Source ERP · 12 of 27
CRMPro → Zoho CRM — NetSuite: what the shipped templates set up
Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/netsuite". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.
CRMPro → Zoho CRM — NetSuite: what the shipped templates set up
Keep this skill current.
dlakeships updates often and this text is embedded in the CLI you have installed. Before relying on it, comparedlake --versionwithnpm view @commercient/dlake version; if they differ, runnpm install -g @commercient/dlake@latestand thendlake 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/netsuite.md, and that skill’s
ERP table is what points at it. What follows is only what the shipped NetSuite → 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 |
|---|---|---|---|
| Netsuite Term | The templates push commercientnetsuite0__Netsuite_Terms to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Terms | SF_ERP_Salesforce_Clone_TERM |
| Netsuite SalesPerson | The templates push commercientnetsuite0__Netsuite_SalesPerson to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_SalesPerson | SF_ERP_Salesforce_Clone_EMPLOYEE |
| Account | The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted. | Accounts | SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField |
| Child Account | The templates push Accounts to Zoho CRM. New records are created and existing ones updated; none are deleted. | Accounts | SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField |
| Netsuite Customer | The templates push commercientnetsuite0__Netsuite_Customer to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Customer | SF_ERP_Salesforce_Clone_CUSTOMER |
| Netsuite CustomerAddress | The templates push commercientnetsuite0__Netsuite_Address to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Address | SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CUSTOMER |
| Product | The templates push Products to Zoho CRM. New records are created and existing ones updated; none are deleted. | Products | SF_ERP_Salesforce_Clone_LotNumberedInventoryItem, SF_ERP_Salesforce_Clone_ItemInventory |
| Netsuite Item | The templates push commercientnetsuite0__Netsuite_Item to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Item | SF_ERP_Salesforce_Clone_LotNumberedInventoryItem |
| Netsuite ItemWarehouse | The templates push commercientnetsuite0__Netsuite_Item_Warehouse to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Item_Warehouse | SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_LotNumberedInventoryItem |
| Netsuite SalesOrder | The templates push commercientnetsuite0__Netsuite_SalesOrder to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_SalesOrder | SF_ERP_Salesforce_Clone_SALESORDER, CommercientFlags |
| Netsuite SalesOrderLine | The templates push commercientnetsuite0__Netsuite_SalesOrderItem to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_SalesOrderItem | SF_ERP_Salesforce_Clone_SALESORDERITEM, SF_ERP_Salesforce_Clone_SALESORDER |
| Netsuite Invoice | The templates push commercientnetsuite0__Netsuite_Invoice to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_Invoice | SF_ERP_Salesforce_Clone_INVOICE |
| Netsuite InvoiceLine | The templates push commercientnetsuite0__Netsuite_InvoiceItem to Zoho CRM. New records are created and existing ones updated; none are deleted. | commercientnetsuite0__Netsuite_InvoiceItem | SF_ERP_Salesforce_Clone_INVOICEITEM, SF_ERP_Salesforce_Clone_INVOICE |
| Contact | The templates push Contacts to Zoho CRM. New records are created and existing ones updated; none are deleted. | Contacts | SF_ERP_Salesforce_Clone_CONTACT |
| Product Pricebook | The templates push Products:Price_Books to Zoho CRM. New records are created and existing ones updated; none are deleted. | Products:Price_Books | SF_ERP_Salesforce_Clone_ItemInventory |
| Netsuite TaxType | The templates push Netsuite_TaxType to Zoho CRM. New records are created and existing ones updated; none are deleted. | Netsuite_TaxType | SF_ERP_Salesforce_Clone_TaxType |
| Netsuite TaxGroup | The templates push Netsuite_TaxGroup to Zoho CRM. New records are created and existing ones updated; none are deleted. | Netsuite_TaxGroup | SF_ERP_Salesforce_Clone_TaxGroup |
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 |
|---|---|---|---|---|---|---|
| Netsuite Term | commercientnetsuite0__Netsuite_Terms | Commercient_ExternalKey | 2 | vw_NETSUITE_Term: | vw_NETSUITE_Term | commercientnetsuite0__ / __c |
| Netsuite SalesPerson | commercientnetsuite0__Netsuite_SalesPerson | Commercient_ExternalKey | 3 | vw_NETSUITE_SalesPerson: | vw_NETSUITE_SalesPerson | commercientnetsuite0__ / __c |
| Account | Accounts | Commercient_ArCustomer_Code | 4 | vw_NETSUITE_Account: | vw_NETSUITE_Account | '' / __c |
| Child Account | Accounts | Commercient_ArCustomer_Code | 5 | vw_NETSUITE_Account: | vw_NETSUITE_Account_Child | '' / __c |
| Netsuite Customer | commercientnetsuite0__Netsuite_Customer | Commercient_ExternalKey | 6 | vw_NETSUITE_Customer: | vw_NETSUITE_Customer | commercientnetsuite0__ / __c |
| Netsuite CustomerAddress | commercientnetsuite0__Netsuite_Address | Commercient_ExternalKey | 7 | vw_NETSUITE_CustomerAddressBook: | vw_NETSUITE_CustomerAddressBook | commercientnetsuite0__ / __c |
| Product | Products | Commercient_ExternalKey | 8 | vw_NETSUITE_Product: | vw_NETSUITE_Product | '' / __c |
| Netsuite Item | commercientnetsuite0__Netsuite_Item | Commercient_ArCustomer_Code | 9 | vw_NETSUITE_Item: | vw_NETSUITE_Item | commercientnetsuite0__ / __c |
| Netsuite ItemWarehouse | commercientnetsuite0__Netsuite_Item_Warehouse | Commercient_ExternalKey | 10 | vw_NETSUITE_ItemWarehouse: | vw_NETSUITE_ItemWarehouse | commercientnetsuite0__ / __c |
| Netsuite SalesOrder | commercientnetsuite0__Netsuite_SalesOrder | Commercient_ExternalKey | 11 | vw_NETSUITE_SalesOrder: | vw_NETSUITE_SalesOrder | commercientnetsuite0__ / __c |
| Netsuite SalesOrderLine | commercientnetsuite0__Netsuite_SalesOrderItem | Commercient_ExternalKey | 12 | vw_NETSUITE_SalesOrderLine: | vw_NETSUITE_SalesOrderLine | commercientnetsuite0__ / __c |
| Netsuite Invoice | commercientnetsuite0__Netsuite_Invoice | Commercient_ExternalKey | 13 | vw_NETSUITE_Invoice: | vw_NETSUITE_Invoice | commercientnetsuite0__ / __c |
| Netsuite InvoiceLine | commercientnetsuite0__Netsuite_InvoiceItem | Commercient_ExternalKey | 14 | vw_NETSUITE_InvoiceLine: | vw_NETSUITE_InvoiceLine | commercientnetsuite0__ / __c |
| Contact | Contacts | Commercient_ExternalKey | 15 | vw_NETSUITE_Contact: | vw_NETSUITE_Contact | '' / __c |
| Product Pricebook | Products:Price_Books | Commercient_ExternalKey | 16 | vw_NETSUITE_ProductPricebook: | vw_NETSUITE_ProductPricebook | '' / '' |
| Netsuite TaxType | Netsuite_TaxType | Commercient_ExternalKey | 17 | vw_NETSUITE_TaxType: | vw_NETSUITE_TaxType | '' / '' |
| Netsuite TaxGroup | Netsuite_TaxGroup | Commercient_ExternalKey | 18 | vw_NETSUITE_TaxGroup: | vw_NETSUITE_TaxGroup | '' / '' |
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 Child Account the SQL_Query names a view the same
template’s CreateViewQuery does not create (vw_NETSUITE_Account_Child against
vw_NETSUITE_Account), 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_NETSUITE_Term | insert + update | — | vw_NETSUITE_Term: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_TERM |
vw_NETSUITE_SalesPerson | insert + update | — | vw_NETSUITE_SalesPerson: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_EMPLOYEE |
vw_NETSUITE_Account | insert + update | — | vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField |
vw_NETSUITE_Account | insert + update | — | vw_NETSUITE_SalesPerson:, vw_NETSUITE_Term:, vw_Users:, vw_NETSUITE_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_CUSTOMER, SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CustomField |
vw_NETSUITE_Customer | insert-only | — | vw_NETSUITE_Account:, vw_NETSUITE_Customer: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CUSTOMER |
vw_NETSUITE_CustomerAddressBook | insert-only | — | vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_CustomerAddressBook: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CUSTOMERADDRESSBOOK, SF_ERP_Salesforce_Clone_CUSTOMER |
vw_NETSUITE_Product | insert-only | — | vw_NETSUITE_Product: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_LotNumberedInventoryItem, SF_ERP_Salesforce_Clone_ItemInventory |
vw_NETSUITE_Item | insert-only | — | vw_NETSUITE_Product:, vw_NETSUITE_Item: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_LotNumberedInventoryItem |
vw_NETSUITE_ItemWarehouse | insert-only | — | vw_NETSUITE_Product:, vw_NETSUITE_Item:, vw_NETSUITE_ItemWarehouse: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ItemInventory, SF_ERP_Salesforce_Clone_LotNumberedInventoryItem |
vw_NETSUITE_SalesOrder | insert-only | — | vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_SalesOrder: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SALESORDER, CommercientFlags |
vw_NETSUITE_SalesOrderLine | insert-only | — | vw_NETSUITE_SalesOrder:, vw_NETSUITE_Item:, vw_NETSUITE_SalesOrderLine: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SALESORDERITEM, SF_ERP_Salesforce_Clone_SALESORDER |
vw_NETSUITE_Invoice | insert-only | — | vw_NETSUITE_Account:, vw_NETSUITE_Customer:, vw_NETSUITE_Invoice: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_INVOICE |
vw_NETSUITE_InvoiceLine | insert-only | — | vw_NETSUITE_Invoice:, vw_NETSUITE_Item:, vw_NETSUITE_InvoiceLine: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_INVOICEITEM, SF_ERP_Salesforce_Clone_INVOICE |
vw_NETSUITE_Contact | insert + update | — | vw_NETSUITE_Account:, vw_NETSUITE_Contact: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CONTACT |
vw_NETSUITE_ProductPricebook | insert + update | — | vw_NETSUITE_Product:, vw_NETSUITE_ProductPricebook: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ItemInventory |
vw_NETSUITE_TaxType | insert + update | — | vw_NETSUITE_TaxType: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_TaxType |
vw_NETSUITE_TaxGroup | insert + update | — | vw_NETSUITE_TaxType:, vw_NETSUITE_TaxGroup: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_TaxGroup |
4. Order of work
The templates set Sync_Order from 2 to 18. A run processes active rows in ascending
Sync_Order, which is the order the templates put them in:
2— Netsuite Term3— Netsuite SalesPerson4— Account5— Child Account6— Netsuite Customer7— Netsuite CustomerAddress8— Product9— Netsuite Item10— Netsuite ItemWarehouse11— Netsuite SalesOrder12— Netsuite SalesOrderLine13— Netsuite Invoice14— Netsuite InvoiceLine15— Contact16— Product Pricebook17— Netsuite TaxType18— Netsuite TaxGroup
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_NETSUITE_Termreadsvw_NETSUITE_Term:; no template in this set writesvw_NETSUITE_Term:vw_NETSUITE_SalesPersonreadsvw_NETSUITE_SalesPerson:; no template in this set writesvw_NETSUITE_SalesPerson:vw_NETSUITE_Accountreadsvw_NETSUITE_SalesPerson:,vw_NETSUITE_Term:,vw_Users:,vw_NETSUITE_Account:; no template in this set writesvw_NETSUITE_SalesPerson:,vw_NETSUITE_Term:,vw_Users:,vw_NETSUITE_Account:vw_NETSUITE_Accountreadsvw_NETSUITE_SalesPerson:,vw_NETSUITE_Term:,vw_Users:,vw_NETSUITE_Account:; no template in this set writesvw_NETSUITE_SalesPerson:,vw_NETSUITE_Term:,vw_Users:,vw_NETSUITE_Account:vw_NETSUITE_Customerreadsvw_NETSUITE_Account:,vw_NETSUITE_Customer:; no template in this set writesvw_NETSUITE_Account:,vw_NETSUITE_Customer:vw_NETSUITE_CustomerAddressBookreadsvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_CustomerAddressBook:; no template in this set writesvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_CustomerAddressBook:vw_NETSUITE_Productreadsvw_NETSUITE_Product:; no template in this set writesvw_NETSUITE_Product:vw_NETSUITE_Itemreadsvw_NETSUITE_Product:,vw_NETSUITE_Item:; no template in this set writesvw_NETSUITE_Product:,vw_NETSUITE_Item:vw_NETSUITE_ItemWarehousereadsvw_NETSUITE_Product:,vw_NETSUITE_Item:,vw_NETSUITE_ItemWarehouse:; no template in this set writesvw_NETSUITE_Product:,vw_NETSUITE_Item:,vw_NETSUITE_ItemWarehouse:vw_NETSUITE_SalesOrderreadsvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_SalesOrder:; no template in this set writesvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_SalesOrder:vw_NETSUITE_SalesOrderLinereadsvw_NETSUITE_SalesOrder:,vw_NETSUITE_Item:,vw_NETSUITE_SalesOrderLine:; no template in this set writesvw_NETSUITE_SalesOrder:,vw_NETSUITE_Item:,vw_NETSUITE_SalesOrderLine:vw_NETSUITE_Invoicereadsvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_Invoice:; no template in this set writesvw_NETSUITE_Account:,vw_NETSUITE_Customer:,vw_NETSUITE_Invoice:vw_NETSUITE_InvoiceLinereadsvw_NETSUITE_Invoice:,vw_NETSUITE_Item:,vw_NETSUITE_InvoiceLine:; no template in this set writesvw_NETSUITE_Invoice:,vw_NETSUITE_Item:,vw_NETSUITE_InvoiceLine:vw_NETSUITE_Contactreadsvw_NETSUITE_Account:,vw_NETSUITE_Contact:; no template in this set writesvw_NETSUITE_Account:,vw_NETSUITE_Contact:vw_NETSUITE_ProductPricebookreadsvw_NETSUITE_Product:,vw_NETSUITE_ProductPricebook:; no template in this set writesvw_NETSUITE_Product:,vw_NETSUITE_ProductPricebook:vw_NETSUITE_TaxTypereadsvw_NETSUITE_TaxType:; no template in this set writesvw_NETSUITE_TaxType:vw_NETSUITE_TaxGroupreadsvw_NETSUITE_TaxType:,vw_NETSUITE_TaxGroup:; no template in this set writesvw_NETSUITE_TaxType:,vw_NETSUITE_TaxGroup:
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 |
|---|---|---|---|
| Netsuite Term | commercientnetsuite0__Netsuite_Terms | 12 | internalId → Commercient_ExternalKey__c, name → Name, dateDriven → Date_Driven__c, dayDiscountExpires → Day_Discount_Expires__c, dayOfMonthNetDue → Day_Of_Month_Net_Due__c |
| Netsuite SalesPerson | commercientnetsuite0__Netsuite_SalesPerson | 53 | internalId → Commercient_ExternalKey__c, accountNumber → accountNumber, adpId → adpId, altName → altName, approvalLimit → approvalLimit |
| Account | Accounts | 22 | internalId → Commercient_ArCustomer_Code, entityId → Account_Name, phone → Phone, url → Website, addr1, addr2, addr3 → Billing_Street |
| Child Account | Accounts | 22 | internalId → Commercient_ArCustomer_Code, entityId → Account_Name, phone → Phone, url → Website, addr1, addr2, addr3 → Billing_Street |
| Netsuite Customer | commercientnetsuite0__Netsuite_Customer | 86 | internalId → Commercient_ExternalKey__c, entityId → Name, SFDCID → Account, accountNumber → Account_Number, aging → Aging |
| Netsuite CustomerAddress | commercientnetsuite0__Netsuite_Address | 19 | parentId, internalId → Commercient_ExternalKey__c, addressee, entityId → Name, SFDCID → Account, SFDCID → Nesuite_Customer, internalId → internalId |
| Product | Products | 6 | internalId → Commercient_ExternalKey, itemId → Product_Name, itemId → Product_Code, salesDescription → Description, isInactive → Product_Active |
| Netsuite Item | commercientnetsuite0__Netsuite_Item | 117 | internalId → Commercient_ArCustomer_Code__c, itemId → Name, SFDCID → Product, autoLeadTime → autoLeadTime, autoPreferredStockLevel → autoPreferredStockLevel |
| Netsuite ItemWarehouse | commercientnetsuite0__Netsuite_Item_Warehouse | 5 | internalId → Commercient_ExternalKey__c, internalId → Name, SFDCID → Product, SFDCID → Netsuite_Item, quantityOnHand → Quantity_On_Hand__c |
| Netsuite SalesOrder | commercientnetsuite0__Netsuite_SalesOrder | 112 | internalId → Commercient_ExternalKey__c, tranId → Name, entityinternalId → Account, entityinternalId → Netsuite_Customer, actualShipDate → actualShipDate |
| Netsuite SalesOrderLine | commercientnetsuite0__Netsuite_SalesOrderItem | 60 | internalId, line → Commercient_ExternalKey__c, internalId, line, tranId → Name, SFDCID → Sales_Order, SFDCID → Netsuite_Item, iteminternalId → iteminternalId |
| Netsuite Invoice | commercientnetsuite0__Netsuite_Invoice | 99 | internalId → Commercient_ExternalKey__c, tranId → Name, entityinternalId → Account, entityinternalId → Netsuite_Customer, altHandlingCost → altHandlingCost |
| Netsuite InvoiceLine | commercientnetsuite0__Netsuite_InvoiceItem | 46 | internalId, line → Commercient_ExternalKey__c, internalId, line, tranId → Name, SFDCID → Netsuite_Invoice, SFDCID → Netsuite_Item, amount → amount |
| Contact | Contacts | 9 | companyinternalId → Account_Name, internalId → Commercient_ExternalKey, email → Email, entityId → First_Name, entityId → Last_Name |
| Product Pricebook | Products:Price_Books | 4 | internalId → Commercient_ExternalKey, SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID, basePrice → list_price |
| Netsuite TaxType | Netsuite_TaxType | 8 | internalId → Commercient_ExternalKey, name → Name, description → Description, doesNotAddToTotal → DoesNotAddToTotal, isInactive → IsInactive |
| Netsuite TaxGroup | Netsuite_TaxGroup | 16 | internalId → Commercient_ExternalKey, taxTypeinternalId → Netsuite_TaxType, internalId → Name, city → City, county → County |
6. Community templates
The catalogue carries 64 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: 64
- Default operations: insert on 64, update on 64, delete on 64
- Marked circular-sync: 0
- Licence groups they span: 5
- Destination objects:
Accounts,commercientnetsuite0__Netsuite_Address,commercientnetsuite0__Netsuite_Customer,commercientnetsuite0__Netsuite_SalesPerson,Contacts,Products,commercientnetsuite0__Netsuite_Invoice,commercientnetsuite0__Netsuite_InvoiceItem,commercientnetsuite0__Netsuite_Item,commercientnetsuite0__Netsuite_SalesOrder,commercientnetsuite0__Netsuite_SalesOrderItem,commercientnetsuite0__Netsuite_Terms,NetsuiteInventoryLocation,users,commercientnetsuite0__Netsuite_Item_Warehouse,Netsuite_TaxGroup,Netsuite_TaxType,Price_Books,CommercientSF13__ACCOUNTMATCHING__c,CommercientSF13__CONTACTMATCHING__c, 1 more and 2 custom objects - Object display names: Account, Contact, Netsuite Customer, Netsuite CustomerAddress, Netsuite SalesPerson, Netsuite Invoice, Netsuite InvoiceLine, Netsuite Item, Netsuite SalesOrder, Netsuite SalesOrderLine, Netsuite Term, Product, 15 more and 2 further templates
- Template groups: Account, CRM Order and Line, Product
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_NETSUITE_Term:vw_NETSUITE_SalesPerson:vw_NETSUITE_Account:vw_NETSUITE_Customer:vw_NETSUITE_CustomerAddressBook:vw_NETSUITE_Product:vw_NETSUITE_Item:vw_NETSUITE_ItemWarehouse:vw_NETSUITE_SalesOrder:vw_NETSUITE_SalesOrderLine:vw_NETSUITE_Invoice:vw_NETSUITE_InvoiceLine:vw_NETSUITE_Contact:vw_NETSUITE_ProductPricebook:vw_NETSUITE_TaxType:vw_NETSUITE_TaxGroup:
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 NetSuite → 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.