CRMPro → Salesforce — Sage 200 US: what the shipped templates set up

CRMPro → Salesforce — Sage 200 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-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 is dlake-crmpro-salesforce/erps/sage-200-us.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 200 US → Salesforce 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
SAGE200US Vendor Master	ERP APVEND data becomes APVEND__c in Salesforce. New records are created and existing ones updated; none are deleted.	APVEND__c	SF_ERP_Salesforce_Clone_APVEND
Location	ERP ICLOCT data becomes CommercientSF7__ICLOCT__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF7__ICLOCT__c	SF_ERP_Salesforce_Clone_ICLOCT
SAGE200US WorkOrder Header	ERP ARCUST, SOMAST, SOSLSM data becomes WOMAST__c in Salesforce. New records are created and existing ones updated; none are deleted.	WOMAST__c	SF_ERP_Salesforce_Clone_WOMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM, CommercientFlags
SAGE200US WorkOrder Line	ERP ICITEM, WOMAST, WOTRAN data becomes WOTRAN__c in Salesforce. New records are created and existing ones updated; none are deleted.	WOTRAN__c	SF_ERP_Salesforce_Clone_WOTRAN, SF_ERP_Salesforce_Clone_WOMAST, SF_ERP_Salesforce_Clone_ICITEM
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, Contact, CommercientSF7__SOSLSM__c	SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_ARCADR, SF_ERP_Salesforce_Clone_SOSLSM
AR Invoice Payments	Commercient Syncs the payment details that are held in the receivables file and held against an invoice in the ERP. The amount received from a customer, the date of payment, the method of payment, whether partial or full payment, etc New records are created and existing ones updated; none are deleted.	Sage200US_Invoice_Payments__c	SF_ERP_Salesforce_Clone_ARCASH, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_ARCUST
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 and existing ones updated; none are deleted.	CommercientSF7__ARCADR__c, CommercientSF7__ARADDR__c	SF_ERP_Salesforce_Clone_ARCADR, SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM, SF_ERP_Salesforce_Clone_ARADDR, SF_ERP_Salesforce_Clone_ARMAST
Product	ERP ICILOC, ICITEM, ICLOCT data becomes CommercientSF7__ICILOC__c, CommercientSF7__ICITEM__c, PEBMHD__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF7__ICILOC__c, CommercientSF7__ICITEM__c, PEBMHD__c, PEBMDT__c, Product2	SF_ERP_Salesforce_Clone_ICILOC, SF_ERP_Salesforce_Clone_ICITEM, from, to, SF_ERP_Salesforce_Clone_ICLOCT, SF_ERP_Salesforce_Clone_PEBMHD
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 (e.g. every hour for example). New records are created and existing ones updated; none are deleted.	CommercientSF7__ARMAST__c, CommercientSF7__ARTRAN__c	SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ARCUST, CommercientFlags, SF_ERP_Salesforce_Clone_ARTRAN, SF_ERP_Salesforce_Clone_ICITEM
Pricebook	ERP ICITEM data becomes PricebookEntry in Salesforce. New records are created and existing ones updated; none are deleted.	PricebookEntry	SF_ERP_Salesforce_Clone_ICITEM
Purchase Order	ERP POMAST, APVEND, ICLOCT data becomes POMAST__c in Salesforce. New records are created and existing ones updated; none are deleted.	POMAST__c	SF_ERP_Salesforce_Clone_POMAST, SF_ERP_Salesforce_Clone_APVEND, SF_ERP_Salesforce_Clone_ICLOCT, SF_ERP_Salesforce_Clone_SOSLSM, CommercientFlags
Purchase Order Line	ERP POTRAN, POMAST, ICITEM data becomes POTRAN__c in Salesforce. New records are created and existing ones updated; none are deleted.	POTRAN__c	SF_ERP_Salesforce_Clone_POTRAN, SF_ERP_Salesforce_Clone_POMAST, SF_ERP_Salesforce_Clone_ICITEM
Salesorder	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 and existing ones updated; none are deleted.	CommercientSF7__ARCUST__c, CommercientSF7__SOMAST__c, CommercientSF7__SOTRAN__c	SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ICLOCT, CommercientFlags, SF_ERP_Salesforce_Clone_SOTRAN

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	Sync_Operation_Type
GET USER	users	—	0	vw_SAGE200US_User	1=0	'' / ''	1
SAGE200US Salesperson	CommercientSF7__SOSLSM__c	CommercientSF7__ExternalKey__c	1	vw_SAGE200US_SalesPerson	vw_SAGE200US_SalesPerson	CommercientSF7__ / __c	1
SAGE200US Salesperson	CommercientSF7__SOSLSM__c	CommercientSF7__ExternalKey__c	1	vw_SAGE200US_SalesPerson	vw_SAGE200US_SalesPerson	CommercientSF7__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	2	vw_SAGE200US_Account	vw_SAGE200US_Account	'' / ''	1
SAGE200US Customer Master	CommercientSF7__ARCUST__c	CommercientSF7__ExternalKey__c	3	vw_SAGE200US_Customer	vw_SAGE200US_Customer	CommercientSF7__ / __c	1
Customer To Account Reverse Lookup	Account	CommercientSF__Commercient_ArCustomerCode__c	4	vw_SAGE200US_CustomerToAccountLookup	vw_SAGE200US_CustomerToAccountLookup	'' / ''	1
SAGE200US Vendor Master	APVEND__c	ExternalKey__c	5	vw_SAGE200US_Vendor	vw_SAGE200US_Vendor	'' / __c	1
Contact sync	Contact	CommercientSF8__ExternalKey__c	6	vw_SAGE200US_Contact	vw_SAGE200US_Contact	'' / ''	1
SAGE200US Customer Ship To Address	CommercientSF7__ARCADR__c	CommercientSF7__ExternalKey__c	7	vw_SAGE200US_ShipToAddress	vw_SAGE200US_ShipToAddress	CommercientSF7__ / __c	1
Product	Product2	CommercientSF__ExternalKey__c	8	vw_SAGE200US_Product	vw_SAGE200US_Product	'' / ''	1
Location	CommercientSF7__ICLOCT__c	CommercientSF7__ExternalKey__c	9	vw_SAGE200US_Location	vw_SAGE200US_Location	CommercientSF7__ / __c	1
Item Location	CommercientSF7__ICILOC__c	CommercientSF7__ExternalKey__c	10	vw_SAGE200US_ItemLocation	vw_SAGE200US_ItemLocation	CommercientSF7__ / __c	1
Item Master	CommercientSF7__ICITEM__c	CommercientSF7__ExternalKey__c	11	vw_SAGE200US_ItemMaster	vw_SAGE200US_ItemMaster	CommercientSF7__ / __c	1
Create Standard PriceBook	PricebookEntry	ExternalKey__c	12	vw_SAGE200US_PriceBookEntry	vw_SAGE200US_CreateStandardPriceBook	'' / ''	1
Update Standard PriceBook	PricebookEntry	ExternalKey__c	13	vw_SAGE200US_PriceBookEntry	vw_SAGE200US_UpdateStandardPriceBook	'' / ''	1
Item Master Reverse Lookup With Product	Product2	CommercientSF__ExternalKey__c	14	vw_SAGE200US_ItemProductReverseLookup	vw_SAGE200US_ItemProductReverseLookup	'' / ''	1
SAGE200US Sales Order Header	CommercientSF7__SOMAST__c	CommercientSF7__ExternalKey__c	15	vw_SAGE200US_SalesOrderHeader	vw_SAGE200US_SalesOrderHeader	CommercientSF7__ / __c	1
SAGE200US Sales Order Detail	CommercientSF7__SOTRAN__c	CommercientSF7__ExternalKey__c	16	vw_SAGE200US_SalesOrderDetail	vw_SAGE200US_SalesOrderDetail	CommercientSF7__ / __c	1
SAGE200US Invoice Header	CommercientSF7__ARMAST__c	CommercientSF7__ExternalKey__c	17	vw_SAGE200US_InvoiceHeader	vw_SAGE200US_InvoiceHeader	CommercientSF7__ / __c	1
SAGE200US Invoice Detail	CommercientSF7__ARTRAN__c	CommercientSF7__ExternalKey__c	18	vw_SAGE200US_InvoiceDetail	vw_SAGE200US_InvoiceDetail	CommercientSF7__ / __c	1
SAGE200 US BOM Header	PEBMHD__c	ExternalKey__c	19	vw_SAGE200US_BOMHeader	vw_SAGE200US_BOMHeader	'' / __c	1
SAGE200 US BOMLine	PEBMDT__c	ExternalKey__c	20	vw_SAGE200US_BOMLine	vw_SAGE200US_BOMLine	'' / __c	1
Sage 200US Invoice Payments	Sage200US_Invoice_Payments__c	ExternalKey__c	21	vw_SAGE200US_InvoicePayment	vw_SAGE200US_InvoicePayment	'' / __c	1
SAGE200US PurchaseOrder Header	POMAST__c	ExternalKey__c	22	vw_SAGE200US_PurchaseOrderHeader	vw_SAGE200US_PurchaseOrderHeader	'' / __c	1
SAGE200US PurchaseOrder Line	POTRAN__c	ExternalKey__c	23	vw_SAGE200US_PurchaseOrderLine	vw_SAGE200US_PurchaseOrderLine	'' / __c	1
SAGE200US WorkOrder Header	WOMAST__c	ExternalKey__c	24	vw_SAGE200US_WorkOrderHeader	vw_SAGE200US_WorkOrderHeader	'' / __c	1
SAGE200US WorkOrder Line	WOTRAN__c	ExternalKey__c	25	vw_SAGE200US_WorkOrderDetail	vw_SAGE200US_WorkOrderDetail	'' / __c	1
SAGE200 ShipToAddress ARADDR	CommercientSF7__ARADDR__c	CommercientSF7__ExternalKey__c	26	vw_SAGE200US_shipToAddress_ARADDR	vw_SAGE200US_shipToAddress_ARADDR	CommercientSF7__ / __c	1

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, Sync_Batch_Size 200. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on GET USER, Account, Contact sync, Create Standard PriceBook — those rows read records back from Salesforce 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_SAGE200US_SalesPerson	insert + update	vw_SAGE200US_SalesPerson:	—	—	SF_ERP_Salesforce_Clone_SOSLSM
vw_SAGE200US_SalesPerson	insert + update	vw_SAGE200US_SalesPerson:	—	—	SF_ERP_Salesforce_Clone_SOSLSM
vw_SAGE200US_Account	insert + update	vw_SAGE200US_Account:	vw_SAGE200US_SalesPerson:, vw_SAGE200US_User:	—	SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_ARCADR, SF_ERP_Salesforce_Clone_SOSLSM
vw_SAGE200US_Customer	insert + update	vw_SAGE200US_Customer:	vw_SAGE200US_SalesPerson:, vw_SAGE200US_Account:	—	SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM
vw_SAGE200US_CustomerToAccountLookup	insert + update	vw_SAGE200US_CustomerToAccountLookup:	vw_SAGE200US_Customer:	—	SF_ERP_Salesforce_Clone_ARCUST
vw_SAGE200US_Vendor	insert + update	vw_SAGE200US_Vendor:	vw_SAGE200US_VendorAccount:	—	SF_ERP_Salesforce_Clone_APVEND
vw_SAGE200US_Contact	insert + update	vw_SAGE200US_Contact:	vw_SAGE200US_Account:	—	SF_ERP_Salesforce_Clone_ARCUST
vw_SAGE200US_ShipToAddress	insert + update	vw_SAGE200US_ShipToAddress:	vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:	—	SF_ERP_Salesforce_Clone_ARCADR, SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM
vw_SAGE200US_Product	insert + update	vw_SAGE200US_Product:	—	CommercientSF__ExternalKey__c	SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_Location	insert + update	vw_SAGE200US_Location:	—	—	SF_ERP_Salesforce_Clone_ICLOCT
vw_SAGE200US_ItemLocation	insert + update	vw_SAGE200US_ItemLocation:	vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:	—	SF_ERP_Salesforce_Clone_ICILOC, SF_ERP_Salesforce_Clone_ICITEM, from, to, SF_ERP_Salesforce_Clone_ICLOCT
vw_SAGE200US_ItemMaster	insert + update	vw_SAGE200US_ItemMaster:	vw_SAGE200US_Product:	ExternalKey	SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_CreateStandardPriceBook	insert + update	vw_SAGE200US_PriceBookEntry:	vw_SAGE200US_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_UpdateStandardPriceBook	insert + update	vw_SAGE200US_PriceBookEntry:	vw_SAGE200US_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_ItemProductReverseLookup	insert + update	vw_SAGE200US_ItemProductReverseLookup:	vw_SAGE200US_ItemMaster:	—	SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_SalesOrderHeader	insert + update	vw_SAGE200US_SalesOrderHeader:	vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:, vw_SAGE200US_Location:	—	SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM, SF_ERP_Salesforce_Clone_ICLOCT, CommercientFlags
vw_SAGE200US_SalesOrderDetail	insert + update	vw_SAGE200US_SalesOrderDetail:	vw_SAGE200US_SalesOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:	—	SF_ERP_Salesforce_Clone_SOTRAN, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_InvoiceHeader	insert + update	vw_SAGE200US_InvoiceHeader:	vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesOrderHeader:	—	SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ARCUST, CommercientFlags
vw_SAGE200US_InvoiceDetail	insert + update	vw_SAGE200US_InvoiceDetail:	vw_SAGE200US_InvoiceHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:	—	SF_ERP_Salesforce_Clone_ARTRAN, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_ICLOCT
vw_SAGE200US_BOMHeader	insert + update	vw_SAGE200US_BOMHeader:	vw_SAGE200US_ItemMaster:, vw_SAGE200US_Product:, vw_SAGE200US_Location:	ExternalKey	SF_ERP_Salesforce_Clone_PEBMHD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_ICILOC, SF_ERP_Salesforce_Clone_ICLOCT
vw_SAGE200US_BOMLine	insert + update	vw_SAGE200US_BOMLine:	vw_SAGE200US_BOMHeader:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:	—	SF_ERP_Salesforce_Clone_PEBMDT, SF_ERP_Salesforce_Clone_PEBMHD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_ICLOCT
vw_SAGE200US_InvoicePayment	insert + update	vw_SAGE200US_InvoicePayment:	vw_SAGE200US_InvoiceHeader:, vw_SAGE200US_Account:, vw_SAGE200US_Customer:	—	SF_ERP_Salesforce_Clone_ARCASH, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_ARCUST
vw_SAGE200US_PurchaseOrderHeader	insert + update	vw_SAGE200US_PurchaseOrderHeader:	vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_Vendor:, vw_SAGE200US_Location:, vw_SAGE200US_SalesPerson:	—	SF_ERP_Salesforce_Clone_POMAST, SF_ERP_Salesforce_Clone_APVEND, SF_ERP_Salesforce_Clone_ICLOCT, SF_ERP_Salesforce_Clone_SOSLSM, CommercientFlags
vw_SAGE200US_PurchaseOrderLine	insert + update	vw_SAGE200US_PurchaseOrderLine:	vw_SAGE200US_PurchaseOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:	—	SF_ERP_Salesforce_Clone_POTRAN, SF_ERP_Salesforce_Clone_POMAST, SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_WorkOrderHeader	insert + update	vw_SAGE200US_WorkOrderHeader:	vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:, vw_SAGE200US_SalesOrderHeader:	—	SF_ERP_Salesforce_Clone_WOMAST, SF_ERP_Salesforce_Clone_SOMAST, SF_ERP_Salesforce_Clone_ARCUST, SF_ERP_Salesforce_Clone_SOSLSM, CommercientFlags
vw_SAGE200US_WorkOrderDetail	insert + update	vw_SAGE200US_WorkOrderDetail:	vw_SAGE200US_WorkOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:	—	SF_ERP_Salesforce_Clone_WOTRAN, SF_ERP_Salesforce_Clone_WOMAST, SF_ERP_Salesforce_Clone_ICITEM
vw_SAGE200US_shipToAddress_ARADDR	insert + update	vw_SAGE200US_shipToAddress_ARADDR:	vw_SAGE200US_Customer:, vw_SAGE200US_Account:, vw_SAGE200US_ShipToAddress:, vw_SAGE200US_InvoiceHeader:	—	SF_ERP_Salesforce_Clone_ARADDR, SF_ERP_Salesforce_Clone_ARMAST, SF_ERP_Salesforce_Clone_ARCADR, SF_ERP_Salesforce_Clone_ARCUST

The repository key these templates build is <TimeStamp_Prefix>:<key>. The literal in the view and the TimeStamp_Prefix on the configuration row have to be the same string, case included.

4. Order of work

The templates set Sync_Order from 0 to 26. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — GET USER
• 1 — SAGE200US Salesperson
• 2 — Account
• 3 — SAGE200US Customer Master
• 4 — Customer To Account Reverse Lookup
• 5 — SAGE200US Vendor Master
• 6 — Contact sync
• 7 — SAGE200US Customer Ship To Address
• 8 — Product
• 9 — Location
• 10 — Item Location
• 11 — Item Master
• 12 — Create Standard PriceBook
• 13 — Update Standard PriceBook
• 14 — Item Master Reverse Lookup With Product
• 15 — SAGE200US Sales Order Header
• 16 — SAGE200US Sales Order Detail
• 17 — SAGE200US Invoice Header
• 18 — SAGE200US Invoice Detail
• 19 — SAGE200 US BOM Header
• 20 — SAGE200 US BOMLine
• 21 — Sage 200US Invoice Payments
• 22 — SAGE200US PurchaseOrder Header
• 23 — SAGE200US PurchaseOrder Line
• 24 — SAGE200US WorkOrder Header
• 25 — SAGE200US WorkOrder Line
• 26 — SAGE200 ShipToAddress ARADDR

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_SAGE200US_Vendor reads vw_SAGE200US_VendorAccount:; no template in this set writes vw_SAGE200US_VendorAccount:
• vw_SAGE200US_WorkOrderHeader reads vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:, vw_SAGE200US_SalesOrderHeader:
• vw_SAGE200US_WorkOrderDetail reads vw_SAGE200US_WorkOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:
• vw_SAGE200US_Account reads vw_SAGE200US_SalesPerson:, vw_SAGE200US_User:
• vw_SAGE200US_CustomerToAccountLookup reads vw_SAGE200US_Customer:
• vw_SAGE200US_InvoicePayment reads vw_SAGE200US_InvoiceHeader:, vw_SAGE200US_Account:, vw_SAGE200US_Customer:
• vw_SAGE200US_Contact reads vw_SAGE200US_Account:
• vw_SAGE200US_ShipToAddress reads vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:
• vw_SAGE200US_shipToAddress_ARADDR reads vw_SAGE200US_Customer:, vw_SAGE200US_Account:, vw_SAGE200US_ShipToAddress:, vw_SAGE200US_InvoiceHeader:
• vw_SAGE200US_ItemLocation reads vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:
• vw_SAGE200US_ItemMaster reads vw_SAGE200US_Product:
• vw_SAGE200US_BOMHeader reads vw_SAGE200US_ItemMaster:, vw_SAGE200US_Product:, vw_SAGE200US_Location:
• vw_SAGE200US_BOMLine reads vw_SAGE200US_BOMHeader:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:
• vw_SAGE200US_InvoiceHeader reads vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesOrderHeader:
• vw_SAGE200US_InvoiceDetail reads vw_SAGE200US_InvoiceHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:, vw_SAGE200US_Location:
• vw_SAGE200US_CreateStandardPriceBook reads vw_SAGE200US_Product:
• vw_SAGE200US_UpdateStandardPriceBook reads vw_SAGE200US_Product:
• vw_SAGE200US_ItemProductReverseLookup reads vw_SAGE200US_ItemMaster:
• vw_SAGE200US_PurchaseOrderHeader reads vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_Vendor:, vw_SAGE200US_Location:, vw_SAGE200US_SalesPerson:
• vw_SAGE200US_PurchaseOrderLine reads vw_SAGE200US_PurchaseOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:
• vw_SAGE200US_Customer reads vw_SAGE200US_SalesPerson:, vw_SAGE200US_Account:
• vw_SAGE200US_SalesOrderHeader reads vw_SAGE200US_Account:, vw_SAGE200US_Customer:, vw_SAGE200US_SalesPerson:, vw_SAGE200US_Location:
• vw_SAGE200US_SalesOrderDetail reads vw_SAGE200US_SalesOrderHeader:, vw_SAGE200US_Product:, vw_SAGE200US_ItemMaster:

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 → Salesforce pairs
SAGE200US Salesperson	CommercientSF7__SOSLSM__c	33	id_col → CommercientSF7__ExternalKey__c, salesmn → Name, salesmn → CommercientSF7__salesmn__c, saletyp → CommercientSF7__saletyp__c, salegrp → CommercientSF7__salegrp__c
SAGE200US Salesperson	CommercientSF7__SOSLSM__c	32	salesmn → CommercientSF7__salesmn__c, saletyp → CommercientSF7__saletyp__c, salegrp → CommercientSF7__salegrp__c, lname → CommercientSF7__lname__c, fname → CommercientSF7__fname__c
Account	Account	13	id_col → CommercientSF__Commercient_ArCustomerCode__c, company → Name, phone → Phone, address1, address2 → BillingStreet, city → BillingCity
SAGE200US Customer Master	CommercientSF7__ARCUST__c	91	id_col → CommercientSF7__ExternalKey__c, company → Name, SFDCID → Account, SFDCID → ProcessPro_Salesperson, custno → custno
Customer To Account Reverse Lookup	Account	2	id_col → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF7__ProcessPro_Customer_Master__c
SAGE200US Vendor Master	APVEND__c	73	id_col → ExternalKey__c, company → Name, vendno → vendno, company → company, contact → contact
Contact sync	Contact	12	id_col → CommercientSF8__ExternalKey__c, contact → LastName, contact → FirstName, SFDCID → AccountID, email → Email
SAGE200US Customer Ship To Address	CommercientSF7__ARCADR__c	47	id_col → CommercientSF7__ExternalKey__c, company → Name, custno → Account, custno → ProcessPro_Customer_Master, salesmn → ProcessPro_Salesperson__c
Product	Product2	5	id_col → CommercientSF__ExternalKey__c, item → Name, item → ProductCode, itmdesc → Description
Location	CommercientSF7__ICLOCT__c	32	id_col → CommercientSF7__ExternalKey__c, loctid → Name, loctid → loctid, locdesc → locdesc, addrs1 → addrs1
Item Location	CommercientSF7__ICILOC__c	72	id_col → CommercientSF7__ExternalKey__c, item, loctid → Name, SFDCID → CommercientSF7__Product__c, SFDCID → CommercientSF7__ProcessPro_Location__c, SFDCID → CommercientSF7__ProcessPro_Item_Master__c
Item Master	CommercientSF7__ICITEM__c	82	id_col → CommercientSF7__ExternalKey__c, item → Name, SFDCID → Product, item → CommercientSF7__Item__c, itmdesc → CommercientSF7__ItemDescription__c
Create Standard PriceBook	PricebookEntry	5	id_col → ExternalKey__c, stdcost → UnitPrice, SFDCID → Pricebook2ID, SFDCID → Product2ID
Update Standard PriceBook	PricebookEntry	3	id_col → ExternalKey__c, type → IsActive, stdcost → UnitPrice
Item Master Reverse Lookup With Product	Product2	2	id_col → CommercientSF__ExternalKey__c, SFDCID → CommercientSF7__ProcessPro_Item_Master__c
SAGE200US Sales Order Header	CommercientSF7__SOMAST__c	78	id_col → CommercientSF7__ExternalKey__c, sono → Name, custno → Account, custno → ProcessPro_Customer_Master, salesmn → ProcessPro_Salesperson
SAGE200US Sales Order Detail	CommercientSF7__SOTRAN__c	86	id_col → CommercientSF7__ExternalKey__c, sono, tranlineno → Name, item → Product, item → ProcessPro_Item_Master, sono → ProcessPro_Sales_Order_Header
SAGE200US Invoice Header	CommercientSF7__ARMAST__c	73	id_col → CommercientSF7__ExternalKey__c, invno → Name, SFDCID → Account, SFDCID → ProcessPro_Customer_Master, invno → invno
SAGE200US Invoice Detail	CommercientSF7__ARTRAN__c	69	id_col → CommercientSF7__ExternalKey__c, invno, tranlineno → Name, id_col → ProcessPro_Invoice_Header, item → Product, item → ProcessPro_Item_Master
SAGE200 US BOM Header	PEBMHD__c	34	id_col → ExternalKey__c, bomno → Name, SFDCID → Product__c, SFDCID → SAGE200US_Item_Master__c, bomno → bomno
SAGE200 US BOMLine	PEBMDT__c	43	bomno → Name, id_col → ExternalKey__c, SFDCID → SAGE200_US_BOM_Header__c, SFDCID → SAGE200_US_Item_Master__c, SFDCID → ProcessPro_Location__c
Sage 200US Invoice Payments	Sage200US_Invoice_Payments__c	46	id_col → ExternalKey__c, invno → Name, invno → invno, invdte → invdte, custno → custno
SAGE200US PurchaseOrder Header	POMAST__c	57	id_col → ExternalKey__c, purno → Name, vendno → SAGE200US_Vendor_Master__c, loctid → ProcessPro_Location__c, purno → purno
SAGE200US PurchaseOrder Line	POTRAN__c	68	id_col → ExternalKey__c, purno, tranlineno → Name, item → Product__c, item → Sage200US_Item_Master__c, purno → SAGE200US_PurchaseOrder_Header__c
SAGE200US WorkOrder Header	WOMAST__c	43	id_col → ExternalKey__c, wono → Name, SFDCID → Account__c, SFDCID → SAGE_200US_Customer_Master__c, SFDCID → Sage200US_Salesperson__c
SAGE200US WorkOrder Line	WOTRAN__c	66	id_col → ExternalKey__c, wono, tranlineno → Name, item → Product__c, item → Sage200_US_ItemMaster__c, wono → SAGE200US_WorkOrder_Header__c
SAGE200 ShipToAddress ARADDR	CommercientSF7__ARADDR__c	28	id_col → CommercientSF7__ExternalKey__c, company → CommercientSF7__Name__c, custno → CommercientSF7__custno__c, invno → ProcessPro_Invoice_Header__c, custno → ProcessPro_Customer_Master__c

6. Community templates

The catalogue carries 28 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: 28
• Default operations: insert on 28, update on 28, delete on 28
• Marked circular-sync: 0
• Licence groups they span: 11
• Destination objects: Account, Contact, PricebookEntry, Product2, APVEND__c, CommercientSF7__ARADDR__c, CommercientSF7__ARCADR__c, CommercientSF7__ARCUST__c, CommercientSF7__ARMAST__c, CommercientSF7__ARTRAN__c, CommercientSF7__ICILOC__c, CommercientSF7__ICITEM__c, CommercientSF7__ICLOCT__c, CommercientSF7__SOMAST__c, CommercientSF7__SOSLSM__c, CommercientSF7__SOTRAN__c, PEBMDT__c, PEBMHD__c, POMAST__c, POTRAN__c and 4 more
• Object display names: Account, Contact sync, Create Standard PriceBook, Customer To Account Reverse Lookup, Get Contacts, Item Location, Item Master, Item Master Reverse Lookup With Product, Location, Product, Sage 200US Invoice Payments, SAGE200 ShipToAddress ARADDR and 16 more
• Template groups: Product, Account, Salesorder, Invoice, Customer Multi Ship Addresses, Purchase Order

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:

• vw_SAGE200US_Vendor
• vw_SAGE200US_Location
• vw_SAGE200US_WorkOrderHeader
• vw_SAGE200US_WorkOrderDetail
• vw_SAGE200US_User
• vw_SAGE200US_Account
• vw_SAGE200US_CustomerToAccountLookup
• vw_SAGE200US_InvoicePayment
• vw_SAGE200US_Contact
• vw_SAGE200US_ShipToAddress
• vw_SAGE200US_shipToAddress_ARADDR
• vw_SAGE200US_ItemLocation
• vw_SAGE200US_ItemMaster
• vw_SAGE200US_BOMHeader
• vw_SAGE200US_BOMLine
• vw_SAGE200US_InvoiceHeader
• vw_SAGE200US_InvoiceDetail
• vw_SAGE200US_PriceBookEntry
• vw_SAGE200US_Product
• vw_SAGE200US_ItemProductReverseLookup
• vw_SAGE200US_PurchaseOrderHeader
• vw_SAGE200US_PurchaseOrderLine
• vw_SAGE200US_Customer
• vw_SAGE200US_SalesOrderHeader
• vw_SAGE200US_SalesOrderDetail
• vw_SAGE200US_SalesPerson

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 US → 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 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.