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

CRMPro → Zoho CRM — QuickBooks Desktop: 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-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/quickbooks-desktop.md, and that skill’s ERP table is what points at it. What follows is only what the shipped QuickBooks Desktop → 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
Quickbooks Terms	The templates push zohotoquickbooks__Quickbooks_Terms to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Terms	SF_ERP_Salesforce_Clone_Terms
Quickbook SalesRep	The templates push zohotoquickbooks__Quickbooks_Sales_Persons to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Sales_Persons	SF_ERP_Salesforce_Clone_SalesRep
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
Child Account	The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Accounts	—
Quickbooks Customers	The templates push zohotoquickbooks__Quickbooks_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Customer	SF_ERP_Salesforce_Clone_Customer
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
Products	The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.	Products	SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_ItemInventoryAssembly, SF_ERP_Salesforce_Clone_ItemNonInventory
Quickbooks Item	The templates push zohotoquickbooks__Quickbooks_Item to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Item	SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_ItemInventoryAssembly, SF_ERP_Salesforce_Clone_ItemNonInventory
Quickbooks SalesOrderHeader	The templates push zohotoquickbooks__QuickbooksSaleOrderHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__QuickbooksSaleOrderHeader	SF_ERP_Salesforce_Clone_SalesOrder, CommercientFlags
Quickbooks SalesOrderDetail	The templates push zohotoquickbooks__QuickbooksSaleOrderDetail to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__QuickbooksSaleOrderDetail	SF_ERP_Salesforce_Clone_SalesOrderLine
Quickbooks InvoiceHeader	The templates push zohotoquickbooks__Quickbooks_Invoice_Header to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Invoice_Header	SF_ERP_Salesforce_Clone_Invoice
Quickbooks InvoiceDetail	The templates push zohotoquickbooks__Quickbooks_Invoice_Detail to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Invoice_Detail	SF_ERP_Salesforce_Clone_InvoiceLine
Quickbooks CrediMemo	The templates push zohotoquickbooks__Quickbooks_Invoice_Header to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Invoice_Header	SF_ERP_Salesforce_Clone_CreditMemo, SF_ERP_Salesforce_Clone_Invoice
Quickbooks CrediMemoLine	The templates push zohotoquickbooks__Quickbooks_Invoice_Detail to Zoho CRM. New records are created and existing ones updated; none are deleted.	zohotoquickbooks__Quickbooks_Invoice_Detail	SF_ERP_Salesforce_Clone_CreditMemoLine, SF_ERP_Salesforce_Clone_InvoiceLine
CRM Ownership	The templates push users to Zoho CRM. New records are created and existing ones updated; none are deleted.	users	—

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	'' / ''
Quickbooks Terms	zohotoquickbooks__Quickbooks_Terms	Commercient_ExternalKey	1	vw_QUICKBOOK_Terms:	vw_QUICKBOOK_Terms	zohotoquickbooks__ / __c
Quickbook SalesRep	zohotoquickbooks__Quickbooks_Sales_Persons	Commercient_ExternalKey	2	vw_QUICKBOOK_SalesRep:	vw_QUICKBOOK_SalesRep	zohotoquickbooks__ / __c
Account	Accounts	zohotoquickbooks__Commercient_ArCustomer_Code	3	vw_QUICKBOOK_Account:	vw_QUICKBOOK_Parent_Account	'' / ''
Child Account	Accounts	Commercient_ArCustomer_Code	4	vw_QUICKBOOK_Account:	vw_QUICKBOOK_Child_Account	'' / ''
Quickbooks Customers	zohotoquickbooks__Quickbooks_Customer	Commercient_ExternalKey	5	vw_QUICKBOOK_Customer:	vw_QUICKBOOK_Customer	zohotoquickbooks__ / __c
Contacts	Contacts	Commercient_ExternalKey	6	vw_QUICKBOOK_Contact:	vw_QUICKBOOK_Contact	'' / ''
Products	Products	Commercient_ExternalKey	7	vw_QUICKBOOK_Product	vw_QUICKBOOK_Product	'' / ''
Quickbooks Item	zohotoquickbooks__Quickbooks_Item	Commercient_ExternalKey	8	vw_QUICKBOOK_Item:	vw_QUICKBOOK_Item	zohotoquickbooks__ / __c
Quickbooks SalesOrderHeader	zohotoquickbooks__QuickbooksSaleOrderHeader	Commercient_ExternalKey	9	vw_QUICKBOOK_SalesOrderHeader:	vw_QUICKBOOK_SalesOrderHeader	zohotoquickbooks__ / __c
Quickbooks SalesOrderDetail	zohotoquickbooks__QuickbooksSaleOrderDetail	Commercient_ExternalKey	10	vw_QUICKBOOK_SalesOrderDetail:	vw_QUICKBOOK_SalesOrderDetail	zohotoquickbooks__ / __c
Quickbooks InvoiceHeader	zohotoquickbooks__Quickbooks_Invoice_Header	Commercient_ExternalKey	11	vw_QUICKBOOK_InvoiceHeader:	vw_QUICKBOOK_InvoiceHeader	zohotoquickbooks__ / __c
Quickbooks InvoiceDetail	zohotoquickbooks__Quickbooks_Invoice_Detail	Commercient_ExternalKey	12	vw_QUICKBOOK_InvoiceDetail:	vw_QUICKBOOK_InvoiceDetail	zohotoquickbooks__ / __c
Quickbooks CrediMemo	zohotoquickbooks__Quickbooks_Invoice_Header	Commercient_ExternalKey	14	vw_QUICKBOOK_CreditMemo:	vw_QUICKBOOK_CreditMemo	zohotoquickbooks__ / __c
Quickbooks CrediMemoLine	zohotoquickbooks__Quickbooks_Invoice_Detail	Commercient_ExternalKey	15	vw_QUICKBOOK_CreditMemoLine:	vw_QUICKBOOK_CreditMemoLine	zohotoquickbooks__ / __c

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 Account, Child Account, Contacts, Products — those rows read records back from Zoho CRM as well as pushing. On Account the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_QUICKBOOK_Parent_Account against vw_QUICKBOOK_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.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_QUICKBOOK_Terms	insert-only	—	vw_QUICKBOOK_Terms:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Terms
vw_QUICKBOOK_SalesRep	insert + update	—	vw_QUICKBOOK_SalesRep:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SalesRep
vw_QUICKBOOK_Account		—	vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Account:	—	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOK_Customer	insert + update	—	vw_QUICKBOOK_Account:, vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Customer
vw_QUICKBOOK_Contact	insert + update	—	vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_Contact:	—	SF_ERP_Salesforce_Clone_Contact
vw_QUICKBOOK_Product	insert + update	vw_QUICKBOOK_Product:	—	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_ItemInventoryAssembly, SF_ERP_Salesforce_Clone_ItemNonInventory
vw_QUICKBOOK_Item	insert + update	—	vw_QUICKBOOK_Product:, vw_QUICKBOOK_Item:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_ItemInventoryAssembly, SF_ERP_Salesforce_Clone_ItemNonInventory
vw_QUICKBOOK_SalesOrderHeader	insert + update	—	vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_SalesOrderHeader:	—	SF_ERP_Salesforce_Clone_SalesOrder, CommercientFlags
vw_QUICKBOOK_SalesOrderDetail	insert + update	—	vw_QUICKBOOK_SalesOrderHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_SalesOrderDetail:	—	SF_ERP_Salesforce_Clone_SalesOrderLine
vw_QUICKBOOK_InvoiceHeader	insert + update	—	vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_InvoiceHeader:	—	SF_ERP_Salesforce_Clone_Invoice
vw_QUICKBOOK_InvoiceDetail	insert + update	—	vw_QUICKBOOK_InvoiceHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_InvoiceDetail:	—	SF_ERP_Salesforce_Clone_InvoiceLine
vw_QUICKBOOK_CreditMemo	insert + update	—	vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_CreditMemo:	—	SF_ERP_Salesforce_Clone_CreditMemo, SF_ERP_Salesforce_Clone_Invoice
vw_QUICKBOOK_CreditMemoLine	insert + update	—	vw_QUICKBOOK_CreditMemo:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_CreditMemoLine:	—	SF_ERP_Salesforce_Clone_CreditMemoLine, SF_ERP_Salesforce_Clone_InvoiceLine

The repository key these templates build is <TimeStamp_Prefix>:<key>. The literal in the view and the TimeStamp_Prefix on the configuration row have to be the same string, case included.

4. Order of work

The templates set Sync_Order from 0 to 15. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — Users
• 1 — Quickbooks Terms
• 2 — Quickbook SalesRep
• 3 — Account
• 4 — Child Account
• 5 — Quickbooks Customers
• 6 — Contacts
• 7 — Products
• 8 — Quickbooks Item
• 9 — Quickbooks SalesOrderHeader
• 10 — Quickbooks SalesOrderDetail
• 11 — Quickbooks InvoiceHeader
• 12 — Quickbooks InvoiceDetail
• 14 — Quickbooks CrediMemo
• 15 — Quickbooks CrediMemoLine

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_QUICKBOOK_Terms reads vw_QUICKBOOK_Terms:; no template in this set writes vw_QUICKBOOK_Terms:
• vw_QUICKBOOK_SalesRep reads vw_QUICKBOOK_SalesRep:; no template in this set writes vw_QUICKBOOK_SalesRep:
• vw_QUICKBOOK_Account reads vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Account:; no template in this set writes vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Account:
• vw_QUICKBOOK_Customer reads vw_QUICKBOOK_Account:, vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Customer:; no template in this set writes vw_QUICKBOOK_Account:, vw_QUICKBOOK_SalesRep:, vw_QUICKBOOK_Customer:
• vw_QUICKBOOK_Contact reads vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_Contact:; no template in this set writes vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_Contact:
• vw_QUICKBOOK_Item reads vw_QUICKBOOK_Product:, vw_QUICKBOOK_Item:; no template in this set writes vw_QUICKBOOK_Item:
• vw_QUICKBOOK_SalesOrderHeader reads vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_SalesOrderHeader:; no template in this set writes vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_SalesOrderHeader:
• vw_QUICKBOOK_SalesOrderDetail reads vw_QUICKBOOK_SalesOrderHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_SalesOrderDetail:; no template in this set writes vw_QUICKBOOK_SalesOrderHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_SalesOrderDetail:
• vw_QUICKBOOK_InvoiceHeader reads vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_InvoiceHeader:; no template in this set writes vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_InvoiceHeader:
• vw_QUICKBOOK_InvoiceDetail reads vw_QUICKBOOK_InvoiceHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_InvoiceDetail:; no template in this set writes vw_QUICKBOOK_InvoiceHeader:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_InvoiceDetail:
• vw_QUICKBOOK_CreditMemo reads vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_CreditMemo:; no template in this set writes vw_QUICKBOOK_Account:, vw_QUICKBOOK_Customer:, vw_QUICKBOOK_CreditMemo:
• vw_QUICKBOOK_CreditMemoLine reads vw_QUICKBOOK_CreditMemo:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_CreditMemoLine:; no template in this set writes vw_QUICKBOOK_CreditMemo:, vw_QUICKBOOK_Item:, vw_QUICKBOOK_CreditMemoLine:

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
Users	users	1	—
Quickbooks Terms	zohotoquickbooks__Quickbooks_Terms	14	ListID → Commercient_ExternalKey__c, DayOfMonthDue → Day_Of_Month_Due, DiscountDayOfMonth → Discount_Day_Of_Month, DiscountPct → Discount_Pct, DueNextMonthDays → Due_Next_Month_Days
Quickbook SalesRep	zohotoquickbooks__Quickbooks_Sales_Persons	9	ListID → Commercient_ExternalKey__c, SalesRepEntityRefFullName → Name, ListID → List_ID, TimeCreated → Time_Created, TimeModified → Time_Modified
Child Account	Accounts	1	Commercient_ArCustomer_Code → Commercient_ArCustomer_Code
Contacts	Contacts	13	SFDCID → Account_Name, SFDCID → QuickBooks_Customer__c, Salutation → Salutation, FirstName → First_Name, LastName → Last_Name
Products	Products	21	ListID → Commercient_ExternalKey, Name → Product_Code, FullName → Description, Name → Product_Name, QuantityOnHand → Qty_in_Stock
Quickbooks Item	zohotoquickbooks__Quickbooks_Item	100	ListID → Commercient_ExternalKey__c, AssetAccountRefFullName → Asset_Account_Reference_FullName, AssetAccountRefListID → Asset_Account_Reference_ListID, AverageCost → Average_Cost, BarCodeValue → Bar_Code_Value

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_QUICKBOOK_Terms:
• vw_QUICKBOOK_SalesRep:
• vw_QUICKBOOK_Account:
• vw_QUICKBOOK_Customer:
• vw_QUICKBOOK_Contact:
• vw_QUICKBOOK_Product
• vw_QUICKBOOK_Item:
• vw_QUICKBOOK_SalesOrderHeader:
• vw_QUICKBOOK_SalesOrderDetail:
• vw_QUICKBOOK_InvoiceHeader:
• vw_QUICKBOOK_InvoiceDetail:
• vw_QUICKBOOK_CreditMemo:
• vw_QUICKBOOK_CreditMemoLine:
• SalesRep:

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 QuickBooks Desktop → 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.