Sage BusinessWorks 2013/2015 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-businessworks-2013-2015". 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-businessworks-2013-2015-salesforce/.

CRMPro → Salesforce — Sage BusinessWorks 2013/2015: 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-businessworks-2013-2015 (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
Sync Part	ERP inventory part data becomes Commercient Inventory Part Managed Custom Object in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Inventory Part Managed Custom Object	inventory parts
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 Sage Business Works AR Terms Managed Custom Object, Commercient Sage Business Works AR Customer Managed Custom Object	customers, AR terms codes
Product	ERP order entry line item, order entry invoice, AR invoice data becomes Commercient Sage Business Works Order Entry Line Item Managed Custom Object, Product in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sage Business Works Order Entry Line Item Managed Custom Object, Product	order entry line items, order entry invoices, AR invoices, inventory parts, product lines
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 (every hour, for example). New records are created and existing ones updated; none are deleted.	Commercient Sage Business Works Order Entry Invoice Managed Custom Object	order entry invoices, customers, AR invoices
Pricebook	ERP inventory part, inventory part price data becomes Price book entry, Price book entry, price book entry in Salesforce. New records are created and existing ones updated; none are deleted.	Price book entry	inventory parts, inventory part prices
Opportunity	ERP order entry quote, AR customer data becomes Commercient Order Entry Quote Managed Custom Object in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Order Entry Quote Managed Custom Object	order entry quotes, customers
Quote line number	ERP order entry line item, order entry sales order data becomes Commercient Sage Business Works Order Entry Line Item Managed Custom Object in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	order entry line items, order entry sales orders
Sales order	Commercient will sync the Sales Orders from the ERP Sales Order Entry module to the Commercient Sales Order Header (MCO) objects in CRM. In the CRM, customer service and sales people can visualize the status of the order such as on hold, backorder, forward order, scheduled for delivery, whether it has shipped, and completion status. New records are created and existing ones updated; none are deleted.	Commercient Order Entry Sales Order Managed Custom Object, Commercient Sage Business Works Order Entry Line Item Managed Custom Object	order entry sales orders, customers, order entry line items

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
Sync Account	Account	Commercient AR customer code	1
Sync AR customer	Commercient Sage Business Works AR Customer Managed Custom Object	Commercient external key	2
Sync AR terms	Commercient Sage Business Works AR Terms Managed Custom Object	Commercient external key	5
Sync order entry invoice	Commercient Sage Business Works Order Entry Invoice Managed Custom Object	Commercient external key	6
Sync order entry line item	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	Commercient external key	7
Sync Product object	Product	Commercient external key (earlier package)	8
Sync Part	Commercient Inventory Part Managed Custom Object	Commercient external key	9
Product object Reverse Lookup	Product	Commercient external key (earlier package)	10
Account Reverse Lookup	Account	Commercient AR customer code	11
Price Book Entry Create	Price book entry	External key (custom field)	12
Price Book Entry update	Price book entry	External key (custom field)	13
Custom Price Book Entry Create	Price book entry	External key (custom field)	14
Custom Price Book Entry update	price book entry	External key (custom field)	15
Sync OE Sales Order	Commercient Order Entry Sales Order Managed Custom Object	Commercient external key	16
Sync OE Sales Order Line	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	Commercient external key	17
Sync quote sync output (generic name)	Commercient Order Entry Quote Managed Custom Object	Commercient external key	18
Sync quote sync output (generic name) Line	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	Commercient external key	19

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
account feed	insert + update	customers
AR customer feed	insert + update	customers
AR terms feed	insert + update	AR terms codes
order entry invoice feed	insert + update	order entry invoices, customers, AR invoices
order entry line item feed	insert + update	order entry line items, order entry invoices, AR invoices
product feed	insert + update	inventory parts, product lines
inventory part feed	insert + update	inventory parts
product part lookup feed	insert + update	inventory parts
customer account lookup feed	insert + update	customers
price book feed (new entries)	insert only	inventory parts, inventory part prices
price book feed (changes)	insert + update	inventory parts, inventory part prices
custom price book feed (new entries)	—	inventory parts, inventory part prices
custom price book feed (changes)	—	inventory parts, inventory part prices
order entry sales order feed	insert + update	order entry sales orders, customers
sales order line feed	insert + update	order entry line items, order entry sales orders
order entry quote feed	insert + update	order entry quotes, customers
sales order line feed	insert + update	order entry line items, order entry sales orders

4. Order of work

The templates set run sequence from 1 to 19. A run processes active rows in ascending run sequence, which is the order the templates put them in:

1 — Sync Account
2 — Sync AR customer
5 — Sync AR terms
6 — Sync order entry invoice
7 — Sync order entry line item
8 — Sync Product object
9 — Sync Part
10 — Product object Reverse Lookup
11 — Account Reverse Lookup
12 — Price Book Entry Create
13 — Price Book Entry update
14 — Custom Price Book Entry Create
15 — Custom Price Book Entry update
16 — Sync OE Sales Order
17 — Sync OE Sales Order Line
18 — Sync quote sync output (generic name)
19 — Sync quote sync output (generic name) 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.

inventory part feed reads product sync output
customer account lookup feed reads AR customer sync output
AR customer feed reads account sync output
order entry line item feed reads order entry invoice sync output, AR invoice sync output; no template in this set writes AR invoice sync output
order entry invoice feed reads account sync output, AR customer sync output, AR invoice sync output; no template in this set writes AR invoice sync output
price book feed (new entries) reads product sync output
price book feed (changes) reads product sync output
custom price book feed (new entries) reads product sync output
custom price book feed (changes) reads product sync output
product part lookup feed reads inventory part sync output
order entry quote feed reads account sync output, AR customer sync output
sales order line feed reads order entry sales order sync output, sales order line sync output
order entry sales order feed reads account sync output, AR customer sync output
sales order line feed reads order entry sales order sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

Template	Object	Mapped fields	First ERP → Salesforce pairs
Sync Account	Account	10	record identifier → Commercient AR customer code, Name → Name, Address 1, Address 2 → Billing street, City → Billing city, State → Billing state
Sync AR customer	Commercient Sage Business Works AR Customer Managed Custom Object	127	record identifier → Commercient external key, record identifier → Commercient name, AR customer surrogate key → Commercient AR customer surrogate key, record identifier → Commercient identifier, Address 1 → Commercient address line 1
Sync AR terms	Commercient Sage Business Works AR Terms Managed Custom Object	9	AR terms surrogate key → Commercient external key, AR terms surrogate key → Name, Prepaid flag → Commercient prepaid flag, Discount percent → Commercient discount percent, Discount mode → Commercient discount mode
Sync order entry invoice	Commercient Sage Business Works Order Entry Invoice Managed Custom Object	36	the linked Salesforce record → Commercient account, the linked Salesforce record → Commercient Sage Business Works customer (related record), the linked Salesforce record → Commercient Sage Business Works invoice header (related record), Invoice number → Invoice number (custom field), Invoice date → Invoice date (custom field)
Sync order entry line item	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	36	Entity foreign key,Order entry line item surrogate key → Commercient external key, Invoice number,Order entry line item surrogate key → Commercient name, Order entry line item surrogate key → Commercient order entry line item surrogate key, Next record → Commercient next record, Type → Commercient type
Sync Product object	Product	5	record identifier → Product code, record identifier → Name, record identifier → Commercient external key (earlier package), Description 1 → Description, Active → Active
Sync Part	Commercient Inventory Part Managed Custom Object	113	record identifier → Commercient external key, record identifier → Commercient identifier, the linked Salesforce record → Commercient product, record identifier → Name, record identifier → Product code
Product object Reverse Lookup	Product	2	record identifier → Commercient external key (earlier package), the linked Salesforce record → Sage Business Works part (custom field)
Account Reverse Lookup	Account	2	record identifier → Commercient AR customer code, the linked Salesforce record → Commercient Sage Business Works customer (related record)
Price Book Entry Create	Price book entry	5	record identifier → External key (custom field), the linked Salesforce record → product lookup, Price 1 amount 2 → Unit price, the linked Salesforce record → price book lookup, Active → Active
Price Book Entry update	Price book entry	3	record identifier → External key (custom field), Price 1 amount 2 → Unit price, Active → Active
Custom Price Book Entry Create	Price book entry	6	record identifier → External key (custom field), the linked Salesforce record → product lookup, Price 1 amount 1 → Unit price, Row timestamp → Row timestamp
Custom Price Book Entry update	price book entry	3	record identifier → External key (custom field), Price 1 amount 1 → Unit price, Active → Active
Sync OE Sales Order	Commercient Order Entry Sales Order Managed Custom Object	64	Order entry sales order surrogate key → Commercient external key, Order number → Name, AR customer foreign key → Commercient account, AR customer foreign key → Commercient Sage Business Works customer (related record), Type → Type
Sync OE Sales Order Line	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	24	record identifier → Commercient identifier, Order number → Name, Description → Description, Comment 1 → Comment 1, Comment 2 → Comment 2
Sync quote sync output (generic name)	Commercient Order Entry Quote Managed Custom Object	66	the linked Salesforce account record → Commercient account, the linked price book → Commercient Sage Business Works customer (related record), external key column → Commercient external key, Name → Name, Next record → Next record
Sync quote sync output (generic name) Line	Commercient Sage Business Works Order Entry Line Item Managed Custom Object	25	Entity foreign key, Order entry line item surrogate key → Commercient external key, Order number, Order entry line item surrogate key → Name, record identifier → Commercient identifier, Description → Description, Comment 1 → Comment 1

6. 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-businessworks-2013-2015.

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 Sage BusinessWorks 2013/2015 → 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-businessworks-2013-2015, 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.