CRMPro → Zoho CRM — Sage 200 UK: what the shipped templates set up

CRMPro → Zoho CRM — Sage 200 UK: 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/sage-200-uk.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 200 UK → 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
Accounts	The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Accounts	SF_ERP_Salesforce_Clone_SLCustomerAccount, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_custdeliveryaddress
Child Accounts	The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Accounts	SF_ERP_Salesforce_Clone_custdeliveryaddress, SF_ERP_Salesforce_Clone_SLCustomerLocation
Sage200UK Customers	The templates push commercientsage200uk__Sage200UK_Customers to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_Customers	SF_ERP_Salesforce_Clone_SLCustomerAccount
Sage200UK Address	The templates push commercientsage200uk__Sage200UK_Address to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_Address	SF_ERP_Salesforce_Clone_SLCustomerLocation
Contacts	The templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Contacts	SF_ERP_Salesforce_Clone_SLCustomerContact, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SLCustomerAccount, SF_ERP_Salesforce_Clone_SLCustomerContactValue, SF_ERP_Salesforce_Clone_custdeliveryaddress, SF_ERP_Salesforce_Clone_SOPDocDelAddress
Products	The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.	Products	SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_stockitemprice, SF_ERP_Salesforce_Clone_ProductGroup
Quotes	The templates push Quotes to Zoho CRM. New records are created and existing ones updated; none are deleted.	Quotes	SF_ERP_Salesforce_Clone_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SOPDocDelAddress, x
PriceBooks	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_priceband
Prodcut 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_stockitem, SF_ERP_Salesforce_Clone_stockitemprice, SF_ERP_Salesforce_Clone_priceband
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_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SOPDocDelAddress, x
Sage200UK Item	The templates push commercientsage200uk__Sage200UK_Item to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_Item	SF_ERP_Salesforce_Clone_stockitem
Sage200UK Warehouse	The templates push commercientsage200uk__Sage200UK_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_Warehouse	SF_ERP_Salesforce_Clone_warehouse
Sage200UK Warehouse Item	The templates push commercientsage200uk__Sage200UK_Warehouse_Item to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_Warehouse_Item	SF_ERP_Salesforce_Clone_warehouseitem, SF_ERP_Salesforce_Clone_warehouse, SF_ERP_Salesforce_Clone_stockitem
Sage200UK Sales Order Header	The templates push commercientsage200uk__Sage200UK_SalesOrderHeadr to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_SalesOrderHeadr	SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SOPDocDelAddress
Sage200UK SalesOrderDetail	The templates push commercientsage200uk__Sage200UK_SalesOrdrDetail to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_SalesOrdrDetail	SF_ERP_Salesforce_Clone_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem
Sage200UK InvoiceHeader	The templates push commercientsage200uk__Sage200UK_InvoiceHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_InvoiceHeader	SF_ERP_Salesforce_Clone_sopinvoicecredit
Sage200UK InvoiceDetail	The templates push commercientsage200uk__Sage200UK_InvoiceDetail to Zoho CRM. New records are created and existing ones updated; none are deleted.	commercientsage200uk__Sage200UK_InvoiceDetail	SF_ERP_Salesforce_Clone_sopinvoicecreditline, SF_ERP_Salesforce_Clone_sopinvoicecredit, SF_ERP_Salesforce_Clone_stockitem

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
Accounts	Accounts	Commercient_Code	1	vwAccount:	vw_SAGE200UK_Account	'' / ''
Child Accounts	Accounts	Commercient_ArCustomer_Code	2	vwAccount:	vw_SAGE200UK_ChildAccount	'' / ''
Sage200UK Customers	commercientsage200uk__Sage200UK_Customers	Commercient_ExternalKey	3	vwCustomer:	vw_SAGE200UK_Customer	commercientsage200uk__ / __c
Sage200UK Address	commercientsage200uk__Sage200UK_Address	Commercient_ExternalKey	4	vwAddress:	vw_SAGE200UK_Address	commercientsage200uk__ / __c
Contacts	Contacts	Commercient_ExternalKey	5	vw_SAGE200UK_Contacts:	vw_SAGE200UK_Contacts	'' / ''
Products	Products	Commercient_ExternalKey	6	vw_SAGE200UK_Product:	vw_SAGE200UK_Product	'' / ''
Quotes	Quotes	Commercient_ExternalKey	7	vw_SAGE200UK_DQuotes:	vw_SAGE200UK_DQuotes	'' / ''
PriceBooks	Price_Books	Commercient_ExternalKey	7	vw_SAGE200UK_Pricebook:	vw_SAGE200UK_Pricebook	'' / ''
Prodcut Pricebook	Products:Price_Books	Commercient_ExternalKey	8	vw_SAGE200UK_ProductPriceBook:	vw_SAGE200UK_ProductPriceBook	'' / ''
SalesOrders	Sales_Orders	Commercient_ExternalKey	8	vw_SAGE200UK_DSalesOrder:	vw_SAGE200UK_DSalesOrder	'' / ''
Sage200UK Item	commercientsage200uk__Sage200UK_Item	Commercient_ExternalKey	8	vw_SAGE200UK_Item:	vw_SAGE200UK_Item	commercientsage200uk__ / __c
Sage200UK Warehouse	commercientsage200uk__Sage200UK_Warehouse	Commercient_ExternalKey	9	vw_SAGE200UK_warehouse:	vw_SAGE200UK_warehouse	commercientsage200uk__ / __c
Sage200UK Warehouse Item	commercientsage200uk__Sage200UK_Warehouse_Item	Commercient_ExternalKey	10	vw_SAGE200UK_WarehouseItem:	vw_SAGE200UK_WarehouseItem	commercientsage200uk__ / __c
Sage200UK Sales Order Header	commercientsage200uk__Sage200UK_SalesOrderHeadr	Commercient_ExternalKey	12	vwSalesOrderHeader:	vw_SAGE200UK_SalesOrderHeader	commercientsage200uk__ / __c
Sage200UK SalesOrderDetail	commercientsage200uk__Sage200UK_SalesOrdrDetail	Commercient_ExternalKey	13	vw_SAGE200UK_SalesOrderDetail:	vw_SAGE200UK_SalesOrderDetail	commercientsage200uk__ / __c
Sage200UK InvoiceHeader	commercientsage200uk__Sage200UK_InvoiceHeader	Commercient_ExternalKey	14	vw_SAGE200UK_InvoiceHeader:	vw_SAGE200UK_InvoiceHeader	commercientsage200uk__ / __c
Sage200UK InvoiceDetail	commercientsage200uk__Sage200UK_InvoiceDetail	Commercient_ExternalKey	15	vw_SAGE200UK_InvoiceDetail:	vw_SAGE200UK_InvoiceDetail	commercientsage200uk__ / __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.

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_SAGE200UK_Account	insert-only	—	vwAccount:	Commercient_Code	SF_ERP_Salesforce_Clone_SLCustomerAccount, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_custdeliveryaddress
vw_SAGE200UK_ChildAccount	insert-only	—	vwAccount:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_custdeliveryaddress, SF_ERP_Salesforce_Clone_SLCustomerLocation
vw_SAGE200UK_Customer	insert-only	—	vwAccount:, vwCustomer:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SLCustomerAccount
vw_SAGE200UK_Address	insert-only	—	vwAccount:, vwCustomer:, vwAddress:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SLCustomerLocation
vw_SAGE200UK_Contacts	insert-only	—	vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:	—	SF_ERP_Salesforce_Clone_SLCustomerContact, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SLCustomerAccount, SF_ERP_Salesforce_Clone_SLCustomerContactValue, SF_ERP_Salesforce_Clone_custdeliveryaddress
vw_SAGE200UK_Product	insert-only	—	vw_SAGE200UK_Product:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_stockitemprice, SF_ERP_Salesforce_Clone_ProductGroup
vw_SAGE200UK_DQuotes	insert-only	—	vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DQuotes:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SOPDocDelAddress
vw_SAGE200UK_Pricebook	insert + update	—	vw_SAGE200UK_Pricebook:	—	SF_ERP_Salesforce_Clone_priceband
vw_SAGE200UK_ProductPriceBook	insert-only	—	vw_SAGE200UK_Pricebook:, vw_SAGE200UK_Product:, vw_SAGE200UK_ProductPriceBook:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_stockitemprice, SF_ERP_Salesforce_Clone_priceband
vw_SAGE200UK_DSalesOrder	insert-only	—	vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DSalesOrder:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem, SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SLCustomerLocation, SF_ERP_Salesforce_Clone_SOPDocDelAddress
vw_SAGE200UK_Item	insert-only	—	vw_SAGE200UK_Product:, vw_SAGE200UK_Item:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_stockitem
vw_SAGE200UK_warehouse	insert + update	—	vw_SAGE200UK_warehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_warehouse
vw_SAGE200UK_WarehouseItem	insert-only	—	vw_SAGE200UK_Product:, vw_SAGE200UK_Item:, vw_SAGE200UK_warehouse:, vw_SAGE200UK_WarehouseItem:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_warehouseitem, SF_ERP_Salesforce_Clone_warehouse, SF_ERP_Salesforce_Clone_stockitem
vw_SAGE200UK_SalesOrderHeader	insert-only	—	vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:, vwSalesOrderHeader:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_soporderreturn, SF_ERP_Salesforce_Clone_SOPDocDelAddress
vw_SAGE200UK_SalesOrderDetail	insert-only	—	vw_SAGE200UK_Item:, vwSalesOrderHeader:, vw_SAGE200UK_SalesOrderDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_soporderreturnline, SF_ERP_Salesforce_Clone_stockitem
vw_SAGE200UK_InvoiceHeader	insert-only	—	vwAccount:, vwCustomer:, vw_SAGE200UK_InvoiceHeader:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_sopinvoicecredit
vw_SAGE200UK_InvoiceDetail	insert-only	—	vw_SAGE200UK_InvoiceHeader:, vw_SAGE200UK_InvoiceDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_sopinvoicecreditline, SF_ERP_Salesforce_Clone_sopinvoicecredit, SF_ERP_Salesforce_Clone_stockitem

4. Order of work

The templates set Sync_Order from 1 to 15. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Accounts
• 2 — Child Accounts
• 3 — Sage200UK Customers
• 4 — Sage200UK Address
• 5 — Contacts
• 6 — Products
• 7 — Quotes, PriceBooks
• 8 — Prodcut Pricebook, SalesOrders, Sage200UK Item
• 9 — Sage200UK Warehouse
• 10 — Sage200UK Warehouse Item
• 12 — Sage200UK Sales Order Header
• 13 — Sage200UK SalesOrderDetail
• 14 — Sage200UK InvoiceHeader
• 15 — Sage200UK InvoiceDetail

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_SAGE200UK_Account reads vwAccount:; no template in this set writes vwAccount:
• vw_SAGE200UK_ChildAccount reads vwAccount:; no template in this set writes vwAccount:
• vw_SAGE200UK_Customer reads vwAccount:, vwCustomer:; no template in this set writes vwAccount:, vwCustomer:
• vw_SAGE200UK_Address reads vwAccount:, vwCustomer:, vwAddress:; no template in this set writes vwAccount:, vwCustomer:, vwAddress:
• vw_SAGE200UK_Contacts reads vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:; no template in this set writes vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:
• vw_SAGE200UK_Product reads vw_SAGE200UK_Product:; no template in this set writes vw_SAGE200UK_Product:
• vw_SAGE200UK_DQuotes reads vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DQuotes:; no template in this set writes vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DQuotes:
• vw_SAGE200UK_Pricebook reads vw_SAGE200UK_Pricebook:; no template in this set writes vw_SAGE200UK_Pricebook:
• vw_SAGE200UK_ProductPriceBook reads vw_SAGE200UK_Pricebook:, vw_SAGE200UK_Product:, vw_SAGE200UK_ProductPriceBook:; no template in this set writes vw_SAGE200UK_Pricebook:, vw_SAGE200UK_Product:, vw_SAGE200UK_ProductPriceBook:
• vw_SAGE200UK_DSalesOrder reads vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DSalesOrder:; no template in this set writes vw_SAGE200UK_Product:, vwAccount:, vw_SAGE200UK_DSalesOrder:
• vw_SAGE200UK_Item reads vw_SAGE200UK_Product:, vw_SAGE200UK_Item:; no template in this set writes vw_SAGE200UK_Product:, vw_SAGE200UK_Item:
• vw_SAGE200UK_warehouse reads vw_SAGE200UK_warehouse:; no template in this set writes vw_SAGE200UK_warehouse:
• vw_SAGE200UK_WarehouseItem reads vw_SAGE200UK_Product:, vw_SAGE200UK_Item:, vw_SAGE200UK_warehouse:, vw_SAGE200UK_WarehouseItem:; no template in this set writes vw_SAGE200UK_Product:, vw_SAGE200UK_Item:, vw_SAGE200UK_warehouse:, vw_SAGE200UK_WarehouseItem:
• vw_SAGE200UK_SalesOrderHeader reads vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:, vwSalesOrderHeader:; no template in this set writes vwAccount:, vwCustomer:, vw_SAGE200UK_Contacts:, vwSalesOrderHeader:
• vw_SAGE200UK_SalesOrderDetail reads vw_SAGE200UK_Item:, vwSalesOrderHeader:, vw_SAGE200UK_SalesOrderDetail:; no template in this set writes vw_SAGE200UK_Item:, vwSalesOrderHeader:, vw_SAGE200UK_SalesOrderDetail:
• vw_SAGE200UK_InvoiceHeader reads vwAccount:, vwCustomer:, vw_SAGE200UK_InvoiceHeader:; no template in this set writes vwAccount:, vwCustomer:, vw_SAGE200UK_InvoiceHeader:
• vw_SAGE200UK_InvoiceDetail reads vw_SAGE200UK_InvoiceHeader:, vw_SAGE200UK_InvoiceDetail:; no template in this set writes vw_SAGE200UK_InvoiceHeader:, vw_SAGE200UK_InvoiceDetail:

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
Accounts	Accounts	24	SLCustomerAccountID → Commercient_Code__c, SLCustomerAccountID → Commercient_ArCustomer_Code__c, CustomerAccountName → Account_Name, AddressLine1 → Address_1, AddressLine2 → Address_2
Child Accounts	Accounts	23	CustomerID, CustDeliveryAddressID → Commercient_ArCustomer_Code__c, PostalName, CustomerID, CustDeliveryAddressID, Description → Account_Name, AddressLine1 → Address_1, AddressLine2 → Address_2, AddressLine3 → Address_3
Sage200UK Customers	commercientsage200uk__Sage200UK_Customers	83	SLCustomerAccountID → Commercient_ExternalKey__c, CustomerAccountNumber → Customer_Account_Number, SFDCID → Account, CustomerAccountName → Customer_Account_Name, CustomerAccountName → Name
Sage200UK Address	commercientsage200uk__Sage200UK_Address	15	SLCustomerLocationID → Commercient_ExternalKey__c, AddressLine1 → Address_Line1, AddressLine2 → Address_Line2, AddressLine3 → Address_Line3, AddressLine4 → Address_Line4
Contacts	Contacts	8	SLCustomerContactID → Commercient_ExternalKey, SLCustomerAccountID → Account_Name, SLCustomerAccountID → SAGE200UK_Customer__c, LastName → Last_Name, FirstName → First_Name
Products	Products	13	Code → Commercient_ExternalKey, Name → Name, Name → Product_Name, Code → Product_Code, Description → Description
PriceBooks	Price_Books	4	PriceBandID → Commercient_ExternalKey__c, Name → Price_Book_Name, Description → Description, IsActive → IsActive
Prodcut Pricebook	Products:Price_Books	6	Code → Commercient_ExternalKey, Price → list_price, PriceBandID → PriceBandID, OpLock → IsActive, SFDCID → ZOHO_PriceBookID
Sage200UK Item	commercientsage200uk__Sage200UK_Item	93	ItemID → Commercient_ExternalKey__c, Code → Code, Name → Name, AnalysisCode1 → Analysis_Code1, AnalysisCode2 → Analysis_Code2
Sage200UK Warehouse	commercientsage200uk__Sage200UK_Warehouse	33	WarehouseID → Commercient_ExternalKey__c, Name → Name, Description → Description, UseForSalesTrading → UseForSalesTrading, PostalName → PostalName
Sage200UK Warehouse Item	commercientsage200uk__Sage200UK_Warehouse_Item	26	WarehouseItemID → Commercient_ExternalKey__c, WarehouseItemID → Name, WarehouseItemID → ExternalKey, Code → ItemCode, Name → WarehouseName
Sage200UK Sales Order Header	commercientsage200uk__Sage200UK_SalesOrderHeadr	74	CustomerID → Account, SOPDocDelAddressID → Contact__c, CustomerID → Sage200UK_Customer, SOPOrderReturnID → Commercient_ExternalKey__c, SOPOrderReturnID → Name
Sage200UK SalesOrderDetail	commercientsage200uk__Sage200UK_SalesOrdrDetail	103	ItemCode → CommercientSF8__SAGE200UK_Item__c, SOPOrderReturnID → Sales_Order_Header, PrintSequenceNumber, SOPOrderReturnLineID → Name, PrintSequenceNumber, SOPOrderReturnLineID → ExternalKey, PrintSequenceNumber, SOPOrderReturnLineID → Commercient_ExternalKey__c
Sage200UK InvoiceHeader	commercientsage200uk__Sage200UK_InvoiceHeader	52	CustomerID → Sage200UK_Customer, CustomerID → Account, DocumentStatusID → DocumentStatus__c, SOPInvoiceCreditTypeID → InvoiceCreditTypeName__c, SOPInvoiceCreditID → Name
Sage200UK InvoiceDetail	commercientsage200uk__Sage200UK_InvoiceDetail	25	PrintSequenceNumber, SOPInvoiceCreditLineID → Name, SOPInvoiceCreditID → Invoice_Header, PrintSequenceNumber, SOPInvoiceCreditLineID → Commercient_ExternalKey__c, DespatchReceiptNos → Despatch_Receipt_Nos, UserName → User_Name

6. Community templates

The catalogue carries 11 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: 11
• Default operations: insert on 11, update on 11, delete on 11
• Marked circular-sync: 0
• Licence groups they span: 4
• Destination objects: Accounts, commercientsage200uk__Sage200UK_Address, commercientsage200uk__Sage200UK_Customers, commercientsage200uk__Sage200UK_InvoiceDetail, commercientsage200uk__Sage200UK_InvoiceHeader, commercientsage200uk__Sage200UK_Item, commercientsage200uk__Sage200UK_SalesOrderHeadr, commercientsage200uk__Sage200UK_SalesOrdrDetail, commercientsage200uk__Sage200UK_Warehouse, commercientsage200uk__Sage200UK_Warehouse_Item, Contacts
• Object display names: Accounts, Contacts, Sage200UK Address, Sage200UK Customers, Sage200UK InvoiceDetail, Sage200UK InvoiceHeader, Sage200UK Item, Sage200UK Sales Order Header, Sage200UK SalesOrderDetail, Sage200UK Warehouse, Sage200UK Warehouse Item
• 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:

• vwAccount:
• vwCustomer:
• vwAddress:
• vw_SAGE200UK_Contacts:
• vw_SAGE200UK_Product:
• vw_SAGE200UK_DQuotes:
• vw_SAGE200UK_Pricebook:
• vw_SAGE200UK_ProductPriceBook:
• vw_SAGE200UK_DSalesOrder:
• vw_SAGE200UK_Item:
• vw_SAGE200UK_warehouse:
• vw_SAGE200UK_WarehouseItem:
• vwSalesOrderHeader:
• vw_SAGE200UK_SalesOrderDetail:
• vw_SAGE200UK_InvoiceHeader:
• vw_SAGE200UK_InvoiceDetail:

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 Sage 200 UK → 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.