Source ERP · 12 of 24
CRMPro → Shopify — QuickBooks Desktop: what the shipped templates set up
This is the capability summary the dlake CLI repository publishes; whitelisted customers fetch the operational skill with "dlake admin get_skill dlake-crmpro-shopify/erps/quickbooks-desktop". It extends the dlake-crmpro-shopify skill, which holds what is true whatever the source ERP. Both directions for this pair are summarised at /integrations/quickbooks-desktop-shopify/.
CRMPro → Shopify — QuickBooks Desktop: 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-shopify/erps/quickbooks-desktop (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-shopify is the destination skill this page is a child of, and the authority for the Shopify 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 |
|---|---|---|---|
| Customer | The templates push Customer to Shopify | Customer | customers |
| Customer Address | The templates push Customer address to Shopify | Customer address | customers |
| Product object | The templates push Product object to Shopify | Product object | inventory items |
| Product object update | The templates push Product quantity, Product price to Shopify | Product quantity, Product price | inventory items, Shopify product variants (mirrored), Shopify inventory levels (mirrored) |
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 | Run sequence |
|---|---|---|
| Create Customer | Customer | 1 |
| Create Product | Product object | 1 |
| Update Quantity | Product quantity | 1 |
| Update Price | Product price | 1 |
| Customer address | Customer address | 2 |
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 |
|---|---|---|
| new customer feed | insert only | customers |
| new product feed | insert only | inventory items |
| product quantity update feed | — | inventory items, Shopify product variants (mirrored), Shopify inventory levels (mirrored) |
| product price update feed | — | inventory items, Shopify product variants (mirrored) |
| new customer address feed | insert only | customers |
4. Order of work
The templates set run sequence to 1, 2. A run processes active rows in ascending run sequence, which is the order the templates put them in:
- 1 — Create Customer, Create Product, Update Quantity, Update Price
- 2 — Customer address
Several of these rows share a run sequence value: each template group carries its own numbering, so give the imported processes an order across the whole set rather than taking the template values as one.
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.
- new customer address feed reads new customer sync output
5. Field mapping
Each template carries its intended mapping in field mapping.
| Template | Object | Mapped fields | First ERP → Shopify pairs |
|---|---|---|---|
| Create Customer | Customer | 9 | record key → record key, description → description, ERP code → ERP code, Email → Email, Given name → Given name |
| Create Product | Product object | 7 | Title → Title, Product body text → Product body text, record key → record key, →, Stock keeping unit → Stock keeping unit |
| Update Quantity | Product quantity | 6 | record key → record key, Id → Id, Inventory quantity → Inventory quantity, inventory item identifier → inventory item identifier, Previous quantity → Previous quantity |
| Update Price | Product price | 3 | record key → record key, product variant identifier → product variant identifier, Price → Price |
| Customer address | Customer address | 16 | record key → record key, description → description, ERP code → ERP code, Address 1 → Address 1, Address 2 → Address 2 |
6. Verifying
The detail of this section is part of the operational skill. Whitelisted customers fetch it with
dlake admin get_skill dlake-crmpro-shopify/erps/quickbooks-desktop.
7. 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 QuickBooks Desktop → Shopify templates set up. dlake-crmpro-shopify is the destination skill this page sits under: its own text is the authority for the Shopify 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-shopify/erps/quickbooks-desktop, 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.
