CRMPro → Zoho CRM — Exact Online: what the shipped templates set up

CRMPro → Zoho CRM — Exact Online: 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/exact-online.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Exact Online → 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
Accounts	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_Accounts
ExactOnline Customer	The templates push commercientexactonline__ExactOnline_Customer to Zoho CRM.	commercientexactonline__ExactOnline_Customer	SF_ERP_Salesforce_Clone_Accounts
ExactOnline Address	The templates push commercientexactonline__ExactOnline_Address to Zoho CRM.	commercientexactonline__ExactOnline_Address	SF_ERP_Salesforce_Clone_Address
Contacts	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_Contact
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_Items
ExactOnline SalesOrder	The templates push commercientexactonline__ExactOnline_SalesOrder to Zoho CRM.	commercientexactonline__ExactOnline_SalesOrder	SF_ERP_Salesforce_Clone_SalesOrder
ExactOnline SalesOrderLine	The templates push commercientexactonline__ExactOnline_SO_Line to Zoho CRM.	commercientexactonline__ExactOnline_SO_Line	SF_ERP_Salesforce_Clone_SalesOrderLine
ExactOnline Invoice	The templates push commercientexactonline__ExactOnline_Invoice to Zoho CRM.	commercientexactonline__ExactOnline_Invoice	SF_ERP_Salesforce_Clone_Invoice
ExactOnline InvoiceLine	The templates push commercientexactonline__ExactOnline_InvoiceLine to Zoho CRM.	commercientexactonline__ExactOnline_InvoiceLine	SF_ERP_Salesforce_Clone_InvoiceLine, SF_ERP_Salesforce_Clone_Invoice
ExactOnline Quotes	The templates push commercientexactonline__ExactOnline_Quote to Zoho CRM.	commercientexactonline__ExactOnline_Quote	SF_ERP_Salesforce_Clone_Quote
ExactOnline QuoteLine	The templates push commercientexactonline__ExactOnline_QuoteLine to Zoho CRM.	commercientexactonline__ExactOnline_QuoteLine	SF_ERP_Salesforce_Clone_QuoteLine

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
Accounts	Accounts	Commercient_ArCustomer_Code	1	vw_Account:	vw_Exact_Online_Acccount	'' / ''
ExactOnline Customer	commercientexactonline__ExactOnline_Customer	Commercient_ExternalKey	2	vw_Customer:	vw_Exact_Online_Customer	commercientexactonline__ / ''
ExactOnline Address	commercientexactonline__ExactOnline_Address	Commercient_ExternalKey	3	vw_Address:	vw_Exact_Online_Address	commercientexactonline__ / ''
Contacts	Contacts	Commercient_ExternalKey	4	vw_Contact:	vw_Exact_Online_Contacts	'' / ''
Products	Products	Commercient_ExternalKey	5	vw_Products:	vw_Exact_Online_Products	'' / ''
ExactOnline SalesOrder	commercientexactonline__ExactOnline_SalesOrder	Commercient_ExternalKey	6	vw_SalesOrder:	vw_Exact_Online_SalesOrder	commercientexactonline__ / ''
ExactOnline SalesOrderLine	commercientexactonline__ExactOnline_SO_Line	Commercient_ExternalKey	7	vw_SalesOrderLine:	vw_Exact_Online_SalesOrderLine	commercientexactonline__ / ''
ExactOnline Invoice	commercientexactonline__ExactOnline_Invoice	Commercient_ExternalKey	8	vw_Invoice:	vw_Exact_Online_Invoice	commercientexactonline__ / ''
ExactOnline InvoiceLine	commercientexactonline__ExactOnline_InvoiceLine	Commercient_ExternalKey	9	vw_InvoiceLine:	vw_Exact_Online_InvoiceLine	commercientexactonline__ / ''
ExactOnline Quotes	commercientexactonline__ExactOnline_Quote	Commercient_ExternalKey	10	vw_Quotes:	vw_Exact_Online_Quote	commercientexactonline__ / __c
ExactOnline QuoteLine	commercientexactonline__ExactOnline_QuoteLine	Commercient_ExternalKey	11	vw_QuotesLine:	vw_Exact_Online_QuoteLine	commercientexactonline__ / __c

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. Get_SOQL_Query carries a query on Accounts, Contacts — those rows read records back from Zoho CRM 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_Exact_Online_Acccount	insert-only	—	vw_Account:	Commercient_ExternalKey__c, Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_Accounts
vw_Exact_Online_Customer	insert + update	—	vw_Account:, vw_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Accounts
vw_Exact_Online_Address	insert + update	—	vw_Account:, vw_Customer:, vw_Address:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Address
vw_Exact_Online_Contacts	insert-only	—	vw_Account:, vw_Contact:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Contact
vw_Exact_Online_Products	insert-only	—	vw_Products:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Items
vw_Exact_Online_SalesOrder	insert + update	—	vw_Account:, vw_Customer:, vw_SalesOrder:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SalesOrder
vw_Exact_Online_SalesOrderLine	insert + update	—	vw_SalesOrder:, vw_SalesOrderLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SalesOrderLine
vw_Exact_Online_Invoice	insert + update	—	vw_Account:, vw_Customer:, vw_SalesOrder:, vw_Invoice:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Invoice
vw_Exact_Online_InvoiceLine	insert + update	—	vw_Invoice:, vw_InvoiceLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_InvoiceLine, SF_ERP_Salesforce_Clone_Invoice
vw_Exact_Online_Quote	insert-only	—	vw_Account:, vw_Customer:, vw_Quotes:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Quote
vw_Exact_Online_QuoteLine	insert-only	—	vw_Quotes:, vw_QuotesLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QuoteLine

4. Order of work

The templates set Sync_Order from 1 to 11. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Accounts
• 2 — ExactOnline Customer
• 3 — ExactOnline Address
• 4 — Contacts
• 5 — Products
• 6 — ExactOnline SalesOrder
• 7 — ExactOnline SalesOrderLine
• 8 — ExactOnline Invoice
• 9 — ExactOnline InvoiceLine
• 10 — ExactOnline Quotes
• 11 — ExactOnline QuoteLine

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_Exact_Online_Acccount reads vw_Account:; no template in this set writes vw_Account:
• vw_Exact_Online_Customer reads vw_Account:, vw_Customer:; no template in this set writes vw_Account:, vw_Customer:
• vw_Exact_Online_Address reads vw_Account:, vw_Customer:, vw_Address:; no template in this set writes vw_Account:, vw_Customer:, vw_Address:
• vw_Exact_Online_Contacts reads vw_Account:, vw_Contact:; no template in this set writes vw_Account:, vw_Contact:
• vw_Exact_Online_Products reads vw_Products:; no template in this set writes vw_Products:
• vw_Exact_Online_SalesOrder reads vw_Account:, vw_Customer:, vw_SalesOrder:; no template in this set writes vw_Account:, vw_Customer:, vw_SalesOrder:
• vw_Exact_Online_SalesOrderLine reads vw_SalesOrder:, vw_SalesOrderLine:; no template in this set writes vw_SalesOrder:, vw_SalesOrderLine:
• vw_Exact_Online_Invoice reads vw_Account:, vw_Customer:, vw_SalesOrder:, vw_Invoice:; no template in this set writes vw_Account:, vw_Customer:, vw_SalesOrder:, vw_Invoice:
• vw_Exact_Online_InvoiceLine reads vw_Invoice:, vw_InvoiceLine:; no template in this set writes vw_Invoice:, vw_InvoiceLine:
• vw_Exact_Online_Quote reads vw_Account:, vw_Customer:, vw_Quotes:; no template in this set writes vw_Account:, vw_Customer:, vw_Quotes:
• vw_Exact_Online_QuoteLine reads vw_Quotes:, vw_QuotesLine:; no template in this set writes vw_Quotes:, vw_QuotesLine:

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
Accounts	Accounts	12	ID → Commercient_ExternalKey__c, ID → Commercient_ArCustomer_Code__c, Name → Account_Name, AddressLine1, AddressLine2, AddressLine3 → Billing_Street, City → Billing_City
ExactOnline Customer	commercientexactonline__ExactOnline_Customer	150	ID → Commercient_ExternalKey__c, Name → Name, Accountant → Accountant, AccountManager → Account_Manager, AccountManagerFullName → Account_Manager_Full_Name
ExactOnline Address	commercientexactonline__ExactOnline_Address	57	ID → Commercient_ExternalKey__c, ID → Name, Account → Account, AccountIsSupplier → AccountIs_Supplier, AccountName → Account_Name
Contacts	Contacts	18	Account → Account_Name, BirthDate → Date_Of_Birth, BusinessFax → Fax, FirstName → First_Name, StartDate → Date_met
Products	Products	7	Description → Product_Name, Code → Product_Code, ID → Commercient_ExternalKey__c, Description → Description, CostPriceStandard → Unit_Price
ExactOnline SalesOrder	commercientexactonline__ExactOnline_SalesOrder	62	OrderNumber → Commercient_ExternalKey__c, OrderNumber → Name, AmountDC → Amount_DC, AmountDiscountExclVat → Amount_Discount_Excl_Vat, AmountFCExclVat → Amount_FC_Excl_Vat
ExactOnline SalesOrderLine	commercientexactonline__ExactOnline_SO_Line	46	ID → Commercient_ExternalKey__c, OrderNumber, LineNumber → Name, AmountDC → Amount_DC, AmountFC → Amount_FC, CostCenter → Cost_Center
ExactOnline Invoice	commercientexactonline__ExactOnline_Invoice	71	InvoiceID → Commercient_ExternalKey__c, InvoiceNumber → Name, AmountFC → Amount_FC, AmountDiscount → Amount_Discount, AmountDC → Amount_DC
ExactOnline InvoiceLine	commercientexactonline__ExactOnline_InvoiceLine	52	ID → Commercient_ExternalKey__c, InvoiceNumber, LineNumber → Name, AmountDC → Amount_DC, AmountFC → Amount_FC, CostCenter → Cost_Center
ExactOnline Quotes	commercientexactonline__ExactOnline_Quote	52	QuotationID → Commercient_ExternalKey__c, OrderAccount → Account, OrderAccount → ExactOnline_Customer, QuotationNumber → Name, AmountDC → Amount_DC
ExactOnline QuoteLine	commercientexactonline__ExactOnline_QuoteLine	24	ID → Commercient_ExternalKey__c, QuotationID → ExactOnline_Quote__c, QuotationNumber, LineNumber → Name, AmountDC → Amount_DC, AmountFC → Amount_FC

6. 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_Account:
• vw_Customer:
• vw_Address:
• vw_Contact:
• vw_Products:
• vw_SalesOrder:
• vw_SalesOrderLine:
• vw_Invoice:
• vw_InvoiceLine:
• vw_Quotes:
• vw_QuotesLine:

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 Exact Online → 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.