Sage 50 UK 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-50-uk". 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-50-uk-salesforce/.

CRMPro → Salesforce — Sage 50 UK: 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-50-uk (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
Sage 50 UK Audit Header	ERP audit header data becomes Commercient Sage 50 UK Audit Header Managed Custom Object in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sage 50 UK Audit Header Managed Custom Object	audit header transactions
Sage 50 UK Audit Split	ERP audit header, audit split data becomes Commercient Sage 50 UK Audit Split Managed Custom Object in Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sage 50 UK Audit Split Managed Custom Object	audit split lines, audit header transactions
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 and existing ones updated; none are deleted.	Account, Contact, Commercient Sage 50 UK customer	sales ledger customers, delivery addresses
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.	Commercient Sage 50 UK Address Managed Custom Object	delivery addresses
Product	The templates push Commercient Sage 50 UK Item Managed Custom Object, Product to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sage 50 UK Item Managed Custom Object, Product	stock items
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 and existing ones updated; none are deleted.	Commercient Sage 50 UK Invoice Header Managed Custom Object, Commercient Sage 50 UK Invoice Detail Managed Custom Object	invoices, invoice items
Pricebook	The templates push Price book entry to Salesforce. New records are created and existing ones updated; none are deleted.	Price book entry	stock items
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 and existing ones updated; none are deleted.	Commercient Sage 50 UK Sales Order Header Managed Custom Object, Commercient Sage 50 UK Sales Order Detail Managed Custom Object	sales order headers, sales order 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
Account	Account	Commercient AR customer code	1
Customer Master	Commercient Sage 50 UK customer	Commercient external key	2
Customer Reverse Lookup Account	Account	Commercient AR customer code	3
Sage 50 UK Address	Commercient Sage 50 UK Address Managed Custom Object	Commercient external key	4
Sales Order Header	Commercient Sage 50 UK Sales Order Header Managed Custom Object	Commercient external key	5
Sales Order Details	Commercient Sage 50 UK Sales Order Detail Managed Custom Object	Commercient external key	6
Invoice Header	Commercient Sage 50 UK Invoice Header Managed Custom Object	Commercient external key	7
Invoice Details	Commercient Sage 50 UK Invoice Detail Managed Custom Object	Commercient external key	8
Product	Product	Commercient external key (earlier package)	9
Item Master	Commercient Sage 50 UK Item Managed Custom Object	Commercient external key	10
Item To Product Reverse Lookup	Product	Commercient external key (earlier package)	11
Create Standard Price Book	Price book entry	External key (custom field)	12
Standard Pricebook Update	Price book entry	External key (custom field)	13
Contacts	Contact	Commercient external key	18
Sage 50 UK Audit Header	Commercient Sage 50 UK Audit Header Managed Custom Object	Commercient external key	19
Sage 50 UK Audit Split	Commercient Sage 50 UK Audit Split Managed Custom Object	Commercient external key	20

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
account feed	insert + update	sales ledger customers, delivery addresses
Sage 50 UK customer feed	insert + update	sales ledger customers, delivery addresses
customer account lookup feed	insert + update	sales ledger customers
address feed	insert + update	delivery addresses
sales order feed	insert + update	sales order headers
sales order line feed	insert + update	sales order lines
invoice feed	insert + update	invoices
invoice line feed	insert + update	invoice items
product feed	insert + update	stock items
item feed	insert + update	stock items
item product lookup feed	insert + update	stock items
standard price book feed	insert only	stock items
standard price book feed (changes)	insert + update	stock items
contact feed	insert + update	sales ledger customers
audit header feed	insert + update	audit header transactions
audit split feed	insert + update	audit split lines, audit header transactions

4. Order of work

The templates set run sequence from 0 to 20. A run processes active rows in ascending run sequence, which is the order the templates put them in:

0 — GET USER
1 — Account
2 — Customer Master
3 — Customer Reverse Lookup Account
4 — Sage 50 UK Address
5 — Sales Order Header
6 — Sales Order Details
7 — Invoice Header
8 — Invoice Details
9 — Product
10 — Item Master
11 — Item To Product Reverse Lookup
12 — Create Standard Price Book
13 — Standard Pricebook Update
18 — Contacts
19 — Sage 50 UK Audit Header
20 — Sage 50 UK Audit Split

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.

audit header feed reads account sync output, Sage 50 UK customer sync output, sales order sync output, invoice sync output
audit split feed reads audit header sync output, account sync output, Sage 50 UK customer sync output
customer account lookup feed reads Sage 50 UK customer sync output
contact feed reads account sync output
Sage 50 UK customer feed reads account sync output, address sync output
address feed reads account sync output, Sage 50 UK customer sync output
item feed reads product sync output
invoice feed reads account sync output, Sage 50 UK customer sync output
invoice line feed reads invoice sync output, item sync output
standard price book feed reads product sync output
standard price book feed (changes) reads standard price book sync output, product sync output
item product lookup feed reads item sync output
sales order feed reads account sync output, Sage 50 UK customer sync output
sales order line feed reads sales order sync output, item sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

Template	Object	Mapped fields	First ERP → Salesforce pairs
Account	Account	13	Account reference → Commercient AR customer code, Name → Name, Address 1, Address 2 → Billing street, Address 3 → Billing city, Address line 4 → Billing state
Customer Master	Commercient Sage 50 UK customer	76	Account reference → Commercient external key, Name → Name, Status number → Commercient status number, Department number (ERP) → Commercient department number, Currency → Commercient currency
Customer Reverse Lookup Account	Account	2	Account reference → Commercient AR customer code, the linked Salesforce record → Commercient Sage 50 UK customer
Sage 50 UK Address	Commercient Sage 50 UK Address Managed Custom Object	26	Reference → external key column, Account reference → Account, Account reference → Customer, Tax code → Tax code (second field), Address type field → Address type field
Sales Order Header	Commercient Sage 50 UK Sales Order Header Managed Custom Object	93	Order number → Commercient external key, Account reference → Commercient account, Account reference → Commercient customer (related record), Delivery status code (ERP) → Commercient delivery status code, Order type code → Commercient order type code
Sales Order Details	Commercient Sage 50 UK Sales Order Detail Managed Custom Object	50	Order number,Item number,Job number → Commercient external key, Order number,Item number,Job number → Commercient name, Order number → Commercient sales order header, Service flag → Commercient service flag (second field), Tax code identifier → Commercient tax code identifier (second field)
Invoice Header	Commercient Sage 50 UK Invoice Header Managed Custom Object	93	Invoice number → Commercient external key, Account reference → Account, Account reference → Customer, Invoice type code → Commercient invoice type code, Global department number → Commercient global department number
Invoice Details	Commercient Sage 50 UK Invoice Detail Managed Custom Object	44	Invoice number, Item number → Commercient external key, the linked Salesforce record → Commercient invoice header (related record), Service flag → Commercient service flag, Tax code identifier → Commercient tax code identifier, Item number → Commercient item number
Product	Product	5	Stock code → Commercient external key (earlier package), Stock code → Product code, Description → Name, Description → Description, Inactive flag → Active
Item Master	Commercient Sage 50 UK Item Managed Custom Object	92	Stock code → Commercient external key, Web description → Name, the linked Salesforce record → Product, Web publish → Web publish, Web special → Web special
Item To Product Reverse Lookup	Product	2	Stock code → Commercient external key (earlier package), the linked Salesforce record → Commercient Sage 50 UK Item Managed Custom Object
Create Standard Price Book	Price book entry	5	Stock code → External key (custom field), the linked Salesforce record → price book lookup, the linked Salesforce record → product lookup, Inactive flag → Active, Sales price → Unit price
Standard Pricebook Update	Price book entry	4	Stock code → External key (custom field), Inactive flag → Active, Sales price → Unit price, Supplier part number → Litre volume (custom field)
Contacts	Contact	7	Account reference → Commercient external key, the linked Salesforce record → account lookup, Contact name field → Family name, Contact name field → Given name, Email → Email
Sage 50 UK Audit Header	Commercient Sage 50 UK Audit Header Managed Custom Object	90	Transaction number, Account reference, Sales or purchase reference, Invoice reference → Commercient external key, Transaction number, Account reference, Sales or purchase reference, Invoice reference → Commercient name, Account reference → Commercient account, Account reference → Commercient customer (related record), Sales or purchase reference → Commercient sales order header

6. Community templates

The catalogue carries 266 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: 266
Default operations: insert on 266, update on 266, delete on 266
Marked as circular sync: 2
Licence groups they span: 12
Destination objects: Account, Product, Price book entry, Commercient Sage 50 UK Invoice Detail Managed Custom Object, Commercient Sage 50 UK customer, Commercient Sage 50 UK Invoice Header Managed Custom Object, Commercient Sage 50 UK Sales Order Detail Managed Custom Object, Commercient Sage 50 UK Sales Order Header Managed Custom Object, Commercient Sage 50 UK Address Managed Custom Object, Commercient Sage 50 UK Item Managed Custom Object, Contact, Commercient Sage 50 UK Audit Header Managed Custom Object, Commercient Sage 50 UK Audit Split Managed Custom Object, Invoice (custom object), Commercient Sage 50 UK Sales Receipt Managed Custom Object, Commercient Account Managed Custom Object, Commercient Account Matching Managed Custom Object, Commercient Sage 50 UK Purchase Order Detail Managed Custom Object, Commercient Sage 50 UK Purchase Order Header Managed Custom Object and 8 more
Object display names: Account, Invoice Details, Invoice Header, Customer Reverse Lookup Account, Customer Master, Sage 50 UK Address, Sales Order Details, Sales Order Header, Contacts, Item To Product Reverse Lookup, Product, Create Standard Price Book, 36 more and 5 further templates
Template groups: Account, Product, Invoice, Sales order, Customer Multi Ship Addresses, Pricebook, CRM Quote and Line, CRM Opportunity and Line

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-50-uk.

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 UK → 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-50-uk, 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.