson sync output, Sage 100 UK account sync output; no template in this set writes Sage 100 UK account sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

Template	Object	Mapped fields	First ERP → Salesforce pairs
AR terms	Commercient Terms Code Managed Custom Object	2	Terms code → Commercient external key, Terms code description → Name
Sales Person	Commercient Salesperson Managed Custom Object	2	Salesperson division, Salesperson number → Commercient external key, Salesperson name → Name
Account	Account	15	AR division number, Customer number → Commercient AR customer code, Customer name, Shipping name → Name, Salesperson division, Salesperson number → Commercient Salesperson Managed Custom Object, Telephone number → Phone, Address line 1, Address line 2, Address line 3 → Billing street
Customer	Commercient AR Customer Managed Custom Object	96	AR division number, Customer number → Commercient external key, Customer name → Name, the linked Salesforce record → Account, the linked Salesforce record → Salesperson, AR division number → AR division number
Ship to address	Commercient Ship-To Address Managed Custom Object	5	AR division number, Customer number, returned shipping address code → Commercient external key, Shipping name → Name, AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer records (custom field), Salesperson number → Salesperson
Account customer lookup	Account	2	AR division number, Customer number → Commercient AR customer code, the linked Salesforce record → Commercient Sage customer record
Inventory item	Commercient Inventory Item Managed Custom Object	2	Item code → Commercient external keys, Item code → Name
Product	Product	6	Item code → Commercient external key (earlier package), Item code → Name, Item code → Product code, Item description → Description, Inactive item → Active
Item product Reverse lookup	Commercient Inventory Item Managed Custom Object	2	Item code → Commercient external keys, the linked Salesforce record → Commercient product
Sales order	Commercient Sales Order Header Managed Custom Object	112	AR division number, returned sales order number → Commercient sales order number, returned sales order number → Name, AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer record (custom field), Salesperson division, Salesperson number → Salesperson
Sales order line	Commercient Sales Order Line Managed Custom Object	4	returned sales order number, Line key → Commercient external key, the linked Salesforce record → Commercient Sage 100 open sales order (related record), the linked Salesforce record → Account, returned sales order number, Line key → Name
Sales order History Header	Commercient Sales Order History Header Managed Custom Object	97	AR division number,returned sales order number → Commercient external key, returned sales order number → Name, AR division number,Customer number → Account, AR division number,Customer number → Customer, Salesperson division,Salesperson number → Sage 100 salesperson (custom field)
Sales order History Line	Commercient Sales Order History Line Managed Custom Object	4	returned sales order number, Sequence number → Commercient external key, returned sales order number, Sequence number → Commercient name, the linked Salesforce record → Commercient sales order history header, the linked Salesforce record → Commercient inventory item (related record)
Open Invoice	Commercient Open Invoice Managed Custom Object	5	Invoice number,Invoice type → Commercient external key, Invoice number,Invoice type → Name, AR division number,Customer number → Account, AR division number,Customer number → Sage 100 customer records (custom field), Salesperson division,Salesperson number → Sage 100 salesperson (custom field)
Invoice Header	Commercient Invoice History Header Managed Custom Object	5	Invoice number, Header sequence number → Commercient external key, Invoice number → Name, AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer records (custom field), Salesperson division, Salesperson number → Sage 100 salesperson (custom field)
Invoice Details	Commercient Invoice History Detail Managed Custom Object	6	Invoice number, Header sequence number, Detail sequence number → Commercient external key, Invoice number, Detail sequence number → Name, AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer records (custom field), Invoice number, Header sequence number → Invoice
Transcation Payment History	Commercient Payment History Managed Custom Object	5	Invoice number → Name, the linked Salesforce record → Account, the linked Salesforce record → Sage 100 customer record (custom field), the linked Salesforce record → Invoice
Item Warehouse	Commercient Item Warehouse Managed Custom Object	4	Item code, Warehouse code → Commercient external key, Item code, Warehouse code → Name, the linked Salesforce record → Commercient product, the linked Salesforce record → Commercient inventory item
Create Standard Price Book	Price book entry	5	Item code → External key (custom field), Standard unit price → Unit price, the linked Salesforce record → price book lookup, the linked Salesforce record → product lookup
Update Standard Price Book	Price book entry	3	Item code → External key (custom field), Standard unit price → Unit price
Contact	Contact	13	AR division number, Customer number, Contact code → Commercient external key, the linked Salesforce record → account lookup, Contact name → Family name, Email address → Email, Telephone number 1 → Phone
Item Transaction History	Commercient Item Transaction History Managed Custom Object	7	AR division number,Customer number → Account (custom field), AR division number,Customer number → Sage 100 customer records (custom field), AR division number,Customer number,returned shipping address code → Sage 100 shipping address (custom field), Item code → Product, Item code → Sage 100 inventory item (custom field)
Opportunity Header	Opportunity	7	returned sales order number → External key (custom field), returned sales order number → Name, the linked Salesforce record → account lookup, Taxable amount → Amount, the linked Salesforce record → price book lookup
Opportunity Line	Opportunity line item	8	returned sales order number, Line key → External key (custom field), the linked Salesforce record → Quote, the linked Salesforce record → product lookup, the linked Salesforce record → price book entry lookup, Promise date → Service date
Quote header	Quote	22	returned sales order number → External key (custom field), returned sales order number → Name, returned sales order number → Opportunity, Salesperson division,Salesperson number → Sage 100 salesperson object (custom), Bill to name → Billing name
Quote line	Quote line item	8	returned sales order number, Line key → External key (custom field), the linked Salesforce record → Quote, the linked Salesforce record → product lookup, the linked Salesforce record → price book entry lookup, Promise date → Service date

6. Community templates

The catalogue carries 1310 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: 1310
Default operations: insert on 1310, update on 1310, delete on 1310
Marked as circular sync: 4
Licence groups they span: 17
Destination objects: Account, Commercient Inventory Item Managed Custom Object, Price book entry, Commercient AR Customer Managed Custom Object, Product, Commercient Sales Order Header Managed Custom Object, Commercient Invoice History Detail Managed Custom Object, Commercient Invoice History Header Managed Custom Object, Commercient Sales Order Line Managed Custom Object, Commercient Ship-To Address Managed Custom Object, Commercient Salesperson Managed Custom Object, Commercient Sales Order History Header Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Terms Code Managed Custom Object, Commercient Open Invoice Managed Custom Object, Contact, Commercient Payment History Managed Custom Object, account, 72 more and 48 custom objects
Object display names: Account, Customer, Account customer lookup, Item product Reverse lookup, Product, Sales order, Sales order line, Sales Person, Sales order History Header, Invoice Details, Invoice Header, Ship to address, 144 more and 55 further templates
Template groups: Account, Product, Sales order, Invoice, CRM Quote and Line, CRM Opportunity and Line, Customer Multi Ship Addresses, Invoice History Headers, Purchase Order, Pricebook, CRM Order and Line

7. Verifying

The detail of this section is part of the operational skill. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-us.

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 Sage 100 (US) → 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 source data, 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.

How to get started

Already a customer: the operational skill tells you how to connect, choose what to sync and run it. Fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-us, or ask support@commercient.com.
New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.