CRMPro → Zoho CRM — Infor Visual 9: what the shipped templates set up

CRMPro → Zoho CRM — Infor Visual 9: 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/infor-visual-9.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Infor Visual 9 → 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
Infor Visual Terms	The templates push commercientinforvisual__Infor_Visual_Terms to Zoho CRM.	commercientinforvisual__Infor_Visual_Terms	SF_ERP_Salesforce_Clone_TERMS
Infor Visual SalesPerson	The templates push commercientinforvisual__Infor_Visual_SalesPerson to Zoho CRM.	commercientinforvisual__Infor_Visual_SalesPerson	SF_ERP_Salesforce_Clone_SALES_REP
Account	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_CUSTOMER
Infor Visual Customer	The templates push commercientinforvisual__Infor_Visual_Customer to Zoho CRM.	commercientinforvisual__Infor_Visual_Customer	SF_ERP_Salesforce_Clone_CUSTOMER
Customer Reverse Lookup Account	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_CUSTOMER
Infor Visual Customer Address	The templates push commercientinforvisual__Infor_Visual_Address to Zoho CRM.	commercientinforvisual__Infor_Visual_Address	SF_ERP_Salesforce_Clone_CUST_ADDRESS
Product	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_PART
Infor Visual Part	The templates push commercientinforvisual__Infor_Visual_Part to Zoho CRM.	commercientinforvisual__Infor_Visual_Part	SF_ERP_Salesforce_Clone_PART, SF_ERP_Salesforce_Clone_PART_BINARY
Infor Visual Order	The templates push commercientinforvisual__Infor_Visual_Order to Zoho CRM.	commercientinforvisual__Infor_Visual_Order	SF_ERP_Salesforce_Clone_CUSTOMER_ORDER, CommercientFlags
Infor Visual Order Line	The templates push commercientinforvisual__Infor_Visual_Order_Line to Zoho CRM.	commercientinforvisual__Infor_Visual_Order_Line	SF_ERP_Salesforce_Clone_CUST_ORDER_LINE
Infor Visual Receivable	The templates push commercientinforvisual__Infor_Visual_Receivable to Zoho CRM.	commercientinforvisual__Infor_Visual_Receivable	SF_ERP_Salesforce_Clone_RECEIVABLE, CommercientFlags
Infor Visual Receivable Line	The templates push commercientinforvisual__Infor_Visual_Receivable_L to Zoho CRM.	commercientinforvisual__Infor_Visual_Receivable_L	SF_ERP_Salesforce_Clone_RECEIVABLE_LINE
Infor Visual Quote	The templates push commercientinforvisual__Infor_Visual_Qutoe to Zoho CRM.	commercientinforvisual__Infor_Visual_Qutoe	SF_ERP_Salesforce_Clone_QUOTE, CommercientFlags
Infor Visual Quote Line	The templates push commercientinforvisual__Infor_Visual_Quote_Line to Zoho CRM.	commercientinforvisual__Infor_Visual_Quote_Line	SF_ERP_Salesforce_Clone_QUOTE_LINE
Infor Visual Quote Price	The templates push commercientinforvisual__Infor_Visual_Quote_Price to Zoho CRM.	commercientinforvisual__Infor_Visual_Quote_Price	SF_ERP_Salesforce_Clone_QUOTE_PRICE
Contact	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_Customer_Contact
Account Notes	The templates push Infor_Visual_Notes to Zoho CRM.	Infor_Visual_Notes	SF_ERP_Salesforce_Clone_NOTATION
Order Notes	The templates push Infor_Visual_Notes to Zoho CRM.	Infor_Visual_Notes	SF_ERP_Salesforce_Clone_NOTATION
Quote Notes	The templates push Infor_Visual_Notes to Zoho CRM.	Infor_Visual_Notes	SF_ERP_Salesforce_Clone_NOTATION
Quotes	The templates push Quotes to Zoho CRM.	Quotes	SF_ERP_Salesforce_Clone_QUOTE_PRICE, SF_ERP_Salesforce_Clone_QUOTE_LINE, SF_ERP_Salesforce_Clone_QUOTE, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS, x
Sales_Orders	The templates push Sales_Orders to Zoho CRM.	Sales_Orders	SF_ERP_Salesforce_Clone_CUST_ORDER_LINE, SF_ERP_Salesforce_Clone_CUSTOMER_ORDER, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS, x, CommercientFlags
Invoices	The templates push Invoices to Zoho CRM.	Invoices	SF_ERP_Salesforce_Clone_RECEIVABLE_LINE, SF_ERP_Salesforce_Clone_RECEIVABLE, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS, x, CommercientFlags

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
Infor Visual Terms	commercientinforvisual__Infor_Visual_Terms	Commercient_ExternalKey	1	vw_INFORVISUAL9_Terms:	vw_INFORVISUAL9_Terms	commercientinforvisual__ / __c
Infor Visual SalesPerson	commercientinforvisual__Infor_Visual_SalesPerson	Commercient_ExternalKey	2	vw_INFORVISUAL9_SalesPerson:	vw_INFORVISUAL9_SalesPerson	commercientinforvisual__ / __c
Account	Accounts	Commercient_ArCustomer_Code	3	vw_INFORVISUAL9_Account:	vw_INFORVISUAL9_Account	'' / ''
Infor Visual Customer	commercientinforvisual__Infor_Visual_Customer	Commercient_ExternalKey	4	vw_INFORVISUAL9_Customer:	vw_INFORVISUAL9_Customer	commercientinforvisual__ / __c
Customer Reverse Lookup Account	Accounts	Commercient_ArCustomer_Code	5	vw_INFORVISUAL9_CustomerToAccountLookup:	vw_INFORVISUAL9_CustomerToAccountLookup	'' / ''
Infor Visual Customer Address	commercientinforvisual__Infor_Visual_Address	Commercient_ExternalKey	6	vw_INFORVISUAL9_CustomerAddress:	vw_INFORVISUAL9_CustomerAddress	commercientinforvisual__ / __c
Product	Products	Commercient_ExternalKey	7	vw_INFORVISUAL9_Product:	vw_INFORVISUAL9_Product	'' / ''
Infor Visual Part	commercientinforvisual__Infor_Visual_Part	Commercient_ExternalKey	8	vw_INFORVISUAL9_Part:	vw_INFORVISUAL9_Part	commercientinforvisual__ / __c
Infor Visual Order	commercientinforvisual__Infor_Visual_Order	Commercient_ExternalKey	9	vw_INFORVISUAL9_Order:	vw_INFORVISUAL9_Order	commercientinforvisual__ / __c
Infor Visual Order Line	commercientinforvisual__Infor_Visual_Order_Line	Commercient_ExternalKey	10	vw_INFORVISUAL9_OrderLine:	vw_INFORVISUAL9_OrderLine	commercientinforvisual__ / __c
Infor Visual Receivable	commercientinforvisual__Infor_Visual_Receivable	Commercient_ExternalKey	11	vw_INFORVISUAL9_Receivable:	vw_INFORVISUAL9_Receivable	commercientinforvisual__ / __c
Infor Visual Receivable Line	commercientinforvisual__Infor_Visual_Receivable_L	Commercient_ExternalKey	12	vw_INFORVISUAL9_ReceivableLine:	vw_INFORVISUAL9_ReceivableLine	commercientinforvisual__ / __c
Infor Visual Quote	commercientinforvisual__Infor_Visual_Qutoe	Commercient_ExternalKey	13	vw_INFORVISUAL9_Quote:	vw_INFORVISUAL9_Quote	commercientinforvisual__ / __c
Infor Visual Quote Line	commercientinforvisual__Infor_Visual_Quote_Line	Commercient_ExternalKey	14	vw_INFORVISUAL9_QuoteLine:	vw_INFORVISUAL9_QuoteLine	commercientinforvisual__ / __c
Infor Visual Quote Price	commercientinforvisual__Infor_Visual_Quote_Price	Commercient_ExternalKey	15	vw_INFORVISUAL9_QuotePrice:	vw_INFORVISUAL9_QuotePrice	commercientinforvisual__ / __c
Contact	Contacts	Commercient_ExternalKey	16	vw_INFORVISUAL9_Contact:	vw_INFORVISUAL9_Contact	'' / ''
Account Notes	Infor_Visual_Notes	Commercient_ExternalKey	17	vw_INFORVISUAL9_AccountNotes:	vw_INFORVISUAL9_AccountNotes	'' / ''
Order Notes	Infor_Visual_Notes	Commercient_ExternalKey	18	vw_INFORVISUAL9_OrderNotes:	vw_INFORVISUAL9_OrderNotes	'' / ''
Quote Notes	Infor_Visual_Notes	Commercient_ExternalKey	19	vw_INFORVISUAL9_QuoteNotes:	vw_INFORVISUAL9_QuoteNotes	'' / ''
Quotes	Quotes	Commercient_ExternalKey	20	vw_INFORVISUAL9_DQuote:	vw_INFORVISUAL9_DQuote	'' / ''
Sales_Orders	Sales_Orders	Commercient_ExternalKey	21	vw_INFORVISUAL9_DOrder:	vw_INFORVISUAL9_DOrder	'' / ''
Invoices	Invoices	Commercient_ExternalKey	22	vw_INFORVISUAL9_DInvoice:	vw_INFORVISUAL9_DInvoice	'' / ''

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.

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_INFORVISUAL9_Terms	insert-only	—	vw_INFORVISUAL9_Terms:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_TERMS
vw_INFORVISUAL9_SalesPerson	insert-only	—	vw_INFORVISUAL9_SalesPerson:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SALES_REP
vw_INFORVISUAL9_Account	insert + update	—	vw_INFORVISUAL9_SalesPerson:, vw_INFORVISUAL9_Account:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_CUSTOMER
vw_INFORVISUAL9_Customer	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTOMER
vw_INFORVISUAL9_CustomerToAccountLookup	insert + update	—	vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerToAccountLookup:	—	SF_ERP_Salesforce_Clone_CUSTOMER
vw_INFORVISUAL9_CustomerAddress	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerAddress:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUST_ADDRESS
vw_INFORVISUAL9_Product	insert-only	—	vw_INFORVISUAL9_Product:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_PART
vw_INFORVISUAL9_Part	insert-only	—	vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_PART, SF_ERP_Salesforce_Clone_PART_BINARY
vw_INFORVISUAL9_Order	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Order:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUSTOMER_ORDER, CommercientFlags
vw_INFORVISUAL9_OrderLine	insert-only	—	vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_OrderLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUST_ORDER_LINE
vw_INFORVISUAL9_Receivable	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Receivable:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_RECEIVABLE, CommercientFlags
vw_INFORVISUAL9_ReceivableLine	insert-only	—	vw_INFORVISUAL9_Receivable:, vw_INFORVISUAL9_OrderLine:, vw_INFORVISUAL9_ReceivableLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_RECEIVABLE_LINE
vw_INFORVISUAL9_Quote	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Quote:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QUOTE, CommercientFlags
vw_INFORVISUAL9_QuoteLine	insert-only	—	vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_QuoteLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QUOTE_LINE
vw_INFORVISUAL9_QuotePrice	insert-only	—	vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuotePrice:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QUOTE_PRICE
vw_INFORVISUAL9_Contact	insert-only	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Contact:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_Customer_Contact
vw_INFORVISUAL9_AccountNotes	insert + update	—	vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_AccountNotes:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_NOTATION
vw_INFORVISUAL9_OrderNotes	insert + update	—	vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_OrderNotes:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_NOTATION
vw_INFORVISUAL9_QuoteNotes	insert + update	—	vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuoteNotes:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_NOTATION
vw_INFORVISUAL9_DQuote	insert-only	—	vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DQuote:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_QUOTE_PRICE, SF_ERP_Salesforce_Clone_QUOTE_LINE, SF_ERP_Salesforce_Clone_QUOTE, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS
vw_INFORVISUAL9_DOrder	insert-only	—	vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DOrder:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_CUST_ORDER_LINE, SF_ERP_Salesforce_Clone_CUSTOMER_ORDER, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS, x
vw_INFORVISUAL9_DInvoice	insert-only	—	vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DInvoice:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_RECEIVABLE_LINE, SF_ERP_Salesforce_Clone_RECEIVABLE, SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUST_ADDRESS, x

4. Order of work

The templates set Sync_Order from 1 to 22. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Infor Visual Terms
• 2 — Infor Visual SalesPerson
• 3 — Account
• 4 — Infor Visual Customer
• 5 — Customer Reverse Lookup Account
• 6 — Infor Visual Customer Address
• 7 — Product
• 8 — Infor Visual Part
• 9 — Infor Visual Order
• 10 — Infor Visual Order Line
• 11 — Infor Visual Receivable
• 12 — Infor Visual Receivable Line
• 13 — Infor Visual Quote
• 14 — Infor Visual Quote Line
• 15 — Infor Visual Quote Price
• 16 — Contact
• 17 — Account Notes
• 18 — Order Notes
• 19 — Quote Notes
• 20 — Quotes
• 21 — Sales_Orders
• 22 — Invoices

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_INFORVISUAL9_Terms reads vw_INFORVISUAL9_Terms:; no template in this set writes vw_INFORVISUAL9_Terms:
• vw_INFORVISUAL9_SalesPerson reads vw_INFORVISUAL9_SalesPerson:; no template in this set writes vw_INFORVISUAL9_SalesPerson:
• vw_INFORVISUAL9_Account reads vw_INFORVISUAL9_SalesPerson:, vw_INFORVISUAL9_Account:; no template in this set writes vw_INFORVISUAL9_SalesPerson:, vw_INFORVISUAL9_Account:
• vw_INFORVISUAL9_Customer reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:
• vw_INFORVISUAL9_CustomerToAccountLookup reads vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerToAccountLookup:; no template in this set writes vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerToAccountLookup:
• vw_INFORVISUAL9_CustomerAddress reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerAddress:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_CustomerAddress:
• vw_INFORVISUAL9_Product reads vw_INFORVISUAL9_Product:; no template in this set writes vw_INFORVISUAL9_Product:
• vw_INFORVISUAL9_Part reads vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:; no template in this set writes vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:
• vw_INFORVISUAL9_Order reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Order:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Order:
• vw_INFORVISUAL9_OrderLine reads vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_OrderLine:; no template in this set writes vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_OrderLine:
• vw_INFORVISUAL9_Receivable reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Receivable:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Receivable:
• vw_INFORVISUAL9_ReceivableLine reads vw_INFORVISUAL9_Receivable:, vw_INFORVISUAL9_OrderLine:, vw_INFORVISUAL9_ReceivableLine:; no template in this set writes vw_INFORVISUAL9_Receivable:, vw_INFORVISUAL9_OrderLine:, vw_INFORVISUAL9_ReceivableLine:
• vw_INFORVISUAL9_Quote reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Quote:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Customer:, vw_INFORVISUAL9_Quote:
• vw_INFORVISUAL9_QuoteLine reads vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_QuoteLine:; no template in this set writes vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Part:, vw_INFORVISUAL9_QuoteLine:
• vw_INFORVISUAL9_QuotePrice reads vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuotePrice:; no template in this set writes vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuotePrice:
• vw_INFORVISUAL9_Contact reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Contact:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_Contact:
• vw_INFORVISUAL9_AccountNotes reads vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_AccountNotes:; no template in this set writes vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_AccountNotes:
• vw_INFORVISUAL9_OrderNotes reads vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_OrderNotes:; no template in this set writes vw_INFORVISUAL9_Order:, vw_INFORVISUAL9_OrderNotes:
• vw_INFORVISUAL9_QuoteNotes reads vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuoteNotes:; no template in this set writes vw_INFORVISUAL9_Quote:, vw_INFORVISUAL9_QuoteNotes:
• vw_INFORVISUAL9_DQuote reads vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DQuote:; no template in this set writes vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DQuote:
• vw_INFORVISUAL9_DOrder reads vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DOrder:; no template in this set writes vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DOrder:
• vw_INFORVISUAL9_DInvoice reads vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DInvoice:; no template in this set writes vw_INFORVISUAL9_Product:, vw_INFORVISUAL9_Account:, vw_INFORVISUAL9_DInvoice:

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
Infor Visual Terms	commercientinforvisual__Infor_Visual_Terms	17	ID → Commercient_ExternalKey__c, ID → Name, ACTIVE_FLAG → Active_Flag, DESCRIPTION → Description, DISC_BASIS → Disc_Basis
Infor Visual SalesPerson	commercientinforvisual__Infor_Visual_SalesPerson	9	ID → Commercient_ExternalKey__c, NAME → Name, DEF_COMMISSION_PCT → Def_Commission_Percentage, EARNING_CODE_ID → Earning_Code_Id, EMPLOYEE_ID → Employee_Id
Account	Accounts	15	ID → Commercient_ArCustomer_Code, NAME → Account_Name, SALESREP_ID → Sales_Person__c, CONTACT_PHONE → Phone, ADDR_1, ADDR_2 → Billing_Street
Infor Visual Customer	commercientinforvisual__Infor_Visual_Customer	135	ID → Commercient_ExternalKey__c, NAME → Name, SFDCID → Account, ACCEPT_830 → Accept_830, ACCEPT_862 → Accept_862
Customer Reverse Lookup Account	Accounts	2	ID → Commercient_ArCustomer_Code, SFDCID → Infor_Visual_Customer
Infor Visual Customer Address	commercientinforvisual__Infor_Visual_Address	83	CUSTOMER_ID,ADDR_NO → Commercient_ExternalKey__c, CUSTOMER_ID,ADDR_NO → Name, SFDCID → Account, SFDCID → Customer, ACTIVE_FLAG → Active_Flag
Product	Products	7	ID → Commercient_ExternalKey__c, ID → Product_Name, PRODUCT_CODE → Product_Code, DESCRIPTION → Description, QTY_ON_HAND → Qty_in_Stock
Infor Visual Part	commercientinforvisual__Infor_Visual_Part	89	ID → Commercient_ExternalKey__c, ID → Name, SFDCID → Product, ABC_CODE → ABC_Code__c, ADD_FORECAST → Add_Forecast__c
Infor Visual Order	commercientinforvisual__Infor_Visual_Order	114	ID → Commercient_ExternalKey__c, ID → Name, CUSTOMER_ID → Account, CUSTOMER_ID → Customer, ACCEPTANCE_POINT → Accept_Early
Infor Visual Order Line	commercientinforvisual__Infor_Visual_Order_Line	99	CUST_ORDER_ID, LINE_NO → Commercient_ExternalKey__c, CUST_ORDER_ID, LINE_NO → Name, SFDCID → Infor_Visual_Order__c, PART_ID → Part__c, PART_ID → Product__c
Infor Visual Receivable	commercientinforvisual__Infor_Visual_Receivable	50	INVOICE_ID → Commercient_ExternalKey__c, INVOICE_ID → Name, CUSTOMER_ID → Account, CUSTOMER_ID → Customer, BUY_RATE → Buy_Rate
Infor Visual Receivable Line	commercientinforvisual__Infor_Visual_Receivable_L	31	INVOICE_ID, LINE_NO → Commercient_ExternalKey__c, INVOICE_ID, LINE_NO → Name, SFDCID → Receivable, SFDCID → Order_Line, AMOUNT → Amount
Infor Visual Quote	commercientinforvisual__Infor_Visual_Qutoe	66	ID → Commercient_ExternalKey__c, ID → Name, CUSTOMER_ID → Account, CUSTOMER_ID → Customer, ADDR_1 → Addr_1
Infor Visual Quote Line	commercientinforvisual__Infor_Visual_Quote_Line	46	QUOTE_ID, LINE_NO → Commercient_ExternalKey__c, QUOTE_ID, LINE_NO → Name, QUOTE_ID → Quote, PART_ID → Part, PART_ID → Product
Infor Visual Quote Price	commercientinforvisual__Infor_Visual_Quote_Price	30	QUOTE_ID, QUOTE_LINE_NO, QTY → Commercient_ExternalKey__c, QUOTE_ID, QUOTE_LINE_NO, QTY → Name, SFDCID → Quote, BURDEN_GSA → Burden_GSA, BURDEN_MARKUP → Burden_Markup
Contact	Contacts	9	CUSTOMER_ID, CONTACT_NO → Commercient_ExternalKey, SFDCID → Account_Name, CONTACT_LAST_NAME → Last_Name, CONTACT_FIRST_NAME → First_Name, CONTACT_EMAIL → Email
Account Notes	Infor_Visual_Notes	5	ROWID → Name, NOTE → Notes, SFDCID → Account, SavedTimeStamp → TimeStamp, ROWID → Commercient_ExternalKey
Order Notes	Infor_Visual_Notes	5	ROWID → Name, NOTE → Notes, SFDCID → Order, SavedTimeStamp → TimeStamp, ROWID → Commercient_ExternalKey
Quote Notes	Infor_Visual_Notes	5	ROWID → Name, NOTE → Notes, SFDCID → Quotes, SavedTimeStamp → TimeStamp, ROWID → Commercient_ExternalKey
Quotes	Quotes	18	ID → Commercient_ExternalKey__c, CUSTOMER_ID → Account_Name, ID → Name, ID → Quote_Number, CREATE_DATE → ERP_Created_Date__c
Sales_Orders	Sales_Orders	17	ID → Commercient_ExternalKey__c, CUSTOMER_ID → Account_Name, ID → Name, ID → SO_Number, CREATE_DATE → ERP_Created_Date__c
Invoices	Invoices	17	INVOICE_ID → Commercient_ExternalKey__c, INVOICE_ID → Name, INVOICE_ID → Invoice_Number, CREATE_DATE → Invoice_Date, INVOICE_ID → Subject

6. Community templates

The catalogue carries 23 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: 23
• Default operations: insert on 23, update on 23, delete on 23
• Marked circular-sync: 0
• Licence groups they span: 5
• Destination objects: Infor_Visual_Notes, Accounts, commercientinforvisual__Infor_Visual_Address, commercientinforvisual__Infor_Visual_Customer, commercientinforvisual__Infor_Visual_Order, commercientinforvisual__Infor_Visual_Order_Line, commercientinforvisual__Infor_Visual_Part, commercientinforvisual__Infor_Visual_Quote_Line, commercientinforvisual__Infor_Visual_Quote_Price, commercientinforvisual__Infor_Visual_Qutoe, commercientinforvisual__Infor_Visual_Receivable, commercientinforvisual__Infor_Visual_SalesPerson, commercientinforvisual__Infor_Visual_Terms, Contacts, Invoices, Products, Quotes, Sales_Orders, users and a custom object
• Object display names: Account, Account Notes, Contact, Customer Reverse Lookup Account, Infor Visual Customer, Infor Visual Customer Address, Infor Visual Order, Infor Visual Order Line, Infor Visual Part, Infor Visual Quote, Infor Visual Quote Line, Infor Visual Quote Price and 11 more
• Template groups: Account, CRM Order and Line, 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:

• vw_INFORVISUAL9_Terms:
• vw_INFORVISUAL9_SalesPerson:
• vw_INFORVISUAL9_Account:
• vw_INFORVISUAL9_Customer:
• vw_INFORVISUAL9_CustomerToAccountLookup:
• vw_INFORVISUAL9_CustomerAddress:
• vw_INFORVISUAL9_Product:
• vw_INFORVISUAL9_Part:
• vw_INFORVISUAL9_Order:
• vw_INFORVISUAL9_OrderLine:
• vw_INFORVISUAL9_Receivable:
• vw_INFORVISUAL9_ReceivableLine:
• vw_INFORVISUAL9_Quote:
• vw_INFORVISUAL9_QuoteLine:
• vw_INFORVISUAL9_QuotePrice:
• vw_INFORVISUAL9_Contact:
• vw_INFORVISUAL9_AccountNotes:
• vw_INFORVISUAL9_OrderNotes:
• vw_INFORVISUAL9_QuoteNotes:
• vw_INFORVISUAL9_DQuote:
• vw_INFORVISUAL9_DOrder:
• vw_INFORVISUAL9_DInvoice:

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 Infor Visual 9 → 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.