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

CRMPro → Zoho CRM — GlobalShop: 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/globalshop.md, and that skill’s ERP table is what points at it. What follows is only what the shipped GlobalShop → 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
Users	The templates push users to Zoho CRM. New records are created and existing ones updated; none are deleted.	users	—
Globalshop Term	The templates push commercientglobalshop__GlobalShop_Terms to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Terms	SF_ERP_Salesforce_Clone_AR_TERMS
Globalshop SalesPerson	The templates push commercientglobalshop__GlobalShop_Salespersons to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Salespersons	SF_ERP_Salesforce_Clone_SALESPEOPLE
Account	The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Accounts	SF_ERP_Salesforce_Clone_CUSTOMER_MASTER, SF_ERP_Salesforce_Clone_V_OE_MULTI_SHIP
Globalshop Customer	The templates push commercientglobalshop__GlobalShop_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Customer	SF_ERP_Salesforce_Clone_CUSTOMER_MASTER
Contacts	The templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Contacts	SF_ERP_Salesforce_Clone_CONTACT
Globalshop ShipTo	The templates push commercientglobalshop__GlobalShop_ShipToAddress to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_ShipToAddress	SF_ERP_Salesforce_Clone_V_OE_MULTI_SHIP
Products	The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.	Products	SF_ERP_Salesforce_Clone_INVENTORY_MSTR
Globalshop Item	The templates push commercientglobalshop__GlobalShop_Item_Master to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Item_Master	SF_ERP_Salesforce_Clone_INVENTORY_MSTR
Globalshop SalesOrder	The templates push commercientglobalshop__GlobalShop_SO_Header to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_SO_Header	SF_ERP_Salesforce_Clone_ORDER_HEADER
GLOBALSHOP ItemList	The templates push commercientglobalshop__GlobalShop_Item_List to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Item_List	SF_ERP_Salesforce_Clone_ITEM_MASTER
Globalshop SalesOrderLine	The templates push commercientglobalshop__GlobalShop_SO_Line to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_SO_Line	SF_ERP_Salesforce_Clone_ORDER_LINES
Globalshop Invoice	The templates push commercientglobalshop__GlobalShop_Invoice_Header to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Invoice_Header	SF_ERP_Salesforce_Clone_ORDER_HIST_HEAD
Globalshop InvoiceLine	The templates push commercientglobalshop__GlobalShop_Invoice_Line to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientglobalshop__GlobalShop_Invoice_Line	SF_ERP_Salesforce_Clone_ORDER_HIST_LINE

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
Users	users	Commercient_ExternalKey	0	SalesRep:	SELECT 1	'' / ''
Globalshop Term	commercientglobalshop__GlobalShop_Terms	commercientglobalshop__Commercient_ExternalKey	1	vw_GLOBALSHOP_Term:	vw_GLOBALSHOP_Term	commercientglobalshop__ / __c
Globalshop SalesPerson	commercientglobalshop__GlobalShop_Salespersons	commercientglobalshop__Commercient_ExternalKey	2	vw_GLOBALSHOP_SalesPerspon:	vw_GLOBALSHOP_SalesPerspon	commercientglobalshop__ / __c
Account	Accounts	Commercient_ExternalKey	3	vw_GLOBALSHOP_Account:	vw_GLOBALSHOP_Account	'' / ''
Globalshop Customer	commercientglobalshop__GlobalShop_Customer	commercientglobalshop__Commercient_ExternalKey	4	vw_GLOBALSHOP_Customer:	vw_GLOBALSHOP_Customer	commercientglobalshop__ / __c
Contacts	Contacts	Commercient_ExternalKey	4	vw_GLOBALSHOP_Contact:	vw_GLOBALSHOP_Contact	'' / ''
Globalshop ShipTo	commercientglobalshop__GlobalShop_ShipToAddress	commercientglobalshop__Commercient_ExternalKey	5	vw_GLOBALSHOP_ShipTo:	vw_GLOBALSHOP_ShipTo	commercientglobalshop__ / __c
Products	Products	Commercient_ExternalKey	6	vw_GLOBALSHOP_Product:	vw_GLOBALSHOP_Product	'' / ''
Globalshop Item	commercientglobalshop__GlobalShop_Item_Master	commercientglobalshop__Commercient_ExternalKey	7	vw_GLOBALSHOP_Item:	vw_GLOBALSHOP_Item	commercientglobalshop__ / ''
Globalshop SalesOrder	commercientglobalshop__GlobalShop_SO_Header	commercientglobalshop__Commercient_ExternalKey	8	vw_GLOBALSHOP_SalesOrder:	vw_GLOBALSHOP_SalesOrder	commercientglobalshop__ / ''
GLOBALSHOP ItemList	commercientglobalshop__GlobalShop_Item_List	commercientglobalshop__Commercient_ExternalKey	8	vw_GLOBALSHOP_ItemList:	vw_GLOBALSHOP_ItemList	commercientglobalshop__ / __c
Globalshop SalesOrderLine	commercientglobalshop__GlobalShop_SO_Line	commercientglobalshop__Commercient_ExternalKey	9	vw_GLOBALSHOP_SalesOrderLine:	vw_GLOBALSHOP_SalesOrderLine	commercientglobalshop__ / ''
Globalshop Invoice	commercientglobalshop__GlobalShop_Invoice_Header	commercientglobalshop__Commercient_ExternalKey	10	vw_GLOBALSHOP_Invoice:	vw_GLOBALSHOP_Invoice	commercientglobalshop__ / ''
Globalshop InvoiceLine	commercientglobalshop__GlobalShop_Invoice_Line	commercientglobalshop__Commercient_ExternalKey	11	vw_GLOBALSHOP_InvoiceLine:	vw_GLOBALSHOP_InvoiceLine	commercientglobalshop__ / ''

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. Get_SOQL_Query carries a query on Products — those rows read records back from Zoho CRM as well as pushing.

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_GLOBALSHOP_Term	insert-only	—	vw_GLOBALSHOP_Term:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_AR_TERMS
vw_GLOBALSHOP_SalesPerspon	insert-only	—	vw_GLOBALSHOP_SalesPerspon:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SALESPEOPLE
vw_GLOBALSHOP_Account	insert-only	—	vw_GLOBALSHOP_Account:	—	SF_ERP_Salesforce_Clone_CUSTOMER_MASTER, SF_ERP_Salesforce_Clone_V_OE_MULTI_SHIP
vw_GLOBALSHOP_Customer	insert + update	—	vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:	—	SF_ERP_Salesforce_Clone_CUSTOMER_MASTER
vw_GLOBALSHOP_Contact	insert-only	—	vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Contact:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CONTACT
vw_GLOBALSHOP_ShipTo	insert + update	—	vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_ShipTo:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_V_OE_MULTI_SHIP
vw_GLOBALSHOP_Product	insert + update	—	vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_Product:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTORY_MSTR
vw_GLOBALSHOP_Item	insert + update	—	vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INVENTORY_MSTR
vw_GLOBALSHOP_SalesOrder	insert + update	—	vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_SalesOrder:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ORDER_HEADER
vw_GLOBALSHOP_ItemList	insert + update	—	vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_ItemList:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITEM_MASTER
vw_GLOBALSHOP_SalesOrderLine	insert + update	—	vw_GLOBALSHOP_SalesOrder:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_SalesOrderLine:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ORDER_LINES
vw_GLOBALSHOP_Invoice	insert + update	—	vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_Invoice:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ORDER_HIST_HEAD
vw_GLOBALSHOP_InvoiceLine	insert + update	—	vw_GLOBALSHOP_Invoice:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_InvoiceLine:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ORDER_HIST_LINE

4. Order of work

The templates set Sync_Order from 0 to 11. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — Users
• 1 — Globalshop Term
• 2 — Globalshop SalesPerson
• 3 — Account
• 4 — Globalshop Customer, Contacts
• 5 — Globalshop ShipTo
• 6 — Products
• 7 — Globalshop Item
• 8 — Globalshop SalesOrder, GLOBALSHOP ItemList
• 9 — Globalshop SalesOrderLine
• 10 — Globalshop Invoice
• 11 — Globalshop InvoiceLine

Several of these rows share a Sync_Order value: each template group carries its own numbering, so give the imported processes an order across the whole set rather than taking the template values as one.

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_GLOBALSHOP_Term reads vw_GLOBALSHOP_Term:; no template in this set writes vw_GLOBALSHOP_Term:
• vw_GLOBALSHOP_SalesPerspon reads vw_GLOBALSHOP_SalesPerspon:; no template in this set writes vw_GLOBALSHOP_SalesPerspon:
• vw_GLOBALSHOP_Account reads vw_GLOBALSHOP_Account:; no template in this set writes vw_GLOBALSHOP_Account:
• vw_GLOBALSHOP_Customer reads vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:; no template in this set writes vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:
• vw_GLOBALSHOP_Contact reads vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Contact:; no template in this set writes vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Contact:
• vw_GLOBALSHOP_ShipTo reads vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_ShipTo:; no template in this set writes vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_ShipTo:
• vw_GLOBALSHOP_Product reads vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_Product:; no template in this set writes vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_Product:
• vw_GLOBALSHOP_Item reads vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:; no template in this set writes vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:
• vw_GLOBALSHOP_SalesOrder reads vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_SalesOrder:; no template in this set writes vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_SalesOrder:
• vw_GLOBALSHOP_ItemList reads vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_ItemList:; no template in this set writes vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_ItemList:
• vw_GLOBALSHOP_SalesOrderLine reads vw_GLOBALSHOP_SalesOrder:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_SalesOrderLine:; no template in this set writes vw_GLOBALSHOP_SalesOrder:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_SalesOrderLine:
• vw_GLOBALSHOP_Invoice reads vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_Invoice:; no template in this set writes vw_GLOBALSHOP_Account:, vw_GLOBALSHOP_Customer:, vw_GLOBALSHOP_Invoice:
• vw_GLOBALSHOP_InvoiceLine reads vw_GLOBALSHOP_Invoice:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_InvoiceLine:; no template in this set writes vw_GLOBALSHOP_Invoice:, vw_GLOBALSHOP_Product:, vw_GLOBALSHOP_Item:, vw_GLOBALSHOP_InvoiceLine:

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
Globalshop Term	commercientglobalshop__GlobalShop_Terms	14	ASS_SYS, ASS_SUB_SYS, TERMS_CODE, ASS_SUB_ITEM → Commercient_ExternalKey, TERMS_CODE, ASS_SYS, ASS_SUB_SYS, ASS_SUB_ITEM → Name, TERMS_CODE → Terms_Code, TERMS_DISC_DAYS → Terms_Disc_Days, TERMS_DISC_PCT → Terms_Disc_Pct
Globalshop SalesPerson	commercientglobalshop__GlobalShop_Salespersons	9	KEY1,KEY2,SALESPERSON_CODE,FILLER → Commercient_ExternalKey, BUYER_SHIPTO → Buyer_Shipto, FILLER → Filler, FILLER3 → Filler3, SALESPERSON → Name
Account	Accounts	13	CUSTOMER → Commercient_ExternalKey, NAME_CUSTOMER → Account_Name, TELEPHONE → Phone, ADDRESS1, ADDRESS2 → Billing_Street, CITY → Billing_City
Globalshop Customer	commercientglobalshop__GlobalShop_Customer	30	CUSTOMER → Commercient_ExternalKey, NAME_CUSTOMER → Name, ADDRESS1 → Address1, ADDRESS2 → Address2, ASSGN_USR_GRP → Assign_User_Group
Contacts	Contacts	11	CUST,TYPE,ID → Commercient_ExternalKey, CUST → Account_Name, TITLE → Title, NAME_LAST,NAME,CUST,TYPE,ID → Last_Name, NAME_FIRST → First_Name
Globalshop ShipTo	commercientglobalshop__GlobalShop_ShipToAddress	74	CUSTOMER,SHIP_SEQ → Commercient_ExternalKey, CUSTOMER_NAME,SHIP_SEQ → Name, COMM_IV_INT_SHP → COMM_IV_INT_SHP, CUSTOMER → Customer, CUSTOMER_NAME → Customer_Name
Products	Products	10	PART, LOCATION → Commercient_ExternalKey__c, PART → Product_Name, PART → Product_Code, SFDCID → GlobalShop_Inventory, QTY_ONHAND → Qty_in_Stock
Globalshop Item	commercientglobalshop__GlobalShop_Item_Master	78	PART, LOCATION → Commercient_ExternalKey, PART → Name, CODE_ABC → ABC_Code, AMT_ALT_COST → Alternate_Cost_Amount, CTR_BACK_ORDER → Back_Order_Counter
Globalshop SalesOrder	commercientglobalshop__GlobalShop_SO_Header	97	ORDER_NO → Commercient_ExternalKey, ORDER_NO → Name, CUSTOMER → Account, FLAG_ALWAYS_DISCOUNT → Always_Use_Discount_Indicator, AREA → Area
GLOBALSHOP ItemList	commercientglobalshop__GlobalShop_Item_List	50	ALLOC_TYPE → Alloc_Type, ALLOCATED → Allocated, BIN → Bin, CERT_CODE → Cart_Code, CERT_DATE → CertDate
Globalshop SalesOrderLine	commercientglobalshop__GlobalShop_SO_Line	100	ORDER_NO,RECORD_NO → Commercient_ExternalKey, ORDER_NO,RECORD_NO → Name, ORDER_NO → GlobalShop_SO_Header, PART,LOCATION → Product, PART,LOCATION → GlobalShop_Item_Master
Globalshop Invoice	commercientglobalshop__GlobalShop_Invoice_Header	99	INVOICE, ORDER_NO, ORDER_SUFFIX → Commercient_ExternalKey, INVOICE, ORDER_NO, ORDER_SUFFIX → Name, CUSTOMER → Account, CUSTOMER → GlobalShop_Customer, ADDRESS1 → Address_Line_1
Globalshop InvoiceLine	commercientglobalshop__GlobalShop_Invoice_Line	70	INVOICE, ORDER_NO, ORDER_SUFFIX, ORDER_LINE → Commercient_ExternalKey, INVOICE → GlobalShop_Invoice_Header, PART, LOCATION → Product, PART, LOCATION → GlobalShop_Item_Master, COUNTRY_SHIP → Ship_To_Country

6. 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:

• SalesRep:
• vw_GLOBALSHOP_Term:
• vw_GLOBALSHOP_SalesPerspon:
• vw_GLOBALSHOP_Account:
• vw_GLOBALSHOP_Customer:
• vw_GLOBALSHOP_Contact:
• vw_GLOBALSHOP_ShipTo:
• vw_GLOBALSHOP_Product:
• vw_GLOBALSHOP_Item:
• vw_GLOBALSHOP_SalesOrder:
• vw_GLOBALSHOP_ItemList:
• vw_GLOBALSHOP_SalesOrderLine:
• vw_GLOBALSHOP_Invoice:
• vw_GLOBALSHOP_InvoiceLine:

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 GlobalShop → 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.