Source ERP · 10 of 27

CRMPro → Zoho CRM — Microsoft Dynamics GP 2016: what the shipped templates set up

Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/microsoft-dynamics-gp-2016". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.

CRMPro → Zoho CRM — Microsoft Dynamics GP 2016: what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

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/microsoft-dynamics-gp-2016.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Microsoft Dynamics GP 2016 → 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

GroupBusiness outcomeObjectsSource tables and views
Parent AccountThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_RM00101, SF_ERP_Salesforce_Clone_RM00102
Child AccountThe templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted.AccountsSF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101
MSDYGP CustomerThe templates push commercientmsdynamicgp__MSDYGP_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_CustomerSF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101
MSDYGP CustomerAddressThe templates push commercientmsdynamicgp__MSDYGP_CustomerAddress to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_CustomerAddressSF_ERP_Salesforce_Clone_RM00102
ProductThe templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted.ProductsSF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200
MSDYGP WarehouseThe templates push commercientmsdynamicgp__MSDYGP_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_WarehouseSF_ERP_Salesforce_Clone_IV40700
MSDYGP ItemMasterThe templates push commercientmsdynamicgp__MSDYGP_Item_Master to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_Item_MasterSF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200
MSDYGP ItemWareHouseThe templates push commercientmsdynamicgp__MSDYGP_Item_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_Item_WarehouseSF_ERP_Salesforce_Clone_IV00102
MSDYGP SalesOrderHeaderThe templates push commercientmsdynamicgp__MSDYGP_SOHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_SOHeaderSF_ERP_Salesforce_Clone_SOP10100
MSDYGP SalesOrderDetailThe templates push commercientmsdynamicgp__MSDYGP_SODetails to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_SODetailsSF_ERP_Salesforce_Clone_SOP10200
MSDYGP InvoiceHeaderThe templates push commercientmsdynamicgp__MSDYGP_InvoiceHeader to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_InvoiceHeaderSF_ERP_Salesforce_Clone_SOP30200, CommercientFlags
MSDYGP InvoiceDetailThe templates push commercientmsdynamicgp__MSDYGP_InvoiceDetails to Zoho CRM. New records are created and existing ones updated; none are deleted.commercientmsdynamicgp__MSDYGP_InvoiceDetailsSF_ERP_Salesforce_Clone_SOP30300
Standard PriceBook CreateThe templates push Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted.Price_BooksSF_ERP_Salesforce_Clone_SOP10110
Product PricebookThe templates push Products:Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted.Products:Price_BooksSF_ERP_Salesforce_Clone_IV10402, SF_ERP_Salesforce_Clone_SOP10110
SalesOrdersThe templates push Sales_Orders to Zoho CRM. New records are created and existing ones updated; none are deleted.Sales_OrdersSF_ERP_Salesforce_Clone_SOP10200, SF_ERP_Salesforce_Clone_SOP10100, SF_ERP_Salesforce_Clone_RM00101, x
InvoicesThe templates push Invoices to Zoho CRM. New records are created and existing ones updated; none are deleted.InvoicesSF_ERP_Salesforce_Clone_SOP30300, SF_ERP_Salesforce_Clone_SOP30200, SF_ERP_Salesforce_Clone_RM00101, x

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 nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfix
Parent AccountAccountsCommercient_ArCustomer_Code1vw_MSDCG_Account:vw_MSDCG_ParentAccount'' / ''
Child AccountAccountsCommercient_ArCustomer_Code2vw_MSDCG_Account:vw_MSDCG_ChildAccount'' / ''
MSDYGP Customercommercientmsdynamicgp__MSDYGP_CustomerCommercient_ExternalKey3vw_MSDCG_Customer:vw_MSDCG_Customercommercientmsdynamicgp__ / __c
MSDYGP CustomerAddresscommercientmsdynamicgp__MSDYGP_CustomerAddressCommercient_ExternalKey4vw_MSDCG_CustomerAddress:vw_MSDCG_CustomerAddresscommercientmsdynamicgp__ / __c
ProductProductsCommercient_ExternalKey5vw_MSDCG_Product:vw_MSDCG_Product'' / ''
MSDYGP Warehousecommercientmsdynamicgp__MSDYGP_WarehouseCommercient_ExternalKey6vw_MSDCG_Warehouse:vw_MSDCG_Warehousecommercientmsdynamicgp__ / __c
MSDYGP ItemMastercommercientmsdynamicgp__MSDYGP_Item_MasterCommercient_ExternalKey7vw_MSDCG_ItemMaster:vw_MSDCG_ItemMastercommercientmsdynamicgp__ / __c
MSDYGP ItemWareHousecommercientmsdynamicgp__MSDYGP_Item_WarehouseCommercient_ExternalKey8vw_MSDCG_Itemwarehouse:vw_MSDCG_Itemwarehousecommercientmsdynamicgp__ / __c
MSDYGP SalesOrderHeadercommercientmsdynamicgp__MSDYGP_SOHeaderCommercient_ExternalKey9vw_MSDCG_SalesOrderHeader:vw_MSDCG_SalesOrderHeadercommercientmsdynamicgp__ / __c
MSDYGP SalesOrderDetailcommercientmsdynamicgp__MSDYGP_SODetailsCommercient_ExternalKey10vw_MSDCG_SalesOrderDetail:vw_MSDCG_SalesOrderDetailcommercientmsdynamicgp__ / __c
MSDYGP InvoiceHeadercommercientmsdynamicgp__MSDYGP_InvoiceHeaderCommercient_ExternalKey11vw_MSDCG_InvoiceHeader:vw_MSDCG_InvoiceHeadercommercientmsdynamicgp__ / __c
MSDYGP InvoiceDetailcommercientmsdynamicgp__MSDYGP_InvoiceDetailsCommercient_ExternalKey12vw_MSDCG_InvoiceDetail:vw_MSDCG_InvoiceDetailcommercientmsdynamicgp__ / __c
Standard PriceBook CreatePrice_BooksCommercient_ExternalKey13vw_MSDCG_StandardPriceBook:vw_MSDCG_StandardPriceBook'' / ''
Product PricebookProducts:Price_BooksCommercient_ExternalKey14vw_MSDCG_ProductPriceList:vw_MSDCG_ProductPriceList'' / ''
SalesOrdersSales_OrdersCommercient_ExternalKey15vw_MSDCG_DSalesOrder:vw_MSDCG_DSalesOrder'' / ''
InvoicesInvoicesCommercient_ExternalKey16vw_MSDCG_DInvoice:vw_MSDCG_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. Get_SOQL_Query carries a query on Product Pricebook — 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.

ViewChange detectionRepository keyReads other prefixesIdentity columnSource tables
vw_MSDCG_ParentAccountinsert + updatevw_MSDCG_Account:Commercient_ArCustomer_CodeSF_ERP_Salesforce_Clone_RM00101, SF_ERP_Salesforce_Clone_RM00102
vw_MSDCG_ChildAccountinsert + updatevw_MSDCG_Account:Commercient_ArCustomer_CodeSF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101
vw_MSDCG_Customerinsert-onlyvw_MSDCG_Account:, vw_MSDCG_Customer:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_RM00102, SF_ERP_Salesforce_Clone_RM00101
vw_MSDCG_CustomerAddressinsert-onlyvw_MSDCG_Customer:, vw_MSDCG_Account:, vw_MSDCG_CustomerAddress:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_RM00102
vw_MSDCG_Productinsert + updatevw_MSDCG_Product:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200
vw_MSDCG_Warehouseinsert-onlyvw_MSDCG_Warehouse:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_IV40700
vw_MSDCG_ItemMasterinsert-onlyvw_MSDCG_Product:, vw_MSDCG_Warehouse:, vw_MSDCG_ItemMaster:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_IV00101, SF_ERP_Salesforce_Clone_SY01200
vw_MSDCG_Itemwarehouseinsert + updatevw_MSDCG_Product:, vw_MSDCG_ItemMaster:, vw_MSDCG_Warehouse:, vw_MSDCG_Itemwarehouse:Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_IV00102
vw_MSDCG_SalesOrderHeaderinsert-onlyvw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_SalesOrderHeader:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP10100
vw_MSDCG_SalesOrderDetailinsert-onlyvw_MSDCG_SalesOrderHeader:, vw_MSDCG_SalesOrderDetail:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP10200
vw_MSDCG_InvoiceHeaderinsert-onlyvw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_InvoiceHeader:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP30200, CommercientFlags
vw_MSDCG_InvoiceDetailinsert-onlyvw_MSDCG_InvoiceHeader:, vw_MSDCG_InvoiceDetail:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP30300
vw_MSDCG_StandardPriceBookinsert + updatevw_MSDCG_StandardPriceBook:Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP10110
vw_MSDCG_ProductPriceListinsert + updatevw_MSDCG_Product:, vw_MSDCG_StandardPriceBook:, vw_MSDCG_ProductPriceList:Commercient_ExternalKeySF_ERP_Salesforce_Clone_IV10402, SF_ERP_Salesforce_Clone_SOP10110
vw_MSDCG_DSalesOrderinsert-onlyvw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DSalesOrder:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP10200, SF_ERP_Salesforce_Clone_SOP10100, SF_ERP_Salesforce_Clone_RM00101, x
vw_MSDCG_DInvoiceinsert-onlyvw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DInvoice:ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKeySF_ERP_Salesforce_Clone_SOP30300, SF_ERP_Salesforce_Clone_SOP30200, SF_ERP_Salesforce_Clone_RM00101, x

4. Order of work

The templates set Sync_Order from 1 to 16. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

  • 1 — Parent Account
  • 2 — Child Account
  • 3 — MSDYGP Customer
  • 4 — MSDYGP CustomerAddress
  • 5 — Product
  • 6 — MSDYGP Warehouse
  • 7 — MSDYGP ItemMaster
  • 8 — MSDYGP ItemWareHouse
  • 9 — MSDYGP SalesOrderHeader
  • 10 — MSDYGP SalesOrderDetail
  • 11 — MSDYGP InvoiceHeader
  • 12 — MSDYGP InvoiceDetail
  • 13 — Standard PriceBook Create
  • 14 — Product Pricebook
  • 15 — SalesOrders
  • 16 — 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_MSDCG_ParentAccount reads vw_MSDCG_Account:; no template in this set writes vw_MSDCG_Account:
  • vw_MSDCG_ChildAccount reads vw_MSDCG_Account:; no template in this set writes vw_MSDCG_Account:
  • vw_MSDCG_Customer reads vw_MSDCG_Account:, vw_MSDCG_Customer:; no template in this set writes vw_MSDCG_Account:, vw_MSDCG_Customer:
  • vw_MSDCG_CustomerAddress reads vw_MSDCG_Customer:, vw_MSDCG_Account:, vw_MSDCG_CustomerAddress:; no template in this set writes vw_MSDCG_Customer:, vw_MSDCG_Account:, vw_MSDCG_CustomerAddress:
  • vw_MSDCG_Product reads vw_MSDCG_Product:; no template in this set writes vw_MSDCG_Product:
  • vw_MSDCG_Warehouse reads vw_MSDCG_Warehouse:; no template in this set writes vw_MSDCG_Warehouse:
  • vw_MSDCG_ItemMaster reads vw_MSDCG_Product:, vw_MSDCG_Warehouse:, vw_MSDCG_ItemMaster:; no template in this set writes vw_MSDCG_Product:, vw_MSDCG_Warehouse:, vw_MSDCG_ItemMaster:
  • vw_MSDCG_Itemwarehouse reads vw_MSDCG_Product:, vw_MSDCG_ItemMaster:, vw_MSDCG_Warehouse:, vw_MSDCG_Itemwarehouse:; no template in this set writes vw_MSDCG_Product:, vw_MSDCG_ItemMaster:, vw_MSDCG_Warehouse:, vw_MSDCG_Itemwarehouse:
  • vw_MSDCG_SalesOrderHeader reads vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_SalesOrderHeader:; no template in this set writes vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_SalesOrderHeader:
  • vw_MSDCG_SalesOrderDetail reads vw_MSDCG_SalesOrderHeader:, vw_MSDCG_SalesOrderDetail:; no template in this set writes vw_MSDCG_SalesOrderHeader:, vw_MSDCG_SalesOrderDetail:
  • vw_MSDCG_InvoiceHeader reads vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_InvoiceHeader:; no template in this set writes vw_MSDCG_Account:, vw_MSDCG_Customer:, vw_MSDCG_InvoiceHeader:
  • vw_MSDCG_InvoiceDetail reads vw_MSDCG_InvoiceHeader:, vw_MSDCG_InvoiceDetail:; no template in this set writes vw_MSDCG_InvoiceHeader:, vw_MSDCG_InvoiceDetail:
  • vw_MSDCG_StandardPriceBook reads vw_MSDCG_StandardPriceBook:; no template in this set writes vw_MSDCG_StandardPriceBook:
  • vw_MSDCG_ProductPriceList reads vw_MSDCG_Product:, vw_MSDCG_StandardPriceBook:, vw_MSDCG_ProductPriceList:; no template in this set writes vw_MSDCG_Product:, vw_MSDCG_StandardPriceBook:, vw_MSDCG_ProductPriceList:
  • vw_MSDCG_DSalesOrder reads vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DSalesOrder:; no template in this set writes vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DSalesOrder:
  • vw_MSDCG_DInvoice reads vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_DInvoice:; no template in this set writes vw_MSDCG_Product:, vw_MSDCG_Account:, vw_MSDCG_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.

TemplateObjectMapped fieldsFirst ERP → Zoho CRM pairs
Parent AccountAccounts16CUSTNMBRCommercient_ArCustomer_Code, CUSTNAMEAccount_Name, ADDRESS1, ADDRESS2, ADDRESS3Billing_Street, CITYBilling_City, STATEBilling_State
Child AccountAccounts16CUSTNMBR, ADRSCODECommercient_ArCustomer_Code, CUSTNAMEAccount_Name, ADDRESS1, ADDRESS2, ADDRESS3Billing_Street, CITYBilling_City, STATEBilling_State
MSDYGP Customercommercientmsdynamicgp__MSDYGP_Customer106CUSTNMBR, ADRSCODECommercient_ExternalKey__c, CUSTNAME, CUSTNMBR, ADRSCODEName, ADDRESS1Address1, ADDRESS2Address2, ADDRESS3Address3
MSDYGP CustomerAddresscommercientmsdynamicgp__MSDYGP_CustomerAddress35CUSTNMBR, ADRSCODECommercient_ExternalKey__c, CUSTNMBR, ADRSCODEName, ADDRESS1Address1, ADDRESS2Address2, ADDRESS3Address3
ProductProducts5ITEMNMBRCommercient_ExternalKey__c, INET7, ITEMNMBRProduct_Name, ITEMNMBRProduct_Code, ITEMDESCDescription, INACTIVEIsActive
MSDYGP Warehousecommercientmsdynamicgp__MSDYGP_Warehouse35LOCNCODECommercient_ExternalKey__c, LOCNDSCRName, ADDRESS1Address_1, ADDRESS2Address_2, ADDRESS3Address_3
MSDYGP ItemMastercommercientmsdynamicgp__MSDYGP_Item_Master91ITEMNMBRCommercient_ExternalKey__c, ABCCODEABC_Code__c, ALTITEM1Alternate_Item_1__c, ALTITEM2Alternate_Item_2__c, ALWBKORDAllow_Back_Order__c
MSDYGP ItemWareHousecommercientmsdynamicgp__MSDYGP_Item_Warehouse85ITEMNMBR,LOCNCODE,RCRDTYPECommercient_ExternalKey__c, ITEMNMBR,LOCNCODE,RCRDTYPEName, SFDCIDProducts, SFDCIDItem_Master, SFDCIDWarehouse
MSDYGP SalesOrderHeadercommercientmsdynamicgp__MSDYGP_SOHeader195SOPTYPE, SOPNUMBECommercient_ExternalKey, SOPTYPE, SOPNUMBEName, ACCTAMNTAccount_Amount, ACTLSHIPActual_Ship_Date, ADDRESS1Address1
MSDYGP SalesOrderDetailcommercientmsdynamicgp__MSDYGP_SODetails137SOPTYPEExternalKey, SOPTYPECommercient_ExternalKey__c, SOPTYPEName, ACTLSHIPActual_Ship_Date, ADDRESS1Address1
MSDYGP InvoiceHeadercommercientmsdynamicgp__MSDYGP_InvoiceHeader187SOPTYPE, SOPNUMBECommercient_ExternalKey__c, SOPTYPE, SOPNUMBEName, ACCTAMNTAccount_Amount, ACTLSHIPActual_Ship_Date, ADDRESS1Address1
MSDYGP InvoiceDetailcommercientmsdynamicgp__MSDYGP_InvoiceDetails125SOPTYPE, SOPNUMBE, LNITMSEQ, CMPNTSEQCommercient_ExternalKey__c, SOPTYPE, SOPNUMBE, LNITMSEQ, CMPNTSEQName, ACTLSHIPActual_Ship_Date__c, ADDRESS1Address1__c, ADDRESS2Address2__c
Standard PriceBook CreatePrice_Books5PRCSHIDPrice_Book_Name, PRCSHIDCommercient_ExternalKey, STRTDATEStart_Date, ENDDATEEnd_Date
Product PricebookProducts:Price_Books4PRCSHID, ITEMNMBRCommercient_ExternalKey, PSITMVALlist_price, SFDCIDPRODUCT_ID, SFDCIDZOHO_PriceBookID
SalesOrdersSales_Orders18SOPNUMBECommercient_ExternalKey__c, CUSTNMBRAccount_Name, SOPNUMBEName, SOPNUMBESO_Number, ORDRDATEERP_Created_Date__c
InvoicesInvoices19SOPNUMBECommercient_ExternalKey__c, CUSTNMBRAccount_Name, SOPNUMBEName, SOPNUMBEInvoice_Number, CREATDDTInvoice_Date

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_MSDCG_Account:
  • vw_MSDCG_Customer:
  • vw_MSDCG_CustomerAddress:
  • vw_MSDCG_Product:
  • vw_MSDCG_Warehouse:
  • vw_MSDCG_ItemMaster:
  • vw_MSDCG_Itemwarehouse:
  • vw_MSDCG_SalesOrderHeader:
  • vw_MSDCG_SalesOrderDetail:
  • vw_MSDCG_InvoiceHeader:
  • vw_MSDCG_InvoiceDetail:
  • vw_MSDCG_StandardPriceBook:
  • vw_MSDCG_ProductPriceList:
  • vw_MSDCG_DSalesOrder:
  • vw_MSDCG_DInvoice:

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 Microsoft Dynamics GP 2016 → 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.