Source ERP · 17 of 27
CRMPro → Zoho CRM — Sage 100 Premium: what the shipped templates set up
Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/sage-100-premium". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.
CRMPro → Zoho CRM — Sage 100 Premium: 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/sage-100-premium.md, and that
skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 Premium →
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 |
|---|---|---|---|
| Account | The templates push Accounts to Zoho CRM. | Accounts | SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS |
| Sage100 Customer | The templates push sage100premium__CI_Iem to Zoho CRM. | sage100premium__CI_Iem | SF_ERP_Salesforce_Clone_AR_CUSTOMER |
| Sage100 Ship To Address | The templates push sage100premium__SO_ShipToAddress to Zoho CRM. | sage100premium__SO_ShipToAddress | SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS |
| Sage100 Sales Person | The templates push sage100premium__Ar_SalesPerson to Zoho CRM. | sage100premium__Ar_SalesPerson | SF_ERP_Salesforce_Clone_AR_SALESPERSON |
| Products | The templates push Products to Zoho CRM. | Products | SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_CI_EXTENDEDDESCRIPTION |
| Contacts | The templates push Contacts to Zoho CRM. | Contacts | SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT, SF_ERP_Salesforce_Clone_AR_CUSTOMER |
| Sage100 Item Master | The templates push sage100premium__CI_Item to Zoho CRM. | sage100premium__CI_Item | SF_ERP_Salesforce_Clone_CI_ITEM |
| Quotes | The templates push Quotes to Zoho CRM. | Quotes | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
| Sage100 Sales Order Header | The templates push sage100premium__SO_SalesOrdrHistoryHeader to Zoho CRM. | sage100premium__SO_SalesOrdrHistoryHeader | SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER |
| Sage100 Sales Order Detail | The templates push sage100premium__SO_SalesOrderHistoryDetai to Zoho CRM. | sage100premium__SO_SalesOrderHistoryDetai | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER |
| Sage100 Invoice Header | The templates push sage100premium__Ar_InvoiceHistoryHeader to Zoho CRM. | sage100premium__Ar_InvoiceHistoryHeader | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, CommercientFlags |
| Sage100 Invoice Detail | The templates push sage100premium__Ar_InvoiceHistoryDetail to Zoho CRM. | sage100premium__Ar_InvoiceHistoryDetail | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_CI_ITEM |
| Sage100 Transcation Payment History | The templates push sage100premium__ArTransactionPaymtHistory to Zoho CRM. | sage100premium__ArTransactionPaymtHistory | SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY |
| Sage100 Warehouse | The templates push sage100premium__LM_Item_Warehouse to Zoho CRM. | sage100premium__LM_Item_Warehouse | SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE |
| Sage100 Product Price Book | The templates push Products:Price_Books to Zoho CRM. | Products:Price_Books | SF_ERP_Salesforce_Clone_CI_ITEM |
| Sales Orders | The templates push Sales_Orders to Zoho CRM. | Sales_Orders | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
| Invoices | The templates push Invoices to Zoho CRM. | Invoices | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
| SAGE100 TERMS | The templates push sage100premium__Sage_Terms to Zoho CRM. New records are created and existing ones updated; none are deleted. | sage100premium__Sage_Terms | SF_ERP_Salesforce_Clone_AR_TERMSCODE |
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 |
|---|---|---|---|---|---|---|
| Account | Accounts | Commercient_ArCustomer_Code | 1 | vw_SAGE100_Account: | vw_SAGE100_Account | '' / '' |
| Sage100 Customer | sage100premium__CI_Iem | Commercient_ExternalKey | 2 | vw_SAGE100_Customer: | vw_SAGE100_Customer | sage100premium__ / __c |
| SAGE100 TERMS | sage100premium__Sage_Terms | Commercient_ExternalKey | 2 | vw_SAGE100_TERMS: | vw_SAGE100_TERMS | sage100premium__ / __c |
| Sage100 Ship To Address | sage100premium__SO_ShipToAddress | Commercient_ExternalKey | 3 | vw_SAGE100_ShipToAddress: | vw_SAGE100_ShipToAddress | sage100premium__ / __c |
| Sage100 Sales Person | sage100premium__Ar_SalesPerson | Commercient_ExternalKey | 4 | vw_SAGE100_AR_SALESPERSON: | vw_SAGE100_AR_SALESPERSON | sage100premium__ / __c |
| Products | Products | Commercient_ExternalKey | 5 | vw_SAGE100_Product: | vw_SAGE100_Product | '' / '' |
| Contacts | Contacts | Commercient_ExternalKey | 6 | vw_SAGE100_Contact: | vw_SAGE100_Contacts | '' / '' |
| Sage100 Item Master | sage100premium__CI_Item | Commercient_ExternalKey | 7 | vw_SAGE100_Item: | vw_SAGE100_Item | sage100premium__ / __c |
| Quotes | Quotes | Commercient_ExternalKey | 8 | vw_SAGE100_Quotes: | vw_SAGE100_Quotes | '' / '' |
| Sage100 Sales Order Header | sage100premium__SO_SalesOrdrHistoryHeader | Commercient_ExternalKey | 9 | vw_SAGE100_SalesOrderHeader: | vw_SAGE100_SalesOrderHeader | sage100premium__ / __c |
| Sage100 Sales Order Detail | sage100premium__SO_SalesOrderHistoryDetai | Commercient_ExternalKey | 10 | vw_SAGE100_SalesOrderDetail: | vw_SAGE100_SalesOrderDetail | sage100premium__ / __c |
| Sage100 Invoice Header | sage100premium__Ar_InvoiceHistoryHeader | Commercient_ExternalKey | 11 | vw_SAGE100_InvoiceHeader: | vw_SAGE100_InvoiceHeader | sage100premium__ / __c |
| Sage100 Invoice Detail | sage100premium__Ar_InvoiceHistoryDetail | Commercient_ExternalKey | 12 | vw_SAGE100_InvoiceDetail: | vw_SAGE100_InvoiceDetail | sage100premium__ / __c |
| Sage100 Transcation Payment History | sage100premium__ArTransactionPaymtHistory | Commercient_ExternalKey | 13 | vw_SAGE100_TranscationPaymentHistory: | vw_SAGE100_TranscationPaymentHistory | sage100premium__ / __c |
| Sage100 Warehouse | sage100premium__LM_Item_Warehouse | Commercient_ExternalKey | 14 | vw_SAGE100_Warehouse: | vw_SAGE100_Warehouse | sage100premium__ / __c |
| Sage100 Product Price Book | Products:Price_Books | Commercient_ExternalKey | 15 | vw_ProductPriceBook: | vw_SAGE100_ProductPriceBook | '' / '' |
| Sales Orders | Sales_Orders | Commercient_ExternalKey | 16 | vw_SAGE100_DSalesOrder: | vw_SAGE100_DSalesOrder | '' / '' |
| Invoices | Invoices | Commercient_ExternalKey | 17 | vw_SAGE100_DInvoice: | vw_SAGE100_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. On Contacts the SQL_Query names a view the same
template’s CreateViewQuery does not create (vw_SAGE100_Contacts against vw_SAGE100_Contact),
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_SAGE100_Account | insert + update | — | vw_SAGE100_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS |
vw_SAGE100_Customer | insert + update | — | vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Customer: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_CUSTOMER |
vw_SAGE100_TERMS | insert-only | — | vw_SAGE100_TERMS: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_TERMSCODE |
vw_SAGE100_ShipToAddress | insert + update | — | vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_ShipToAddress: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS |
vw_SAGE100_AR_SALESPERSON | insert + update | — | vw_SAGE100_AR_SALESPERSON: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_SALESPERSON |
vw_SAGE100_Product | insert-only | — | vw_SAGE100_Product: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_CI_EXTENDEDDESCRIPTION |
vw_SAGE100_Contact | insert + update | — | vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_Contact: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT, SF_ERP_Salesforce_Clone_AR_CUSTOMER |
vw_SAGE100_Item | insert-only | — | vw_SAGE100_Product:, vw_SAGE100_Item: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CI_ITEM |
vw_SAGE100_Quotes | insert-only | — | vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Quotes: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
vw_SAGE100_SalesOrderHeader | insert-only | — | vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_SalesOrderHeader: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER |
vw_SAGE100_SalesOrderDetail | insert-only | — | vw_SAGE100_SalesOrderHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_SalesOrderDetail: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER |
vw_SAGE100_InvoiceHeader | insert + update | — | vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, CommercientFlags |
vw_SAGE100_InvoiceDetail | insert + update | — | vw_SAGE100_InvoiceHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_InvoiceDetail: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_CI_ITEM |
vw_SAGE100_TranscationPaymentHistory | insert + update | — | vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader:, vw_SAGE100_TranscationPaymentHistory: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY |
vw_SAGE100_Warehouse | insert-only | — | vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_Warehouse: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE |
vw_SAGE100_ProductPriceBook | insert-only | — | vw_SAGE100_Product:, vw_ProductPriceBook: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_CI_ITEM |
vw_SAGE100_DSalesOrder | insert-only | — | vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
vw_SAGE100_DInvoice | insert-only | — | vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder:, vw_SAGE100_DInvoice: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, x |
4. Order of work
The templates set Sync_Order from 1 to 17. A run processes active rows in ascending
Sync_Order, which is the order the templates put them in:
1— Account2— Sage100 Customer, SAGE100 TERMS3— Sage100 Ship To Address4— Sage100 Sales Person5— Products6— Contacts7— Sage100 Item Master8— Quotes9— Sage100 Sales Order Header10— Sage100 Sales Order Detail11— Sage100 Invoice Header12— Sage100 Invoice Detail13— Sage100 Transcation Payment History14— Sage100 Warehouse15— Sage100 Product Price Book16— Sales Orders17— Invoices
Several of these rows share a Sync_Order value: each template group carries its own numbering,
so give the imported processes an order across the whole set rather than taking the template
values as one.
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_SAGE100_Accountreadsvw_SAGE100_Account:; no template in this set writesvw_SAGE100_Account:vw_SAGE100_Customerreadsvw_SAGE100_Account:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_Customer:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_Customer:vw_SAGE100_ShipToAddressreadsvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_ShipToAddress:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_ShipToAddress:vw_SAGE100_AR_SALESPERSONreadsvw_SAGE100_AR_SALESPERSON:; no template in this set writesvw_SAGE100_AR_SALESPERSON:vw_SAGE100_Productreadsvw_SAGE100_Product:; no template in this set writesvw_SAGE100_Product:vw_SAGE100_Contactreadsvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_Contact:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_Contact:vw_SAGE100_Itemreadsvw_SAGE100_Product:,vw_SAGE100_Item:; no template in this set writesvw_SAGE100_Product:,vw_SAGE100_Item:vw_SAGE100_Quotesreadsvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_Quotes:; no template in this set writesvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_Quotes:vw_SAGE100_SalesOrderHeaderreadsvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_SalesOrderHeader:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_AR_SALESPERSON:,vw_SAGE100_SalesOrderHeader:vw_SAGE100_SalesOrderDetailreadsvw_SAGE100_SalesOrderHeader:,vw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_SalesOrderDetail:; no template in this set writesvw_SAGE100_SalesOrderHeader:,vw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_SalesOrderDetail:vw_SAGE100_InvoiceHeaderreadsvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_InvoiceHeader:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_InvoiceHeader:vw_SAGE100_InvoiceDetailreadsvw_SAGE100_InvoiceHeader:,vw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_InvoiceDetail:; no template in this set writesvw_SAGE100_InvoiceHeader:,vw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_InvoiceDetail:vw_SAGE100_TranscationPaymentHistoryreadsvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_InvoiceHeader:,vw_SAGE100_TranscationPaymentHistory:; no template in this set writesvw_SAGE100_Account:,vw_SAGE100_Customer:,vw_SAGE100_InvoiceHeader:,vw_SAGE100_TranscationPaymentHistory:vw_SAGE100_Warehousereadsvw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_Warehouse:; no template in this set writesvw_SAGE100_Item:,vw_SAGE100_Product:,vw_SAGE100_Warehouse:vw_SAGE100_ProductPriceBookreadsvw_SAGE100_Product:,vw_ProductPriceBook:; no template in this set writesvw_SAGE100_Product:,vw_ProductPriceBook:vw_SAGE100_DSalesOrderreadsvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_DSalesOrder:; no template in this set writesvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_DSalesOrder:vw_SAGE100_DInvoicereadsvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_DSalesOrder:,vw_SAGE100_DInvoice:; no template in this set writesvw_SAGE100_Product:,vw_SAGE100_Account:,vw_SAGE100_DSalesOrder:,vw_SAGE100_DInvoice:vw_SAGE100_TERMSreadsvw_SAGE100_TERMS:; no template in this set writesvw_SAGE100_TERMS:
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 |
|---|---|---|---|
| Account | Accounts | 26 | ARDIVISIONNO, CUSTOMERNO → Commercient_ArCustomer_Code__c, CUSTOMERNAME → Account_Name, EMAILADDRESS → EMailAddress1, TELEPHONENO → Phone, SHIPTOADDRESS1, SHIPTOADDRESS2, SHIPTOADDRESS3 → Shipping_Street |
| Sage100 Customer | sage100premium__CI_Iem | 76 | ARDIVISIONNO, CUSTOMERNO → Commercient_ExternalKey__c, ARDIVISIONNO → AR_Division_No__c, ADDRESSLINE1 → Address_Line1__c, ADDRESSLINE2 → Address_Line2__c, ADDRESSLINE3 → Address_Line3__c |
| SAGE100 TERMS | sage100premium__Sage_Terms | 16 | DATECREATED → sage100premium__Date_Created_ERP, DAYSBEFOREDISCOUNTDUE → sage100premium__Days_Before_Discount_Due, DAYSBEFOREDUE → sage100premium__Days_Before_Due, DISCOUNTCALCULATIONMETHOD → sage100premium__Discount_Calculation_Method, DISCOUNTDATEADAYOFTHEMO → sage100premium__Discount_Date_A_Day_Of_The_Month |
| Sage100 Ship To Address | sage100premium__SO_ShipToAddress | 20 | ARDIVISIONNO, CUSTOMERNO, SHIPTOCODE → Commercient_ExternalKey__c, SHIPTONAME, ARDIVISIONNO, CUSTOMERNO, SHIPTOCODE → Name, ARDIVISIONNO → Area_Division_No__c, CONTACTCODE → Contact_Code__c, CUSTOMERNO → Customer_No__c |
| Sage100 Sales Person | sage100premium__Ar_SalesPerson | 27 | SALESPERSONDIVISIONNO,SALESPERSONNO → Commercient_ExternalKey__c, SALESPERSONNAME,SALESPERSONNO → Name, ADDRESSLINE1 → Address_Line1, ADDRESSLINE2 → Address_Line2, ADDRESSLINE3 → Address_Line3 |
| Products | Products | 9 | SFDCID → Id, ITEMCODE → Commercient_ExternalKey, ITEMCODE → Product_Name, ITEMCODE → Product_Code, ITEMCODEDESC → Description |
| Contacts | Contacts | 19 | ARDIVISIONNO, CUSTOMERNO, CONTACTCODE → Commercient_ExternalKey, EMAILADDRESS → Email, TELEPHONENO2 → Home_Phone, TELEPHONENO1 → Phone, FAXNO → Fax |
| Sage100 Item Master | sage100premium__CI_Item | 91 | SFDCID → Id, ITEMCODE → ExternalKey, ITEMCODE → Commercient_ExternalKey__c, ITEMCODE → Name, TIMESTAMP → TimeStamp |
| Quotes | Quotes | 20 | ARDIVISIONNO,SALESORDERNO → Commercient_ExternalKey__c, SFDCID → Account_Name, SALESORDERNO → Name, SALESORDERNO → Quote_Number, DATECREATED → ERP_Created_Date__c |
| Sage100 Sales Order Header | sage100premium__SO_SalesOrdrHistoryHeader | 83 | SALESORDERNO → ExternalKey, SALESORDERNO → Commercient_ExternalKey__c, SALESORDERNO → Name, ARDIVISIONNO → Area_Division_No_Key, BATCHEMAIL → Batch_Email |
| Sage100 Sales Order Detail | sage100premium__SO_SalesOrderHistoryDetai | 67 | SALESORDERNO, LINEKEY → Commercient_ExternalKey__c, SALESORDERNO, LINEKEY → Name, APDIVISIONNO → AP_Division_No__c, ALIASITEMNO → Alias_Item_No__c, ALTERNATETAXIDENTIFIER → Alternate_Tax_Identifier__c |
| Sage100 Invoice Header | sage100premium__Ar_InvoiceHistoryHeader | 91 | INVOICENO, HEADERSEQNO → Commercient_ExternalKey__c, INVOICENO, HEADERSEQNO → Name, ARDIVISIONNO → AR_Division_No__c, AMOUNTSUBJECTTODISCOUNT → Amount_Subject_To_Discount__c, APPLYTOINVOICENO → Apply_To_Invoice_No__c |
| Sage100 Invoice Detail | sage100premium__Ar_InvoiceHistoryDetail | 60 | INVOICENO, HEADERSEQNO, DETAILSEQNO → Commercient_ExternalKey__c, INVOICENO, HEADERSEQNO, DETAILSEQNO → Name, APDIVISIONNO → AP_Division_No__c, ALIASITEMNO → Alias_Item_No__c, ALTERNATETAXIDENTIFIER → Alternate_Tax_Identifier__c |
| Sage100 Transcation Payment History | sage100premium__ArTransactionPaymtHistory | 22 | ARDIVISIONNO → Area_Division_Key__c, CUSTOMERNO → Customer_No__c, INVOICENO → InvoiceNo_Key__c, INVOICETYPE → Invoice_Type__c, INVOICEHISTORYHEADERSEQNO → Invoice_History_Header_Seq_No__c |
| Sage100 Warehouse | sage100premium__LM_Item_Warehouse | 28 | ITEMCODE, WAREHOUSECODE → Commercient_ExternalKey__c, ITEMCODE, WAREHOUSECODE → Name, AVERAGECOST → Average_Cost__c, BINLOCATION → Bin_Location__c, COSTCALCCOSTCOMMITTED → Cost_Calc_Cost_Committed__c |
| Sage100 Product Price Book | Products:Price_Books | 5 | SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID, STANDARDUNITPRICE → list_price, ITEMCODE → Commercient_ExternalKey, TIMESTAMP → TIMESTAMP |
| Sales Orders | Sales_Orders | 19 | ARDIVISIONNO,SALESORDERNO → ExternalKey, ARDIVISIONNO,SALESORDERNO → Commercient_ExternalKey__c, SFDCID → Account_Name, SALESORDERNO → Name, SALESORDERNO → SO_Number |
| Invoices | Invoices | 19 | ARDIVISIONNO,INVOICENO → Commercient_ExternalKey__c, SFDCID → Account_Name, SALESORDERNO → Sales_Order, INVOICENO → Name, INVOICENO → Invoice_Number |
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_SAGE100_Account:vw_SAGE100_Customer:vw_SAGE100_ShipToAddress:vw_SAGE100_AR_SALESPERSON:vw_SAGE100_Product:vw_SAGE100_Contact:vw_SAGE100_Item:vw_SAGE100_Quotes:vw_SAGE100_SalesOrderHeader:vw_SAGE100_SalesOrderDetail:vw_SAGE100_InvoiceHeader:vw_SAGE100_InvoiceDetail:vw_SAGE100_TranscationPaymentHistory:vw_SAGE100_Warehouse:vw_ProductPriceBook:vw_SAGE100_DSalesOrder:vw_SAGE100_DInvoice:vw_SAGE100_TERMS:
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 Sage 100 Premium → 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.