Source ERP · 20 of 27
CRMPro → Zoho CRM — Sage 300: what the shipped templates set up
Read it in the terminal with "dlake skills show dlake-crmpro-zohocrm/erps/sage-300". It extends the dlake-crmpro-zohocrm skill, which holds what is true whatever the source ERP.
CRMPro → Zoho CRM — Sage 300: 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-300.md, and that skill’s
ERP table is what points at it. What follows is only what the shipped Sage 300 → 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 |
|---|---|---|---|
| SAGE300 SalesPerson | The templates push commercientsage300__Sage300_SalesPerson to Zoho CRM. | commercientsage300__Sage300_SalesPerson | SF_ERP_Salesforce_Clone_ARSAP |
| Parent Account | The templates push Accounts to Zoho CRM. | Accounts | SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_ARCSP |
| Child Account | The templates push Accounts to Zoho CRM. | Accounts | SF_ERP_Salesforce_Clone_ARCSP, SF_ERP_Salesforce_Clone_ARCUS |
| SAGE300 Customer | The templates push commercientsage300__Sage300_Customer to Zoho CRM. | commercientsage300__Sage300_Customer | SF_ERP_Salesforce_Clone_ARCUS |
| Contacts | The templates push Contacts to Zoho CRM. | Contacts | SF_ERP_Salesforce_Clone_ARCUS |
| SAGE300 ShipTo | The templates push commercientsage300__Sage300_ShipToAddress to Zoho CRM. | commercientsage300__Sage300_ShipToAddress | SF_ERP_Salesforce_Clone_ARCSP |
| Products | The templates push Products to Zoho CRM. | Products | SF_ERP_Salesforce_Clone_ICITEM |
| SAGE300 Item | The templates push commercientsage300__Sage300_Item to Zoho CRM. | commercientsage300__Sage300_Item | SF_ERP_Salesforce_Clone_ICITEM |
| SAGE300 SalesOrderHeader | The templates push commercientsage300__Sage300_SalesOrderHeader to Zoho CRM. | commercientsage300__Sage300_SalesOrderHeader | SF_ERP_Salesforce_Clone_OEORDH |
| SAGE300 SalesOrderDetail | The templates push commercientsage300__Sage300_SalesOrderDetail to Zoho CRM. | commercientsage300__Sage300_SalesOrderDetail | SF_ERP_Salesforce_Clone_OEORDD |
| SAGE300 Invoice Header | The templates push commercientsage300__Sage300_InvoiceHeader to Zoho CRM. | commercientsage300__Sage300_InvoiceHeader | SF_ERP_Salesforce_Clone_OEINVH |
| SAGE300 Invoice Detail | The templates push commercientsage300__Sage300_InvoiceDetail to Zoho CRM. | commercientsage300__Sage300_InvoiceDetail | SF_ERP_Salesforce_Clone_OEINVD |
| Pricebook | The templates push Price_Books to Zoho CRM. | Price_Books | SF_ERP_Salesforce_Clone_ICPRICP |
| ProductPricebook | The templates push Products:Price_Books to Zoho CRM. | Products:Price_Books | SF_ERP_Salesforce_Clone_ICPRICP |
| Sales Orders | The templates push Sales_Orders to Zoho CRM. | Sales_Orders | SF_ERP_Salesforce_Clone_OEORDD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_OEORDH, SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_ARCSP, x |
| Invoices | The templates push Invoices to Zoho CRM. | Invoices | SF_ERP_Salesforce_Clone_OEINVD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_OEINVH, SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_OEORDH, SF_ERP_Salesforce_Clone_ARCSP |
| 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 | '' / '' |
| SAGE300 SalesPerson | commercientsage300__Sage300_SalesPerson | Commercient_ExternalKey | 2 | vw_SAGE300_SalesPerson: | vw_SAGE300_SalesPerson | commercientsage300__ / __c |
| Parent Account | Accounts | Commercient_ArCustomer_Code | 3 | vw_SAGE300_Account: | vw_SAGE300_Account | '' / '' |
| Child Account | Accounts | Commercient_ArCustomer_Code | 4 | vw_SAGE300_Account: | vw_SAGE300_ChildAccount | '' / '' |
| SAGE300 Customer | commercientsage300__Sage300_Customer | Commercient_ExternalKey | 5 | vw_SAGE300_Customer: | vw_SAGE300_Customer | commercientsage300__ / __c |
| Contacts | Contacts | Commercient_ExternalKey | 6 | vw_SAGE300_Contacts: | vw_SAGE300_Contacts | '' / '' |
| SAGE300 ShipTo | commercientsage300__Sage300_ShipToAddress | Commercient_ExternalKey | 7 | vw_SAGE300_ShipToAddress: | vw_SAGE300_ShipToAddress | commercientsage300__ / __c |
| Products | Products | Commercient_ExternalKey | 8 | vw_SAGE300_Product: | vw_SAGE300_Product | '' / '' |
| SAGE300 Item | commercientsage300__Sage300_Item | Commercient_ExternalKey | 9 | vw_SAGE300_Item: | vw_SAGE300_Item | commercientsage300__ / __c |
| SAGE300 SalesOrderHeader | commercientsage300__Sage300_SalesOrderHeader | Commercient_ExternalKey | 10 | vw_SAGE300_SalesOrderHeader: | vw_SAGE300_SalesOrderHeader | commercientsage300__ / __c |
| SAGE300 SalesOrderDetail | commercientsage300__Sage300_SalesOrderDetail | Commercient_ExternalKey | 11 | vw_SAGE300_SalesOrderDetail: | vw_SAGE300_SalesOrderDetail | commercientsage300__ / __c |
| SAGE300 Invoice Header | commercientsage300__Sage300_InvoiceHeader | Commercient_ExternalKey | 12 | vw_SAGE300_InvoiceHeader: | vw_SAGE300_InvoiceHeader | commercientsage300__ / __c |
| SAGE300 Invoice Detail | commercientsage300__Sage300_InvoiceDetail | Commercient_ExternalKey | 13 | vw_SAGE300_InvoiceDetail: | vw_SAGE300_InvoiceDetail | commercientsage300__ / __c |
| Pricebook | Price_Books | Commercient_ExternalKey | 14 | vw_SAGE300_Pricebooks: | vw_SAGE300_Pricebooks | '' / '' |
| ProductPricebook | Products:Price_Books | Commercient_ExternalKey | 15 | vw_SAGE300_ProductPricebook: | vw_SAGE300_ProductPricebook | '' / '' |
| Sales Orders | Sales_Orders | Commercient_ExternalKey | 16 | vw_SAGE300_DSalesOrder: | vw_SAGE300_DSalesOrder | '' / '' |
| Invoices | Invoices | Commercient_ExternalKey | 17 | vw_SAGE300_DInvoice: | vw_SAGE300_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 Parent Account,
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_SAGE300_SalesPerson | insert-only | — | vw_SAGE300_SalesPerson: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ARSAP |
vw_SAGE300_Account | insert + update | — | vw_Users:, vw_SAGE300_SalesPerson:, vw_SAGE300_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_ARCSP |
vw_SAGE300_ChildAccount | insert + update | — | vw_SAGE300_Account: | Commercient_ArCustomer_Code | SF_ERP_Salesforce_Clone_ARCSP, SF_ERP_Salesforce_Clone_ARCUS |
vw_SAGE300_Customer | insert-only | — | vw_SAGE300_Account:, vw_SAGE300_Customer: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ARCUS |
vw_SAGE300_Contacts | insert + update | — | vw_SAGE300_Account:, vw_SAGE300_Customer:, vw_SAGE300_Contacts: | ExternalKey, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ARCUS |
vw_SAGE300_ShipToAddress | insert-only | — | vw_SAGE300_Account:, vw_SAGE300_Customer:, vw_SAGE300_SalesPerson:, vw_SAGE300_ShipToAddress: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ARCSP |
vw_SAGE300_Product | insert-only | — | vw_SAGE300_Product: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ICITEM |
vw_SAGE300_Item | insert-only | — | vw_SAGE300_Product:, vw_SAGE300_Item: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ICITEM |
vw_SAGE300_SalesOrderHeader | insert-only | — | vw_SAGE300_Account:, vw_SAGE300_Customer:, vw_SAGE300_SalesOrderHeader: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEORDH |
vw_SAGE300_SalesOrderDetail | insert-only | — | vw_SAGE300_SalesOrderHeader:, vw_SAGE300_Item:, vw_SAGE300_Product:, vw_SAGE300_SalesOrderDetail: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEORDD |
vw_SAGE300_InvoiceHeader | insert-only | — | vw_SAGE300_Account:, vw_SAGE300_Customer:, vw_SAGE300_InvoiceHeader: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEINVH |
vw_SAGE300_InvoiceDetail | insert-only | — | vw_SAGE300_InvoiceHeader:, vw_SAGE300_Item:, vw_SAGE300_InvoiceDetail: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEINVD |
vw_SAGE300_Pricebooks | insert + update | — | vw_SAGE300_Pricebooks: | Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ICPRICP |
vw_SAGE300_ProductPricebook | insert-only | — | vw_SAGE300_Product:, vw_SAGE300_Pricebooks:, vw_SAGE300_ProductPricebook: | Commercient_ExternalKey | SF_ERP_Salesforce_Clone_ICPRICP |
vw_SAGE300_DSalesOrder | insert-only | — | vw_SAGE300_Product:, vw_SAGE300_Account:, vw_SAGE300_DSalesOrder: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEORDD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_OEORDH, SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_ARCSP |
vw_SAGE300_DInvoice | insert-only | — | vw_SAGE300_Product:, vw_SAGE300_Account:, vw_SAGE300_DSalesOrder:, vw_SAGE300_DInvoice: | ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey | SF_ERP_Salesforce_Clone_OEINVD, SF_ERP_Salesforce_Clone_ICITEM, SF_ERP_Salesforce_Clone_OEINVH, SF_ERP_Salesforce_Clone_ARCUS, SF_ERP_Salesforce_Clone_OEORDH |
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— Users2— SAGE300 SalesPerson3— Parent Account4— Child Account5— SAGE300 Customer6— Contacts7— SAGE300 ShipTo8— Products9— SAGE300 Item10— SAGE300 SalesOrderHeader11— SAGE300 SalesOrderDetail12— SAGE300 Invoice Header13— SAGE300 Invoice Detail14— Pricebook15— ProductPricebook16— Sales Orders17— Invoices
These views read another process’s repository prefix, which is what makes the order a dependency order: the row appears in the view only once the process that writes that prefix has run, so a parent flows on one run and its children on the next.
vw_SAGE300_SalesPersonreadsvw_SAGE300_SalesPerson:; no template in this set writesvw_SAGE300_SalesPerson:vw_SAGE300_Accountreadsvw_Users:,vw_SAGE300_SalesPerson:,vw_SAGE300_Account:; no template in this set writesvw_Users:,vw_SAGE300_SalesPerson:,vw_SAGE300_Account:vw_SAGE300_ChildAccountreadsvw_SAGE300_Account:; no template in this set writesvw_SAGE300_Account:vw_SAGE300_Customerreadsvw_SAGE300_Account:,vw_SAGE300_Customer:; no template in this set writesvw_SAGE300_Account:,vw_SAGE300_Customer:vw_SAGE300_Contactsreadsvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_Contacts:; no template in this set writesvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_Contacts:vw_SAGE300_ShipToAddressreadsvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_SalesPerson:,vw_SAGE300_ShipToAddress:; no template in this set writesvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_SalesPerson:,vw_SAGE300_ShipToAddress:vw_SAGE300_Productreadsvw_SAGE300_Product:; no template in this set writesvw_SAGE300_Product:vw_SAGE300_Itemreadsvw_SAGE300_Product:,vw_SAGE300_Item:; no template in this set writesvw_SAGE300_Product:,vw_SAGE300_Item:vw_SAGE300_SalesOrderHeaderreadsvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_SalesOrderHeader:; no template in this set writesvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_SalesOrderHeader:vw_SAGE300_SalesOrderDetailreadsvw_SAGE300_SalesOrderHeader:,vw_SAGE300_Item:,vw_SAGE300_Product:,vw_SAGE300_SalesOrderDetail:; no template in this set writesvw_SAGE300_SalesOrderHeader:,vw_SAGE300_Item:,vw_SAGE300_Product:,vw_SAGE300_SalesOrderDetail:vw_SAGE300_InvoiceHeaderreadsvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_InvoiceHeader:; no template in this set writesvw_SAGE300_Account:,vw_SAGE300_Customer:,vw_SAGE300_InvoiceHeader:vw_SAGE300_InvoiceDetailreadsvw_SAGE300_InvoiceHeader:,vw_SAGE300_Item:,vw_SAGE300_InvoiceDetail:; no template in this set writesvw_SAGE300_InvoiceHeader:,vw_SAGE300_Item:,vw_SAGE300_InvoiceDetail:vw_SAGE300_Pricebooksreadsvw_SAGE300_Pricebooks:; no template in this set writesvw_SAGE300_Pricebooks:vw_SAGE300_ProductPricebookreadsvw_SAGE300_Product:,vw_SAGE300_Pricebooks:,vw_SAGE300_ProductPricebook:; no template in this set writesvw_SAGE300_Product:,vw_SAGE300_Pricebooks:,vw_SAGE300_ProductPricebook:vw_SAGE300_DSalesOrderreadsvw_SAGE300_Product:,vw_SAGE300_Account:,vw_SAGE300_DSalesOrder:; no template in this set writesvw_SAGE300_Product:,vw_SAGE300_Account:,vw_SAGE300_DSalesOrder:vw_SAGE300_DInvoicereadsvw_SAGE300_Product:,vw_SAGE300_Account:,vw_SAGE300_DSalesOrder:,vw_SAGE300_DInvoice:; no template in this set writesvw_SAGE300_Product:,vw_SAGE300_Account:,vw_SAGE300_DSalesOrder:,vw_SAGE300_DInvoice:
5. Field mapping
CRM_FieldList carries one row per pushed column, with Object_Name equal to the
CRM_Object_API_Name value — as dlake-crmpro puts it, an object with no CRM_FieldList rows
pushes nothing and records no error. Each template carries its intended mapping in MappingJson.
Read that with dlake admin crmpro_templates, then check crmpro_field_mapping on the created
process before activating it.
| Template | Object | Mapped fields | First ERP → Zoho CRM pairs |
|---|---|---|---|
| Users | users | 1 | Commercient_ExternalKey → Commercient_ExternalKey |
| SAGE300 SalesPerson | commercientsage300__Sage300_SalesPerson | 26 | CODESLSP → Commercient_ExternalKey__c, NAMEEMPL → Name, CODESLSP → Salesperson, AUDTDATE → Audit_Date, AUDTTIME → Audit_Time |
| Parent Account | Accounts | 18 | IDCUST → Commercient_ArCustomer_Code, NAMECUST → Account_Name, TEXTSTRE1, TEXTSTRE2, TEXTSTRE3 → Billing_Street, NAMECITY → Billing_City, CODESTTE → Billing_State |
| Child Account | Accounts | 11 | IDCUST, IDCUSTSHPT → Commercient_ArCustomer_Code, NAMECUST, IDCUSTSHPT → Account_Name, TEXTSTRE1, TEXTSTRE2, TEXTSTRE3, TEXTSTRE4 → Shipping_Street, NAMECITY → Shipping_City, CODESTTE → Shipping_State |
| SAGE300 Customer | commercientsage300__Sage300_Customer | 157 | IDCUST → Commercient_ExternalKey__c, NAMECUST → Name, IDCUST → Customer_Number, AUDTDATE → Audit_Date, AUDTTIME → Audit_time |
| Contacts | Contacts | 11 | SFDCID → Account_Name, SFDCID → Sage300_Customer, IDCUST → ExternalKey, IDCUST → Commercient_ExternalKey, NAMECTAC → Last_Name |
| SAGE300 ShipTo | commercientsage300__Sage300_ShipToAddress | 56 | IDCUST, IDCUSTSHPT → Commercient_ExternalKey__c, NAMELOCN, IDCUSTSHPT → Name, IDCUST → Customer_Number, IDCUSTSHPT → Ship_To_Location, AUDTDATE → Audit_Date |
| Products | Products | 8 | ITEMNO → Product_Name, ITEMNO → Product_Code, ITEMNO → Commercient_ExternalKey__c, DESC → Description, INACTIVE → Product_Active |
| SAGE300 Item | commercientsage300__Sage300_Item | 69 | ITEMNO → Commercient_ExternalKey__c, ITEMNO → Name, ITEMNO → Item_Number, AUDTDATE → Audit_Date, AUDTTIME → Audit_Time |
| SAGE300 SalesOrderHeader | commercientsage300__Sage300_SalesOrderHeader | 163 | CUSTOMER → Account, ORDUNIQ → Commercient_ExternalKey__c, ORDUNIQ → Name, ORDUNIQ → Order_Uniquifier, AUDTDATE → Audit_Date |
| SAGE300 SalesOrderDetail | commercientsage300__Sage300_SalesOrderDetail | 154 | ORDUNIQ, LINENUM → Commercient_ExternalKey__c, ORDUNIQ, LINENUM → Name, ORDUNIQ → Order_Uniquifier, LINENUM → Line_Number, AUDTDATE → Audit_Date |
| SAGE300 Invoice Header | commercientsage300__Sage300_InvoiceHeader | 164 | INVUNIQ → Commercient_ExternalKey__c, INVUNIQ → Name, INVUNIQ → Invoice_Uniquifier, AUDTDATE → Audit_Date, AUDTTIME → Audit_Time |
| SAGE300 Invoice Detail | commercientsage300__Sage300_InvoiceDetail | 122 | INVUNIQ, LINENUM → Commercient_ExternalKey__c, INVUNIQ, LINENUM → Name, INVUNIQ → Invoice_Uniquifier, LINENUM → Line_Uniquifier, AUDTDATE → Audit_Date |
| Pricebook | Price_Books | 4 | PRICELIST, DPRICETYPE → Commercient_ExternalKey__c, PRICELIST, DPRICETYPE → Price_Book_Name, PRICELIST, DPRICETYPE → Description |
| ProductPricebook | Products:Price_Books | 4 | SFDCID → PRODUCT_ID, SFDCID → ZOHO_PriceBookID, UNITPRICE → list_price, PRICELIST, DPRICETYPE, ITEMNO → Commercient_ExternalKey |
| Sales Orders | Sales_Orders | 18 | ORDNUMBER → Commercient_ExternalKey__c, SFDCID → Account_Name, ORDNUMBER → Name, ORDNUMBER → SO_Number, ORDDATE → ERP_Created_Date__c |
| Invoices | Invoices | 19 | INVUNIQ → Commercient_ExternalKey__c, SFDCID → Account_Name, ORDUNIQ → Sales_Order, INVUNIQ → Name, INVUNIQ → 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_SAGE300_SalesPerson:vw_SAGE300_Account:vw_SAGE300_Customer:vw_SAGE300_Contacts:vw_SAGE300_ShipToAddress:vw_SAGE300_Product:vw_SAGE300_Item:vw_SAGE300_SalesOrderHeader:vw_SAGE300_SalesOrderDetail:vw_SAGE300_InvoiceHeader:vw_SAGE300_InvoiceDetail:vw_SAGE300_Pricebooks:vw_SAGE300_ProductPricebook:vw_SAGE300_DSalesOrder:vw_SAGE300_DInvoice:vw_Users:
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 300 → 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.