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CRMPro → Zoho CRM — SYSPRO 7 and above: what the shipped templates set up

Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/syspro-7-and-above". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.

CRMPro → Zoho CRM — SYSPRO 7 and above: 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/syspro-7-and-above.md, and that skill’s ERP table is what points at it. What follows is only what the shipped SYSPRO 7 and above → 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
AccountsThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_ArCustomer
SYSPRO7 TermsThe templates push commercientsyspro7__Terms to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__TermsSF_ERP_Salesforce_Clone_TblArTerms
Child AccountsThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_ArCustomer
SYSPRO7 SalesPersonThe templates push commercientsyspro7__Syspro7_Salesperson to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_SalespersonSF_ERP_Salesforce_Clone_SalSalesperson, SP
SYSPRO7 CustomerThe templates push commercientsyspro7__Syspro7_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_CustomerSF_ERP_Salesforce_Clone_ArCustomer
ContactsThe templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted.Contacts
ProductsThe templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.ProductsSF_ERP_Salesforce_Clone_InvMaster, SF_ERP_Salesforce_Clone_InvWarehouse, SF_ERP_Salesforce_Clone_SalProductClass
SYSPRO7 ARMultipleAddressThe templates push commercientsyspro7__Syspro7_ARMultipleAddress to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_ARMultipleAddressSF_ERP_Salesforce_Clone_ArMultAddress, SF_ERP_Salesforce_Clone_ArCustomer
PriceBooksThe templates push Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted.Price_BooksSF_ERP_Salesforce_Clone_InvPrice
Prodcut 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_InvPrice
SYSPRO7 Inventory MasterThe templates push commercientsyspro7__Syspro7_Inventory_Master to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_Inventory_MasterSF_ERP_Salesforce_Clone_InvMaster
SYSPRO7 Inventory WarehouseThe templates push commercientsyspro7__Syspro7_Inv_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_Inv_WarehouseSF_ERP_Salesforce_Clone_InvWarehouse
SYSPRO7 SO HeaderThe templates push commercientsyspro7__Syspro7_SOHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_SOHeaderSF_ERP_Salesforce_Clone_SorMaster
SYSPRO7 SO DetailThe templates push commercientsyspro7__Syspro7_SODetail to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_SODetailSF_ERP_Salesforce_Clone_SorDetail
SYSPRO7 Invoice HeaderThe templates push commercientsyspro7__Syspro7_InvoiceHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_InvoiceHeaderSF_ERP_Salesforce_Clone_ArInvoice, CommercientFlags
SYSPRO7 Invoice DetailThe templates push commercientsyspro7__Syspro7_InvoiceDetail to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientsyspro7__Syspro7_InvoiceDetailSF_ERP_Salesforce_Clone_ArTrnDetail
CRM OwnershipThe 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 nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfix
UsersusersCommercient_ExternalKey0SalesRep:SELECT 1'' / ''
AccountsAccountsCommercient_ArCustomer_Code1vw_SYSPRO7_Account:vw_SYSPRO7_Account'' / ''
SYSPRO7 Termscommercientsyspro7__TermsCommercient_ExternalKey2vw_SYSPRO7_Terms:vw_SYSPRO7_Termscommercientsyspro7__ / __c
Child AccountsAccountsCommercient_ArCustomer_Code3vw_SYSPRO7_ChildAccount:vw_SYSPRO7_ChildAccount'' / ''
SYSPRO7 SalesPersoncommercientsyspro7__Syspro7_SalespersonCommercient_ExternalKey4vw_SYSPRO7_Salesperson:vw_SYSPRO7_Salespersoncommercientsyspro7__ / __c
SYSPRO7 Customercommercientsyspro7__Syspro7_CustomerCommercient_ExternalKey5vw_SYSPRO7_Customer:vw_SYSPRO7_Customercommercientsyspro7__ / __c
ContactsContactsCommercient_ExternalKey6vw_SYSPRO7_Contacts:vw_SYSPRO7_Contact'' / ''
ProductsProductsCommercient_ExternalKey7vw_SYSPRO7_Product:vw_SYSPRO7_Product'' / ''
SYSPRO7 ARMultipleAddresscommercientsyspro7__Syspro7_ARMultipleAddressCommercient_ExternalKey8vw_SYSPRO7_ARMultipleAddress:vw_SYSPRO7_ARMultipleAddresscommercientsyspro7__ / __c
PriceBooksPrice_BooksCommercient_ExternalKey8vw_SYSPRO7_PriceBooks:vw_SYSPRO7_PriceBooks'' / ''
Prodcut PricebookProducts:Price_BooksCommercient_ExternalKey9vw_SYSPRO7_ProductPriceBooks:vw_SYSPRO7_ProductPriceBooks'' / ''
SYSPRO7 Inventory Mastercommercientsyspro7__Syspro7_Inventory_MasterCommercient_ExternalKey9vw_SYSPRO7_Inventory_Master:vw_SYSPRO7_Inventory_Mastercommercientsyspro7__ / __c
SYSPRO7 Inventory Warehousecommercientsyspro7__Syspro7_Inv_WarehouseCommercient_ExternalKey10vw_SYSPRO7_Inventory_Warehouse:vw_SYSPRO7_Inventory_Warehousecommercientsyspro7__ / __c
SYSPRO7 SO Headercommercientsyspro7__Syspro7_SOHeaderCommercient_ExternalKey11vw_SYSPRO7_SalesOrderHeader:vw_SYSPRO7_SalesOrderHeadercommercientsyspro7__ / __c
SYSPRO7 SO Detailcommercientsyspro7__Syspro7_SODetailCommercient_ExternalKey12vw_SYSPRO7_SalesOrderDetail:vw_SYSPRO7_SalesOrderDetailcommercientsyspro7__ / __c
SYSPRO7 Invoice Headercommercientsyspro7__Syspro7_InvoiceHeaderCommercient_ExternalKey13vw_SYSPRO7_InvoiceHeader:vw_SYSPRO7_InvoiceHeadercommercientsyspro7__ / __c
SYSPRO7 Invoice Detailcommercientsyspro7__Syspro7_InvoiceDetailName14vw_SYSPRO7_InvoiceDetail:vw_SYSPRO7_InvoiceDetailcommercientsyspro7__ / __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 Accounts, Child Accounts, SYSPRO7 Invoice Detail — 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.

ViewChange detectionRepository keyReads other prefixesIdentity columnEmits SFDCIDSource tables
vw_SYSPRO7_Accountinsert + updatevw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:yesSF_ERP_Salesforce_Clone_ArCustomer
vw_SYSPRO7_Termsinsert + updatevw_SYSPRO7_Terms:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_TblArTerms
vw_SYSPRO7_ChildAccountinsert + updatevw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:yesSF_ERP_Salesforce_Clone_ArCustomer
vw_SYSPRO7_Salespersoninsert + updatevw_SYSPRO7_Salesperson:noSF_ERP_Salesforce_Clone_SalSalesperson, SP
vw_SYSPRO7_Customerinsert-onlyvw_SYSPRO7_Terms:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Customer:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_ArCustomer
vw_SYSPRO7_Productinsert + updatevw_SYSPRO7_Product:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_InvMaster, SF_ERP_Salesforce_Clone_InvWarehouse, SF_ERP_Salesforce_Clone_SalProductClass
vw_SYSPRO7_ARMultipleAddressinsert + updatevw_SYSPRO7_Account:, vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Customer:, vw_SYSPRO7_User:, vw_SYSPRO7_ARMultipleAddress:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_ArMultAddress, SF_ERP_Salesforce_Clone_ArCustomer
vw_SYSPRO7_PriceBooksinsert-onlyvw_SYSPRO7_PriceBooks:Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_InvPrice
vw_SYSPRO7_ProductPriceBooksinsert + updatevw_SYSPRO7_Product:, vw_SYSPRO7_PriceBooks:, vw_SYSPRO7_ProductPriceBooks:Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_InvPrice
vw_SYSPRO7_Inventory_Masterinsert + updatevw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_InvMaster
vw_SYSPRO7_Inventory_Warehouseinsert + updatevw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:, vw_SYSPRO7_Inventory_Warehouse:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_InvWarehouse
vw_SYSPRO7_SalesOrderHeaderinsert + updatevw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_Customer:, vw_SYSPRO7_SalesOrderHeader:noSF_ERP_Salesforce_Clone_SorMaster
vw_SYSPRO7_SalesOrderDetailinsert + updatevw_SYSPRO7_SalesOrderHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_SalesOrderDetail:noSF_ERP_Salesforce_Clone_SorDetail
vw_SYSPRO7_InvoiceHeaderinsert + updatevw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Customer:, vw_SYSPRO7_SalesOrderHeader:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_InvoiceHeader:Commercient_ExternalKey__c, Commercient_ExternalKeynoSF_ERP_Salesforce_Clone_ArInvoice, CommercientFlags
vw_SYSPRO7_InvoiceDetailinsert + updatevw_SYSPRO7_InvoiceHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_InvoiceDetail:NamenoSF_ERP_Salesforce_Clone_ArTrnDetail

4. Order of work

The templates set Sync_Order from 0 to 14. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

  • 0 — Users
  • 1 — Accounts
  • 2 — SYSPRO7 Terms
  • 3 — Child Accounts
  • 4 — SYSPRO7 SalesPerson
  • 5 — SYSPRO7 Customer
  • 6 — Contacts
  • 7 — Products
  • 8 — SYSPRO7 ARMultipleAddress, PriceBooks
  • 9 — Prodcut Pricebook, SYSPRO7 Inventory Master
  • 10 — SYSPRO7 Inventory Warehouse
  • 11 — SYSPRO7 SO Header
  • 12 — SYSPRO7 SO Detail
  • 13 — SYSPRO7 Invoice Header
  • 14 — SYSPRO7 Invoice Detail

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_SYSPRO7_Account reads vw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:; no template in this set writes vw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:
  • vw_SYSPRO7_Terms reads vw_SYSPRO7_Terms:; no template in this set writes vw_SYSPRO7_Terms:
  • vw_SYSPRO7_ChildAccount reads vw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:; no template in this set writes vw_SYSPRO7_Account:, SalesRep:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:
  • vw_SYSPRO7_Salesperson reads vw_SYSPRO7_Salesperson:; no template in this set writes vw_SYSPRO7_Salesperson:
  • vw_SYSPRO7_Customer reads vw_SYSPRO7_Terms:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Customer:; no template in this set writes vw_SYSPRO7_Terms:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_ChildAccount:
  • vw_SYSPRO7_Product reads vw_SYSPRO7_Product:; no template in this set writes vw_SYSPRO7_Product:
  • vw_SYSPRO7_ARMultipleAddress reads vw_SYSPRO7_Account:, vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Customer:, vw_SYSPRO7_User:, vw_SYSPRO7_ARMultipleAddress:; no template in this set writes vw_SYSPRO7_Account:, vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Customer:, vw_SYSPRO7_User:
  • vw_SYSPRO7_PriceBooks reads vw_SYSPRO7_PriceBooks:; no template in this set writes vw_SYSPRO7_PriceBooks:
  • vw_SYSPRO7_ProductPriceBooks reads vw_SYSPRO7_Product:, vw_SYSPRO7_PriceBooks:, vw_SYSPRO7_ProductPriceBooks:; no template in this set writes vw_SYSPRO7_Product:, vw_SYSPRO7_PriceBooks:, vw_SYSPRO7_ProductPriceBooks:
  • vw_SYSPRO7_Inventory_Master reads vw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:; no template in this set writes vw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:
  • vw_SYSPRO7_Inventory_Warehouse reads vw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:, vw_SYSPRO7_Inventory_Warehouse:; no template in this set writes vw_SYSPRO7_Product:, vw_SYSPRO7_Inventory_Master:, vw_SYSPRO7_Inventory_Warehouse:
  • vw_SYSPRO7_SalesOrderHeader reads vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_Customer:, vw_SYSPRO7_SalesOrderHeader:; no template in this set writes vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_Customer:
  • vw_SYSPRO7_SalesOrderDetail reads vw_SYSPRO7_SalesOrderHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_SalesOrderDetail:; no template in this set writes vw_SYSPRO7_SalesOrderHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_SalesOrderDetail:
  • vw_SYSPRO7_InvoiceHeader reads vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Customer:, vw_SYSPRO7_SalesOrderHeader:, vw_SYSPRO7_Salesperson:, vw_SYSPRO7_InvoiceHeader:; no template in this set writes vw_SYSPRO7_ChildAccount:, vw_SYSPRO7_Account:, vw_SYSPRO7_Customer:, vw_SYSPRO7_SalesOrderHeader:
  • vw_SYSPRO7_InvoiceDetail reads vw_SYSPRO7_InvoiceHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_InvoiceDetail:; no template in this set writes vw_SYSPRO7_InvoiceHeader:, vw_SYSPRO7_Product:, vw_SYSPRO7_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.

TemplateObjectMapped fieldsFirst ERP → Zoho CRM pairs
AccountsAccounts23CustomerCommercient_ArCustomer_Code, SalespersonSyspro7_SalesPerson, NameAccount_Name, ShortNameAccount_Short_Name, SpecialInstrsDescription
SYSPRO7 Termscommercientsyspro7__Terms16TermsCodeCommercient_ExternalKey__c, TermsCodeName, AgeingCodeAgeing_Code, DescriptionDescription, DiscDateDisc_Date
Child AccountsAccounts26CustomerCommercient_ArCustomer_Code, NameAccount_Name, ShortNameAccount_Short_Name, SpecialInstrsDescription, BranchBranch
SYSPRO7 SalesPersoncommercientsyspro7__Syspro7_Salesperson32SalespersonCommercient_ExternalKey__c, BranchBranch, CommissionPctCommission_Pct, NameName, SalesActual1Sales_Actual1
SYSPRO7 Customercommercientsyspro7__Syspro7_Customer141CustomerCommercient_ExternalKey__c, AddTelephoneAdd_Telephone, AltMethodFlagAlt_Method_Flag, ApplyLineDiscApply_Line_Disc, ApplyOrdDiscApply_Ord_Disc
ContactsContacts5CustomerIDCommercient_ExternalKey, FirstNameFirstName, LastNameLastName, EmailEmail, PhonePhone
ProductsProducts13DescriptionProduct_Name, StockCodeProduct_Code, StockCodeCommercient_ExternalKey__c, LongDescDescription, TimeStampTimeStamp
SYSPRO7 ARMultipleAddresscommercientsyspro7__Syspro7_ARMultipleAddress27Customer,AddrCodeCommercient_ExternalKey__c, Customer,AddrCodeName, AddrCodeAddr_Code, AreaArea, CityCity
PriceBooksPrice_Books2PriceCodePrice_Book_Name, PriceCodeCommercient_ExternalKey
Prodcut PricebookProducts:Price_Books5SFDCIDZOHO_PriceBookID, SFDCIDPRODUCT_ID, StockCode,PriceCodeCommercient_ExternalKey, SellingPricelist_price, TimeStampTimeStamp
SYSPRO7 Inventory Mastercommercientsyspro7__Syspro7_Inventory_Master134DescriptionName, StockCodeCommercient_ExternalKey__c, TimeStampTimeStamp, AbcAnalysisReqAbc_Analysis_Req, AbcClassAbc_Class
SYSPRO7 Inventory Warehousecommercientsyspro7__Syspro7_Inv_Warehouse126StockCode,WarehouseCommercient_ExternalKey__c, StockCode,WarehouseName, AbcClassAbc_Class, AgedQty1Aged_Qty1, AgedQty2Aged_Qty2
SYSPRO7 SO Headercommercientsyspro7__Syspro7_SOHeader121SalesOrderCommercient_ExternalKey__c, SalesOrderName, ActiveFlagActive_Flag__c, AltShipAddrFlagAlt_Ship_Addr_Flag__c, AlternateKeyAlternate_Key__c
SYSPRO7 SO Detailcommercientsyspro7__Syspro7_SODetail135SalesOrder,SalesOrderLineCommercient_ExternalKey__c, SalesOrder,SalesOrderLineName, CreditReasonCredit_Reason, FixedQtyPerFixed_Qty_Per, FixedQtyPerFlagFixed_Qty_Per_Flag
SYSPRO7 Invoice Headercommercientsyspro7__Syspro7_InvoiceHeader50Customer,Invoice,DocumentTypeCommercient_ExternalKey__c, Customer,Invoice,DocumentTypeName, AccConvRateAcc_Conv_Rate__c, AccMulDivAcc_Mul_Div__c, AccountCurAccount_Cur__c
SYSPRO7 Invoice Detailcommercientsyspro7__Syspro7_InvoiceDetail84AbcUpdAbc_Upd, AccountConvRateAccount_Conv_Rate, AccountCurAccount_Currency, AccountMulDivAccount_Mul_Div, AreaArea

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_SYSPRO7_Account:
  • vw_SYSPRO7_Terms:
  • vw_SYSPRO7_ChildAccount:
  • vw_SYSPRO7_Salesperson:
  • vw_SYSPRO7_Customer:
  • vw_SYSPRO7_Contacts:
  • vw_SYSPRO7_Product:
  • vw_SYSPRO7_ARMultipleAddress:
  • vw_SYSPRO7_PriceBooks:
  • vw_SYSPRO7_ProductPriceBooks:
  • vw_SYSPRO7_Inventory_Master:
  • vw_SYSPRO7_Inventory_Warehouse:
  • vw_SYSPRO7_SalesOrderHeader:
  • vw_SYSPRO7_SalesOrderDetail:
  • vw_SYSPRO7_InvoiceHeader:
  • vw_SYSPRO7_InvoiceDetail:
  • 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 SYSPRO 7 and above → 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.