Sage Intacct 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-intacct". 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-intacct-salesforce/.

CRMPro → Salesforce — Sage Intacct: 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-intacct (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
Employee Sync	ERP Employee data becomes Commercient Sage Intacct Employee Managed Custom Object in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage Intacct Employee Managed Custom Object	employees
Warenouse Master	ERP Warehouse data becomes Commercient Sage Intacct Warehouse Managed Custom Object in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage Intacct Warehouse Managed Custom Object	warehouses
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 Intacct AR Term Managed Custom Object, Contact, Commercient Sage Intacct Customer Managed Custom Object	customers, the writeback transaction log, AR terms, contacts, employees
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, warehouse details per item, Warehouse data becomes Commercient Sage Intacct Item Managed Custom Object, Commercient Sage Intacct Item Warehouse Information Managed Custom Object, Product in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	Commercient Sage Intacct Item Managed Custom Object, Commercient Sage Intacct Item Warehouse Information Managed Custom Object, Product	items, item warehouse information, warehouses
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 Intacct AR Invoice Managed Custom Object, Commercient Sage Intacct AR Invoice Item Managed Custom Object, Commercient Sage Intacct AR Invoice Payment Managed Custom Object	AR invoices, AR invoice lines, items, AR invoice payments
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 Intacct Sales Order Document Managed Custom Object, Commercient Sage Intacct Sales Order Document Entry Managed Custom Object	sales order documents, sales order document lines, items

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 Account	Account	Commercient AR customer code	1
Employee Sync	Commercient Sage Intacct Employee Managed Custom Object	Commercient external key	2
Account	Account	Commercient AR customer code	3
Term	Commercient Sage Intacct AR Term Managed Custom Object	Commercient external key	4
Customer Master	Commercient Sage Intacct Customer Managed Custom Object	Commercient external key	5
Warenouse Master	Commercient Sage Intacct Warehouse Managed Custom Object	Commercient external key	6
Product	Product	Commercient external key (earlier package)	7
Item Master	Commercient Sage Intacct Item Managed Custom Object	Commercient external key	11
Itemwise Warehouse	Commercient Sage Intacct Item Warehouse Information Managed Custom Object	Commercient external key	12
Sales order Header	Commercient Sage Intacct Sales Order Document Managed Custom Object	Commercient external key	13
Sales order Line	Commercient Sage Intacct Sales Order Document Entry Managed Custom Object	Commercient external key	14
Invoice Header	Commercient Sage Intacct AR Invoice Managed Custom Object	Commercient external key	15
Invoice Line	Commercient Sage Intacct AR Invoice Item Managed Custom Object	Commercient external key	16
Invoice Payment	Commercient Sage Intacct AR Invoice Payment Managed Custom Object	Commercient external key	17
Customer To Account Reverse lookup	Account	Commercient AR customer code	18
Item To Product Reverse Lookup	Product	Commercient external key (earlier package)	19
Contact	Contact	Commercient external key	20
Get User	User	Id	22
(unnamed)	Account	id	23

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
employee feed	insert + update	employees
account feed	insert + update	customers
AR terms feed	insert + update	AR terms
customer feed	insert + update	customers, employees
warehouse feed	insert + update	warehouses
product feed	insert + update	items
item feed	insert + update	items
item warehouse feed	insert + update	item warehouse information, warehouses, items
sales order feed	insert + update	sales order documents
sales order line feed	insert + update	sales order document lines, items
invoice feed	insert + update	AR invoices
invoice line feed	insert + update	AR invoice lines, items, AR invoices
invoice payment feed	insert + update	AR invoice payments, AR invoices
account reverse lookup feed	insert only	customers
product reverse lookup feed	insert + update	items
contact feed	insert + update	contacts, customers
account customer code clearing feed	insert + update	customers, the writeback transaction log

4. Order of work

The templates set run sequence from 1 to 23. A run processes active rows in ascending run sequence, 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 — Sales order Header
14 — Sales order Line
15 — Invoice Header
16 — Invoice Line
17 — Invoice Payment
18 — Customer To Account Reverse lookup
19 — Item To Product Reverse Lookup
20 — Contact
22 — Get User

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.

account feed reads retrieved user sync output
account reverse lookup feed reads account sync output, customer sync output
contact feed reads account sync output
customer feed reads account sync output, AR terms sync output, employee sync output
item feed reads product sync output
item warehouse feed reads item sync output, warehouse sync output
invoice feed reads account sync output, customer sync output
invoice line feed reads invoice sync output, item sync output
invoice payment feed reads account sync output, customer sync output, invoice sync output
product reverse lookup feed reads item sync output
sales order feed reads account sync output, 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
Get Account	Account	18	Commercient AR customer code column → Commercient AR customer code, Billing street → Billing street, Billing country → Billing country, Billing city → Billing city, Billing state → Billing state
Employee Sync	Commercient Sage Intacct Employee Managed Custom Object	76	Record number → Record number, Employee identifier → Commercient employee identifier, Social security number → Commercient social security number, Job title → Commercient title, Location identifier → Location identifier
Account	Account	18	Commercient AR customer code column → Commercient AR customer code, Billing street → Billing street, Billing country → Billing country, Billing city → Billing city, Billing state → Billing state
Term	Commercient Sage Intacct AR Term Managed Custom Object	19	Description → Description, Status → Commercient status, Record number → Record number, When modified → Commercient last modified date, When created → When created
Customer Master	Commercient Sage Intacct Customer Managed Custom Object	93	Account → Account, Sage Intacct term (related record) → Sage Intacct term (related record), Sage Intacct salesperson (related record) → Sage Intacct salesperson (related record), Record number → Record number, Customer identifier → Commercient customer identifier
Warenouse Master	Commercient Sage Intacct Warehouse Managed Custom Object	21	Record number → Record number, Location identifier → Location identifier, Parent key → Commercient parent key, parent account lookup → Commercient parent identifier, Parent name → Commercient parent name
Product	Product	11	Product code → Product code, Commercient external key (earlier package) → Commercient external key (earlier package), Description → Description, Family → Family, Category 1 → Category 1 (custom field)
Item Master	Commercient Sage Intacct Item Managed Custom Object	70	Product → Product (custom field), Record number → Record number, Item identifier → Commercient item identifier, Status → Commercient status, Monthly recurring revenue → Commercient monthly recurring revenue
Itemwise Warehouse	Commercient Sage Intacct Item Warehouse Information Managed Custom Object	30	Sage Intacct item (related record) → Sage Intacct item (related record), Sage Intacct warehouse (custom field) → Sage Intacct warehouse (custom field), Record number → Record number, Item identifier → Commercient item identifier, Warehouse identifier → Commercient warehouse identifier
Sales order Header	Commercient Sage Intacct Sales Order Document Managed Custom Object	49	Account → Account, Sage Intacct customer (related record) → Sage Intacct customer (related record), Record number → Record number, Document number (Epicor Eagle) → Document number (Epicor Eagle), Document identifier → Document identifier
Sales order Line	Commercient Sage Intacct Sales Order Document Entry Managed Custom Object	88	Record number → Record number, Sage Intacct item (related record) → Sage Intacct item (related record), Sage Intacct sales order header (related record) → Sage Intacct sales order header (related record), Document header number → Document header number, Document header identifier → Document header identifier
Invoice Header	Commercient Sage Intacct AR Invoice Managed Custom Object	92	Account → Account, Sage Intacct customer (related record) → Sage Intacct customer (related record), Record number → Record number, Record type → Record type, Record identifier → Record identifier
Invoice Line	Commercient Sage Intacct AR Invoice Item Managed Custom Object	83	Record number → Record number, Sage Intacct invoice header (related record) → Sage Intacct invoice header (related record), Sage Intacct item (related record) → Sage Intacct item (related record), record key → record key, Account key → Account key
Invoice Payment	Commercient Sage Intacct AR Invoice Payment Managed Custom Object	20	Sage Intacct invoice header (related record) → Sage Intacct invoice header (related record), Account → Account, Sage Intacct customer (related record) → Sage Intacct customer (related record), Record number → Record number, Payment key → Commercient payment key
Customer To Account Reverse lookup	Account	2	Commercient AR customer code column → Commercient AR customer code, Commercient Sage Intacct customer (related record) → Commercient Sage Intacct customer (related record)
Item To Product Reverse Lookup	Product	2	Commercient external key (earlier package) → Commercient external key (earlier package), Sage Intacct item (related record) → Sage Intacct item (custom field)
Contact	Contact	12	account lookup → account lookup, Commercient external key → Commercient external key, Family name → Family name, Given name → Given name, Email → Email
(unnamed)	Account	2	Commercient AR customer code column → Commercient AR customer code, 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 as circular sync: 0
Licence groups they span: 9
Destination objects: Account, Product, Commercient Sage Intacct AR Invoice Managed Custom Object, Commercient Sage Intacct Customer Managed Custom Object, Contact, Commercient Sage Intacct AR Invoice Payment Managed Custom Object, Commercient Sage Intacct Employee Managed Custom Object, Commercient Sage Intacct Item Managed Custom Object, Commercient Sage Intacct AR Invoice Item Managed Custom Object, Commercient Sage Intacct Item Warehouse Information Managed Custom Object, Commercient Sage Intacct Sales Order Document Managed Custom Object, Commercient Sage Intacct Sales Order Document Entry Managed Custom Object, Commercient Sage Intacct Warehouse Managed Custom Object, Commercient Sage Intacct AR Payment Managed Custom Object, Commercient Sage Intacct AR Term Managed Custom Object, Customer (custom object), Price book entry, Product Matching (custom object)
Template groups: Account, Product, Invoice, Sales order

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-intacct.

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 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-intacct, 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.