CRMPro → Zoho CRM — Epicor Prophet 21 (P21): what the shipped templates set up

CRMPro → Zoho CRM — Epicor Prophet 21 (P21): what the shipped templates set up

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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-zohocrm is the destination skill this page is a child of, and the authority for the Zoho CRM 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-zohocrm/erps/epicor-prophet-21-p21.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Epicor Prophet 21 (P21) → Zoho CRM 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
Epicorp21 Terms	The templates push commercientepicorp21__Epicorp21_Terms to Zoho CRM.	commercientepicorp21__Epicorp21_Terms	SF_ERP_Salesforce_Clone_terms
Epicorp21 Branch	The templates push commercientepicorp21__Epicorp21_Branch to Zoho CRM.	commercientepicorp21__Epicorp21_Branch	SF_ERP_Salesforce_Clone_branch
Epicorp21 Class	The templates push commercientepicorp21__Epicorp21_Class to Zoho CRM.	commercientepicorp21__Epicorp21_Class	SF_ERP_Salesforce_Clone_Class
Epicorp21 Territory	The templates push commercientepicorp21__Epicorp21_Territory to Zoho CRM.	commercientepicorp21__Epicorp21_Territory	SF_ERP_Salesforce_Clone_TERRITORY
Epicorp21 Sales Person	The templates push commercientepicorp21__Epicorp21_Sales_Person to Zoho CRM.	commercientepicorp21__Epicorp21_Sales_Person	SF_ERP_Salesforce_Clone_contacts
Accounts	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to
Epicorp21 Customer	The templates push commercientepicorp21__EpicorP21_Customer to Zoho CRM.	commercientepicorp21__EpicorP21_Customer	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_terms
Epicorp21 Ship To	The templates push commercientepicorp21__EpicorP21_ShipToAddress to Zoho CRM.	commercientepicorp21__EpicorP21_ShipToAddress	SF_ERP_Salesforce_Clone_Ship_to
Contacts	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_contacts, SF_ERP_Salesforce_Clone_oe_contacts_customer, SF_ERP_Salesforce_Clone_Address
Epicorp21 Address	The templates push commercientepicorp21__EpicorP21_Address to Zoho CRM.	commercientepicorp21__EpicorP21_Address	SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_inv_mast
Pricebooks	The templates push Price_Books to Zoho CRM.	Price_Books	SF_ERP_Salesforce_Clone_price_book
Product Pricebooks	The templates push Products:Price_Books to Zoho CRM.	Products:Price_Books	SF_ERP_Salesforce_Clone_inv_mast
Epicorp21 Item Master	The templates push commercientepicorp21__Epicorp21_Item_Master to Zoho CRM.	commercientepicorp21__Epicorp21_Item_Master	SF_ERP_Salesforce_Clone_inv_mast
Epicorp21 Warehouse	The templates push commercientepicorp21__Epicorp21_Warehouse to Zoho CRM.	commercientepicorp21__Epicorp21_Warehouse	SF_ERP_Salesforce_Clone_location
Epicorp21 Item Warehouse	The templates push commercientepicorp21__Epicorp21_Item_Warehouse to Zoho CRM.	commercientepicorp21__Epicorp21_Item_Warehouse	SF_ERP_Salesforce_Clone_inv_loc, SF_ERP_Salesforce_Clone_inv_mast
Epicorp21 Serial Number	The templates push commercientepicorp21__Epicorp21_Serial_Number to Zoho CRM.	commercientepicorp21__Epicorp21_Serial_Number	SF_ERP_Salesforce_Clone_serial_number, SF_ERP_Salesforce_Clone_inv_mast
Quotes	The templates push Quotes to Zoho CRM.	Quotes	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to, SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast
Epicorp21 SOHeader	The templates push commercientepicorp21__EpicorP21_SOHeader to Zoho CRM.	commercientepicorp21__EpicorP21_SOHeader	SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_quote_hdr, CommercientFlags
Epicorp21 SODetail	The templates push commercientepicorp21__EpicorP21_SODetails to Zoho CRM.	commercientepicorp21__EpicorP21_SODetails	SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_supplier, SF_ERP_Salesforce_Clone_inv_mast
Epicorp21 Invoice Header	The templates push commercientepicorp21__EpicorP21_InvoiceHeader to Zoho CRM.	commercientepicorp21__EpicorP21_InvoiceHeader	SF_ERP_Salesforce_Clone_invoice_hdr, CommercientFlags
Epicorp21 Invoice Line	The templates push commercientepicorp21__EpicorP21_InvoiceDetails to Zoho CRM.	commercientepicorp21__EpicorP21_InvoiceDetails	SF_ERP_Salesforce_Clone_invoice_line, SF_ERP_Salesforce_Clone_inv_mast, CommercientFlags
Epicorp21 InvoicePayment	The templates push commercientepicorp21__EpicorP21_InvoicePayment to Zoho CRM.	commercientepicorp21__EpicorP21_InvoicePayment	SF_ERP_Salesforce_Clone_ar_receipts_detail

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
Epicorp21 Terms	commercientepicorp21__Epicorp21_Terms	Commercient_ExternalKey	1	vwTerms:	vw_EPICORP21_Terms	commercientepicorp21__ / ''
Epicorp21 Branch	commercientepicorp21__Epicorp21_Branch	Commercient_ExternalKey	2	vwBranch:	vw_EPICORP21_Branch	commercientepicorp21__ / ''
Epicorp21 Class	commercientepicorp21__Epicorp21_Class	Commercient_ExternalKey	3	vwClass:	vw_EPICORP21_Class	commercientepicorp21__ / ''
Epicorp21 Territory	commercientepicorp21__Epicorp21_Territory	Commercient_ExternalKey	4	vwTerritory:	vw_EPICORP21_Territory	commercientepicorp21__ / ''
Epicorp21 Sales Person	commercientepicorp21__Epicorp21_Sales_Person	Commercient_ExternalKey	5	vwSalesPerson:	vw_EPICORP21_Sales_Person	commercientepicorp21__ / ''
Accounts	Accounts	Commercient_ExternalKey	6	vwAccount:	vw_EPICORP21_Account	'' / ''
Epicorp21 Customer	commercientepicorp21__EpicorP21_Customer	Commercient_ExternalKey	7	vwCustomer:	vw_EPICORP21_Customer	commercientepicorp21__ / ''
Epicorp21 Ship To	commercientepicorp21__EpicorP21_ShipToAddress	Commercient_ExternalKey	8	vwShipTo:	vw_EPICORP21_ShipTo	commercientepicorp21__ / ''
Contacts	Contacts	Commercient_ExternalKey	9	vwContact:	vw_EPICORP21_Contacts	'' / ''
Epicorp21 Address	commercientepicorp21__EpicorP21_Address	Commercient_ExternalKey	10	vwAddress:	vw_EPICORP21_Address	commercientepicorp21__ / ''
Products	Products	Commercient_ExternalKey	11	vw_Product:	vw_EPICORP21_Product	'' / ''
Pricebooks	Price_Books	Commercient_ExternalKey	12	vw_Pricebooks:	vw_EPICORP21_Pricebooks	'' / ''
Product Pricebooks	Products:Price_Books	Commercient_ExternalKey	13	vw_Product_PriceList:	vw_EPICORP21_ProductPriceList	'' / ''
Epicorp21 Item Master	commercientepicorp21__Epicorp21_Item_Master	Commercient_ExternalKey	14	vw_Item_Master:	vw_EPICORP21_Item_Master	commercientepicorp21__ / ''
Epicorp21 Warehouse	commercientepicorp21__Epicorp21_Warehouse	Commercient_ExternalKey	15	vw_Warehouse:	vw_EPICORP21_Warehouse	commercientepicorp21__ / ''
Epicorp21 Item Warehouse	commercientepicorp21__Epicorp21_Item_Warehouse	Commercient_ExternalKey	16	vw_Item_Warehouse:	vw_EPICORP21_Item_Warehouse	commercientepicorp21__ / ''
Epicorp21 Serial Number	commercientepicorp21__Epicorp21_Serial_Number	Commercient_ExternalKey	17	vw_SerialNumber:	vw_EPICORP21_Serial_Number	commercientepicorp21__ / ''
Quotes	Quotes	Commercient_ExternalKey	18	vw_Quotes:	vw_EPICORP21_Quotes	'' / ''
Epicorp21 SOHeader	commercientepicorp21__EpicorP21_SOHeader	Commercient_ExternalKey	19	vwSalesOrderHeader:	vw_EPICORP21_SOHeader	commercientepicorp21__ / ''
Epicorp21 SODetail	commercientepicorp21__EpicorP21_SODetails	Commercient_ExternalKey	20	vwSalesOrderDetail:	vw_EPICORP21_SODetail	commercientepicorp21__ / ''
Epicorp21 Invoice Header	commercientepicorp21__EpicorP21_InvoiceHeader	Commercient_ExternalKey	21	vwInvoiceHeader:	vw_EPICORP21_InvoiceHeader	commercientepicorp21__ / ''
Epicorp21 Invoice Line	commercientepicorp21__EpicorP21_InvoiceDetails	Commercient_ExternalKey	22	vwInvoiceLine:	vw_EPICORP21_InvoiceLine	commercientepicorp21__ / ''
Epicorp21 InvoicePayment	commercientepicorp21__EpicorP21_InvoicePayment	Commercient_ExternalKey	23	vwInvoicePayment:	vw_EPICORP21_InvoicePayment	commercientepicorp21__ / ''

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. The insert column lists do not include Sync_Operation_Type, Sync_Batch_Size, IsAccountMatching, Document_Source_Path, so those columns take their CRM_Configuration defaults. Text columns a template does not use are inserted as '' rather than left NULL. On Pricebooks the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_EPICORP21_Pricebooks against vw_Pricebooks), so check the view exists under the name the row selects from before activating it.

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_EPICORP21_Terms	insert-only	—	vwTerms:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_terms
vw_EPICORP21_Branch	insert-only	—	vwAddress:, vwBranch:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_branch
vw_EPICORP21_Class	insert-only	—	vwClass:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Class
vw_EPICORP21_Territory	insert-only	—	vwTerritory:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_TERRITORY
vw_EPICORP21_Sales_Person	insert-only	—	vwAddress:, vwTerritory:, vwBranch:, vwSalesPerson:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_contacts
vw_EPICORP21_Account	insert-only	—	vwSalesPerson:, vwTerms:, vwAccount:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to
vw_EPICORP21_Customer	insert-only	—	vwAccount:, vwSalesPerson:, vwTerms:, vwCustomer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_terms
vw_EPICORP21_ShipTo	insert-only	—	vwAccount:, vwCustomer:, vwShipTo:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Ship_to
vw_EPICORP21_Contacts	insert + update	—	vwAccount:, vwContact:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_contacts, SF_ERP_Salesforce_Clone_oe_contacts_customer, SF_ERP_Salesforce_Clone_Address
vw_EPICORP21_Address	insert-only	—	vwShipTo:, vwAccount:, vwCustomer:, vwAddress:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to
vw_EPICORP21_Product	insert + update	—	vwinv_mast:, vw_Product:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_inv_mast
vw_Pricebooks	insert + update	—	vw_Pricebooks:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_price_book
vw_EPICORP21_ProductPriceList	insert + update	—	vw_Pricebooks:, vw_Product:, vw_Product_PriceList:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Item_Master	insert + update	—	vw_Product:, vw_Item_Master:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Warehouse	insert + update	—	vw_Warehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_location
vw_EPICORP21_Item_Warehouse	insert + update	—	vw_Item_Master:, vw_Product:, vw_Warehouse:, vw_Item_Warehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_inv_loc, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Serial_Number	insert-only	—	vw_Warehouse:, vw_Item_Master:, vw_Product:, vw_SerialNumber:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_serial_number, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Quotes	insert-only	—	vwAccount:, vw_Product:, vw_Quotes:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to, SF_ERP_Salesforce_Clone_oe_line
vw_EPICORP21_SOHeader	insert-only	—	vwAccount:, vwCustomer:, vw_Quotes:, vwSalesOrderHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_quote_hdr, CommercientFlags
vw_EPICORP21_SODetail	insert-only	—	vwSalesOrderHeader:, vw_Item_Master:, vw_Product:, vwSalesOrderDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_supplier, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_InvoiceHeader	insert-only	—	vwAccount:, vwCustomer:, vwSalesOrderHeader:, vwInvoiceHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_invoice_hdr, CommercientFlags
vw_EPICORP21_InvoiceLine	insert-only	—	vwInvoiceHeader:, vw_Item_Master:, vw_Product:, vwInvoiceLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_invoice_line, SF_ERP_Salesforce_Clone_inv_mast, CommercientFlags
vw_EPICORP21_InvoicePayment	insert-only	—	vwAccount:, vwCustomer:, vwInvoiceHeader:, vwInvoicePayment:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ar_receipts_detail

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 — Epicorp21 Terms
• 2 — Epicorp21 Branch
• 3 — Epicorp21 Class
• 4 — Epicorp21 Territory
• 5 — Epicorp21 Sales Person
• 6 — Accounts
• 7 — Epicorp21 Customer
• 8 — Epicorp21 Ship To
• 9 — Contacts
• 10 — Epicorp21 Address
• 11 — Products
• 12 — Pricebooks
• 13 — Product Pricebooks
• 14 — Epicorp21 Item Master
• 15 — Epicorp21 Warehouse
• 16 — Epicorp21 Item Warehouse
• 17 — Epicorp21 Serial Number
• 18 — Quotes
• 19 — Epicorp21 SOHeader
• 20 — Epicorp21 SODetail
• 21 — Epicorp21 Invoice Header
• 22 — Epicorp21 Invoice Line
• 23 — Epicorp21 InvoicePayment

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_EPICORP21_Terms reads vwTerms:; no template in this set writes vwTerms:
• vw_EPICORP21_Branch reads vwAddress:, vwBranch:; no template in this set writes vwAddress:, vwBranch:
• vw_EPICORP21_Class reads vwClass:; no template in this set writes vwClass:
• vw_EPICORP21_Territory reads vwTerritory:; no template in this set writes vwTerritory:
• vw_EPICORP21_Sales_Person reads vwAddress:, vwTerritory:, vwBranch:, vwSalesPerson:; no template in this set writes vwAddress:, vwTerritory:, vwBranch:, vwSalesPerson:
• vw_EPICORP21_Account reads vwSalesPerson:, vwTerms:, vwAccount:; no template in this set writes vwSalesPerson:, vwTerms:, vwAccount:
• vw_EPICORP21_Customer reads vwAccount:, vwSalesPerson:, vwTerms:, vwCustomer:; no template in this set writes vwAccount:, vwSalesPerson:, vwTerms:, vwCustomer:
• vw_EPICORP21_ShipTo reads vwAccount:, vwCustomer:, vwShipTo:; no template in this set writes vwAccount:, vwCustomer:, vwShipTo:
• vw_EPICORP21_Contacts reads vwAccount:, vwContact:; no template in this set writes vwAccount:, vwContact:
• vw_EPICORP21_Address reads vwShipTo:, vwAccount:, vwCustomer:, vwAddress:; no template in this set writes vwShipTo:, vwAccount:, vwCustomer:, vwAddress:
• vw_EPICORP21_Product reads vwinv_mast:, vw_Product:; no template in this set writes vwinv_mast:, vw_Product:
• vw_Pricebooks reads vw_Pricebooks:; no template in this set writes vw_Pricebooks:
• vw_EPICORP21_ProductPriceList reads vw_Pricebooks:, vw_Product:, vw_Product_PriceList:; no template in this set writes vw_Pricebooks:, vw_Product:, vw_Product_PriceList:
• vw_EPICORP21_Item_Master reads vw_Product:, vw_Item_Master:; no template in this set writes vw_Product:, vw_Item_Master:
• vw_EPICORP21_Warehouse reads vw_Warehouse:; no template in this set writes vw_Warehouse:
• vw_EPICORP21_Item_Warehouse reads vw_Item_Master:, vw_Product:, vw_Warehouse:, vw_Item_Warehouse:; no template in this set writes vw_Item_Master:, vw_Product:, vw_Warehouse:, vw_Item_Warehouse:
• vw_EPICORP21_Serial_Number reads vw_Warehouse:, vw_Item_Master:, vw_Product:, vw_SerialNumber:; no template in this set writes vw_Warehouse:, vw_Item_Master:, vw_Product:, vw_SerialNumber:
• vw_EPICORP21_Quotes reads vwAccount:, vw_Product:, vw_Quotes:; no template in this set writes vwAccount:, vw_Product:, vw_Quotes:
• vw_EPICORP21_SOHeader reads vwAccount:, vwCustomer:, vw_Quotes:, vwSalesOrderHeader:; no template in this set writes vwAccount:, vwCustomer:, vw_Quotes:, vwSalesOrderHeader:
• vw_EPICORP21_SODetail reads vwSalesOrderHeader:, vw_Item_Master:, vw_Product:, vwSalesOrderDetail:; no template in this set writes vwSalesOrderHeader:, vw_Item_Master:, vw_Product:, vwSalesOrderDetail:
• vw_EPICORP21_InvoiceHeader reads vwAccount:, vwCustomer:, vwSalesOrderHeader:, vwInvoiceHeader:; no template in this set writes vwAccount:, vwCustomer:, vwSalesOrderHeader:, vwInvoiceHeader:
• vw_EPICORP21_InvoiceLine reads vwInvoiceHeader:, vw_Item_Master:, vw_Product:, vwInvoiceLine:; no template in this set writes vwInvoiceHeader:, vw_Item_Master:, vw_Product:, vwInvoiceLine:
• vw_EPICORP21_InvoicePayment reads vwAccount:, vwCustomer:, vwInvoiceHeader:, vwInvoicePayment:; no template in this set writes vwAccount:, vwCustomer:, vwInvoiceHeader:, vwInvoicePayment:

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 → Zoho CRM pairs
Epicorp21 Terms	commercientepicorp21__Epicorp21_Terms	29	terms_desc → Name, terms_id → ExternalKey, terms_id → Commercient_ExternalKey__c, billing_cycle_cutoff_day → Billing_Cycle_Cutoff_Day, cash_discount_eligible_flag → Cash_Discount_Eligible_Flag
Epicorp21 Branch	commercientepicorp21__Epicorp21_Branch	20	company_id, branch_id → Commercient_ExternalKey__c, branch_description → Branch_Description, branch_description → Name, branch_id → Branch_Id, branch_uid → Branch_UId
Epicorp21 Class	commercientepicorp21__Epicorp21_Class	19	class_type, class_number, class_id → Commercient_ExternalKey__c, affinity_flag → Affinity_Flag, avail_for_cycle_count_flag → Avail_For_Cycle_Count_Flag, class_description → Class_Description, class_description → Name
Epicorp21 Territory	commercientepicorp21__Epicorp21_Territory	10	territory_uid → Commercient_ExternalKey__c, territory_uid → ExternalKey, created_by → Created_By, territory_desc → Name, date_created → Date_Created
Epicorp21 Sales Person	commercientepicorp21__Epicorp21_Sales_Person	69	id → Commercient_ExternalKey__c, id → Name, address_name → Address_Name, ads_user → Ads_User, beeper → Beeper
Accounts	Accounts	16	customer_id → Commercient_ExternalKey__c, customer_name → Account_Name, central_phone_number → Phone, central_fax_number → FAX, mail_address1, mail_address2 → Billing_Street
Epicorp21 Customer	commercientepicorp21__EpicorP21_Customer	258	customer_id → ExternalKey, customer_id → Commercient_ExternalKey__c, terms_id → Terms_Id, duplicate_po_no → Duplicate_Po_No, exclude_canceld_from_order_ack → Exclude_Canceld_From_Order_Ack
Epicorp21 Ship To	commercientepicorp21__EpicorP21_ShipToAddress	132	company_id, ship_to_id → Commercient_ExternalKey__c, ship_to_id → Name, accept_partial_orders → Accept_Partial_Orders, freight_mileage_amt → Freight_Mileage_Amt, other_exemption_number → Other_Exemption_Number
Contacts	Contacts	19	customer_id → Account__c, id → ExternalKey, id → Commercient_ExternalKey__c, last_name → Last_Name, first_name → First_Name
Epicorp21 Address	commercientepicorp21__EpicorP21_Address	108	id → Externalkey, id → Commercient_ExternalKey__c, name, id → Name, longitude → Longitude, ltl_freight_calc_percentage → Ltl_Freight_Calc_Percentage
Products	Products	7	inv_mast_uid, item_id → Commercient_ExternalKey__c, item_id, item_desc → Product_Name, inactive → Product_Active, iva_taxable_flag → Taxable, item_id → Product_Code
Pricebooks	Price_Books	4	price_book_uid → Commercient_ExternalKey__c, price_book_id → Price_Book_Name, Active → Active, description → Description
Product Pricebooks	Products:Price_Books	7	inv_mast_uid, item_id → Commercient_ExternalKey, price1 → list_price, SFDCID → ZOHO_PriceBookID, SFDCID → PRODUCT_ID, PriceBookName → PriceBookName
Epicorp21 Item Master	commercientepicorp21__Epicorp21_Item_Master	143	inv_mast_uid,item_id → Commercient_ExternalKey__c, inv_mast_uid,item_id → Name, aia_enabled_flag → Aia_Enabled_Flag, aia_remnant_qty → Aia_Remnant_Quantity, allow_custom_desc_flag → Allow_Custom_Desc_Flag
Epicorp21 Warehouse	commercientepicorp21__Epicorp21_Warehouse	93	location_id → Commercient_ExternalKey__c, location_name → Name, adjust_found_items_flag → Adjust_Found_Items_Flag, allow_multiple_assemblies_flag → Allow_Multiple_Assemblies_Flag, associated_location_id → Associated_Location_Id
Epicorp21 Item Warehouse	commercientepicorp21__Epicorp21_Item_Warehouse	131	company_id, inv_mast_uid, location_id → Commercient_ExternalKey__c, company_id, inv_mast_uid, location_id → Name, inv_mast_uid → Epicorp21_Item, location_id → Epicorp21_Warehouse, inv_mast_uid → Products
Epicorp21 Serial Number	commercientepicorp21__Epicorp21_Serial_Number	20	company_no, location_id, serial_number, inv_mast_uid → Commercient_ExternalKey__c, company_no, location_id, serial_number, inv_mast_uid → Name, allowance_amount → Allowance_Amount, allowance_amount_modified_date → Allowance_Amount_Modified_Date, bin_id → Bin_Id
Quotes	Quotes	18	quote_hdr_uid → Commercient_ExternalKey__c, customer_id → Account_Name, order_no → Name, order_no → Quote_Number, date_created → ERP_Created_Date__c
Epicorp21 SOHeader	commercientepicorp21__EpicorP21_SOHeader	197	order_no → Externalkey, order_no → Commercient_ExternalKey__c, order_no → Name, fob_flag → Fob_Flag, url → Url
Epicorp21 SODetail	commercientepicorp21__EpicorP21_SODetails	182	line_no,order_no → ExternalKey, line_no,order_no → Commercient_ExternalKey__c, order_no → Order_No, tag_hold_class_uid → Tag_Hold_Class_Uid, allocate_usage_to_original_item → Allocated_Usage_To_Original_Item
Epicorp21 Invoice Header	commercientepicorp21__EpicorP21_InvoiceHeader	133	invoice_no → Externalkey, invoice_no → Commercient_ExternalKey__c, order_date → Order_Date, delivery_no → Delivery_No, edi_order_printed_flag → Edi_Order_Printed_Flag
Epicorp21 Invoice Line	commercientepicorp21__EpicorP21_InvoiceDetails	87	invoice_no,line_no → Commercient_ExternalKey__c, unit_of_measure → Unit_Of_Measure, item_id → Item_Id, item_desc → Item_Desc, gl_revenue_account_no → Gl_Revenue_Account_No
Epicorp21 InvoicePayment	commercientepicorp21__EpicorP21_InvoicePayment	22	invoice_no, receipt_number → Commercient_ExternalKey__c, invoice_no, receipt_number → Name, invoice_no, receipt_number → ExternalKey, invoice_no → Invoice_No, company_id → Company_Id

6. Community templates

The catalogue carries 37 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: 37
• Default operations: insert on 37, update on 37, delete on 37
• Marked circular-sync: 0
• Licence groups they span: 4
• Destination objects: Accounts, commercientepicorp21__EpicorP21_Address, commercientepicorp21__EpicorP21_Customer, commercientepicorp21__EpicorP21_InvoiceDetails, commercientepicorp21__EpicorP21_InvoiceHeader, commercientepicorp21__EpicorP21_InvoicePayment, commercientepicorp21__Epicorp21_Sales_Person, commercientepicorp21__EpicorP21_ShipToAddress, commercientepicorp21__EpicorP21_SODetails, commercientepicorp21__EpicorP21_SOHeader, Contacts, Quotes, commercientepicorp21__Epicorp21_Branch, commercientepicorp21__Epicorp21_Class, commercientepicorp21__Epicorp21_Item_Master, commercientepicorp21__Epicorp21_Item_Warehouse, commercientepicorp21__Epicorp21_Serial_Number, commercientepicorp21__Epicorp21_Terms, commercientepicorp21__Epicorp21_Territory, commercientepicorp21__Epicorp21_Warehouse, 3 more and a custom object
• Object display names: Accounts, Contacts, Epicorp21 Address, Epicorp21 Invoice Header, Epicorp21 InvoicePayment, Epicorp21 Sales Person, Epicorp21 Ship To, Epicorp21 Branch, Epicorp21 Class, Epicorp21 Customer, Epicorp21 Invoice Line, EPICORP21 InvoiceLine, 16 more and a further template
• Template groups: Account, CRM Quote and Line

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:

• vwTerms:
• vwBranch:
• vwClass:
• vwTerritory:
• vwSalesPerson:
• vwAccount:
• vwCustomer:
• vwShipTo:
• vwContact:
• vwAddress:
• vw_Product:
• vw_Pricebooks:
• vw_Product_PriceList:
• vw_Item_Master:
• vw_Warehouse:
• vw_Item_Warehouse:
• vw_SerialNumber:
• vw_Quotes:
• vwSalesOrderHeader:
• vwSalesOrderDetail:
• vwInvoiceHeader:
• vwInvoiceLine:
• vwInvoicePayment:

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 Epicor Prophet 21 (P21) → Zoho CRM templates set up. dlake-crmpro-zohocrm is the destination skill this page sits under: its own text is the authority for the Zoho CRM 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.