CRMPro → Zoho CRM — Sage 50 US: what the shipped templates set up

CRMPro → Zoho CRM — Sage 50 US: 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-50-us.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 50 US → 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
SAGE50US ARTerm	The templates push sage50ustozoho__SAGE50US_ARTerm to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_ARTerm	SF_ERP_Salesforce_Clone_GENERAL_AR
SAGE50US SalesPerson	The templates push sage50ustozoho__SAGE50US_SalesPerson to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_SalesPerson	SF_ERP_Salesforce_Clone_Employee
Accounts	The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Accounts	SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address
SAGE50US Customer	The templates push sage50ustozoho__SAGE50US_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_Customer	SF_ERP_Salesforce_Clone_Customers
Products	The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.	Products	SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_Vendors, SF_ERP_Salesforce_Clone_InventoryCosts, SF_ERP_Salesforce_Clone_JrnlRow
SAGE50US SalesOrderHeader	The templates push sage50ustozoho__SAGE50US_SalesOrderHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_SalesOrderHeader	SF_ERP_Salesforce_Clone_JrnlHDr
SAGE50UK ItemMaster	The templates push sage50ustozoho__SAGE50US_Item_Master to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_Item_Master	SF_ERP_Salesforce_Clone_LineItem
SAGE50US SalesOrderDetail	The templates push sage50ustozoho__SAGE50US_SalesOrderDetail to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_SalesOrderDetail	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem
SAGE50US SalesInvoiceHead	The templates push sage50ustozoho__SAGE50US_SalesInvoiceHead to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_SalesInvoiceHead	SF_ERP_Salesforce_Clone_JrnlHDr
SAGE50US SalesInvoiceDeta	The templates push sage50ustozoho__SAGE50US_SalesInvoiceDeta to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_SalesInvoiceDeta	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem
SAGE50US Address	The templates push sage50ustozoho__SAGE50US_Address to Zoho CRM. New records are created and existing ones updated; none are deleted.	sage50ustozoho__SAGE50US_Address	SF_ERP_Salesforce_Clone_Address
Contacts	The templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted.	Contacts	SF_ERP_Salesforce_Clone_Contacts, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address
Pricebooks	The templates push Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted.	Price_Books	—
Product Pricebooks	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_LineItem
Sales Order	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_JrnlRow, SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_JrnlHDr, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address, 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_JrnlRow, SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_JrnlHDr, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address, x
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	'' / ''
SAGE50US ARTerm	sage50ustozoho__SAGE50US_ARTerm	Commercient_ExternalKey	1	vwARTerms:	vw_SAGE50US_ARTerms	sage50ustozoho__ / ''
SAGE50US SalesPerson	sage50ustozoho__SAGE50US_SalesPerson	Commercient_ExternalKey	2	vwSalesPerson:	vw_SAGE50US_SalesPerson	sage50ustozoho__ / ''
Accounts	Accounts	Commercient_ArCustomer_Code	3	vw_SAGE50US_Account:	vw_SAGE50US_Account	'' / ''
SAGE50US Customer	sage50ustozoho__SAGE50US_Customer	Commercient_ExternalKey	4	vwCustomer:	vw_SAGE50US_Customer	sage50ustozoho__ / ''
Products	Products	Commercient_ExternalKey	5	vwProduct:	vw_SAGE50US_Product	'' / ''
SAGE50US SalesOrderHeader	sage50ustozoho__SAGE50US_SalesOrderHeader	Commercient_ExternalKey	6	vwSalesOrderHeader:	vw_SAGE50US_SalesOrderHeader	sage50ustozoho__ / ''
SAGE50UK ItemMaster	sage50ustozoho__SAGE50US_Item_Master	Commercient_ExternalKey	6	vw_SAGE50US_ItemMaster:	vw_SAGE50US_ItemMaster	sage50ustozoho__ / ''
SAGE50US SalesOrderDetail	sage50ustozoho__SAGE50US_SalesOrderDetail	Commercient_ExternalKey	7	vwSalesOrderDetail:	vw_SAGE50US_SalesOrderDetail	sage50ustozoho__ / ''
SAGE50US SalesInvoiceHead	sage50ustozoho__SAGE50US_SalesInvoiceHead	Commercient_ExternalKey	8	vwSalesInvoiceHeader:	vw_SAGE50US_SalesInvoiceHeader	sage50ustozoho__ / ''
SAGE50US SalesInvoiceDeta	sage50ustozoho__SAGE50US_SalesInvoiceDeta	Commercient_ExternalKey	9	vwSaleInvoiceDetail:	vw_SAGE50US_SalesInvoiceDetail	sage50ustozoho__ / ''
SAGE50US Address	sage50ustozoho__SAGE50US_Address	Commercient_ExternalKey	10	vwAddress:	vw_SAGE50US_Address	sage50ustozoho__ / ''
Contacts	Contacts	Commercient_ExternalKey	12	vw_SAGE50US_Contact:	vw_SAGE50US_Contact	'' / ''
Pricebooks	Price_Books	Commercient_ExternalKey	13	vw_Pricebooks:	vw_SAGE50US_Pricebooks	'' / ''
Product Pricebooks	Products:Price_Books	Commercient_ExternalKey	14	vw_ProductPriceBook:	vw_SAGE50US_ProductPriceList	'' / ''
Sales Order	Sales_Orders	Commercient_ExternalKey	15	vw_SAGE50US_DSalesOrder:	vw_SAGE50US_DSalesOrder	'' / ''
Invoices	Invoices	Commercient_ExternalKey	16	vw_SAGE50US_DInvoice:	vw_SAGE50US_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 Accounts, Products, Contacts — 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_SAGE50US_ARTerms	insert-only	—	vwARTerms:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_GENERAL_AR
vw_SAGE50US_SalesPerson		—	vwSalesPerson:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Employee
vw_SAGE50US_Account	insert-only	—	vw_SAGE50US_Account:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address
vw_SAGE50US_Customer	insert-only	—	vw_SAGE50US_Account:, vwSalesPerson:, vwCustomer:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Customers
vw_SAGE50US_Product	insert-only	—	vwProduct:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_Vendors, SF_ERP_Salesforce_Clone_InventoryCosts, SF_ERP_Salesforce_Clone_JrnlRow
vw_SAGE50US_SalesOrderHeader	insert-only	—	vw_SAGE50US_Account:, vwCustomer:, vwSalesPerson:, vwSalesOrderHeader:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlHDr
vw_SAGE50US_ItemMaster	insert-only	—	vwProduct:, vw_SAGE50US_ItemMaster:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_LineItem
vw_SAGE50US_SalesOrderDetail	insert-only	—	vwCustomer:, vwSalesOrderHeader:, vwProduct:, vw_SAGE50US_ItemMaster:, vwSalesOrderDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem
vw_SAGE50US_SalesInvoiceHeader	insert-only	—	vw_SAGE50US_Account:, vwCustomer:, vwSalesOrderHeader:, vwSalesPerson:, vwSalesInvoiceHeader:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlHDr
vw_SAGE50US_SalesInvoiceDetail	insert-only	—	vwCustomer:, vwSalesInvoiceHeader:, vwProduct:, vw_SAGE50US_ItemMaster:, vwSaleInvoiceDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem
vw_SAGE50US_Address	insert-only	—	vw_SAGE50US_Account:, vwCustomer:, vwAddress:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Address
vw_SAGE50US_Contact	insert + update	—	vw_SAGE50US_Account:, vw_SAGE50US_Contact:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Contacts, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address
vw_SAGE50US_ProductPriceList	insert-only	—	vwProduct:, vw_Pricebooks:, vw_ProductPriceBook:	Commercient_ExternalKey, ExternalKey__c	SF_ERP_Salesforce_Clone_LineItem
vw_SAGE50US_DSalesOrder	insert-only	—	vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_JrnlHDr, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address
vw_SAGE50US_DInvoice	insert-only	—	vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:, vw_SAGE50US_DInvoice:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_JrnlRow, SF_ERP_Salesforce_Clone_LineItem, SF_ERP_Salesforce_Clone_JrnlHDr, SF_ERP_Salesforce_Clone_Customers, SF_ERP_Salesforce_Clone_Address

4. Order of work

The templates set Sync_Order from 0 to 16. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — Users
• 1 — SAGE50US ARTerm
• 2 — SAGE50US SalesPerson
• 3 — Accounts
• 4 — SAGE50US Customer
• 5 — Products
• 6 — SAGE50US SalesOrderHeader, SAGE50UK ItemMaster
• 7 — SAGE50US SalesOrderDetail
• 8 — SAGE50US SalesInvoiceHead
• 9 — SAGE50US SalesInvoiceDeta
• 10 — SAGE50US Address
• 12 — Contacts
• 13 — Pricebooks
• 14 — Product Pricebooks
• 15 — Sales Order
• 16 — Invoices

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_SAGE50US_ARTerms reads vwARTerms:; no template in this set writes vwARTerms:
• vw_SAGE50US_SalesPerson reads vwSalesPerson:; no template in this set writes vwSalesPerson:
• vw_SAGE50US_Account reads vw_SAGE50US_Account:; no template in this set writes vw_SAGE50US_Account:
• vw_SAGE50US_Customer reads vw_SAGE50US_Account:, vwSalesPerson:, vwCustomer:; no template in this set writes vw_SAGE50US_Account:, vwSalesPerson:, vwCustomer:
• vw_SAGE50US_Product reads vwProduct:; no template in this set writes vwProduct:
• vw_SAGE50US_SalesOrderHeader reads vw_SAGE50US_Account:, vwCustomer:, vwSalesPerson:, vwSalesOrderHeader:; no template in this set writes vw_SAGE50US_Account:, vwCustomer:, vwSalesPerson:, vwSalesOrderHeader:
• vw_SAGE50US_ItemMaster reads vwProduct:, vw_SAGE50US_ItemMaster:; no template in this set writes vwProduct:, vw_SAGE50US_ItemMaster:
• vw_SAGE50US_SalesOrderDetail reads vwCustomer:, vwSalesOrderHeader:, vwProduct:, vw_SAGE50US_ItemMaster:, vwSalesOrderDetail:; no template in this set writes vwCustomer:, vwSalesOrderHeader:, vwProduct:, vw_SAGE50US_ItemMaster:
• vw_SAGE50US_SalesInvoiceHeader reads vw_SAGE50US_Account:, vwCustomer:, vwSalesOrderHeader:, vwSalesPerson:, vwSalesInvoiceHeader:; no template in this set writes vw_SAGE50US_Account:, vwCustomer:, vwSalesOrderHeader:, vwSalesPerson:
• vw_SAGE50US_SalesInvoiceDetail reads vwCustomer:, vwSalesInvoiceHeader:, vwProduct:, vw_SAGE50US_ItemMaster:, vwSaleInvoiceDetail:; no template in this set writes vwCustomer:, vwSalesInvoiceHeader:, vwProduct:, vw_SAGE50US_ItemMaster:
• vw_SAGE50US_Address reads vw_SAGE50US_Account:, vwCustomer:, vwAddress:; no template in this set writes vw_SAGE50US_Account:, vwCustomer:, vwAddress:
• vw_SAGE50US_Contact reads vw_SAGE50US_Account:, vw_SAGE50US_Contact:; no template in this set writes vw_SAGE50US_Account:, vw_SAGE50US_Contact:
• vw_SAGE50US_ProductPriceList reads vwProduct:, vw_Pricebooks:, vw_ProductPriceBook:; no template in this set writes vwProduct:, vw_Pricebooks:, vw_ProductPriceBook:
• vw_SAGE50US_DSalesOrder reads vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:; no template in this set writes vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:
• vw_SAGE50US_DInvoice reads vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:, vw_SAGE50US_DInvoice:; no template in this set writes vwProduct:, vw_SAGE50US_Account:, vw_SAGE50US_DSalesOrder:, vw_SAGE50US_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
SAGE50US ARTerm	sage50ustozoho__SAGE50US_ARTerm	87	GUID → ExternalKey, GUID → Commercient_ExternalKey__c, GUID → GUID, MerchantKeyLength → Merchant_Key_Length, AgeByDueDate → Age_By_Due_Date
SAGE50US SalesPerson	sage50ustozoho__SAGE50US_SalesPerson	103	EmpRecordNumber → ExternalKey, EmpRecordNumber → Commercient_ExternalKey__c, EmployeeID → SAGE50US SalesPerson__Name, EmployeeID → Name, EmployeeGUID → Employee_GUID
Accounts	Accounts	20	CustomerRecordNumber → Commercient_ArCustomer_Code, CustomerID → Account_Smart_ID, Customer_Bill_Name → Account_Name, CustomerRecordNumber → Account_Number, AddressLine1 → Billing_Street
SAGE50US Customer	sage50ustozoho__SAGE50US_Customer	93	GUID → GUID, Customer_Bill_Name → Name, Acct.SFDCID → Account, SalesTimeStamp.SFDCID → Sales_Person, TimeStamp → TimeStamp
Products	Products	17	ItemID → Commercient_ExternalKey__c, ItemID → Product_Name, ItemID → Product_Code, SalesDescription → Description, ItemIsInactive → Product_Active
SAGE50US SalesOrderHeader	sage50ustozoho__SAGE50US_SalesOrderHeader	85	CustVendId → Accounts, CustVendId → Customer, EmpRecordNumber → Sales_Person, PostOrder → SAGE50US_SalesOrderHeader__Name, Reference → Name
SAGE50UK ItemMaster	sage50ustozoho__SAGE50US_Item_Master	99	ItemID → Commercient_ExternalKey__c, ItemID → Name, COGSAcctRecordNumber → COGS_Account_Record_Number, Category → Category, CostMethod → Cost_Method
SAGE50US SalesOrderDetail	sage50ustozoho__SAGE50US_SalesOrderDetail	57	CustomerRecordNumber → Customer, PostOrder → Sales_Order_Header, ItemRecordNumber → Item_Master, ItemID → Products__c, RowNumber, RowDescription → SAGE50US_SalesOrderDetail__Name
SAGE50US SalesInvoiceHead	sage50ustozoho__SAGE50US_SalesInvoiceHead	90	CustVendId → Account, CustVendId → Customer, EmpRecordNumber → Sales_Person, INV_POSOOrderNumber → Sales_Order_Header, Reference → status
SAGE50US SalesInvoiceDeta	sage50ustozoho__SAGE50US_SalesInvoiceDeta	41	rGUID → Commercient_ExternalKey__c, POSOIsClosed → PO_SO_Is_Closed, UsedForReimbExp → UsedForReimbExp, POCreated → PO_Created, HasSerialNumbers → Has_Serial_Numbers
SAGE50US Address	sage50ustozoho__SAGE50US_Address	19	CustomerRecordNumber → Account, CustomerRecordNumber → Customer, AddressRecordNumber → ExternalKey, AddressRecordNumber → Commercient_ExternalKey__c, AddressTypeNumber → Address_Type_Desc
Contacts	Contacts	14	SFDCID → Account_Name, RecordNumber → RecordNumber, Guid → Guid, Guid → Commercient_ExternalKey__c, LastName → Last_Name
Pricebooks	Price_Books	2	ExternalKey → Commercient_ExternalKey, Name → Name
Product Pricebooks	Products:Price_Books	6	ItemID → Commercient_ExternalKey, ItemID → PRODUCT_ID, PricebookName → ZOHO_PriceBookID, PriceAmount → list_price, PricebookName → PricebookName

6. Community templates

The catalogue carries 55 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: 55
• Default operations: insert on 55, update on 55, delete on 55
• Marked circular-sync: 0
• Licence groups they span: 5
• Destination objects: Accounts, sage50ustozoho__SAGE50US_Address, sage50ustozoho__SAGE50US_Customer, sage50ustozoho__SAGE50US_SalesInvoiceDeta, sage50ustozoho__SAGE50US_SalesInvoiceHead, sage50ustozoho__SAGE50US_SalesOrderDetail, sage50ustozoho__SAGE50US_SalesOrderHeader, sage50ustozoho__SAGE50US_SalesPerson, Contacts, Products, sage50ustozoho__SAGE50US_ARTerm, sage50ustozoho__SAGE50US_Item_Master, Price_Books, Quotes, Invoices, Sales_Orders, Vendors and 3 custom objects
• Object display names: SAGE50US Address, SAGE50US Customer, SAGE50US SalesOrderDetail, SAGE50US SalesOrderHeader, SAGE50US SalesPerson, Accounts, Contacts, Products, SAGE50US ARTerm, SAGE50US SalesInvoiceDeta, SAGE50US SalesInvoiceHead, Pricebooks, 11 more and a further template
• Template groups: CRM Order and Line, Account, CRM Quote 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:

• vwARTerms:
• vwSalesPerson:
• vw_SAGE50US_Account:
• vwCustomer:
• vwProduct:
• vwSalesOrderHeader:
• vw_SAGE50US_ItemMaster:
• vwSalesOrderDetail:
• vwSalesInvoiceHeader:
• vwSaleInvoiceDetail:
• vwAddress:
• vw_SAGE50US_Contact:
• vw_Pricebooks:
• vw_ProductPriceBook:
• vw_SAGE50US_DSalesOrder:
• vw_SAGE50US_DInvoice:
• SalesRep:

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 50 US → 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.