CRMPro → Zoho CRM — SAP B1: what the shipped templates set up

CRMPro → Zoho CRM — SAP B1: 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/sap-b1.md, and that skill’s ERP table is what points at it. What follows is only what the shipped SAP B1 → 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.	Accounts	SF_ERP_Salesforce_Clone_OCRD, SF_ERP_Salesforce_Clone_CRD1, SF_ERP_Salesforce_Clone_OCRG
Customer	The templates push commercientsapb1__SAPB1_Customer to Zoho CRM.	commercientsapb1__SAPB1_Customer	SF_ERP_Salesforce_Clone_OCRD
Address	The templates push commercientsapb1__SAPB1_Address to Zoho CRM.	commercientsapb1__SAPB1_Address	SF_ERP_Salesforce_Clone_CRD1
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_OITM, SF_ERP_Salesforce_Clone_ITM1
Item Master	The templates push commercientsapb1__SAPB1_Item to Zoho CRM.	commercientsapb1__SAPB1_Item	SF_ERP_Salesforce_Clone_OITM
Sales Order	The templates push commercientsapb1__SAPB1_Sales_Order_Header to Zoho CRM.	commercientsapb1__SAPB1_Sales_Order_Header	SF_ERP_Salesforce_Clone_ORDR
Sales Order Line	The templates push commercientsapb1__SAPB1_Sales_Order_Detail to Zoho CRM.	commercientsapb1__SAPB1_Sales_Order_Detail	SF_ERP_Salesforce_Clone_RDR1, R, SF_ERP_Salesforce_Clone_ORDR
Invoice	The templates push commercientsapb1__SAPB1_Invoice_Header to Zoho CRM.	commercientsapb1__SAPB1_Invoice_Header	SF_ERP_Salesforce_Clone_OINV
Invoice Detail	The templates push commercientsapb1__SAPB1_Invoice_Detail to Zoho CRM.	commercientsapb1__SAPB1_Invoice_Detail	SF_ERP_Salesforce_Clone_INV1, a, T, SF_ERP_Salesforce_Clone_OINV, ITS, selfID
PriceBooks	The templates push commercientsapb1__SAPB1_PriceBooks to Zoho CRM.	commercientsapb1__SAPB1_PriceBooks	SF_ERP_Salesforce_Clone_OPLN
ItemPriceBooks	The templates push commercientsapb1__SAPB1_Item_PriceBooks to Zoho CRM.	commercientsapb1__SAPB1_Item_PriceBooks	SF_ERP_Salesforce_Clone_ITM1
Price__Book	The templates push Price_Books to Zoho CRM.	Price_Books	SF_ERP_Salesforce_Clone_OPLN
SAPB1__Product_Pricebooks	The templates push Products:Price_Books to Zoho CRM.	Products:Price_Books	SF_ERP_Salesforce_Clone_ITM1, SF_ERP_Salesforce_Clone_OPLN
Contacts	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_OCPR
SAPB1__Quotes	The templates push commercientsapb1__SAPB1_Quotes to Zoho CRM.	commercientsapb1__SAPB1_Quotes	SF_ERP_Salesforce_Clone_OQUT
SAPB1 Quotes Details	The templates push commercientsapb1__SAPB1_Quotes_Details to Zoho CRM.	commercientsapb1__SAPB1_Quotes_Details	SF_ERP_Salesforce_Clone_QUT1, SF_ERP_Salesforce_Clone_ORDR

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	BP_Code	1	Account:	vw_SAPB1_Account	'' / __c
Customer	commercientsapb1__SAPB1_Customer	Commercient_ExternalKey	2	SAPB1Customer:	vw_SAPB1_Customer	commercientsapb1__ / __c
Address	commercientsapb1__SAPB1_Address	Commercient_ExternalKey	3	SAPB1Address:	vw_SAPB1_Address	commercientsapb1__ / __c
Products	Products	Commercient_ExternalKey	4	Products:	vw_SAPB1_Products	'' / __c
Item Master	commercientsapb1__SAPB1_Item	Commercient_ExternalKey	5	SAPB1ItemMaster:	vw_SAPB1_Item	commercientsapb1__ / __c
Sales Order	commercientsapb1__SAPB1_Sales_Order_Header	Commercient_ExternalKey	6	SAPB1SalesOrder:	vw_SAPB1_SalesOrder	commercientsapb1__ / __c
Sales Order Line	commercientsapb1__SAPB1_Sales_Order_Detail	Commercient_ExternalKey	7	SAPB1SalesOrderLine:	vw_SAPB1_SalesOrderLine	commercientsapb1__ / __c
Invoice	commercientsapb1__SAPB1_Invoice_Header	Commercient_ExternalKey	8	SAPB1Invoice:	vw_SAPB1_Invoice	commercientsapb1__ / __c
Invoice Detail	commercientsapb1__SAPB1_Invoice_Detail	Commercient_ExternalKey	9	SAPB1InvoiceLine:	vw_SAPB1_InvoiceLine	commercientsapb1__ / __c
PriceBooks	commercientsapb1__SAPB1_PriceBooks	Commercient_ExternalKey	10	SAPB1PriceBooks:	vw_SAPB1_PriceBooks	commercientsapb1__ / __c
ItemPriceBooks	commercientsapb1__SAPB1_Item_PriceBooks	Commercient_ExternalKey	11	SAPB1ItemPriceBooks:	vw_SAPB1_Item_PriceBooks	commercientsapb1__ / ''
Price__Book	Price_Books	Commercient_ExternalKey	12	PriceBooks:	vw_SAPB1_ZOHO_PriceBooks	'' / __c
SAPB1__Product_Pricebooks	Products:Price_Books	Commercient_ExternalKey	13	SAPB1_Product_PriceList:	vw_SAPB1_ProductPriceList	'' / __c
Contacts	Contacts	Commercient_ExternalKey	14	vw_SAPB1_Contact:	vw_SAPB1_Contacts	'' / __c
SAPB1__Quotes	commercientsapb1__SAPB1_Quotes	Commercient_ExternalKey	15	SAPB1Quotes:	vw_SAPB1_Quotes	commercientsapb1__ / ''
SAPB1 Quotes Details	commercientsapb1__SAPB1_Quotes_Details	Commercient_ExternalKey	16	SAPB1QuotesDetails:	vw_SAPB1_QuotesDetails	commercientsapb1__ / ''

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_SAPB1_Account	insert-only	—	Account:	Commercient_ExternalKey__c, BP_Code	SF_ERP_Salesforce_Clone_OCRD, SF_ERP_Salesforce_Clone_CRD1, SF_ERP_Salesforce_Clone_OCRG
vw_SAPB1_Customer	insert-only	—	account:, SAPB1Customer:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OCRD
vw_SAPB1_Address	insert-only	—	account:, SAPB1Customer:, SAPB1Address:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CRD1
vw_SAPB1_Products	insert-only	—	Products:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OITM, SF_ERP_Salesforce_Clone_ITM1
vw_SAPB1_Item	insert-only	—	Products:, SAPB1ItemMaster:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OITM
vw_SAPB1_SalesOrder	insert-only	—	account:, SAPB1Customer:, SAPB1SalesOrder:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ORDR
vw_SAPB1_SalesOrderLine	insert-only	—	SAPB1SalesOrder:, SAPB1ItemMaster:, SAPB1SalesOrderLine:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_RDR1, R, SF_ERP_Salesforce_Clone_ORDR
vw_SAPB1_Invoice	insert-only	—	account:, SAPB1Customer:, SAPB1Invoice:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OINV
vw_SAPB1_InvoiceLine	insert-only	—	SAPB1InvoiceLine:, SAPB1Invoice:, SAPB1ItemMaster:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_INV1, a, T, SF_ERP_Salesforce_Clone_OINV, ITS
vw_SAPB1_PriceBooks	insert-only	—	SAPB1PriceBooks:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OPLN
vw_SAPB1_Item_PriceBooks	insert-only	—	SAPB1ItemMaster:, SAPB1PriceBooks:, SAPB1ItemPriceBooks:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITM1
vw_SAPB1_ZOHO_PriceBooks	insert-only	—	PriceBooks:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OPLN
vw_SAPB1_ProductPriceList	insert + update	—	PriceBooks:, Products:, SAPB1_Product_PriceList:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITM1, SF_ERP_Salesforce_Clone_OPLN
vw_SAPB1_Contacts	insert-only	—	account:, vw_SAPB1_Contact:	—	SF_ERP_Salesforce_Clone_OCPR
vw_SAPB1_Quotes	insert-only	—	account:, SAPB1Customer:, SAPB1Quotes:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_OQUT
vw_SAPB1_QuotesDetails	insert-only	—	SAPB1Quotes:, SAPB1ItemMaster:, SAPB1QuotesDetails:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QUT1, SF_ERP_Salesforce_Clone_ORDR

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 — Accounts
• 2 — Customer
• 3 — Address
• 4 — Products
• 5 — Item Master
• 6 — Sales Order
• 7 — Sales Order Line
• 8 — Invoice
• 9 — Invoice Detail
• 10 — PriceBooks
• 11 — ItemPriceBooks
• 12 — Price__Book
• 13 — SAPB1__Product_Pricebooks
• 14 — Contacts
• 15 — SAPB1__Quotes
• 16 — SAPB1 Quotes Details

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_SAPB1_Account reads Account:; no template in this set writes Account:
• vw_SAPB1_Customer reads account:, SAPB1Customer:; no template in this set writes account:, SAPB1Customer:
• vw_SAPB1_Address reads account:, SAPB1Customer:, SAPB1Address:; no template in this set writes account:, SAPB1Customer:, SAPB1Address:
• vw_SAPB1_Products reads Products:; no template in this set writes Products:
• vw_SAPB1_Item reads Products:, SAPB1ItemMaster:; no template in this set writes Products:, SAPB1ItemMaster:
• vw_SAPB1_SalesOrder reads account:, SAPB1Customer:, SAPB1SalesOrder:; no template in this set writes account:, SAPB1Customer:, SAPB1SalesOrder:
• vw_SAPB1_SalesOrderLine reads SAPB1SalesOrder:, SAPB1ItemMaster:, SAPB1SalesOrderLine:; no template in this set writes SAPB1SalesOrder:, SAPB1ItemMaster:, SAPB1SalesOrderLine:
• vw_SAPB1_Invoice reads account:, SAPB1Customer:, SAPB1Invoice:; no template in this set writes account:, SAPB1Customer:, SAPB1Invoice:
• vw_SAPB1_InvoiceLine reads SAPB1InvoiceLine:, SAPB1Invoice:, SAPB1ItemMaster:; no template in this set writes SAPB1InvoiceLine:, SAPB1Invoice:, SAPB1ItemMaster:
• vw_SAPB1_PriceBooks reads SAPB1PriceBooks:; no template in this set writes SAPB1PriceBooks:
• vw_SAPB1_Item_PriceBooks reads SAPB1ItemMaster:, SAPB1PriceBooks:, SAPB1ItemPriceBooks:; no template in this set writes SAPB1ItemMaster:, SAPB1PriceBooks:, SAPB1ItemPriceBooks:
• vw_SAPB1_ZOHO_PriceBooks reads PriceBooks:; no template in this set writes PriceBooks:
• vw_SAPB1_ProductPriceList reads PriceBooks:, Products:, SAPB1_Product_PriceList:; no template in this set writes PriceBooks:, Products:, SAPB1_Product_PriceList:
• vw_SAPB1_Contacts reads account:, vw_SAPB1_Contact:; no template in this set writes account:, vw_SAPB1_Contact:
• vw_SAPB1_Quotes reads account:, SAPB1Customer:, SAPB1Quotes:; no template in this set writes account:, SAPB1Customer:, SAPB1Quotes:
• vw_SAPB1_QuotesDetails reads SAPB1Quotes:, SAPB1ItemMaster:, SAPB1QuotesDetails:; no template in this set writes SAPB1Quotes:, SAPB1ItemMaster:, SAPB1QuotesDetails:

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	16	CardCode → Commercient_ExternalKey__c, CardCode → commercientsapb1__Commercient_ArCustomer_Code, CardCode → BP_Code, CardName → Account_Name, U_BP_TERR → Territory
Customer	commercientsapb1__SAPB1_Customer	125	SFDCID → Account, CardCode → Commercient_ExternalKey__c, CardCode → ExternalKey, CardCode → Name, AddID → Add_ID
Address	commercientsapb1__SAPB1_Address	33	Address,CardCode,AdresType → Commercient_ExternalKey__c, Address,CardCode,AdresType → ExternalKey, Address → Address, Address,CardCode,AdresType → Name, AddrType → Address_Type
Products	Products	8	ItemCode → Commercient_ExternalKey, ItemName → Product_Name, ItemCode → Product_Code, PriceUnit → Unit_Price, ProductSrc → Product_Category
Sales Order	commercientsapb1__SAPB1_Sales_Order_Header	97	DocEntry → Commercient_ExternalKey__c, DocEntry → Name, Address → Address, Address2 → Address_2, AtcEntry → Atc_Entry
Sales Order Line	commercientsapb1__SAPB1_Sales_Order_Detail	117	DocEntry,LineNum → Commercient_ExternalKey__c, AcctCode → Account_Code, Address → Address, BackOrdr → Back_Order, BaseCard → Base_Card
Invoice	commercientsapb1__SAPB1_Invoice_Header	111	DocEntry → Commercient_ExternalKey__c, DocEntry → Name, Address → Address, Address2 → Address2, AgentCode → Agent_Code
Invoice Detail	commercientsapb1__SAPB1_Invoice_Detail	119	invlineKey → Commercient_ExternalKey__c, AcctCode → Account_Code__c, Address → Address__c, BackOrdr → Back_Order__c, BaseCard → Base_Card__c
PriceBooks	commercientsapb1__SAPB1_PriceBooks	28	ListNum → Commercient_ExternalKey__c, ListNum → ExternalKey, AddCurr1 → Add_Currency_1, AddCurr2 → Add_Currency_2, BASE_NUM → Base_Number
ItemPriceBooks	commercientsapb1__SAPB1_Item_PriceBooks	21	AddPrice1 → Add_Price1, AddPrice2 → Add_Price2, BasePLNum → Base_PL_Number, Currency → Currency_Name, Currency1 → Currency1
Price__Book	Price_Books	5	ListNum → Commercient_ExternalKey__c, ListNum → ExternalKey, ListName → Price Book Name, ListName → Price_Book_Name, ValidFor → Active
SAPB1__Product_Pricebooks	Products:Price_Books	5	ItemCode,PriceList → Commercient_ExternalKey, ListName → PriceBookName, Price → list_price, PriceList → ZOHO_PriceBookID, ItemCode → PRODUCT_ID
Contacts	Contacts	10	CntctCode → Commercient_ExternalKey, CardCode → Account_Name, Position → Role, Name → Last_Name, Name → First_Name

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:

• Account:
• SAPB1Customer:
• SAPB1Address:
• Products:
• SAPB1ItemMaster:
• SAPB1SalesOrder:
• SAPB1SalesOrderLine:
• SAPB1Invoice:
• SAPB1InvoiceLine:
• SAPB1PriceBooks:
• SAPB1ItemPriceBooks:
• PriceBooks:
• SAPB1_Product_PriceList:
• vw_SAPB1_Contact:
• SAPB1Quotes:
• SAPB1QuotesDetails:

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 SAP B1 → 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.