CRMPro → Zoho CRM — Sage 100 Contractor 2018: what the shipped templates set up

CRMPro → Zoho CRM — Sage 100 Contractor 2018: 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/sage-100-contractor-2018.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 Contractor 2018 → 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
Sage Sales Person	The templates push sage100contractor__SAGE100CNTR_Salesperson to Zoho CRM.	sage100contractor__SAGE100CNTR_Salesperson	SF_ERP_Salesforce_Clone_employ
Accounts	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_reccln
Sage Customer	The templates push sage100contractor__SAGE100CNTR_Customer to Zoho CRM.	sage100contractor__SAGE100CNTR_Customer	SF_ERP_Salesforce_Clone_reccln
Sage Job	The templates push sage100contractor__SAGE100CNTR_Job to Zoho CRM.	sage100contractor__SAGE100CNTR_Job	SF_ERP_Salesforce_Clone_actrec
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_tkfprt
Contacts	The templates push Contacts to Zoho CRM.	Contacts	SF_ERP_Salesforce_Clone_clncnt
Sage Parts	The templates push sage100contractor__SAGE100CNTR_Parts to Zoho CRM.	sage100contractor__SAGE100CNTR_Parts	SF_ERP_Salesforce_Clone_tkfprt
Sage Inventory History	The templates push sage100contractor__SAGE100CNTR_InventoryHist to Zoho CRM.	sage100contractor__SAGE100CNTR_InventoryHist	SF_ERP_Salesforce_Clone_invhst
Sage AR Invoice	The templates push sage100contractor__SAGE100CNTR_ARInvoice to Zoho CRM.	sage100contractor__SAGE100CNTR_ARInvoice	SF_ERP_Salesforce_Clone_acrinv, SF_ERP_Salesforce_Clone_actrec
Sage AR InvoiceLine	The templates push sage100contractor__SAGE100CNTR_ARInvoiceLine to Zoho CRM.	sage100contractor__SAGE100CNTR_ARInvoiceLine	SF_ERP_Salesforce_Clone_arivln
Sage AR Payments	The templates push sage100contractor__SAGE100CNTR_AR_Payment to Zoho CRM.	sage100contractor__SAGE100CNTR_AR_Payment	SF_ERP_Salesforce_Clone_acrpmt
Quote	The templates push Quotes to Zoho CRM.	Quotes	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln, x
SalesOrder	The templates push Sales_Orders to Zoho CRM.	Sales_Orders	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln, x
Invoice	The templates push Invoices to Zoho CRM.	Invoices	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln, x
CRM Ownership	The templates push users to Zoho CRM.	users	—

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
Users	users	Commercient_ExternalKey	1	vw_Users:	SELECT 1	'' / ''
Sage Sales Person	sage100contractor__SAGE100CNTR_Salesperson	Commercient_ExternalKey	2	vw_SAGE100CONTRACTOR2018_Salesperson:	vw_SAGE100CONTRACTOR2018_Salesperson	sage100contractor__ / __c
Accounts	Accounts	Commercient_ArCustomer_Code	3	vw_SAGE100CONTRACTOR2018_Account:	vw_SAGE100CONTRACTOR2018_Account	'' / ''
Sage Customer	sage100contractor__SAGE100CNTR_Customer	Commercient_ExternalKey	4	vw_SAGE100CONTRACTOR2018_Customer:	vw_SAGE100CONTRACTOR2018_Customer	sage100contractor__ / __c
Sage Job	sage100contractor__SAGE100CNTR_Job	Commercient_ExternalKey	5	vw_SAGE100CONTRACTOR2018_Job:	vw_SAGE100CONTRACTOR2018_Job	sage100contractor__ / __c
Products	Products	Commercient_ExternalKey	6	vw_SAGE100CONTRACTOR2018_Product:	vw_SAGE100CONTRACTOR2018_Products	'' / ''
Contacts	Contacts	Commercient_ExternalKey	7	vw_SAGE100CONTRACTOR2018_Contacts:	vw_SAGE100CONTRACTOR2018_Contacts	'' / ''
Sage Parts	sage100contractor__SAGE100CNTR_Parts	Commercient_ExternalKey	8	vw_SAGE100CONTRACTOR2018_Parts:	vw_SAGE100CONTRACTOR2018_Parts	sage100contractor__ / __c
Sage Inventory History	sage100contractor__SAGE100CNTR_InventoryHist	Commercient_ExternalKey	9	vw_SAGE100CONTRACTOR2018_InventoryHistory:	vw_SAGE100CONTRACTOR2018_InventoryHistory	sage100contractor__ / __c
Sage AR Invoice	sage100contractor__SAGE100CNTR_ARInvoice	Commercient_ExternalKey	10	vw_SAGE100CONTRACTOR2018_Invoice:	vw_SAGE100CONTRACTOR2018_Invoice	sage100contractor__ / __c
Sage AR InvoiceLine	sage100contractor__SAGE100CNTR_ARInvoiceLine	Commercient_ExternalKey	11	vw_SAGE100CONTRACTOR2018_InvoiceLine:	vw_SAGE100CONTRACTOR2018_InvoiceLine	sage100contractor__ / __c
Sage AR Payments	sage100contractor__SAGE100CNTR_AR_Payment	Commercient_ExternalKey	12	vw_SAGE100CONTRACTOR2018_Payment:	vw_SAGE100CONTRACTOR2018_Payment	sage100contractor__ / __c
Quote	Quotes	Commercient_ExternalKey	13	vw_SAGE100CONTRACTOR2018_Quotes:	vw_SAGE100CONTRACTOR2018_Quotes	'' / ''
SalesOrder	Sales_Orders	Commercient_ExternalKey	14	vw_SAGE100CONTRACTOR2018_DSalesOrder:	vw_SAGE100CONTRACTOR2018_DSalesOrder	'' / ''
Invoice	Invoices	Commercient_ExternalKey	15	vw_SAGE100CONTRACTOR2018_DInvoice:	vw_SAGE100CONTRACTOR2018_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 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_SAGE100CONTRACTOR2018_Salesperson	insert-only	—	vw_SAGE100CONTRACTOR2018_Salesperson:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_employ
vw_SAGE100CONTRACTOR2018_Account	insert-only	—	vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Account:, vw_Users:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_reccln
vw_SAGE100CONTRACTOR2018_Customer	insert-only	—	vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Customer:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_reccln
vw_SAGE100CONTRACTOR2018_Job	insert-only	—	vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Job:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_actrec
vw_SAGE100CONTRACTOR2018_Products	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_tkfprt
vw_SAGE100CONTRACTOR2018_Contacts	insert + update	—	vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Contacts:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_clncnt
vw_SAGE100CONTRACTOR2018_Parts	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_tkfprt
vw_SAGE100CONTRACTOR2018_InventoryHistory	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InventoryHistory:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_invhst
vw_SAGE100CONTRACTOR2018_Invoice	insert-only	—	vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Job:, vw_SAGE100CONTRACTOR2018_Invoice:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_acrinv, SF_ERP_Salesforce_Clone_actrec
vw_SAGE100CONTRACTOR2018_InvoiceLine	insert-only	—	vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InvoiceLine:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_arivln
vw_SAGE100CONTRACTOR2018_Payment	insert-only	—	vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Payment:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_acrpmt
vw_SAGE100CONTRACTOR2018_Quotes	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln
vw_SAGE100CONTRACTOR2018_DSalesOrder	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:, vw_SAGE100CONTRACTOR2018_DSalesOrder:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln
vw_SAGE100CONTRACTOR2018_DInvoice	insert-only	—	vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_DSalesOrder:, vw_SAGE100CONTRACTOR2018_DInvoice:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_srvlin, SF_ERP_Salesforce_Clone_tkfprt, SF_ERP_Salesforce_Clone_srvinv, SF_ERP_Salesforce_Clone_actrec, SF_ERP_Salesforce_Clone_reccln

4. Order of work

The templates set Sync_Order from 1 to 15. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Users
• 2 — Sage Sales Person
• 3 — Accounts
• 4 — Sage Customer
• 5 — Sage Job
• 6 — Products
• 7 — Contacts
• 8 — Sage Parts
• 9 — Sage Inventory History
• 10 — Sage AR Invoice
• 11 — Sage AR InvoiceLine
• 12 — Sage AR Payments
• 13 — Quote
• 14 — SalesOrder
• 15 — Invoice

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_SAGE100CONTRACTOR2018_Salesperson reads vw_SAGE100CONTRACTOR2018_Salesperson:; no template in this set writes vw_SAGE100CONTRACTOR2018_Salesperson:
• vw_SAGE100CONTRACTOR2018_Account reads vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Account:, vw_Users:; no template in this set writes vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Account:, vw_Users:
• vw_SAGE100CONTRACTOR2018_Customer reads vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Customer:; no template in this set writes vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Customer:
• vw_SAGE100CONTRACTOR2018_Job reads vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Job:; no template in this set writes vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Job:
• vw_SAGE100CONTRACTOR2018_Products reads vw_SAGE100CONTRACTOR2018_Product:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:
• vw_SAGE100CONTRACTOR2018_Contacts reads vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Contacts:; no template in this set writes vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Contacts:
• vw_SAGE100CONTRACTOR2018_Parts reads vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:
• vw_SAGE100CONTRACTOR2018_InventoryHistory reads vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InventoryHistory:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InventoryHistory:
• vw_SAGE100CONTRACTOR2018_Invoice reads vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Job:, vw_SAGE100CONTRACTOR2018_Invoice:; no template in this set writes vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Customer:, vw_SAGE100CONTRACTOR2018_Job:, vw_SAGE100CONTRACTOR2018_Invoice:
• vw_SAGE100CONTRACTOR2018_InvoiceLine reads vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InvoiceLine:; no template in this set writes vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Parts:, vw_SAGE100CONTRACTOR2018_InvoiceLine:
• vw_SAGE100CONTRACTOR2018_Payment reads vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Payment:; no template in this set writes vw_SAGE100CONTRACTOR2018_Invoice:, vw_SAGE100CONTRACTOR2018_Payment:
• vw_SAGE100CONTRACTOR2018_Quotes reads vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:
• vw_SAGE100CONTRACTOR2018_DSalesOrder reads vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:, vw_SAGE100CONTRACTOR2018_DSalesOrder:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_Quotes:
• vw_SAGE100CONTRACTOR2018_DInvoice reads vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_DSalesOrder:, vw_SAGE100CONTRACTOR2018_DInvoice:; no template in this set writes vw_SAGE100CONTRACTOR2018_Product:, vw_SAGE100CONTRACTOR2018_Account:, vw_SAGE100CONTRACTOR2018_Salesperson:, vw_SAGE100CONTRACTOR2018_DSalesOrder:

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
Users	users	1	Commercient_ExternalKey → Commercient_ExternalKey
Sage Sales Person	sage100contractor__SAGE100CNTR_Salesperson	79	RECNUM → Commercient_ExternalKey__c, FSTNME, LSTNME → Name, ACAELC → Aatrix_Electronic_ACA_Con__c, W_2ELC → Aatrix_Electronic_W_2_Con__c, EFTSTS → Account_Status__c
Accounts	Accounts	16	RECNUM → Commercient_ArCustomer_Code, CLNNME → Account_Name, ADDRS1, ADDRS2 → Billing_Street, CTYNME → Billing_City, STATE_ → Billing_State
Sage Customer	sage100contractor__SAGE100CNTR_Customer	108	RECNUM → Commercient_ExternalKey__c, CLNNME → Name, ADDRS1 → Address_1, ADDRS2 → Address_2, REGION → Area
Sage Job	sage100contractor__SAGE100CNTR_Job	76	RECNUM → Commercient_ExternalKey__c, JOBNME → Name, CLNNUM → Accounts, CLNNUM → SAGE100CONSTRUCTOR_Customer, SLSEMP → SAGE100CONSTRUCTOR_SalesRep
Products	Products	7	RECNUM → Commercient_ExternalKey, PRTNME → Product_Name, RECNUM → Product_Code, NTETXT → Description, INACTV → Product_Active
Contacts	Contacts	9	RECNUM,LINNUM → Commercient_ExternalKey, CNTNME → Last_Name, CNTNME → First_Name, E_MAIL → Email, PHNNUM → Home_Phone
Sage Parts	sage100contractor__SAGE100CNTR_Parts	38	RECNUM → Commercient_ExternalKey__c, PRTNME → Name, ALPNUM → Alpha_Part_Number, AVGCST → Average_Cost, PRTBIL → Billing_Amount
Sage Inventory History	sage100contractor__SAGE100CNTR_InventoryHist	20	RECNUM → Commercient_ExternalKey__c, RECNUM → Name, ENTDTE → Entry_Date__c, LGRREC → Ledger_Ref_Number__c, LOCNUM → Location__c
Sage AR Invoice	sage100contractor__SAGE100CNTR_ARInvoice	51	RECNUM → Commercient_ExternalKey__c, RECNUM, INVNUM → CustomModule_Name__c, RECNUM, INVNUM → Name, INVBAL → Balance, PCHORD → Client_PO
Sage AR InvoiceLine	sage100contractor__SAGE100CNTR_ARInvoiceLine	27	RECNUM, LINNUM → Commercient_ExternalKey__c, RECNUM, LINNUM → Name, LGRACT → Account, ALPNUM → Alpha_Part_Number__c, CSTCDE → Cost_Code__c
Sage AR Payments	sage100contractor__SAGE100CNTR_AR_Payment	13	AMOUNT → Amount_Paid, APLCRD → Credit_Taken, CHKDTE → Date, DSCRPT → Description, DSCTKN → Discount_Taken
Quote	Quotes	16	RECNUM → Commercient_ExternalKey__c, SFDCID → Account_Name, RECNUM → Name, RECNUM → Quote_Number, INSDTE → ERP_Created_Date__c
SalesOrder	Sales_Orders	17	RECNUM → Commercient_ExternalKey__c, SFDCID → Account_Name, SFDCID → Quote_Name, RECNUM → Name, RECNUM → SO_Number
Invoice	Invoices	16	RECNUM → Commercient_ExternalKey__c, SFDCID → Account_Name, SFDCID → Sales_Order, RECNUM → Name, RECNUM → Invoice_Number

6. Community templates

The catalogue carries 14 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: 14
• Default operations: insert on 14, update on 14, delete on 14
• Marked circular-sync: 0
• Licence groups they span: 5
• Destination objects: Accounts, Contacts, Invoices, Products, Quotes, sage100contractor__SAGE100CNTR_AR_Payment, sage100contractor__SAGE100CNTR_ARInvoice, sage100contractor__SAGE100CNTR_ARInvoiceLine, sage100contractor__SAGE100CNTR_Customer, sage100contractor__SAGE100CNTR_InventoryHist, sage100contractor__SAGE100CNTR_Job, sage100contractor__SAGE100CNTR_Parts, sage100contractor__SAGE100CNTR_Salesperson, Sales_Orders
• Object display names: Accounts, Contacts, Invoice, Products, Quote, Sage AR Invoice, Sage AR InvoiceLine, Sage AR Payments, Sage Customer, Sage Inventory History, Sage Job, Sage Parts and 2 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_SAGE100CONTRACTOR2018_Salesperson:
• vw_SAGE100CONTRACTOR2018_Account:
• vw_SAGE100CONTRACTOR2018_Customer:
• vw_SAGE100CONTRACTOR2018_Job:
• vw_SAGE100CONTRACTOR2018_Product:
• vw_SAGE100CONTRACTOR2018_Contacts:
• vw_SAGE100CONTRACTOR2018_Parts:
• vw_SAGE100CONTRACTOR2018_InventoryHistory:
• vw_SAGE100CONTRACTOR2018_Invoice:
• vw_SAGE100CONTRACTOR2018_InvoiceLine:
• vw_SAGE100CONTRACTOR2018_Payment:
• vw_SAGE100CONTRACTOR2018_Quotes:
• vw_SAGE100CONTRACTOR2018_DSalesOrder:
• vw_SAGE100CONTRACTOR2018_DInvoice:
• vw_Users:

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 Sage 100 Contractor 2018 → 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.