CRMPro → Zoho CRM — Sage X3: what the shipped templates set up

CRMPro → Zoho CRM — Sage X3: 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-x3.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage X3 → 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
SageX3__PaymentTerm	The templates push commercientsagex3__SageX3_PaymentTerm to Zoho CRM.	commercientsagex3__SageX3_PaymentTerm	SF_ERP_Salesforce_Clone_TABPAYTERM
SageX3__SalesPerson	The templates push commercientsagex3__SageX3_SalesPerson to Zoho CRM.	commercientsagex3__SageX3_SalesPerson	SF_ERP_Salesforce_Clone_SALESREP, SF_ERP_Salesforce_Clone_BPADDRESS
Parent Account	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_BPADDRESS
Child Account	The templates push Accounts to Zoho CRM.	Accounts	SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_TABPAYTERM, SF_ERP_Salesforce_Clone_BPADDRESS
SageX3__Customer	The templates push commercientsagex3__SageX3_Customer to Zoho CRM.	commercientsagex3__SageX3_Customer	SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_TABPAYTERM
SageX3__Address	The templates push commercientsagex3__SageX3_Address to Zoho CRM.	commercientsagex3__SageX3_Address	SF_ERP_Salesforce_Clone_BPADDRESS, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_SALESREP
SageX3__ItemMaster	The templates push commercientsagex3__SageX3_ItemMaster to Zoho CRM.	commercientsagex3__SageX3_ItemMaster	SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_ITMSALES
SageX3__SalesOrderHeader	The templates push commercientsagex3__SageX3_SalesOrderHeader to Zoho CRM.	commercientsagex3__SageX3_SalesOrderHeader	SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
SageX3__SalesOrderDetail	The templates push commercientsagex3__SageX3_SalesOrderDetail to Zoho CRM.	commercientsagex3__SageX3_SalesOrderDetail	SF_ERP_Salesforce_Clone_SORDERP, SF_ERP_Salesforce_Clone_SORDERQ, SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
SageX3__InvoiceHeader	The templates push commercientsagex3__SageX3_InvoiceHeader to Zoho CRM.	commercientsagex3__SageX3_InvoiceHeader	SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
SageX3__InvoiceDetail	The templates push commercientsagex3__SageX3_InvoiceDetail to Zoho CRM.	commercientsagex3__SageX3_InvoiceDetail	SF_ERP_Salesforce_Clone_SINVOICED, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
SageX3__Warehouse	The templates push commercientsagex3__SageX3_Warehouse to Zoho CRM.	commercientsagex3__SageX3_Warehouse	SF_ERP_Salesforce_Clone_WAREHOUSE
SageX3__ItemWarehouse	The templates push commercientsagex3__SageX3_ItemWareHouse to Zoho CRM.	commercientsagex3__SageX3_ItemWareHouse	SF_ERP_Salesforce_Clone_ITMWRH, SF_ERP_Salesforce_Clone_WAREHOUSE
SageX3__PaymentHeader	The templates push commercientsagex3__SageX3_PaymentHeader to Zoho CRM.	commercientsagex3__SageX3_PaymentHeader	SF_ERP_Salesforce_Clone_PAYMENTH, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
SageX3__PaymentDetail	The templates push commercientsagex3__SageX3_PaymentDetail to Zoho CRM.	commercientsagex3__SageX3_PaymentDetail	SF_ERP_Salesforce_Clone_PAYMENTD, SF_ERP_Salesforce_Clone_PAYMENTH, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
Products	The templates push Products to Zoho CRM.	Products	SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SPRICLIST
Sales Orders	The templates push Sales_Orders to Zoho CRM.	Sales_Orders	SF_ERP_Salesforce_Clone_SORDERP, SF_ERP_Salesforce_Clone_SORDERQ, SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPADDRESS
Invoices	The templates push Invoices to Zoho CRM.	Invoices	SF_ERP_Salesforce_Clone_SINVOICED, SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPADDRESS, 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
SageX3__PaymentTerm	commercientsagex3__SageX3_PaymentTerm	Commercient_ExternalKey	1	vw_SAGEX3_PaymentTerm:	vw_SAGEX3_PaymentTerm	commercientsagex3__ / ''
Users	users	Commercient_ExternalKey	1	vw_Users:	SELECT 1	'' / ''
SageX3__SalesPerson	commercientsagex3__SageX3_SalesPerson	Commercient_ExternalKey	2	vw_SAGEX3_SalesRep:	vw_SAGEX3_SalesRep	commercientsagex3__ / ''
Parent Account	Accounts	Commercient_ArCustomer_Code	3	vw_SAGEX3_Account:	vw_SAGEX3_ParentAccount	'' / ''
Child Account	Accounts	Commercient_ArCustomer_Code	5	vw_SAGEX3_Account:	vw_SAGEX3_ChildAccount	'' / ''
SageX3__Customer	commercientsagex3__SageX3_Customer	Commercient_ExternalKey	6	vw_SAGEX3_Customer:	vw_SAGEX3_Customer	commercientsagex3__ / ''
SageX3__Address	commercientsagex3__SageX3_Address	Commercient_ExternalKey	7	vw_SAGEX3_Address:	vw_SAGEX3_Address	commercientsagex3__ / ''
Products	Products	Commercient_ExternalKey	7	vw_SAGEX3_Product:	vw_SAGEX3_Product	'' / ''
SageX3__ItemMaster	commercientsagex3__SageX3_ItemMaster	Commercient_ExternalKey	8	vw_SAGEX3_ItemMaster:	vw_SAGEX3_ItemMaster	commercientsagex3__ / ''
SageX3__SalesOrderHeader	commercientsagex3__SageX3_SalesOrderHeader	Commercient_ExternalKey	9	vw_SAGEX3_SOHeader:	vw_SAGEX3_SOHeader	commercientsagex3__ / ''
SageX3__SalesOrderDetail	commercientsagex3__SageX3_SalesOrderDetail	Commercient_ExternalKey	10	vw_SAGEX3_SODetail:	vw_SAGEX3_SODetail	commercientsagex3__ / ''
SageX3__InvoiceHeader	commercientsagex3__SageX3_InvoiceHeader	Commercient_ExternalKey	11	vw_SAGEX3_InvoiceHeader:	vw_SAGEX3_InvoiceHeader	commercientsagex3__ / ''
SageX3__InvoiceDetail	commercientsagex3__SageX3_InvoiceDetail	Commercient_ExternalKey	12	vw_SAGEX3_InvoiceDetail:	vw_SAGEX3_InvoiceDetail	commercientsagex3__ / ''
SageX3__Warehouse	commercientsagex3__SageX3_Warehouse	Commercient_ExternalKey	13	vw_SAGEX3_Warehouse:	vw_SAGEX3_Warehouse	commercientsagex3__ / ''
SageX3__ItemWarehouse	commercientsagex3__SageX3_ItemWareHouse	Commercient_ExternalKey	14	vw_SAGEX3_ItemWarehouse:	vw_SAGEX3_ItemWarehouse	commercientsagex3__ / ''
SageX3__PaymentHeader	commercientsagex3__SageX3_PaymentHeader	Commercient_ExternalKey	15	vw_SAGEX3_PaymentHeader:	vw_SAGEX3_PaymentHeader	commercientsagex3__ / ''
SageX3__PaymentDetail	commercientsagex3__SageX3_PaymentDetail	Commercient_ExternalKey	16	vw_SAGEX3_PaymentDetail:	vw_SAGEX3_PaymentDetail	commercientsagex3__ / ''
Sales Orders	Sales_Orders	Commercient_ExternalKey	17	vw_SAGEX3_DSalesOrder:	vw_SAGEX3_DSalesOrder	'' / ''
Invoices	Invoices	Commercient_ExternalKey	18	vw_SAGEX3_DInvoice:	vw_SAGEX3_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 — those rows read records back from Zoho CRM as well as pushing. On Parent Account the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_SAGEX3_ParentAccount against vw_SAGEX3_Account), so check the view exists under the name the row selects from before activating it.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_SAGEX3_PaymentTerm	insert + update	—	vw_SAGEX3_PaymentTerm:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_TABPAYTERM
vw_SAGEX3_SalesRep	insert + update	—	vw_SAGEX3_SalesRep:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SALESREP, SF_ERP_Salesforce_Clone_BPADDRESS
vw_SAGEX3_Account	insert + update	—	vw_SAGEX3_SalesRep:, Users:, vw_SAGEX3_Account:	—	SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_BPADDRESS
vw_SAGEX3_ChildAccount	insert + update	—	vw_SAGEX3_PaymentTerm:, vw_SAGEX3_SalesRep:, vw_Users:, vw_SAGEX3_Account:	Commercient_ArCustomer_Code	SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_TABPAYTERM, SF_ERP_Salesforce_Clone_BPADDRESS
vw_SAGEX3_Customer	insert + update	—	vw_SAGEX3_PaymentTerm:, vw_SAGEX3_Account:, vw_SAGEX3_SalesRep:, vw_Users:, vw_SAGEX3_Customer:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_TABPAYTERM
vw_SAGEX3_Address	insert + update	—	vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SalesRep:, vw_SAGEX3_Address:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_BPADDRESS, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPDLVCUST, SF_ERP_Salesforce_Clone_SALESREP
vw_SAGEX3_Product	insert-only	—	vw_SAGEX3_Product:	Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SPRICLIST
vw_SAGEX3_ItemMaster	insert + update	—	vw_SAGEX3_Product:, vw_SAGEX3_ItemMaster:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_ITMSALES
vw_SAGEX3_SOHeader	insert + update	—	vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SOHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
vw_SAGEX3_SODetail	insert + update	—	vw_SAGEX3_SOHeader:, vw_SAGEX3_SODetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SORDERP, SF_ERP_Salesforce_Clone_SORDERQ, SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP
vw_SAGEX3_InvoiceHeader	insert + update	—	vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_InvoiceHeader:	Commercient_ExternalKey__c, ExternalKey, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
vw_SAGEX3_InvoiceDetail	insert + update	—	vw_SAGEX3_InvoiceHeader:, vw_SAGEX3_InvoiceDetail:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SINVOICED, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
vw_SAGEX3_Warehouse	insert + update	—	vw_SAGEX3_Warehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_WAREHOUSE
vw_SAGEX3_ItemWarehouse	insert + update	—	vw_SAGEX3_Warehouse:, vw_SAGEX3_ItemMaster:, vw_SAGEX3_ItemWarehouse:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_ITMWRH, SF_ERP_Salesforce_Clone_WAREHOUSE
vw_SAGEX3_PaymentHeader	insert + update	—	vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_PaymentHeader:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_PAYMENTH, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP, CommercientFlags
vw_SAGEX3_PaymentDetail	insert + update	—	vw_SAGEX3_PaymentHeader:, vw_SAGEX3_PaymentDetail:	Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_PAYMENTD, SF_ERP_Salesforce_Clone_PAYMENTH, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_SALESREP
vw_SAGEX3_DSalesOrder	insert-only	—	vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SORDERP, SF_ERP_Salesforce_Clone_SORDERQ, SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SORDER, SF_ERP_Salesforce_Clone_BPCUSTOMER
vw_SAGEX3_DInvoice	insert-only	—	vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:, vw_SAGEX3_DInvoice:	ExternalKey, Commercient_ExternalKey__c, Commercient_ExternalKey	SF_ERP_Salesforce_Clone_SINVOICED, SF_ERP_Salesforce_Clone_ITMMASTER, SF_ERP_Salesforce_Clone_SINVOICE, SF_ERP_Salesforce_Clone_BPCUSTOMER, SF_ERP_Salesforce_Clone_BPADDRESS

4. Order of work

The templates set Sync_Order from 1 to 18. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — SageX3__PaymentTerm, Users
• 2 — SageX3__SalesPerson
• 3 — Parent Account
• 5 — Child Account
• 6 — SageX3__Customer
• 7 — SageX3__Address, Products
• 8 — SageX3__ItemMaster
• 9 — SageX3__SalesOrderHeader
• 10 — SageX3__SalesOrderDetail
• 11 — SageX3__InvoiceHeader
• 12 — SageX3__InvoiceDetail
• 13 — SageX3__Warehouse
• 14 — SageX3__ItemWarehouse
• 15 — SageX3__PaymentHeader
• 16 — SageX3__PaymentDetail
• 17 — Sales Orders
• 18 — 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_SAGEX3_PaymentTerm reads vw_SAGEX3_PaymentTerm:; no template in this set writes vw_SAGEX3_PaymentTerm:
• vw_SAGEX3_SalesRep reads vw_SAGEX3_SalesRep:; no template in this set writes vw_SAGEX3_SalesRep:
• vw_SAGEX3_Account reads vw_SAGEX3_SalesRep:, Users:, vw_SAGEX3_Account:; no template in this set writes vw_SAGEX3_SalesRep:, Users:, vw_SAGEX3_Account:
• vw_SAGEX3_ChildAccount reads vw_SAGEX3_PaymentTerm:, vw_SAGEX3_SalesRep:, vw_Users:, vw_SAGEX3_Account:; no template in this set writes vw_SAGEX3_PaymentTerm:, vw_SAGEX3_SalesRep:, vw_Users:, vw_SAGEX3_Account:
• vw_SAGEX3_Customer reads vw_SAGEX3_PaymentTerm:, vw_SAGEX3_Account:, vw_SAGEX3_SalesRep:, vw_Users:, vw_SAGEX3_Customer:; no template in this set writes vw_SAGEX3_PaymentTerm:, vw_SAGEX3_Account:, vw_SAGEX3_SalesRep:, vw_Users:
• vw_SAGEX3_Address reads vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SalesRep:, vw_SAGEX3_Address:; no template in this set writes vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SalesRep:, vw_SAGEX3_Address:
• vw_SAGEX3_ItemMaster reads vw_SAGEX3_Product:, vw_SAGEX3_ItemMaster:; no template in this set writes vw_SAGEX3_Product:, vw_SAGEX3_ItemMaster:
• vw_SAGEX3_SOHeader reads vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SOHeader:; no template in this set writes vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_SOHeader:
• vw_SAGEX3_SODetail reads vw_SAGEX3_SOHeader:, vw_SAGEX3_SODetail:; no template in this set writes vw_SAGEX3_SOHeader:, vw_SAGEX3_SODetail:
• vw_SAGEX3_InvoiceHeader reads vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_InvoiceHeader:; no template in this set writes vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_InvoiceHeader:
• vw_SAGEX3_InvoiceDetail reads vw_SAGEX3_InvoiceHeader:, vw_SAGEX3_InvoiceDetail:; no template in this set writes vw_SAGEX3_InvoiceHeader:, vw_SAGEX3_InvoiceDetail:
• vw_SAGEX3_Warehouse reads vw_SAGEX3_Warehouse:; no template in this set writes vw_SAGEX3_Warehouse:
• vw_SAGEX3_ItemWarehouse reads vw_SAGEX3_Warehouse:, vw_SAGEX3_ItemMaster:, vw_SAGEX3_ItemWarehouse:; no template in this set writes vw_SAGEX3_Warehouse:, vw_SAGEX3_ItemMaster:, vw_SAGEX3_ItemWarehouse:
• vw_SAGEX3_PaymentHeader reads vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_PaymentHeader:; no template in this set writes vw_SAGEX3_Account:, vw_SAGEX3_Customer:, vw_SAGEX3_PaymentHeader:
• vw_SAGEX3_PaymentDetail reads vw_SAGEX3_PaymentHeader:, vw_SAGEX3_PaymentDetail:; no template in this set writes vw_SAGEX3_PaymentHeader:, vw_SAGEX3_PaymentDetail:
• vw_SAGEX3_Product reads vw_SAGEX3_Product:; no template in this set writes vw_SAGEX3_Product:
• vw_SAGEX3_DSalesOrder reads vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:; no template in this set writes vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:
• vw_SAGEX3_DInvoice reads vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:, vw_SAGEX3_DInvoice:; no template in this set writes vw_SAGEX3_Product:, vw_SAGEX3_Account:, vw_SAGEX3_DSalesOrder:, vw_SAGEX3_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
SageX3__PaymentTerm	commercientsagex3__SageX3_PaymentTerm	15	PTE_0, PTELIN_0 → Commercient_ExternalKey__c, PTE_0, PTELIN_0 → Name, DUDMINAMT_0 → commercientsagex3__Minimum_Due_Date_Amount, DUDPRC_0 → Due_Date_In_Percent, ENDMONFLG_0 → MonthEnd
Users	users	1	Commercient_ExternalKey → Commercient_ExternalKey
SageX3__SalesPerson	commercientsagex3__SageX3_SalesPerson	13	REPNUM_0 → Commercient_ExternalKey__c, AUSNUM_0 → UserCode, BPAADD_0 → DefaultAddress, CFY_0 → Company, CUR_0 → SalesRep_Currency
Parent Account	Accounts	14	ROWID → commercientSAGEX3__Commercient_ARCustomerCode, REP_0 → commercientSAGEX3__Salesperson_R, BPCNAM_0 → Account_Name, BPAADDLIG_0 → Billing_Street, CTY_0 → Billing_City
Child Account	Accounts	23	BPCNUM_0, BPAADD_0 → Commercient_ArCustomer_Code__c, BPCNAM_0, BPAADD_0 → Account_Name, BPAADDLIG_0, BPAADDLIG_1 → Shipping_Street, BPAADDLIG_1 → Shipping_Street_2, BPAADDLIG_2 → Shipping_Street_3
SageX3__Customer	commercientsagex3__SageX3_Customer	51	BPCNUM_0, BPAADD_0 → Commercient_ExternalKey__c, BPCNAM_0, BPAADD_0 → Name, BPCNAM_0, BPAADD_0 → SageX3__Customer__Name, CheckAccountTimeStamp.SFDCID → Account_R, CheckSalesRepTimeStamp.SFDCID → Salesperson_R
SageX3__Address	commercientsagex3__SageX3_Address	28	BPATYP_0, BPANUM_0, BPAADD_0 → Commercient_ExternalKey__c, BPATYP_0, BPANUM_0, BPAADD_0 → SageX3__Address__Name, BPANUM_0 → Account_R, BPANUM_0 → Customer_R, REP_0 → SalesRep_R
Products	Products	13	ITMREF_0 → Commercient_ExternalKey, ITMDES1_0, ITMDES2_0 → Products_Name, ITMDES1_0, ITMDES2_0 → Product_Name, ITMREF_0 → Product_Code, ITMDES1_0 → Description
SageX3__ItemMaster	commercientsagex3__SageX3_ItemMaster	102	ITMREF_0 → Commercient_ExternalKey__c, ITMREF_0 → Name, ITMDES1_0,ITMDES2_0 → SageX3__ItemMaster__Name, ITMSTA_0 → Product_Status, STDFLG_0 → Management_Mode
SageX3__SalesOrderHeader	commercientsagex3__SageX3_SalesOrderHeader	71	SOHNUM_0 → Commercient_ExternalKey__c, SOHNUM_0 → Name, SOHNUM_0 → SageX3__SalesOrderHeader__Name, BPCINV_0 → Account_R, BPCINV_0 → Customer_R
SageX3__SalesOrderDetail	commercientsagex3__SageX3_SalesOrderDetail	61	SOHNUM_0,SOPLIN_0,SOPSEQ_0 → Commercient_ExternalKey__c, SOHNUM_0,SOPLIN_0,SOPSEQ_0 → Name, SOHNUM_0,SOPLIN_0,SOPSEQ_0 → SageX3__SalesOrderDetail__Name, SFDCID → SalesOrderHeader_R, BPCORD_0 → Customer
SageX3__InvoiceHeader	commercientsagex3__SageX3_InvoiceHeader	40	NUM_0 → Commercient_ExternalKey__c, NUM_0 → ExternalKey, NUM_0 → Name, NUM_0 → SageX3__InvoiceHeader__Name, BPR_0 → Account_R
SageX3__InvoiceDetail	commercientsagex3__SageX3_InvoiceDetail	49	NUM_0, SIDLIN_0 → Commercient_ExternalKey__c, NUM_0, SIDLIN_0 → Name, NUM_0 → DocNUM, SIDLIN_0 → Invoice_Line, SOHNUM_0 → SalesOrderNO
SageX3__Warehouse	commercientsagex3__SageX3_Warehouse	8	ROWID → Commercient_ExternalKey__c, WRH_0 → Warehouse_Code, WRHNAM_0 → Name, STOFCY_0 → Stock_Factory, EXPNUM_0 → Exp_Number
SageX3__ItemWarehouse	commercientsagex3__SageX3_ItemWareHouse	65	ROWID → Commercient_ExternalKey__c, ITMREF_0, WRH_0 → Name, CREDATTIM_0 → Change_Date, CREUSR_0 → CreatedUser, CUNCOD_0 → Cun_Code
SageX3__PaymentHeader	commercientsagex3__SageX3_PaymentHeader	42	NUM_0 → Commercient_ExternalKey__c, NUM_0 → Name, BPR_0 → Account_R, BPR_0 → Customer_R, NUM_0 → PaymentNO
SageX3__PaymentDetail	commercientsagex3__SageX3_PaymentDetail	28	NUM_0,LIN_0 → Commercient_ExternalKey__c, NUM_0,LIN_0 → Name, SFDCID → PaymentHeader_R, NUM_0 → PaymentHeaderID, VCRNUM_0 → InvoiceHeaderID
Sales Orders	Sales_Orders	25	SOHNUM_0 → ExternalKey, SOHNUM_0 → Commercient_ExternalKey__c, SFDCID → Account_Name, SOHNUM_0 → Name, SOHNUM_0 → SO_Number
Invoices	Invoices	20	NUM_0 → Commercient_ExternalKey__c, SFDCID → Account_Name, NUM_0 → Name, NUM_0 → Invoice_Number, CREDAT_0 → Invoice_Date

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_SAGEX3_PaymentTerm:
• vw_SAGEX3_SalesRep:
• vw_SAGEX3_Account:
• vw_SAGEX3_Customer:
• vw_SAGEX3_Address:
• vw_SAGEX3_ItemMaster:
• vw_SAGEX3_SOHeader:
• vw_SAGEX3_SODetail:
• vw_SAGEX3_InvoiceHeader:
• vw_SAGEX3_InvoiceDetail:
• vw_SAGEX3_Warehouse:
• vw_SAGEX3_ItemWarehouse:
• vw_SAGEX3_PaymentHeader:
• vw_SAGEX3_PaymentDetail:
• vw_SAGEX3_Product:
• vw_SAGEX3_DSalesOrder:
• vw_SAGEX3_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 X3 → 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.