CRMPro → Zoho CRM — Epicor Eagle: what the shipped templates set up

CRMPro → Zoho CRM — Epicor Eagle: 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-zohocrm is the destination skill this page is a child of, and the authority for the Zoho CRM 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-zohocrm/erps/epicor-eagle.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Epicor Eagle → Zoho CRM 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
EpicorEagle Terms	The templates push commercientepicoreagle__EpicorEagle_TermsCode to Zoho CRM.	commercientepicoreagle__EpicorEagle_TermsCode	SF_ERP_Salesforce_Clone_AR_TERMS_CODE
EpicorEagle Salesperson	The templates push commercientepicoreagle__EpicorEagle_SalesPerson to Zoho CRM.	commercientepicoreagle__EpicorEagle_SalesPerson	SF_ERP_Salesforce_Clone_AR_SALESPERSON
Account	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO
EpicorEagle Customer	The templates push commercientepicoreagle__EpicorEagle_Customer to Zoho CRM.	commercientepicoreagle__EpicorEagle_Customer	SF_ERP_Salesforce_Clone_AR_CUSTOMER
EpicorEagle Store	The templates push commercientepicoreagle__EpicorEagle_InvtryStore to Zoho CRM.	commercientepicoreagle__EpicorEagle_InvtryStore	SF_ERP_Salesforce_Clone_STORE
Product	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_IN_INVENTORY
EpicorEagle Inventory	The templates push commercientepicoreagle__EpicorEagle_Inventory to Zoho CRM.	commercientepicoreagle__EpicorEagle_Inventory	SF_ERP_Salesforce_Clone_IN_INVENTORY
EpicorEagle SalesOrderHeader	The templates push commercientepicoreagle__EpicorEagle_SOHeader to Zoho CRM.	commercientepicoreagle__EpicorEagle_SOHeader	SF_ERP_Salesforce_Clone_POS_ARC_D_HEAD
EpicorEagle SalesOrderDetail	The templates push commercientepicoreagle__EpicorEagle_SODetail to Zoho CRM.	commercientepicoreagle__EpicorEagle_SODetail	SF_ERP_Salesforce_Clone_POS_ARC_D_SKU
EpicorEagle InvoiceHeader	The templates push commercientepicoreagle__EpicorEagle_InvoiceHeader to Zoho CRM.	commercientepicoreagle__EpicorEagle_InvoiceHeader	SF_ERP_Salesforce_Clone_POS_ARC_HEAD
EpicorEagle InvoiceDetail	The templates push commercientepicoreagle__EpicorEagle_InvoiceDetail to Zoho CRM.	commercientepicoreagle__EpicorEagle_InvoiceDetail	SF_ERP_Salesforce_Clone_POS_ARC_SKU
EpicorEagle OpenInvoice	The templates push commercientepicoreagle__EpicorEagle_OpenInvoiceH to Zoho CRM.	commercientepicoreagle__EpicorEagle_OpenInvoiceH	SF_ERP_Salesforce_Clone_AR_DOCUMENT
EpicorEagle OpenInvoiceDetail	The templates push commercientepicoreagle__EpicorEagle_OpenInvoiceD to Zoho CRM.	commercientepicoreagle__EpicorEagle_OpenInvoiceD	SF_ERP_Salesforce_Clone_AR_DOCUMENT_ARC
EpicorEagle SerialNumber	The templates push EpicorEagle_SerialNumber to Zoho CRM.	EpicorEagle_SerialNumber	SF_ERP_Salesforce_Clone_IN_SERIAL
Pricebook	The templates push Price_Books to Zoho CRM.	Price_Books	SF_ERP_Salesforce_Clone_AR_PRICE_PLAN_H
Product Pricebook	The templates push Products:Price_Books to Zoho CRM.	Products:Price_Books	SF_ERP_Salesforce_Clone_AR_PRICE_PLAN_D
Sales_Orders	The templates push Sales_Orders to Zoho CRM.	Sales_Orders	SF_ERP_Salesforce_Clone_POS_ARC_D_SKU, SF_ERP_Salesforce_Clone_POS_ARC_D_HEAD, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO, x
Invoices	The templates push Invoices to Zoho CRM.	Invoices	SF_ERP_Salesforce_Clone_POS_ARC_SKU, SF_ERP_Salesforce_Clone_POS_ARC_HEAD, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO, x

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
EpicorEagle Terms	commercientepicoreagle__EpicorEagle_TermsCode	Commercient_ExternalKey	1	vw_EPICOREAGLE_Terms:	vw_EPICOREAGLE_Terms	commercientepicoreagle__ / __c
EpicorEagle Salesperson	commercientepicoreagle__EpicorEagle_SalesPerson	Commercient_ExternalKey	2	vw_EPICOREAGLE_SalesPerson:	vw_EPICOREAGLE_SalesPerson	commercientepicoreagle__ / __c
Account	Accounts	Commercient_ArCustomer_Code	3	vw_EPICOREAGLE_Account:	vw_EPICOREAGLE_Account	'' / ''
EpicorEagle Customer	commercientepicoreagle__EpicorEagle_Customer	Commercient_ExternalKey	4	vw_EPICOREAGLE_Customer:	vw_EPICOREAGLE_Customer	commercientepicoreagle__ / __c
EpicorEagle Store	commercientepicoreagle__EpicorEagle_InvtryStore	Commercient_ExternalKey	5	vw_EPICOREAGLE_Store:	vw_EPICOREAGLE_Store	commercientepicoreagle__ / __c
Product	Products	Commercient_ExternalKey	6	vw_EPICOREAGLE_Product:	vw_EPICOREAGLE_Product	'' / ''
EpicorEagle Inventory	commercientepicoreagle__EpicorEagle_Inventory	Commercient_ExternalKey	7	vw_EPICOREAGLE_Inventory:	vw_EPICOREAGLE_Inventory	commercientepicoreagle__ / __c
EpicorEagle SalesOrderHeader	commercientepicoreagle__EpicorEagle_SOHeader	Commercient_ExternalKey	8	vw_EPICOREAGLE_SalesOrderHeader:	vw_EPICOREAGLE_SalesOrderHeader	commercientepicoreagle__ / __c
EpicorEagle SalesOrderDetail	commercientepicoreagle__EpicorEagle_SODetail	Commercient_ExternalKey	9	vw_EPICOREAGLE_SalesOrderDetail:	vw_EPICOREAGLE_SalesOrderDetail	commercientepicoreagle__ / __c
EpicorEagle InvoiceHeader	commercientepicoreagle__EpicorEagle_InvoiceHeader	Commercient_ExternalKey	10	vw_EPICOREAGLE_InvoiceHeader:	vw_EPICOREAGLE_InvoiceHeader	commercientepicoreagle__ / __c
EpicorEagle InvoiceDetail	commercientepicoreagle__EpicorEagle_InvoiceDetail	Commercient_ExternalKey	11	vw_EPICOREAGLE_InvoiceDetail:	vw_EPICOREAGLE_InvoiceDetail	commercientepicoreagle__ / __c
EpicorEagle OpenInvoice	commercientepicoreagle__EpicorEagle_OpenInvoiceH	Commercient_ExternalKey	12	vw_EPICOREAGLE_OpenInvoice:	vw_EPICOREAGLE_OpenInvoice	commercientepicoreagle__ / __c
EpicorEagle OpenInvoiceDetail	commercientepicoreagle__EpicorEagle_OpenInvoiceD	Commercient_ExternalKey	13	vw_EPICOREAGLE_OpenInvoiceDetail:	vw_EPICOREAGLE_OpenInvoiceDetail	commercientepicoreagle__ / __c
EpicorEagle SerialNumber	EpicorEagle_SerialNumber	Commercient_ExternalKey	14	vw_EPICOREAGLE_SerialNumber:	vw_EPICOREAGLE_SerialNumber	'' / ''
Pricebook	Price_Books	Commercient_ExternalKey	15	vw_EPICOREAGLE_Pricebook:	vw_EPICOREAGLE_Pricebook	'' / ''
Product Pricebook	Products:Price_Books	Commercient_ExternalKey	16	vw_EPICOREAGLE_ProductPricebook:	vw_EPICOREAGLE_ProductPricebook	'' / ''
Sales_Orders	Sales_Orders	Commercient_ExternalKey	17	vw_EPICOREAGLE_DSalesOrder:	vw_EPICOREAGLE_DSalesOrder	'' / ''
Invoices	Invoices	Commercient_ExternalKey	18	vw_EPICOREAGLE_DInvoice:	vw_EPICOREAGLE_DInvoice	'' / ''

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. The insert column lists do not include Sync_Operation_Type, Sync_Batch_Size, IsAccountMatching, Document_Source_Path, so those columns take their CRM_Configuration defaults. 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_EPICOREAGLE_Terms	insert-only	—	vw_EPICOREAGLE_Terms:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_TERMS_CODE
vw_EPICOREAGLE_SalesPerson	insert-only	—	vw_EPICOREAGLE_SalesPerson:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_EPICOREAGLE_Account	insert + update	—	vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_SalesPerson:, vw_EPICOREAGLE_Account:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO
vw_EPICOREAGLE_Customer	insert-only	—	vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_EPICOREAGLE_Store	insert-only	—	vw_EPICOREAGLE_Store:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_STORE
vw_EPICOREAGLE_Product	insert-only	—	vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Product:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_IN_INVENTORY
vw_EPICOREAGLE_Inventory	insert-only	—	vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Inventory:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_IN_INVENTORY
vw_EPICOREAGLE_SalesOrderHeader	insert-only	—	vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_SalesOrderHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_D_HEAD
vw_EPICOREAGLE_SalesOrderDetail	insert-only	—	vw_EPICOREAGLE_SalesOrderHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_SalesOrderDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_D_SKU
vw_EPICOREAGLE_InvoiceHeader	insert-only	—	vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_InvoiceHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_HEAD
vw_EPICOREAGLE_InvoiceDetail	insert-only	—	vw_EPICOREAGLE_InvoiceHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_InvoiceDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_SKU
vw_EPICOREAGLE_OpenInvoice	insert-only	—	vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_OpenInvoice:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_DOCUMENT
vw_EPICOREAGLE_OpenInvoiceDetail	insert-only	—	vw_EPICOREAGLE_OpenInvoice:, vw_EPICOREAGLE_OpenInvoiceDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_DOCUMENT_ARC
vw_EPICOREAGLE_SerialNumber	insert-only	—	vw_EPICOREAGLE_SerialNumber:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_IN_SERIAL
vw_EPICOREAGLE_Pricebook	insert-only	—	vw_EPICOREAGLE_Pricebook:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_PRICE_PLAN_H
vw_EPICOREAGLE_ProductPricebook	insert-only	—	vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Pricebook:, vw_EPICOREAGLE_ProductPricebook:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_PRICE_PLAN_D
vw_EPICOREAGLE_DSalesOrder	insert-only	—	vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DSalesOrder:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_D_SKU, SF_ERP_Salesforce_Clone_POS_ARC_D_HEAD, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO, x
vw_EPICOREAGLE_DInvoice	insert-only	—	vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DInvoice:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_POS_ARC_SKU, SF_ERP_Salesforce_Clone_POS_ARC_HEAD, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_SHIPTO, x

4. Order of work

The templates set Sync_Order from 1 to 18. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — EpicorEagle Terms
• 2 — EpicorEagle Salesperson
• 3 — Account
• 4 — EpicorEagle Customer
• 5 — EpicorEagle Store
• 6 — Product
• 7 — EpicorEagle Inventory
• 8 — EpicorEagle SalesOrderHeader
• 9 — EpicorEagle SalesOrderDetail
• 10 — EpicorEagle InvoiceHeader
• 11 — EpicorEagle InvoiceDetail
• 12 — EpicorEagle OpenInvoice
• 13 — EpicorEagle OpenInvoiceDetail
• 14 — EpicorEagle SerialNumber
• 15 — Pricebook
• 16 — Product Pricebook
• 17 — Sales_Orders
• 18 — Invoices

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_EPICOREAGLE_Terms reads vw_EPICOREAGLE_Terms:; no template in this set writes vw_EPICOREAGLE_Terms:
• vw_EPICOREAGLE_SalesPerson reads vw_EPICOREAGLE_SalesPerson:; no template in this set writes vw_EPICOREAGLE_SalesPerson:
• vw_EPICOREAGLE_Account reads vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_SalesPerson:, vw_EPICOREAGLE_Account:; no template in this set writes vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_SalesPerson:, vw_EPICOREAGLE_Account:
• vw_EPICOREAGLE_Customer reads vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_Customer:; no template in this set writes vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Terms:, vw_EPICOREAGLE_Customer:
• vw_EPICOREAGLE_Store reads vw_EPICOREAGLE_Store:; no template in this set writes vw_EPICOREAGLE_Store:
• vw_EPICOREAGLE_Product reads vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Product:; no template in this set writes vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Product:
• vw_EPICOREAGLE_Inventory reads vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Inventory:; no template in this set writes vw_EPICOREAGLE_Store:, vw_EPICOREAGLE_Inventory:
• vw_EPICOREAGLE_SalesOrderHeader reads vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_SalesOrderHeader:; no template in this set writes vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_SalesOrderHeader:
• vw_EPICOREAGLE_SalesOrderDetail reads vw_EPICOREAGLE_SalesOrderHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_SalesOrderDetail:; no template in this set writes vw_EPICOREAGLE_SalesOrderHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_SalesOrderDetail:
• vw_EPICOREAGLE_InvoiceHeader reads vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_InvoiceHeader:; no template in this set writes vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_InvoiceHeader:
• vw_EPICOREAGLE_InvoiceDetail reads vw_EPICOREAGLE_InvoiceHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_InvoiceDetail:; no template in this set writes vw_EPICOREAGLE_InvoiceHeader:, vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_InvoiceDetail:
• vw_EPICOREAGLE_OpenInvoice reads vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_OpenInvoice:; no template in this set writes vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_Customer:, vw_EPICOREAGLE_OpenInvoice:
• vw_EPICOREAGLE_OpenInvoiceDetail reads vw_EPICOREAGLE_OpenInvoice:, vw_EPICOREAGLE_OpenInvoiceDetail:; no template in this set writes vw_EPICOREAGLE_OpenInvoice:, vw_EPICOREAGLE_OpenInvoiceDetail:
• vw_EPICOREAGLE_SerialNumber reads vw_EPICOREAGLE_SerialNumber:; no template in this set writes vw_EPICOREAGLE_SerialNumber:
• vw_EPICOREAGLE_Pricebook reads vw_EPICOREAGLE_Pricebook:; no template in this set writes vw_EPICOREAGLE_Pricebook:
• vw_EPICOREAGLE_ProductPricebook reads vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Pricebook:, vw_EPICOREAGLE_ProductPricebook:; no template in this set writes vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Pricebook:, vw_EPICOREAGLE_ProductPricebook:
• vw_EPICOREAGLE_DSalesOrder reads vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DSalesOrder:; no template in this set writes vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DSalesOrder:
• vw_EPICOREAGLE_DInvoice reads vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DInvoice:; no template in this set writes vw_EPICOREAGLE_Product:, vw_EPICOREAGLE_Account:, vw_EPICOREAGLE_DInvoice:

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 → Zoho CRM pairs
EpicorEagle Terms	commercientepicoreagle__EpicorEagle_TermsCode	25	TermsCode → Commercient_ExternalKey__c, Description1 → Name, TermsCode → Terms_Code, DueDays → Due_Days, DueDate → Due_Date
EpicorEagle Salesperson	commercientepicoreagle__EpicorEagle_SalesPerson	14	Salesperson → Commercient_ExternalKey__c, SalespersonName → Name, Salesperson → Salesperson, SalespersonName → Salesperson_Name, Territory → Territory
Account	Accounts	17	Customer, JobNumber → Commercient_ArCustomer_Code, Name, Customer, JobNumber → Account_Name, PhoneNumber → Phone, Address1, Address2 → Billing_Street, City → Billing_City
EpicorEagle Customer	commercientepicoreagle__EpicorEagle_Customer	169	Customer, JobNumber → Commercient_ExternalKey__c, SFDCID → Account, SFDCID → Terms, Customer → Customer, JobNumber → Job_Number
EpicorEagle Store	commercientepicoreagle__EpicorEagle_InvtryStore	146	Store → Commercient_ExternalKey__c, StoreName → Name, AdditionalChgs → Additional_Charges, AddrLine1 → Address_Line1, AddrLine2 → Address_Line2
Product	Products	3	SKU → Commercient_ExternalKey__c, Description → Product_Name, Store → EpicorEagle_Store
EpicorEagle Inventory	commercientepicoreagle__EpicorEagle_Inventory	173	SKU, Store → Commercient_ExternalKey__c, Description, Store → Name, StoreRef.SFDCID → EpicorEagle_Inventory_Store, AltConvFact → Alt_Conv_Fact, AltDecPlace → Alt_Dec_Place
EpicorEagle SalesOrderHeader	commercientepicoreagle__EpicorEagle_SOHeader	85	DocNo, Store → Commercient_ExternalKey__c, DocNo, Store → Name, Customer → Account, Customer → EpicorEagle_Customer, DocNo → Doc_No
EpicorEagle SalesOrderDetail	commercientepicoreagle__EpicorEagle_SODetail	65	DocNo, Store, LineNo → Commercient_ExternalKey__c, DocNo, Store, LineNo → Name, SFDCID → EpicorEagle_SOHeader, SFDCID → Product, DocNo → Document_No
EpicorEagle InvoiceHeader	commercientepicoreagle__EpicorEagle_InvoiceHeader	85	DocNo, Store → Commercient_ExternalKey__c, DocNo, Store → Name, Customer → Account, Customer → EpicorEagle_Customer, DocNo → Document_No
EpicorEagle InvoiceDetail	commercientepicoreagle__EpicorEagle_InvoiceDetail	67	DocNo, Store, LineNo → Commercient_ExternalKey__c, DocNo, Store, LineNo → Name, SFDCID → EpicorEagle_InvoiceHeader, SFDCID → Product, DocNo → Document_No
EpicorEagle OpenInvoice	commercientepicoreagle__EpicorEagle_OpenInvoiceH	91	DocumentNo, Store → Commercient_ExternalKey__c, DocumentNo, Store → Name, Customer, JobNumber → Account, Customer, JobNumber → EpicorEagle_Customer, Store → Store
EpicorEagle OpenInvoiceDetail	commercientepicoreagle__EpicorEagle_OpenInvoiceD	66	ArcTime, ArcSeq → Commercient_ExternalKey__c, ArcTime, ArcSeq → Name, SFDCID → EpicorEagle_OpenInvoiceHeader, AltTend1Amt → Alt_Tend1_Amount, AltTend1Type → Alt_Tend1_Type
EpicorEagle SerialNumber	EpicorEagle_SerialNumber	9	SerialNumber,ItemNumber → Commercient_ExternalKey, SerialNumber,ItemNumber → Name, SerialNumber → Serial_Number, ItemNumber → Item_Number, Store → Store
Pricebook	Price_Books	4	CategoryPlan → Commercient_ExternalKey, CategoryPlan → Price_Book_Name, PlanDescription → Description
Product Pricebook	Products:Price_Books	4	CategoryPlan, CategoryType, Category, CorePlan → Commercient_ExternalKey, SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID, CategoryPrice → list_price
Sales_Orders	Sales_Orders	18	DocNo, Store → Commercient_ExternalKey__c, Customer, JobNumber → Account_Name, DocNo → Name, DocNo → SO_Number, DocDate → ERP_Created_Date__c
Invoices	Invoices	19	DocNo, Store → Commercient_ExternalKey__c, Customer, JobNumber → Account_Name, DocNo → Name, DocNo → Invoice_Number, DocDate → Invoice_Date

6. Community templates

The catalogue carries 19 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: 19
• Default operations: insert on 19, update on 19, delete on 19
• Marked circular-sync: 0
• Licence groups they span: 4
• Destination objects: Accounts, commercientepicoreagle__EpicorEagle_Customer, commercientepicoreagle__EpicorEagle_Inventory, commercientepicoreagle__EpicorEagle_InvoiceDetail, commercientepicoreagle__EpicorEagle_InvoiceHeader, commercientepicoreagle__EpicorEagle_InvtryStore, commercientepicoreagle__EpicorEagle_SalesPerson, commercientepicoreagle__EpicorEagle_SODetail, commercientepicoreagle__EpicorEagle_SOHeader, commercientepicoreagle__EpicorEagle_TermsCode, Contacts, EpicorEagle_SerialNumber, Invoices, Price_Books, Products, Sales_Orders and 3 custom objects
• Object display names: Account, Contacts, EpicorEagle Customer, EpicorEagle Inventory, EpicorEagle InvoiceDetail, EpicorEagle InvoiceHeader, EpicorEagle OpenInvoice, EpicorEagle OpenInvoiceDetail, EpicorEagle SalesOrderDetail, EpicorEagle SalesOrderHeader, EpicorEagle Salesperson, EpicorEagle SerialNumber and 7 more
• Template groups: Account, CRM Order and Line

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_EPICOREAGLE_Terms:
• vw_EPICOREAGLE_SalesPerson:
• vw_EPICOREAGLE_Account:
• vw_EPICOREAGLE_Customer:
• vw_EPICOREAGLE_Store:
• vw_EPICOREAGLE_Product:
• vw_EPICOREAGLE_Inventory:
• vw_EPICOREAGLE_SalesOrderHeader:
• vw_EPICOREAGLE_SalesOrderDetail:
• vw_EPICOREAGLE_InvoiceHeader:
• vw_EPICOREAGLE_InvoiceDetail:
• vw_EPICOREAGLE_OpenInvoice:
• vw_EPICOREAGLE_OpenInvoiceDetail:
• vw_EPICOREAGLE_SerialNumber:
• vw_EPICOREAGLE_Pricebook:
• vw_EPICOREAGLE_ProductPricebook:
• vw_EPICOREAGLE_DSalesOrder:
• vw_EPICOREAGLE_DInvoice:

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 Epicor Eagle → Zoho CRM templates set up. dlake-crmpro-zohocrm is the destination skill this page sits under: its own text is the authority for the Zoho CRM 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.