CRMPro → Shopify — Sage Intacct: what the shipped templates set up

CRMPro → Shopify — Sage Intacct: 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-shopify is the destination skill this page is a child of, and the authority for the Shopify 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-shopify/erps/sage-intacct.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage Intacct → Shopify 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
updatequantity	The templates push PRODUCTQUANTITY to Shopify. New records are created and existing ones updated; none are deleted.	PRODUCTQUANTITY	SF_ERP_Salesforce_Clone_item, Shopify_ProductVariant, Shopify_InventoryLevel

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
updatequantity	PRODUCTQUANTITY	1	PRODUCTQUANTITY	Shopify_ProductVariant_QuantyUpdate	'' / ''	1

Every one of these inserts Is_Active as 1, so an imported process starts active — check the view before importing 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.

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
Shopify_ProductVariant_QuantyUpdate		—	—	RecordKey	SF_ERP_Salesforce_Clone_item, Shopify_ProductVariant, Shopify_InventoryLevel

4. 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:

• PRODUCTQUANTITY

5. 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 Intacct → Shopify templates set up. dlake-crmpro-shopify is the destination skill this page sits under: its own text is the authority for the Shopify 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.