Source ERP · 12 of 27

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

Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/netsuite". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.

CRMPro → Zoho CRM — NetSuite: 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/netsuite.md, and that skill’s ERP table is what points at it. What follows is only what the shipped NetSuite → 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

GroupBusiness outcomeObjectsSource tables and views
Netsuite TermThe templates push commercientnetsuite0__Netsuite_Terms to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_TermsSF_ERP_Salesforce_Clone_TERM
Netsuite SalesPersonThe templates push commercientnetsuite0__Netsuite_SalesPerson to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_SalesPersonSF_ERP_Salesforce_Clone_EMPLOYEE
AccountThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField
Child AccountThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField
Netsuite CustomerThe templates push commercientnetsuite0__Netsuite_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_CustomerSF_ERP_Salesforce_Clone_CUSTOMER
Netsuite CustomerAddressThe templates push commercientnetsuite0__Netsuite_Address to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_AddressSF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CUSTOMER
ProductThe templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.ProductsSF_ERP_Salesforce_Clone_LotNumberedInventoryItem, SF_ERP_Salesforce_Clone_ItemInventory
Netsuite ItemThe templates push commercientnetsuite0__Netsuite_Item to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_ItemSF_ERP_Salesforce_Clone_LotNumberedInventoryItem
Netsuite ItemWarehouseThe templates push commercientnetsuite0__Netsuite_Item_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_Item_WarehouseSF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_LotNumberedInventoryItem
Netsuite SalesOrderThe templates push commercientnetsuite0__Netsuite_SalesOrder to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_SalesOrderSF_ERP_Salesforce_Clone_SALESORDER, CommercientFlags
Netsuite SalesOrderLineThe templates push commercientnetsuite0__Netsuite_SalesOrderItem to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_SalesOrderItemSF_ERP_Salesforce_Clone_SALESORDERITEM, SF_ERP_Salesforce_Clone_SALESORDER
Netsuite InvoiceThe templates push commercientnetsuite0__Netsuite_Invoice to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_InvoiceSF_ERP_Salesforce_Clone_INVOICE
Netsuite InvoiceLineThe templates push commercientnetsuite0__Netsuite_InvoiceItem to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientnetsuite0__Netsuite_InvoiceItemSF_ERP_Salesforce_Clone_INVOICEITEM, SF_ERP_Salesforce_Clone_INVOICE
ContactThe templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted.ContactsSF_ERP_Salesforce_Clone_CONTACT
Product PricebookThe templates push Products:Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted.Products:Price_BooksSF_ERP_Salesforce_Clone_ItemInventory
Netsuite TaxTypeThe templates push Netsuite_TaxType to Zoho CRM. New records are created and existing ones updated; none are deleted.Netsuite_TaxTypeSF_ERP_Salesforce_Clone_TaxType
Netsuite TaxGroupThe templates push Netsuite_TaxGroup to Zoho CRM. New records are created and existing ones updated; none are deleted.Netsuite_TaxGroupSF_ERP_Salesforce_Clone_TaxGroup

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 nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfix
Netsuite Termcommercientnetsuite0__Netsuite_TermsCommercient_ExternalKey2vw_NETSUITE_Term:vw_NETSUITE_Termcommercientnetsuite0__ / __c
Netsuite SalesPersoncommercientnetsuite0__Netsuite_SalesPersonCommercient_ExternalKey3vw_NETSUITE_SalesPerson:vw_NETSUITE_SalesPersoncommercientnetsuite0__ / __c
AccountAccountsCommercient_ArCustomer_Code4vw_NETSUITE_Account:vw_NETSUITE_Account'' / __c
Child AccountAccountsCommercient_ArCustomer_Code5vw_NETSUITE_Account:vw_NETSUITE_Account_Child'' / __c
Netsuite Customercommercientnetsuite0__Netsuite_CustomerCommercient_ExternalKey6vw_NETSUITE_Customer:vw_NETSUITE_Customercommercientnetsuite0__ / __c
Netsuite CustomerAddresscommercientnetsuite0__Netsuite_AddressCommercient_ExternalKey7vw_NETSUITE_CustomerAddressBook:vw_NETSUITE_CustomerAddressBookcommercientnetsuite0__ / __c
ProductProductsCommercient_ExternalKey8vw_NETSUITE_Product:vw_NETSUITE_Product'' / __c
Netsuite Itemcommercientnetsuite0__Netsuite_ItemCommercient_ArCustomer_Code9vw_NETSUITE_Item:vw_NETSUITE_Itemcommercientnetsuite0__ / __c
Netsuite ItemWarehousecommercientnetsuite0__Netsuite_Item_WarehouseCommercient_ExternalKey10vw_NETSUITE_ItemWarehouse:vw_NETSUITE_ItemWarehousecommercientnetsuite0__ / __c
Netsuite SalesOrdercommercientnetsuite0__Netsuite_SalesOrderCommercient_ExternalKey11vw_NETSUITE_SalesOrder:vw_NETSUITE_SalesOrdercommercientnetsuite0__ / __c
Netsuite SalesOrderLinecommercientnetsuite0__Netsuite_SalesOrderItemCommercient_ExternalKey12vw_NETSUITE_SalesOrderLine:vw_NETSUITE_SalesOrderLinecommercientnetsuite0__ / __c
Netsuite Invoicecommercientnetsuite0__Netsuite_InvoiceCommercient_ExternalKey13vw_NETSUITE_Invoice:vw_NETSUITE_Invoicecommercientnetsuite0__ / __c
Netsuite InvoiceLinecommercientnetsuite0__Netsuite_InvoiceItemCommercient_ExternalKey14vw_NETSUITE_InvoiceLine:vw_NETSUITE_InvoiceLinecommercientnetsuite0__ / __c
ContactContactsCommercient_ExternalKey15vw_NETSUITE_Contact:vw_NETSUITE_Contact'' / __c
Product PricebookProducts:Price_BooksCommercient_ExternalKey16vw_NETSUITE_ProductPricebook:vw_NETSUITE_ProductPricebook'' / ''
Netsuite TaxTypeNetsuite_TaxTypeCommercient_ExternalKey17vw_NETSUITE_TaxType:vw_NETSUITE_TaxType'' / ''
Netsuite TaxGroupNetsuite_TaxGroupCommercient_ExternalKey18vw_NETSUITE_TaxGroup:vw_NETSUITE_TaxGroup'' / ''

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. On Child Account the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_NETSUITE_Account_Child against vw_NETSUITE_Account), so check the view exists under the name the row selects from before activating it.

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.

ViewChange detectionRepository keyReads other prefixesIdentity columnSource tables
vw_NETSUITE_Terminsert + updatevw_NETSUITE_Term:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_TERM
vw_NETSUITE_SalesPersoninsert + updatevw_NETSUITE_SalesPerson:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_EMPLOYEE
vw_NETSUITE_Accountinsert + updatevw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:Commercient_ArCustomer_CodeSF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField
vw_NETSUITE_Accountinsert + updatevw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:Commercient_ArCustomer_CodeSF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField
vw_NETSUITE_Customerinsert-onlyvw_NETSUITE_Account:, vw_NETSUITE_Customer:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_CUSTOMER
vw_NETSUITE_CustomerAddressBookinsert-onlyvw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_CustomerAddressBook:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CUSTOMER
vw_NETSUITE_Productinsert-onlyvw_NETSUITE_Product:Commercient_ExternalKeySF_ERP_Salesforce_Clone_LotNumberedInventoryItem, SF_ERP_Salesforce_Clone_ItemInventory
vw_NETSUITE_Iteminsert-onlyvw_NETSUITE_Product:, vw_NETSUITE_Item:Commercient_ArCustomer_CodeSF_ERP_Salesforce_Clone_LotNumberedInventoryItem
vw_NETSUITE_ItemWarehouseinsert-onlyvw_NETSUITE_Product:, vw_NETSUITE_Item:, vw_NETSUITE_ItemWarehouse:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_LotNumberedInventoryItem
vw_NETSUITE_SalesOrderinsert-onlyvw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_SalesOrder:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SALESORDER, CommercientFlags
vw_NETSUITE_SalesOrderLineinsert-onlyvw_NETSUITE_SalesOrder:, vw_NETSUITE_Item:, vw_NETSUITE_SalesOrderLine:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SALESORDERITEM, SF_ERP_Salesforce_Clone_SALESORDER
vw_NETSUITE_Invoiceinsert-onlyvw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_Invoice:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_INVOICE
vw_NETSUITE_InvoiceLineinsert-onlyvw_NETSUITE_Invoice:, vw_NETSUITE_Item:, vw_NETSUITE_InvoiceLine:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_INVOICEITEM, SF_ERP_Salesforce_Clone_INVOICE
vw_NETSUITE_Contactinsert + updatevw_NETSUITE_Account:, vw_NETSUITE_Contact:Commercient_ExternalKeySF_ERP_Salesforce_Clone_CONTACT
vw_NETSUITE_ProductPricebookinsert + updatevw_NETSUITE_Product:, vw_NETSUITE_ProductPricebook:Commercient_ExternalKeySF_ERP_Salesforce_Clone_ItemInventory
vw_NETSUITE_TaxTypeinsert + updatevw_NETSUITE_TaxType:Commercient_ExternalKeySF_ERP_Salesforce_Clone_TaxType
vw_NETSUITE_TaxGroupinsert + updatevw_NETSUITE_TaxType:, vw_NETSUITE_TaxGroup:Commercient_ExternalKeySF_ERP_Salesforce_Clone_TaxGroup

4. Order of work

The templates set Sync_Order from 2 to 18. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

  • 2 — Netsuite Term
  • 3 — Netsuite SalesPerson
  • 4 — Account
  • 5 — Child Account
  • 6 — Netsuite Customer
  • 7 — Netsuite CustomerAddress
  • 8 — Product
  • 9 — Netsuite Item
  • 10 — Netsuite ItemWarehouse
  • 11 — Netsuite SalesOrder
  • 12 — Netsuite SalesOrderLine
  • 13 — Netsuite Invoice
  • 14 — Netsuite InvoiceLine
  • 15 — Contact
  • 16 — Product Pricebook
  • 17 — Netsuite TaxType
  • 18 — Netsuite TaxGroup

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_NETSUITE_Term reads vw_NETSUITE_Term:; no template in this set writes vw_NETSUITE_Term:
  • vw_NETSUITE_SalesPerson reads vw_NETSUITE_SalesPerson:; no template in this set writes vw_NETSUITE_SalesPerson:
  • vw_NETSUITE_Account reads vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:; no template in this set writes vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:
  • vw_NETSUITE_Account reads vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:; no template in this set writes vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account:
  • vw_NETSUITE_Customer reads vw_NETSUITE_Account:, vw_NETSUITE_Customer:; no template in this set writes vw_NETSUITE_Account:, vw_NETSUITE_Customer:
  • vw_NETSUITE_CustomerAddressBook reads vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_CustomerAddressBook:; no template in this set writes vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_CustomerAddressBook:
  • vw_NETSUITE_Product reads vw_NETSUITE_Product:; no template in this set writes vw_NETSUITE_Product:
  • vw_NETSUITE_Item reads vw_NETSUITE_Product:, vw_NETSUITE_Item:; no template in this set writes vw_NETSUITE_Product:, vw_NETSUITE_Item:
  • vw_NETSUITE_ItemWarehouse reads vw_NETSUITE_Product:, vw_NETSUITE_Item:, vw_NETSUITE_ItemWarehouse:; no template in this set writes vw_NETSUITE_Product:, vw_NETSUITE_Item:, vw_NETSUITE_ItemWarehouse:
  • vw_NETSUITE_SalesOrder reads vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_SalesOrder:; no template in this set writes vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_SalesOrder:
  • vw_NETSUITE_SalesOrderLine reads vw_NETSUITE_SalesOrder:, vw_NETSUITE_Item:, vw_NETSUITE_SalesOrderLine:; no template in this set writes vw_NETSUITE_SalesOrder:, vw_NETSUITE_Item:, vw_NETSUITE_SalesOrderLine:
  • vw_NETSUITE_Invoice reads vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_Invoice:; no template in this set writes vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_Invoice:
  • vw_NETSUITE_InvoiceLine reads vw_NETSUITE_Invoice:, vw_NETSUITE_Item:, vw_NETSUITE_InvoiceLine:; no template in this set writes vw_NETSUITE_Invoice:, vw_NETSUITE_Item:, vw_NETSUITE_InvoiceLine:
  • vw_NETSUITE_Contact reads vw_NETSUITE_Account:, vw_NETSUITE_Contact:; no template in this set writes vw_NETSUITE_Account:, vw_NETSUITE_Contact:
  • vw_NETSUITE_ProductPricebook reads vw_NETSUITE_Product:, vw_NETSUITE_ProductPricebook:; no template in this set writes vw_NETSUITE_Product:, vw_NETSUITE_ProductPricebook:
  • vw_NETSUITE_TaxType reads vw_NETSUITE_TaxType:; no template in this set writes vw_NETSUITE_TaxType:
  • vw_NETSUITE_TaxGroup reads vw_NETSUITE_TaxType:, vw_NETSUITE_TaxGroup:; no template in this set writes vw_NETSUITE_TaxType:, vw_NETSUITE_TaxGroup:

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.

TemplateObjectMapped fieldsFirst ERP → Zoho CRM pairs
Netsuite Termcommercientnetsuite0__Netsuite_Terms12internalIdCommercient_ExternalKey__c, nameName, dateDrivenDate_Driven__c, dayDiscountExpiresDay_Discount_Expires__c, dayOfMonthNetDueDay_Of_Month_Net_Due__c
Netsuite SalesPersoncommercientnetsuite0__Netsuite_SalesPerson53internalIdCommercient_ExternalKey__c, accountNumberaccountNumber, adpIdadpId, altNamealtName, approvalLimitapprovalLimit
AccountAccounts22internalIdCommercient_ArCustomer_Code, entityIdAccount_Name, phonePhone, urlWebsite, addr1, addr2, addr3Billing_Street
Child AccountAccounts22internalIdCommercient_ArCustomer_Code, entityIdAccount_Name, phonePhone, urlWebsite, addr1, addr2, addr3Billing_Street
Netsuite Customercommercientnetsuite0__Netsuite_Customer86internalIdCommercient_ExternalKey__c, entityIdName, SFDCIDAccount, accountNumberAccount_Number, agingAging
Netsuite CustomerAddresscommercientnetsuite0__Netsuite_Address19parentId, internalIdCommercient_ExternalKey__c, addressee, entityIdName, SFDCIDAccount, SFDCIDNesuite_Customer, internalIdinternalId
ProductProducts6internalIdCommercient_ExternalKey, itemIdProduct_Name, itemIdProduct_Code, salesDescriptionDescription, isInactiveProduct_Active
Netsuite Itemcommercientnetsuite0__Netsuite_Item117internalIdCommercient_ArCustomer_Code__c, itemIdName, SFDCIDProduct, autoLeadTimeautoLeadTime, autoPreferredStockLevelautoPreferredStockLevel
Netsuite ItemWarehousecommercientnetsuite0__Netsuite_Item_Warehouse5internalIdCommercient_ExternalKey__c, internalIdName, SFDCIDProduct, SFDCIDNetsuite_Item, quantityOnHandQuantity_On_Hand__c
Netsuite SalesOrdercommercientnetsuite0__Netsuite_SalesOrder112internalIdCommercient_ExternalKey__c, tranIdName, entityinternalIdAccount, entityinternalIdNetsuite_Customer, actualShipDateactualShipDate
Netsuite SalesOrderLinecommercientnetsuite0__Netsuite_SalesOrderItem60internalId, lineCommercient_ExternalKey__c, internalId, line, tranIdName, SFDCIDSales_Order, SFDCIDNetsuite_Item, iteminternalIditeminternalId
Netsuite Invoicecommercientnetsuite0__Netsuite_Invoice99internalIdCommercient_ExternalKey__c, tranIdName, entityinternalIdAccount, entityinternalIdNetsuite_Customer, altHandlingCostaltHandlingCost
Netsuite InvoiceLinecommercientnetsuite0__Netsuite_InvoiceItem46internalId, lineCommercient_ExternalKey__c, internalId, line, tranIdName, SFDCIDNetsuite_Invoice, SFDCIDNetsuite_Item, amountamount
ContactContacts9companyinternalIdAccount_Name, internalIdCommercient_ExternalKey, emailEmail, entityIdFirst_Name, entityIdLast_Name
Product PricebookProducts:Price_Books4internalIdCommercient_ExternalKey, SFDCIDPRODUCT_ID, SFDCIDZOHO_PriceBookID, basePricelist_price
Netsuite TaxTypeNetsuite_TaxType8internalIdCommercient_ExternalKey, nameName, descriptionDescription, doesNotAddToTotalDoesNotAddToTotal, isInactiveIsInactive
Netsuite TaxGroupNetsuite_TaxGroup16internalIdCommercient_ExternalKey, taxTypeinternalIdNetsuite_TaxType, internalIdName, cityCity, countyCounty

6. Community templates

The catalogue carries 64 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: 64
  • Default operations: insert on 64, update on 64, delete on 64
  • Marked circular-sync: 0
  • Licence groups they span: 5
  • Destination objects: Accounts, commercientnetsuite0__Netsuite_Address, commercientnetsuite0__Netsuite_Customer, commercientnetsuite0__Netsuite_SalesPerson, Contacts, Products, commercientnetsuite0__Netsuite_Invoice, commercientnetsuite0__Netsuite_InvoiceItem, commercientnetsuite0__Netsuite_Item, commercientnetsuite0__Netsuite_SalesOrder, commercientnetsuite0__Netsuite_SalesOrderItem, commercientnetsuite0__Netsuite_Terms, NetsuiteInventoryLocation, users, commercientnetsuite0__Netsuite_Item_Warehouse, Netsuite_TaxGroup, Netsuite_TaxType, Price_Books, CommercientSF13__ACCOUNTMATCHING__c, CommercientSF13__CONTACTMATCHING__c, 1 more and 2 custom objects
  • Object display names: Account, Contact, Netsuite Customer, Netsuite CustomerAddress, Netsuite SalesPerson, Netsuite Invoice, Netsuite InvoiceLine, Netsuite Item, Netsuite SalesOrder, Netsuite SalesOrderLine, Netsuite Term, Product, 15 more and 2 further templates
  • Template groups: Account, CRM Order and Line, Product

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_NETSUITE_Term:
  • vw_NETSUITE_SalesPerson:
  • vw_NETSUITE_Account:
  • vw_NETSUITE_Customer:
  • vw_NETSUITE_CustomerAddressBook:
  • vw_NETSUITE_Product:
  • vw_NETSUITE_Item:
  • vw_NETSUITE_ItemWarehouse:
  • vw_NETSUITE_SalesOrder:
  • vw_NETSUITE_SalesOrderLine:
  • vw_NETSUITE_Invoice:
  • vw_NETSUITE_InvoiceLine:
  • vw_NETSUITE_Contact:
  • vw_NETSUITE_ProductPricebook:
  • vw_NETSUITE_TaxType:
  • vw_NETSUITE_TaxGroup:

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 NetSuite → 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.