Source ERP · 10 of 27
CRMPro → Zoho CRM — Microsoft Dynamics GP 2016: what the shipped templates set up
Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/microsoft-dynamics-gp-2016". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.
CRMPro → Zoho CRM — Microsoft Dynamics GP 2016: what the shipped templates set up
Keep this skill current.
dlakeships updates often and this text is embedded in the CLI you have installed. Before relying on it, comparedlake --versionwithnpm view @commercient/dlake version; if they differ, runnpm install -g @commercient/dlake@latestand thendlake 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/microsoft-dynamics-gp-2016.md, and that skill’s ERP table is what
points at it. What follows is only what the shipped Microsoft Dynamics GP 2016 → 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 |
|---|---|---|---|
| Parent Account | The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted. | Accounts | SF_ERP_Salesforce_Clone_RM00101, SF_ERP_Salesforce_Clone_RM00102 |
| Child Account | The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted. | Accounts | SF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101 |
| MSDYGP Customer | The templates push commercientmsdynamicgp__MSDYGP_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_Customer | SF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101 |
| MSDYGP CustomerAddress | The templates push commercientmsdynamicgp__MSDYGP_CustomerAddress to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_CustomerAddress | SF_ERP_Salesforce_Clone_RM00102 |
| Product | The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted. | Products | SF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200 |
| MSDYGP Warehouse | The templates push commercientmsdynamicgp__MSDYGP_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_Warehouse | SF_ERP_Salesforce_Clone_IV40700 |
| MSDYGP ItemMaster | The templates push commercientmsdynamicgp__MSDYGP_Item_Master to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_Item_Master | SF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200 |
| MSDYGP ItemWareHouse | The templates push commercientmsdynamicgp__MSDYGP_Item_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_Item_Warehouse | SF_ERP_Salesforce_Clone_IV00102 |
| MSDYGP SalesOrderHeader | The templates push commercientmsdynamicgp__MSDYGP_SOHeader to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_SOHeader | SF_ERP_Salesforce_Clone_SOP10100 |
| MSDYGP SalesOrderDetail | The templates push commercientmsdynamicgp__MSDYGP_SODetails to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_SODetails | SF_ERP_Salesforce_Clone_SOP10200 |
| MSDYGP InvoiceHeader | The templates push commercientmsdynamicgp__MSDYGP_InvoiceHeader to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_InvoiceHeader | SF_ERP_Salesforce_Clone_SOP30200, CommercientFlags |
| MSDYGP InvoiceDetail | The templates push commercientmsdynamicgp__MSDYGP_InvoiceDetails to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientmsdynamicgp__MSDYGP_InvoiceDetails | SF_ERP_Salesforce_Clone_SOP30300 |
| Standard PriceBook Create | The templates push Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted. | Price_Books | SF_ERP_Salesforce_Clone_SOP10110 |
| Product Pricebook | The templates push Products:Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted. | Products:Price_Books | SF_ERP_Salesforce_Clone_IV10402, SF_ERP_Salesforce_Clone_SOP10110 |
| SalesOrders | The templates push Sales_Orders to Zoho CRM. New records are created and existing ones updated; none are deleted. | Sales_Orders | SF_ERP_Salesforce_Clone_SOP10200, SF_ERP_Salesforce_Clone_SOP10100, SF_ERP_Salesforce_Clone_RM00101, x |
| Invoices | The templates push Invoices to Zoho CRM. New records are created and existing ones updated; none are deleted. | Invoices | SF_ERP_Salesforce_Clone_SOP30300, SF_ERP_Salesforce_Clone_SOP30200, SF_ERP_Salesforce_Clone_RM00101, 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 |
|---|---|---|---|---|---|---|
| Parent Account | Accounts | Commercient_ArCustomer_Code | 1 | vw_MSDCG_Account: | vw_MSDCG_ParentAccount | '' / '' |
| Child Account | Accounts | Commercient_ArCustomer_Code | 2 | vw_MSDCG_Account: | vw_MSDCG_ChildAccount | '' / '' |
| MSDYGP Customer | commercientmsdynamicgp__MSDYGP_Customer | Commercient_ExternalKey | 3 | vw_MSDCG_Customer: | vw_MSDCG_Customer | commercientmsdynamicgp__ / __c |
| MSDYGP CustomerAddress | commercientmsdynamicgp__MSDYGP_CustomerAddress | Commercient_ExternalKey | 4 | vw_MSDCG_CustomerAddress: | vw_MSDCG_CustomerAddress | commercientmsdynamicgp__ / __c |
| Product | Products | Commercient_ExternalKey | 5 | vw_MSDCG_Product: | vw_MSDCG_Product | '' / '' |
| MSDYGP Warehouse | commercientmsdynamicgp__MSDYGP_Warehouse | Commercient_ExternalKey | 6 | vw_MSDCG_Warehouse: | vw_MSDCG_Warehouse | commercientmsdynamicgp__ / __c |
| MSDYGP ItemMaster | commercientmsdynamicgp__MSDYGP_Item_Master | Commercient_ExternalKey | 7 | vw_MSDCG_ItemMaster: | vw_MSDCG_ItemMaster | commercientmsdynamicgp__ / __c |
| MSDYGP ItemWareHouse | commercientmsdynamicgp__MSDYGP_Item_Warehouse | Commercient_ExternalKey | 8 | vw_MSDCG_Itemwarehouse: | vw_MSDCG_Itemwarehouse | commercientmsdynamicgp__ / __c |
| MSDYGP SalesOrderHeader | commercientmsdynamicgp__MSDYGP_SOHeader | Commercient_ExternalKey | 9 | vw_MSDCG_SalesOrderHeader: | vw_MSDCG_SalesOrderHeader | commercientmsdynamicgp__ / __c |
| MSDYGP SalesOrderDetail | commercientmsdynamicgp__MSDYGP_SODetails | Commercient_ExternalKey | 10 | vw_MSDCG_SalesOrderDetail: | vw_MSDCG_SalesOrderDetail | commercientmsdynamicgp__ / __c |
| MSDYGP InvoiceHeader | commercientmsdynamicgp__MSDYGP_InvoiceHeader | Commercient_ExternalKey | 11 | vw_MSDCG_InvoiceHeader: | vw_MSDCG_InvoiceHeader | commercientmsdynamicgp__ / __c |
| MSDYGP InvoiceDetail | commercientmsdynamicgp__MSDYGP_InvoiceDetails | Commercient_ExternalKey | 12 | vw_MSDCG_InvoiceDetail: | vw_MSDCG_InvoiceDetail | commercientmsdynamicgp__ / __c |
| Standard PriceBook Create | Price_Books | Commercient_ExternalKey | 13 | vw_MSDCG_StandardPriceBook: | vw_MSDCG_StandardPriceBook | '' / '' |
| Product Pricebook | Products:Price_Books | Commercient_ExternalKey | 14 | vw_MSDCG_ProductPriceList: | vw_MSDCG_ProductPriceList | '' / '' |
| SalesOrders | Sales_Orders | Commercient_ExternalKey | 15 | vw_MSDCG_DSalesOrder: | vw_MSDCG_DSalesOrder | '' / '' |
| Invoices | Invoices | Commercient_ExternalKey | 16 | vw_MSDCG_DInvoice: | vw_MSDCG_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. Get_SOQL_Query carries a query on Product Pricebook —
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_MSDCG_ParentAccount | insert + update | — | vw_MSDCG_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_RM00101, SF_ERP_Salesforce_Clone_RM00102 |
vw_MSDCG_ChildAccount | insert + update | — | vw_MSDCG_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101 |
vw_MSDCG_Customer | insert-only | — | vw_MSDCG_Account:, vw_MSDCG_Customer: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101 |
vw_MSDCG_CustomerAddress | insert-only | — | vw_MSDCG_Customer:, vw_MSDCG_Account:, vw_MSDCG_CustomerAddress: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_RM00102 |
vw_MSDCG_Product | insert + update | — | vw_MSDCG_Product: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200 |
vw_MSDCG_Warehouse | insert-only | — | vw_MSDCG_Warehouse: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IV40700 |
vw_MSDCG_ItemMaster | insert-only | — | vw_MSDCG_Product:, vw_MSDCG_Warehouse:, vw_MSDCG_ItemMaster: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200 |
vw_MSDCG_Itemwarehouse | insert + update | — | vw_MSDCG_Product:, vw_MSDCG_ItemMaster:, vw_MSDCG_Warehouse:, vw_MSDCG_Itemwarehouse: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IV00102 |
vw_MSDCG_SalesOrderHeader | insert-only | — | vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_SalesOrderHeader: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP10100 |
vw_MSDCG_SalesOrderDetail | insert-only | — | vw_MSDCG_SalesOrderHeader:, vw_MSDCG_SalesOrderDetail: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP10200 |
vw_MSDCG_InvoiceHeader | insert-only | — | vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_InvoiceHeader: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP30200, CommercientFlags |
vw_MSDCG_InvoiceDetail | insert-only | — | vw_MSDCG_InvoiceHeader:, vw_MSDCG_InvoiceDetail: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP30300 |
vw_MSDCG_StandardPriceBook | insert + update | — | vw_MSDCG_StandardPriceBook: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP10110 |
vw_MSDCG_ProductPriceList | insert + update | — | vw_MSDCG_Product:, vw_MSDCG_StandardPriceBook:, vw_MSDCG_ProductPriceList: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IV10402, SF_ERP_Salesforce_Clone_SOP10110 |
vw_MSDCG_DSalesOrder | insert-only | — | vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DSalesOrder: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP10200, SF_ERP_Salesforce_Clone_SOP10100, SF_ERP_Salesforce_Clone_RM00101, x |
vw_MSDCG_DInvoice | insert-only | — | vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DInvoice: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SOP30300, SF_ERP_Salesforce_Clone_SOP30200, SF_ERP_Salesforce_Clone_RM00101, x |
4. Order of work
The templates set Sync_Order from 1 to 16. A run processes active rows in ascending
Sync_Order, which is the order the templates put them in:
1— Parent Account2— Child Account3— MSDYGP Customer4— MSDYGP CustomerAddress5— Product6— MSDYGP Warehouse7— MSDYGP ItemMaster8— MSDYGP ItemWareHouse9— MSDYGP SalesOrderHeader10— MSDYGP SalesOrderDetail11— MSDYGP InvoiceHeader12— MSDYGP InvoiceDetail13— Standard PriceBook Create14— Product Pricebook15— SalesOrders16— 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_MSDCG_ParentAccountreadsvw_MSDCG_Account:; no template in this set writesvw_MSDCG_Account:vw_MSDCG_ChildAccountreadsvw_MSDCG_Account:; no template in this set writesvw_MSDCG_Account:vw_MSDCG_Customerreadsvw_MSDCG_Account:,vw_MSDCG_Customer:; no template in this set writesvw_MSDCG_Account:,vw_MSDCG_Customer:vw_MSDCG_CustomerAddressreadsvw_MSDCG_Customer:,vw_MSDCG_Account:,vw_MSDCG_CustomerAddress:; no template in this set writesvw_MSDCG_Customer:,vw_MSDCG_Account:,vw_MSDCG_CustomerAddress:vw_MSDCG_Productreadsvw_MSDCG_Product:; no template in this set writesvw_MSDCG_Product:vw_MSDCG_Warehousereadsvw_MSDCG_Warehouse:; no template in this set writesvw_MSDCG_Warehouse:vw_MSDCG_ItemMasterreadsvw_MSDCG_Product:,vw_MSDCG_Warehouse:,vw_MSDCG_ItemMaster:; no template in this set writesvw_MSDCG_Product:,vw_MSDCG_Warehouse:,vw_MSDCG_ItemMaster:vw_MSDCG_Itemwarehousereadsvw_MSDCG_Product:,vw_MSDCG_ItemMaster:,vw_MSDCG_Warehouse:,vw_MSDCG_Itemwarehouse:; no template in this set writesvw_MSDCG_Product:,vw_MSDCG_ItemMaster:,vw_MSDCG_Warehouse:,vw_MSDCG_Itemwarehouse:vw_MSDCG_SalesOrderHeaderreadsvw_MSDCG_Account:,vw_MSDCG_Customer:,vw_MSDCG_SalesOrderHeader:; no template in this set writesvw_MSDCG_Account:,vw_MSDCG_Customer:,vw_MSDCG_SalesOrderHeader:vw_MSDCG_SalesOrderDetailreadsvw_MSDCG_SalesOrderHeader:,vw_MSDCG_SalesOrderDetail:; no template in this set writesvw_MSDCG_SalesOrderHeader:,vw_MSDCG_SalesOrderDetail:vw_MSDCG_InvoiceHeaderreadsvw_MSDCG_Account:,vw_MSDCG_Customer:,vw_MSDCG_InvoiceHeader:; no template in this set writesvw_MSDCG_Account:,vw_MSDCG_Customer:,vw_MSDCG_InvoiceHeader:vw_MSDCG_InvoiceDetailreadsvw_MSDCG_InvoiceHeader:,vw_MSDCG_InvoiceDetail:; no template in this set writesvw_MSDCG_InvoiceHeader:,vw_MSDCG_InvoiceDetail:vw_MSDCG_StandardPriceBookreadsvw_MSDCG_StandardPriceBook:; no template in this set writesvw_MSDCG_StandardPriceBook:vw_MSDCG_ProductPriceListreadsvw_MSDCG_Product:,vw_MSDCG_StandardPriceBook:,vw_MSDCG_ProductPriceList:; no template in this set writesvw_MSDCG_Product:,vw_MSDCG_StandardPriceBook:,vw_MSDCG_ProductPriceList:vw_MSDCG_DSalesOrderreadsvw_MSDCG_Product:,vw_MSDCG_Account:,vw_MSDCG_DSalesOrder:; no template in this set writesvw_MSDCG_Product:,vw_MSDCG_Account:,vw_MSDCG_DSalesOrder:vw_MSDCG_DInvoicereadsvw_MSDCG_Product:,vw_MSDCG_Account:,vw_MSDCG_DInvoice:; no template in this set writesvw_MSDCG_Product:,vw_MSDCG_Account:,vw_MSDCG_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 |
|---|---|---|---|
| Parent Account | Accounts | 16 | CUSTNMBR → Commercient_ArCustomer_Code, CUSTNAME → Account_Name, ADDRESS1, ADDRESS2, ADDRESS3 → Billing_Street, CITY → Billing_City, STATE → Billing_State |
| Child Account | Accounts | 16 | CUSTNMBR, ADRSCODE → Commercient_ArCustomer_Code, CUSTNAME → Account_Name, ADDRESS1, ADDRESS2, ADDRESS3 → Billing_Street, CITY → Billing_City, STATE → Billing_State |
| MSDYGP Customer | commercientmsdynamicgp__MSDYGP_Customer | 106 | CUSTNMBR, ADRSCODE → Commercient_ExternalKey__c, CUSTNAME, CUSTNMBR, ADRSCODE → Name, ADDRESS1 → Address1, ADDRESS2 → Address2, ADDRESS3 → Address3 |
| MSDYGP CustomerAddress | commercientmsdynamicgp__MSDYGP_CustomerAddress | 35 | CUSTNMBR, ADRSCODE → Commercient_ExternalKey__c, CUSTNMBR, ADRSCODE → Name, ADDRESS1 → Address1, ADDRESS2 → Address2, ADDRESS3 → Address3 |
| Product | Products | 5 | ITEMNMBR → Commercient_ExternalKey__c, INET7, ITEMNMBR → Product_Name, ITEMNMBR → Product_Code, ITEMDESC → Description, INACTIVE → IsActive |
| MSDYGP Warehouse | commercientmsdynamicgp__MSDYGP_Warehouse | 35 | LOCNCODE → Commercient_ExternalKey__c, LOCNDSCR → Name, ADDRESS1 → Address_1, ADDRESS2 → Address_2, ADDRESS3 → Address_3 |
| MSDYGP ItemMaster | commercientmsdynamicgp__MSDYGP_Item_Master | 91 | ITEMNMBR → Commercient_ExternalKey__c, ABCCODE → ABC_Code__c, ALTITEM1 → Alternate_Item_1__c, ALTITEM2 → Alternate_Item_2__c, ALWBKORD → Allow_Back_Order__c |
| MSDYGP ItemWareHouse | commercientmsdynamicgp__MSDYGP_Item_Warehouse | 85 | ITEMNMBR,LOCNCODE,RCRDTYPE → Commercient_ExternalKey__c, ITEMNMBR,LOCNCODE,RCRDTYPE → Name, SFDCID → Products, SFDCID → Item_Master, SFDCID → Warehouse |
| MSDYGP SalesOrderHeader | commercientmsdynamicgp__MSDYGP_SOHeader | 195 | SOPTYPE, SOPNUMBE → Commercient_ExternalKey, SOPTYPE, SOPNUMBE → Name, ACCTAMNT → Account_Amount, ACTLSHIP → Actual_Ship_Date, ADDRESS1 → Address1 |
| MSDYGP SalesOrderDetail | commercientmsdynamicgp__MSDYGP_SODetails | 137 | SOPTYPE → ExternalKey, SOPTYPE → Commercient_ExternalKey__c, SOPTYPE → Name, ACTLSHIP → Actual_Ship_Date, ADDRESS1 → Address1 |
| MSDYGP InvoiceHeader | commercientmsdynamicgp__MSDYGP_InvoiceHeader | 187 | SOPTYPE, SOPNUMBE → Commercient_ExternalKey__c, SOPTYPE, SOPNUMBE → Name, ACCTAMNT → Account_Amount, ACTLSHIP → Actual_Ship_Date, ADDRESS1 → Address1 |
| MSDYGP InvoiceDetail | commercientmsdynamicgp__MSDYGP_InvoiceDetails | 125 | SOPTYPE, SOPNUMBE, LNITMSEQ, CMPNTSEQ → Commercient_ExternalKey__c, SOPTYPE, SOPNUMBE, LNITMSEQ, CMPNTSEQ → Name, ACTLSHIP → Actual_Ship_Date__c, ADDRESS1 → Address1__c, ADDRESS2 → Address2__c |
| Standard PriceBook Create | Price_Books | 5 | PRCSHID → Price_Book_Name, PRCSHID → Commercient_ExternalKey, STRTDATE → Start_Date, ENDDATE → End_Date |
| Product Pricebook | Products:Price_Books | 4 | PRCSHID, ITEMNMBR → Commercient_ExternalKey, PSITMVAL → list_price, SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID |
| SalesOrders | Sales_Orders | 18 | SOPNUMBE → Commercient_ExternalKey__c, CUSTNMBR → Account_Name, SOPNUMBE → Name, SOPNUMBE → SO_Number, ORDRDATE → ERP_Created_Date__c |
| Invoices | Invoices | 19 | SOPNUMBE → Commercient_ExternalKey__c, CUSTNMBR → Account_Name, SOPNUMBE → Name, SOPNUMBE → Invoice_Number, CREATDDT → Invoice_Date |
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:
vw_MSDCG_Account:vw_MSDCG_Customer:vw_MSDCG_CustomerAddress:vw_MSDCG_Product:vw_MSDCG_Warehouse:vw_MSDCG_ItemMaster:vw_MSDCG_Itemwarehouse:vw_MSDCG_SalesOrderHeader:vw_MSDCG_SalesOrderDetail:vw_MSDCG_InvoiceHeader:vw_MSDCG_InvoiceDetail:vw_MSDCG_StandardPriceBook:vw_MSDCG_ProductPriceList:vw_MSDCG_DSalesOrder:vw_MSDCG_DInvoice:
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 Microsoft Dynamics GP 2016 → 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.