Sage 100 France to Salesforce (CRMPro)

This is the capability summary the dlake CLI repository publishes; whitelisted customers fetch the operational skill with "dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-france". It extends the dlake-crmpro-salesforce skill, which holds what is true whatever the source ERP. Both directions for this pair are summarised at /integrations/sage-100-france-salesforce/.

CRMPro → Salesforce — Sage 100 France: what the shipped templates set up

This is a capability summary, not an operating guide. To receive the operational skill you must be a registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-france (or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.

dlake-crmpro is the parent skill and the authority for everything general: the CRMPro tools, process configuration and field list, the sync history, how source data is selected, and what a run that finds nothing does. Read it first; this page does not repeat it. dlake-crmpro-salesforce is the destination skill this page is a child of, and the authority for the Salesforce conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page grows as the catalogue does.

1. What the templates deliver

Group	Business outcome	Objects	Source tables and views
GET USER	The templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	users	—
Account	In addition to creating the Account record from your ERP customer records, Commercient syncs over the entire Accounting AR Customer record into a Commercient AR Customer object which is a Managed Custom Object (MCO). A lookup field is provided to lookup to the default AR Customer record MCO from the Account record. New records are created, existing ones updated, and records removed in the ERP are deleted.	Account, Commercient Sage 100 French Third Party Account Managed Custom Object, Commercient Sage 100 France Customer Price Book (custom object), Commercient Collaborator Managed Custom Object	third party accounts, delivery addresses, customer items, items, collaborators
CRM Opportunity and Line	ERP third party account, document header, document line data becomes Opportunity in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	Opportunity	document lines, document headers, third party accounts, calculated total amount
Customer Multi Ship Addresses	If you are using multiple ship to addresses for a given AR Customer in your ERP system then you will be able to see all the addresses inside the CRM Account screen in a Commercient Multi Ship To Address MCO related list. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage 100 France Shipping Address Managed Custom Object	delivery addresses
Product	ERP article, document line, supplier article data becomes Commercient Sage 100 France Item Managed Custom Object, Product, Price book entry in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage 100 France Item Managed Custom Object, Product, Price book entry, Commercient Sage 100 France Vendor Price Book (custom object)	items, document lines, weighted average unit cost, supplier items, third party accounts
Invoice	Both Open and Historical invoices are synchronized. Open invoice changes, such as a balance change, or a terms change are reflected in the CRM as they sync based on the frequency of the sync you have chosen (every hour, for example). New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage 100 French Invoice Header Managed Custom Object, Commercient Sage 100 French Invoice Line Managed Custom Object	document headers, delivery addresses, third party accounts, document lines
Sales order	Commercient will sync the Sales Orders from the ERP Sales Order Entry module to the Commercient Sales Order Header (MCO) objects in CRM. In the CRM, customer service and sales people can visualize the status of the order such as on hold, backorder, forward order, scheduled for delivery, whether it has shipped, and completion status. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage 100 French Sales Order Header Managed Custom Object, Commercient Sage 100 French Sales Order Line Managed Custom Object	document headers, document lines

2. The process rows the templates create

Each template’s setup writes one process configuration row. These are the values it sets; a column the inserts never set is not listed.

Display name	Destination object	Matching key	Run sequence
GET USER	users	—	0
Sync Salesperson	Commercient Collaborator Managed Custom Object	Commercient external key	1
Account	Account	Commercient AR customer code	2
Customer Sync	Commercient Sage 100 French Third Party Account Managed Custom Object	Commercient external key	3
Customer to account lookup	Account	Commercient AR customer code	4
Ship to customer Sync	Commercient Sage 100 France Shipping Address Managed Custom Object	Commercient external key	5
Product	Product	Commercient external key (earlier package)	6
Sage 100 FR Item master	Commercient Sage 100 France Item Managed Custom Object	Commercient external key	7
Sales order Header Sync	Commercient Sage 100 French Sales Order Header Managed Custom Object	Commercient external key	8
Sales order line Sync	Commercient Sage 100 French Sales Order Line Managed Custom Object	Commercient external key	9
Invoice Header Sync	Commercient Sage 100 French Invoice Header Managed Custom Object	Commercient external key	10
Invoice Line Sync	Commercient Sage 100 French Invoice Line Managed Custom Object	Commercient external key	11
Sync Vendor	Account	Commercient AR customer code	12
Item TO Product object Lookup	Product	Commercient external key (earlier package)	13
Standard price book create	Price book entry	External key (custom field)	14
Standard price book update	Price book entry	External key (custom field)	15
Opportunity	Opportunity	External key (custom field)	16
Sage 100 fr Customer price book	Commercient Sage 100 France Customer Price Book (custom object)	External key (custom field)	17
Sage 100 FR Vendor price book	Commercient Sage 100 France Vendor Price Book (custom object)	External key (custom field)	18

Every one of these inserts the active setting as 0, so an imported process is inactive until an operator activates it.

3. The views

“Change detection” names which of the three kinds dlake-crmpro defines the view’s own filter makes it; where a view’s shape is not one of those three the column is left empty and the view’s own filter is the authority.

View	Change detection	Source tables
salesperson feed	insert + update	collaborators
account feed	insert + update	third party accounts, delivery addresses
customer feed	insert + update	third party accounts
customer account lookup feed	insert + update	third party accounts
shipping address feed	insert + update	delivery addresses
product feed	insert + update	document lines, items, weighted average unit cost
item master feed	insert + update	items
sales order feed	insert + update	document headers
sales order line feed	insert only	document lines, document headers
invoice feed	insert + update	document headers, delivery addresses, third party accounts
invoice line feed	insert + update	document lines, document headers
vendor feed	insert + update	third party accounts, delivery addresses
item reverse lookup feed	insert + update	items
price book feed (new entries)	insert only	items
price book feed (changes)	insert only	items
opportunity feed	insert + update	document lines, document headers, third party accounts, calculated total amount
customer price book feed	insert + update	customer items, third party accounts, items
vendor price book feed	insert + update	supplier items, third party accounts, items

4. Order of work

The templates set run sequence from 0 to 18. A run processes active rows in ascending run sequence, which is the order the templates put them in:

0 — GET USER
1 — Sync Salesperson
2 — Account
3 — Customer Sync
4 — Customer to account lookup
5 — Ship to customer Sync
6 — Product
7 — Sage 100 FR Item master
8 — Sales order Header Sync
9 — Sales order line Sync
10 — Invoice Header Sync
11 — Invoice Line Sync
12 — Sync Vendor
13 — Item TO Product object Lookup
14 — Standard price book create
15 — Standard price book update
16 — Opportunity
17 — Sage 100 fr Customer price book
18 — Sage 100 FR Vendor price book

These views read another process’s sync output, which is what makes the order a dependency order: the row appears in the view only once the process that writes that sync output has run, so a parent flows on one run and its children on the next.

customer account lookup feed reads account sync output, customer sync output
opportunity feed reads account sync output
customer feed reads account sync output
customer price book feed reads product sync output, account sync output
shipping address feed reads account sync output, customer sync output
item master feed reads product sync output
invoice feed reads account sync output, customer sync output
invoice line feed reads account sync output, customer sync output, invoice sync output, product sync output, item master sync output
item reverse lookup feed reads product sync output, item master sync output
price book feed (new entries) reads product sync output
price book feed (changes) reads product sync output
vendor price book feed reads product sync output, account sync output
sales order feed reads account sync output, customer sync output
sales order line feed reads account sync output, customer sync output, sales order sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

Template	Object	Mapped fields	First ERP → Salesforce pairs
Sync Salesperson	Commercient Collaborator Managed Custom Object	12	Sales rep number → Commercient sales rep number, Sales rep address → Commercient sales rep address, Sales rep postal code → Sales rep postal code, Sales rep city → Commercient sales rep city, Sales rep region → Sales rep region
Account	Account	14	Commercient AR customer code column → Commercient AR customer code, Commercient Salesperson Managed Custom Object → Commercient Salesperson Managed Custom Object, Type → Type, Phone → Phone, Billing street → Billing street
Customer Sync	Commercient Sage 100 French Third Party Account Managed Custom Object	103	account lookup → Commercient account (related record), Sales rep number → sales rep number (custom field), → indexed sales rep number (custom field), Warehouse number → warehouse number (custom field), → indexed warehouse number (custom field)
Customer to account lookup	Account	2	Commercient AR customer code column → Commercient AR customer code, Commercient Sage 100 client (related record) → Commercient Sage 100 client (related record)
Ship to customer Sync	Commercient Sage 100 France Shipping Address Managed Custom Object	26	Account → Account, Client → Commercient Client Managed Custom Object, Record creator → Record creator, →, Record flag → Commercient record flag
Product	Product	6	Commercient external key (earlier package) → Commercient external key (earlier package), Product code → Product code, Description → Description, Family → Family, Weighted average cost → weighted average cost (custom field)
Sage 100 FR Item master	Commercient Sage 100 France Item Managed Custom Object	144	product lookup → product lookup (custom field), Weight unit → weight unit (custom field), Bill of materials type → bill of materials type (custom field), Stock tracking method → stock tracking method (custom field), Item reference → Commercient item reference
Sales order Header Sync	Commercient Sage 100 French Sales Order Header Managed Custom Object	93	account lookup → Commercient account (related record), Sage 100 client (custom field) → Commercient Sage 100 client (related record), Sales rep number → sales rep number (custom field), → indexed sales rep number (custom field), Warehouse number → warehouse number (custom field)
Sales order line Sync	Commercient Sage 100 French Sales Order Line Managed Custom Object	96	Document line number → document line number (custom field), Sales rep number → sales rep number (custom field), → indexed sales rep number (custom field), First variant number → first variant number (custom field), Second variant number → second variant number (custom field)
Invoice Header Sync	Commercient Sage 100 French Invoice Header Managed Custom Object	113	account lookup → Commercient account (related record), Sage 100 client (custom field) → Commercient Sage 100 client (related record), Sales rep number → sales rep number (custom field), → indexed sales rep number (custom field), Warehouse number → warehouse number (custom field)
Invoice Line Sync	Commercient Sage 100 French Invoice Line Managed Custom Object	97	Sage 100 France invoice (custom field) → Commercient Sage 100 France invoice (related record), Document line number → document line number (custom field), Sales rep number → sales rep number (custom field), → indexed sales rep number (custom field), First variant number → first variant number (custom field)
Sync Vendor	Account	14	Commercient AR customer code column → Commercient AR customer code, Commercient Salesperson Managed Custom Object → Commercient Salesperson Managed Custom Object, Type → Type, Phone → Phone, Billing street → Billing street
Item TO Product object Lookup	Product	2	Commercient external key (earlier package) → Commercient external key (earlier package), Commercient France item (related record) → Commercient France item (related record)
Standard price book create	Price book entry	4	Active → Active, Unit price → Unit price, price book lookup → price book lookup, product lookup → product lookup
Standard price book update	Price book entry	2	Active → Active, Unit price → Unit price
Opportunity	Opportunity	13	account lookup → account lookup, Amount → Amount, close date property → close date property, Description → Description, Date became customer → date became customer (custom field)
Sage 100 fr Customer price book	Commercient Sage 100 France Customer Price Book (custom object)	35	Third party account name → third party account name (custom field), Item reference → item reference (custom field), → indexed item reference (custom field), Item designation → item designation (custom field), Price category → price category (custom field)
Sage 100 FR Vendor price book	Commercient Sage 100 France Vendor Price Book (custom object)	37	Item reference → item reference (custom field), → indexed item reference (custom field), Third party account number → third party account number (custom field), → indexed third party account number (custom field), Supplier item reference → supplier item reference (custom field)

6. Community templates

The catalogue carries 18 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: 18
Default operations: insert on 18, update on 18, delete on 18
Marked as circular sync: 0
Licence groups they span: 9
Destination objects: Account, Price book entry, Product, Commercient Sage 100 France Customer Price Book (custom object), Commercient Sage 100 France Vendor Price Book (custom object), Commercient Sage 100 France Item Managed Custom Object, Commercient Sage 100 France Shipping Address Managed Custom Object, Opportunity and 6 custom objects
Object display names: Account, Customer Sync, Customer to account lookup, Invoice Header Sync, Invoice Line Sync, Item TO Product object Lookup, Opportunity, Product, Sage 100 fr Customer price book, Sage 100 FR Item master, Sage 100 FR Vendor price book, Sales order Header Sync and 6 more
Template groups: Account, Product, Invoice, Sales order, CRM Opportunity and Line, Customer Multi Ship Addresses

7. Verifying

The detail of this section is part of the operational skill. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-france.

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 100 France → Salesforce templates set up. dlake-crmpro-salesforce is the destination skill this page sits under: its own text is the authority for the Salesforce 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 source data, 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.

How to get started

Already a customer: the operational skill tells you how to connect, choose what to sync and run it. Fetch it with dlake admin get_skill dlake-crmpro-salesforce/erps/sage-100-france, or ask support@commercient.com.
New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.