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

CRMPro → Salesforce — Sage Intacct: 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-intacct.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage Intacct → 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
Employee Sync	ERP EMPLOYEE data becomes CommercientSF8__SAGEINTACCT_employee__c in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGEINTACCT_employee__c	SF_ERP_Salesforce_Clone_employee
Warenouse Master	ERP WAREHOUSE data becomes CommercientSF8__SAGEINTACCT_warehouse__c in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGEINTACCT_warehouse__c	SF_ERP_Salesforce_Clone_warehouse
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, CommercientSF8__SAGEINTACCT_arterm__c, Contact, CommercientSF8__SAGEINTACCT_customer__c	SF_ERP_Salesforce_Clone_customer, TxDownloaderProTrans, SF_ERP_Salesforce_Clone_arterm, SF_ERP_Salesforce_Clone_contact, SF_ERP_Salesforce_Clone_employee
CRM Ownership	The templates push User to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	User	—
Product	ERP ITEM, ITEMWAREHOUSEINFO, WAREHOUSE data becomes CommercientSF8__SAGEINTACCT_item__c, CommercientSF8__SAGEINTACCT_itemwarehouseinfo__c, Product2 in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGEINTACCT_item__c, CommercientSF8__SAGEINTACCT_itemwarehouseinfo__c, Product2	SF_ERP_Salesforce_Clone_item, SF_ERP_Salesforce_Clone_itemwarehouseinfo, SF_ERP_Salesforce_Clone_warehouse
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGEINTACCT_arinvoice__c, CommercientSF8__SAGEINTACCT_arinvoiceitem__c, CommercientSF8__SAGEINTACCT_arinvoicepayment__c	SF_ERP_Salesforce_Clone_arinvoice, CommercientFlags, SF_ERP_Salesforce_Clone_arinvoiceitem, SF_ERP_Salesforce_Clone_item, SF_ERP_Salesforce_Clone_arinvoicepayment
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGEINTACCT_sodocument__c, CommercientSF8__SAGEINTACCT_sodocumententry__c	SF_ERP_Salesforce_Clone_sodocument, CommercientFlags, SF_ERP_Salesforce_Clone_sodocumententry, SF_ERP_Salesforce_Clone_item

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 Account	Account	CommercientSF__Commercient_ArCustomerCode__c	1	vw_SAGEINTACCT_Account	1	'' / ''	1
Employee Sync	CommercientSF8__SAGEINTACCT_employee__c	CommercientSF8__ExternalKey__c	2	vw_SAGEINTACCT_Employee	vw_SAGEINTACCT_Employee	CommercientSF8__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_SAGEINTACCT_Account	vw_SAGEINTACCT_Account	'' / ''	1
Term	CommercientSF8__SAGEINTACCT_arterm__c	CommercientSF8__ExternalKey__c	4	vw_SAGEINTACCT_ArTerm	vw_SAGEINTACCT_ArTerm	CommercientSF8__ / __c	1
Customer Master	CommercientSF8__SAGEINTACCT_customer__c	CommercientSF8__ExternalKey__c	5	vw_SAGEINTACCT_Customer	vw_SAGEINTACCT_Customer	CommercientSF8__ / __c	1
Warenouse Master	CommercientSF8__SAGEINTACCT_warehouse__c	CommercientSF8__ExternalKey__c	6	vw_SAGEINTACCT_Warehouse	vw_SAGEINTACCT_Warehouse	CommercientSF8__ / __c	1
Product	Product2	CommercientSF__ExternalKey__c	7	vw_SAGEINTACCT_Product	vw_SAGEINTACCT_Product	'' / ''	1
Item Master	CommercientSF8__SAGEINTACCT_item__c	CommercientSF8__ExternalKey__c	11	vw_SAGEINTACCT_Item	vw_SAGEINTACCT_Item	CommercientSF8__ / __c	1
Itemwise Warehouse	CommercientSF8__SAGEINTACCT_itemwarehouseinfo__c	CommercientSF8__ExternalKey__c	12	vw_SAGEINTACCT_ItemWiseWarehouse	vw_SAGEINTACCT_ItemWiseWarehouse	CommercientSF8__ / __c	1
Salesorder Header	CommercientSF8__SAGEINTACCT_sodocument__c	CommercientSF8__ExternalKey__c	13	vw_SAGEINTACCT_SalesOrderHeader	vw_SAGEINTACCT_SalesOrderHeader	CommercientSF8__ / __c	1
Salesorder Line	CommercientSF8__SAGEINTACCT_sodocumententry__c	CommercientSF8__ExternalKey__c	14	vw_SAGEINTACCT_SalesOrderLine	vw_SAGEINTACCT_SalesOrderLine	CommercientSF8__ / __c	1
Invoice Header	CommercientSF8__SAGEINTACCT_arinvoice__c	CommercientSF8__ExternalKey__c	15	vw_SAGEINTACCT_InvoiceHeader	vw_SAGEINTACCT_InvoiceHeader	CommercientSF8__ / __c	1
Invoice Line	CommercientSF8__SAGEINTACCT_arinvoiceitem__c	CommercientSF8__ExternalKey__c	16	vw_SAGEINTACCT_InvoiceLine	vw_SAGEINTACCT_InvoiceLine	CommercientSF8__ / __c	1
Invoice Payment	CommercientSF8__SAGEINTACCT_arinvoicepayment__c	CommercientSF8__ExternalKey__c	17	vw_SAGEINTACCT_InvoicePayment	vw_SAGEINTACCT_InvoicePayment	CommercientSF8__ / __c	1
Customer To Account ReverseLookup	Account	CommercientSF__Commercient_ArCustomerCode__c	18	vw_SAGEINTACCT_AccountReverseLookup	vw_SAGEINTACCT_AccountReverseLookup	'' / ''	1
Item To ProductReverseLookup	Product2	CommercientSF__ExternalKey__c	19	vw_SAGEINTACCT_ProductReverseLookup	vw_SAGEINTACCT_ProductReverseLookup	'' / ''	1
Contact	Contact	CommercientSF8__ExternalKey__c	20	vw_SAGEINTACCT_Contact	vw_SAGEINTACCT_Contact	'' / ''	1
Get User	User	Id	22	vw_SAGEINTACCT_GetUser	vw_SAGEINTACCT_User	'' / ''	1
Account ArCustomerCode NULL	Account	id	23	vw_SAGEINTACCT_NeedNULLAccount	vw_SAGEINTACCT_NeedNULLAccount	'' / ''	3

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, IsAccountMatching False, 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 Account, Account, Contact, Get User — 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_SAGEINTACCT_Employee	insert + update	vw_SAGEINTACCT_Employee:	—	—	SF_ERP_Salesforce_Clone_employee
vw_SAGEINTACCT_Account	insert + update	vw_SAGEINTACCT_Account:	vw_SAGEINTACCT_GetUser:	—	SF_ERP_Salesforce_Clone_customer
vw_SAGEINTACCT_ArTerm	insert + update	vw_SAGEINTACCT_ArTerm:	—	—	SF_ERP_Salesforce_Clone_arterm
vw_SAGEINTACCT_Customer	insert + update	vw_SAGEINTACCT_Customer:	vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_ArTerm:, vw_SAGEINTACCT_Employee:	—	SF_ERP_Salesforce_Clone_customer, SF_ERP_Salesforce_Clone_employee
vw_SAGEINTACCT_Warehouse	insert + update	vw_SAGEINTACCT_Warehouse:	—	—	SF_ERP_Salesforce_Clone_warehouse
vw_SAGEINTACCT_Product	insert + update	vw_SAGEINTACCT_Product:	—	CommercientSF__ExternalKey__c	SF_ERP_Salesforce_Clone_item
vw_SAGEINTACCT_Item	insert + update	vw_SAGEINTACCT_Item:	vw_SAGEINTACCT_Product:	—	SF_ERP_Salesforce_Clone_item
vw_SAGEINTACCT_ItemWiseWarehouse	insert + update	vw_SAGEINTACCT_ItemWiseWarehouse:	vw_SAGEINTACCT_Item:, vw_SAGEINTACCT_Warehouse:	—	SF_ERP_Salesforce_Clone_itemwarehouseinfo, SF_ERP_Salesforce_Clone_warehouse, SF_ERP_Salesforce_Clone_item
vw_SAGEINTACCT_SalesOrderHeader	insert + update	vw_SAGEINTACCT_SalesOrderHeader:	vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:	—	SF_ERP_Salesforce_Clone_sodocument, CommercientFlags
vw_SAGEINTACCT_SalesOrderLine	insert + update	vw_SAGEINTACCT_SalesOrderLine:	vw_SAGEINTACCT_SalesOrderHeader:, vw_SAGEINTACCT_Item:	—	SF_ERP_Salesforce_Clone_sodocumententry, SF_ERP_Salesforce_Clone_item
vw_SAGEINTACCT_InvoiceHeader	insert + update	vw_SAGEINTACCT_InvoiceHeader:	vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:	—	SF_ERP_Salesforce_Clone_arinvoice, CommercientFlags
vw_SAGEINTACCT_InvoiceLine	insert + update	vw_SAGEINTACCT_InvoiceLine:	vw_SAGEINTACCT_InvoiceHeader:, vw_SAGEINTACCT_Item:	—	SF_ERP_Salesforce_Clone_arinvoiceitem, SF_ERP_Salesforce_Clone_item, SF_ERP_Salesforce_Clone_arinvoice
vw_SAGEINTACCT_InvoicePayment	insert + update	vw_SAGEINTACCT_InvoicePayment:	vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:, vw_SAGEINTACCT_InvoiceHeader:	—	SF_ERP_Salesforce_Clone_arinvoicepayment, SF_ERP_Salesforce_Clone_arinvoice
vw_SAGEINTACCT_AccountReverseLookup	insert-only	vw_SAGEINTACCT_AccountReverseLookup:	vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:	—	SF_ERP_Salesforce_Clone_customer
vw_SAGEINTACCT_ProductReverseLookup	insert + update	vw_SAGEINTACCT_ProductReverseLookup:	vw_SAGEINTACCT_Item:	—	SF_ERP_Salesforce_Clone_item
vw_SAGEINTACCT_Contact	insert + update	vw_SAGEINTACCT_Contact:	vw_SAGEINTACCT_Account:	—	SF_ERP_Salesforce_Clone_contact, SF_ERP_Salesforce_Clone_customer
vw_SAGEINTACCT_NeedNULLAccount	insert + update	—	—	—	SF_ERP_Salesforce_Clone_customer, TxDownloaderProTrans

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 1 to 23. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Get Account
• 2 — Employee Sync
• 3 — Account
• 4 — Term
• 5 — Customer Master
• 6 — Warenouse Master
• 7 — Product
• 11 — Item Master
• 12 — Itemwise Warehouse
• 13 — Salesorder Header
• 14 — Salesorder Line
• 15 — Invoice Header
• 16 — Invoice Line
• 17 — Invoice Payment
• 18 — Customer To Account ReverseLookup
• 19 — Item To ProductReverseLookup
• 20 — Contact
• 22 — Get User
• 23 — Account ArCustomerCode NULL

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_SAGEINTACCT_Account reads vw_SAGEINTACCT_GetUser:
• vw_SAGEINTACCT_AccountReverseLookup reads vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:
• vw_SAGEINTACCT_Contact reads vw_SAGEINTACCT_Account:
• vw_SAGEINTACCT_Customer reads vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_ArTerm:, vw_SAGEINTACCT_Employee:
• vw_SAGEINTACCT_Item reads vw_SAGEINTACCT_Product:
• vw_SAGEINTACCT_ItemWiseWarehouse reads vw_SAGEINTACCT_Item:, vw_SAGEINTACCT_Warehouse:
• vw_SAGEINTACCT_InvoiceHeader reads vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:
• vw_SAGEINTACCT_InvoiceLine reads vw_SAGEINTACCT_InvoiceHeader:, vw_SAGEINTACCT_Item:
• vw_SAGEINTACCT_InvoicePayment reads vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:, vw_SAGEINTACCT_InvoiceHeader:
• vw_SAGEINTACCT_ProductReverseLookup reads vw_SAGEINTACCT_Item:
• vw_SAGEINTACCT_SalesOrderHeader reads vw_SAGEINTACCT_Account:, vw_SAGEINTACCT_Customer:
• vw_SAGEINTACCT_SalesOrderLine reads vw_SAGEINTACCT_SalesOrderHeader:, vw_SAGEINTACCT_Item:

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
Get Account	Account	18	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, BillingStreet → BillingStreet, BillingCountry → BillingCountry, BillingCity → BillingCity, BillingState → BillingState
Employee Sync	CommercientSF8__SAGEINTACCT_employee__c	76	RECORDNO → RECORDNO, EMPLOYEEID → CommercientSF8__EMPLOYEEID__c, SSN → CommercientSF8__SSN__c, TITLE → CommercientSF8__TITLE__c, LOCATIONID → LOCATIONID
Account	Account	18	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, BillingStreet → BillingStreet, BillingCountry → BillingCountry, BillingCity → BillingCity, BillingState → BillingState
Term	CommercientSF8__SAGEINTACCT_arterm__c	19	DESCRIPTION → DESCRIPTION, STATUS → CommercientSF8__STATUS__c, RECORDNO → RECORDNO, WHENMODIFIED → CommercientSF8__WHENMODIFIED__c, WHENCREATED → WHENCREATED
Customer Master	CommercientSF8__SAGEINTACCT_customer__c	93	Account → Account, Sage_Intacct_Term → Sage_Intacct_Term, Sage_Intacct_Salesperson → Sage_Intacct_Salesperson, RECORDNO → RECORDNO, CUSTOMERID → CommercientSF8__CUSTOMERID__c
Warenouse Master	CommercientSF8__SAGEINTACCT_warehouse__c	21	RECORDNO → RECORDNO, LOCATIONID → LOCATIONID, PARENTKEY → CommercientSF8__PARENTKEY__c, PARENTID → CommercientSF8__PARENTID__c, PARENTNAME → CommercientSF8__PARENTNAME__c
Product	Product2	11	ProductCode → ProductCode, CommercientSF__ExternalKey → CommercientSF__ExternalKey__c, Description → Description, Family → Family, Category1 → Category1__c
Item Master	CommercientSF8__SAGEINTACCT_item__c	70	Product → Product__c, RECORDNO → RECORDNO, ITEMID → CommercientSF8__ITEMID__c, STATUS → CommercientSF8__STATUS__c, MRR → CommercientSF8__MRR__c
Itemwise Warehouse	CommercientSF8__SAGEINTACCT_itemwarehouseinfo__c	30	Sage_Intacct_Item → Sage_Intacct_Item, Sage_Intacct_Warehouse → Sage_Intacct_Warehouse, RECORDNO → RECORDNO, ITEMID → CommercientSF8__ITEMID__c, WAREHOUSEID → CommercientSF8__WAREHOUSEID__c
Salesorder Header	CommercientSF8__SAGEINTACCT_sodocument__c	49	Account → Account, Sage_Intacct_Customer → Sage_Intacct_Customer, RECORDNO → RECORDNO, DOCNO → DOCNO, DOCID → DOCID
Salesorder Line	CommercientSF8__SAGEINTACCT_sodocumententry__c	88	RECORDNO → RECORDNO, Sage_Intacct_Item → Sage_Intacct_Item, Sage_Intacct_Sales_Order_Header → Sage_Intacct_Sales_Order_Header, DOCHDRNO → DOCHDRNO, DOCHDRID → DOCHDRID
Invoice Header	CommercientSF8__SAGEINTACCT_arinvoice__c	92	Account → Account, Sage_Intacct_Customer → Sage_Intacct_Customer, RECORDNO → RECORDNO, RECORDTYPE → RECORDTYPE, RECORDID → RECORDID
Invoice Line	CommercientSF8__SAGEINTACCT_arinvoiceitem__c	83	RECORDNO → RECORDNO, Sage_Intacct_Invoice_Header → Sage_Intacct_Invoice_Header, Sage_Intacct_Item → Sage_Intacct_Item, RECORDKEY → RECORDKEY, ACCOUNTKEY → ACCOUNTKEY
Invoice Payment	CommercientSF8__SAGEINTACCT_arinvoicepayment__c	20	Sage_Intacct_Invoice_Header → Sage_Intacct_Invoice_Header, Account → Account, Sage_Intacct_Customer → Sage_Intacct_Customer, RECORDNO → RECORDNO, PAYMENTKEY → CommercientSF8__PAYMENTKEY__c
Customer To Account ReverseLookup	Account	2	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, CommercientSF8__Sage_Intacct_Customer → CommercientSF8__Sage_Intacct_Customer__c
Item To ProductReverseLookup	Product2	2	CommercientSF__ExternalKey → CommercientSF__ExternalKey__c, Sage_Intacct_Item → Sage_Intacct_Item__c
Contact	Contact	12	AccountId → AccountId, CommercientSF8__ExternalKey → CommercientSF8__ExternalKey__c, LastName → LastName, FirstName → FirstName, Email → Email
Account ArCustomerCode NULL	Account	2	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, id → id

6. Community templates

The catalogue carries 57 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: 57
• Default operations: insert on 57, update on 57, delete on 57
• Marked circular-sync: 0
• Licence groups they span: 9
• Destination objects: Account, Product2, CommercientSF8__SAGEINTACCT_arinvoice__c, CommercientSF8__SAGEINTACCT_customer__c, Contact, CommercientSF8__SAGEINTACCT_arinvoicepayment__c, CommercientSF8__SAGEINTACCT_employee__c, CommercientSF8__SAGEINTACCT_item__c, CommercientSF8__SAGEINTACCT_arinvoiceitem__c, CommercientSF8__SAGEINTACCT_itemwarehouseinfo__c, CommercientSF8__SAGEINTACCT_sodocument__c, CommercientSF8__SAGEINTACCT_sodocumententry__c, CommercientSF8__SAGEINTACCT_warehouse__c, CommercientSF_SAGEINTACCT_arpayment__c, CommercientSF8__SAGEINTACCT_arterm__c, CUSTOMER__c, PricebookEntry, PRODUCTMATCHING__c
• Object display names: Account, Contact, Customer Master, Customer To Account ReverseLookup, Get Account, Invoice Header, Account ArCustomerCode NULL, Employee Sync, Invoice Payment, Item Master, Product, Invoice Line, 9 more and 2 further templates
• Template groups: Account, Product, Invoice, Salesorder

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_SAGEINTACCT_Employee
• vw_SAGEINTACCT_Warehouse
• vw_SAGEINTACCT_Account
• vw_SAGEINTACCT_AccountReverseLookup
• vw_SAGEINTACCT_NeedNULLAccount
• vw_SAGEINTACCT_ArTerm
• vw_SAGEINTACCT_Contact
• vw_SAGEINTACCT_GetUser
• vw_SAGEINTACCT_Customer
• vw_SAGEINTACCT_Item
• vw_SAGEINTACCT_ItemWiseWarehouse
• vw_SAGEINTACCT_InvoiceHeader
• vw_SAGEINTACCT_InvoiceLine
• vw_SAGEINTACCT_InvoicePayment
• vw_SAGEINTACCT_Product
• vw_SAGEINTACCT_ProductReverseLookup
• vw_SAGEINTACCT_SalesOrderHeader
• vw_SAGEINTACCT_SalesOrderLine

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 Intacct → 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.