Sage 100 (US) to Zoho CRM (CRMPro)

Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/sage-100-us". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.

CRMPro → Zoho CRM — Sage 100 (US): 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-us.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 (US) → 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 — Account
2 — Sage100 Customer, SAGE100 TERMS
3 — Sage100 Ship To Address
4 — Sage100 Sales Person
5 — Products
6 — Contacts
7 — Sage100 Item Master
8 — Quotes
9 — Sage100 Sales Order Header
10 — Sage100 Sales Order Detail
11 — Sage100 Invoice Header
12 — Sage100 Invoice Detail
13 — Sage100 Transcation Payment History
14 — Sage100 Warehouse
15 — Sage100 Product Price Book
16 — Sales Orders
17 — 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_Account reads vw_SAGE100_Account:; no template in this set writes vw_SAGE100_Account:
vw_SAGE100_Customer reads vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Customer:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Customer:
vw_SAGE100_ShipToAddress reads vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_ShipToAddress:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_ShipToAddress:
vw_SAGE100_AR_SALESPERSON reads vw_SAGE100_AR_SALESPERSON:; no template in this set writes vw_SAGE100_AR_SALESPERSON:
vw_SAGE100_Product reads vw_SAGE100_Product:; no template in this set writes vw_SAGE100_Product:
vw_SAGE100_Contact reads vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_Contact:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_Contact:
vw_SAGE100_Item reads vw_SAGE100_Product:, vw_SAGE100_Item:; no template in this set writes vw_SAGE100_Product:, vw_SAGE100_Item:
vw_SAGE100_Quotes reads vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Quotes:; no template in this set writes vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_Quotes:
vw_SAGE100_SalesOrderHeader reads vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_SalesOrderHeader:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_AR_SALESPERSON:, vw_SAGE100_SalesOrderHeader:
vw_SAGE100_SalesOrderDetail reads vw_SAGE100_SalesOrderHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_SalesOrderDetail:; no template in this set writes vw_SAGE100_SalesOrderHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_SalesOrderDetail:
vw_SAGE100_InvoiceHeader reads vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader:
vw_SAGE100_InvoiceDetail reads vw_SAGE100_InvoiceHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_InvoiceDetail:; no template in this set writes vw_SAGE100_InvoiceHeader:, vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_InvoiceDetail:
vw_SAGE100_TranscationPaymentHistory reads vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader:, vw_SAGE100_TranscationPaymentHistory:; no template in this set writes vw_SAGE100_Account:, vw_SAGE100_Customer:, vw_SAGE100_InvoiceHeader:, vw_SAGE100_TranscationPaymentHistory:
vw_SAGE100_Warehouse reads vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_Warehouse:; no template in this set writes vw_SAGE100_Item:, vw_SAGE100_Product:, vw_SAGE100_Warehouse:
vw_SAGE100_ProductPriceBook reads vw_SAGE100_Product:, vw_ProductPriceBook:; no template in this set writes vw_SAGE100_Product:, vw_ProductPriceBook:
vw_SAGE100_DSalesOrder reads vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder:; no template in this set writes vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder:
vw_SAGE100_DInvoice reads vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder:, vw_SAGE100_DInvoice:; no template in this set writes vw_SAGE100_Product:, vw_SAGE100_Account:, vw_SAGE100_DSalesOrder:, vw_SAGE100_DInvoice:
vw_SAGE100_TERMS reads vw_SAGE100_TERMS:; no template in this set writes vw_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` → `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`	7	`ITEMCODE` → `Commercient_ExternalKey`, `ITEMCODE` → `Product_Name`, `ITEMCODE` → `Product_Code`, `ITEMCODEDESC` → `Description`, `INACTIVEITEM` → `Product_Active`
Contacts	`Contacts`	18	`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` → `Commercient_ExternalKey__c`, `SALESORDERNO` → `Name`, `ARDIVISIONNO` → `Area_Division_No_Key`, `BATCHEMAIL` → `Batch_Email`, `BATCHFAX` → `Batch_Fax`
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`	17	`SFDCID` → `Account_Name`, `SALESORDERNO` → `Name`, `SALESORDERNO` → `SO_Number`, `DATECREATED` → `ERP_Created_Date__c`, `SALESORDERNO` → `Subject`
Invoices	`Invoices`	19	`ARDIVISIONNO,INVOICENO` → `Commercient_ExternalKey__c`, `SFDCID` → `Account_Name`, `SALESORDERNO` → `Sales_Order`, `INVOICENO` → `Name`, `INVOICENO` → `Invoice_Number`

6. Community templates

The catalogue carries 19 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: 19
Default operations: insert on 19, update on 19, delete on 19
Marked circular-sync: 0
Licence groups they span: 7
Destination objects: Accounts, Contacts, Invoices, Products, Quotes, sage100premium__Ar_InvoiceHistoryDetail, sage100premium__Ar_InvoiceHistoryHeader, sage100premium__Ar_SalesPerson, sage100premium__ArTransactionPaymtHistory, sage100premium__CI_Iem, sage100premium__CI_Item, sage100premium__LM_Item_Warehouse, sage100premium__SO_SalesOrderHistoryDetai, sage100premium__SO_SalesOrdrHistoryHeader, sage100premium__SO_ShipToAddress, Sales_Orders and 2 custom objects
Object display names: Account, Accounts, Contacts, Invoices, Products, Quotes, Sage100 Customer, Sage100 Invoice Detail, Sage100 Invoice Header, Sage100 Item Master, Sage100 Product Price Book, Sage100 Sales Order Detail, 6 more and a further template
Template groups: Account, CRM Order and Line, CRM Quote 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_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:

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 (US) → 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.