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TxDownloaderPro ← Shopify — Sage 50 US: what the shipped default templates set up

This is the capability summary the dlake CLI repository publishes; whitelisted customers fetch the operational skill with "dlake admin get_skill dlake-txdownloaderpro-shopify/erps/sage-50-us". It extends the dlake-txdownloaderpro-shopify skill, which holds what is true whatever the source ERP. Both directions for this pair are summarised at /integrations/sage-50-us-shopify/.

TxDownloaderPro ← Shopify — Sage 50 US: what the shipped default templates set up

This is a capability summary, not an operating guide. To receive the operational skill you must be a registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-txdownloaderpro-shopify/erps/sage-50-us (or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.

dlake-txdownloaderpro-shopify is the Shopify page and carries the destination detail: it is the skill this page is a child of, and the authority for the conventions that hold across every ERP, so read it before this page.

What follows is only what the shipped default templates for this pair themselves set, described from their default query, default inbound mapping and default outbound mapping columns. It is a description of structure: which objects and marker columns are read, which parts and members are filled, which token names appear. No template text is reproduced. This page grows as the default catalogue does.

1. What the templates deliver

One row per process the default set ships for this pair. The business language is the catalogue’s own, where it carries any; where it does not, the row says what the source and destination objects are and what the operation flags allow. Operations are the union of the insert, update and delete flags over that process’s templates.

ProcessWhat it deliversSource → destinationTemplatesOperations
Create New CustomerShopify Customer to Sage 50 US CustomerCustomer → Customer1create
Create New ProductShopify Product to Sage 50 US ProductProduct → Product1create
Create New Sales invoiceShopify Order to Sage 50 US Sales invoiceOrder → Sales invoice1create
Create New Sales orderShopify Sales order to Sage 50 US Sales orderOrder → Sales order1create

Across the 4 default templates: 4 carry insert, 0 carry update, 0 carry delete, and 4 carry customization. A flag decides which operation the process is allowed to perform, not which one it performs on a given record.

2. The process rows the import creates

Importing one of these templates writes one TxDownloaderPro row. The columns the import fills from the template are the ones the operational skill describes: the query, the inbound and outbound mappings and the operation flags are all stored on that row. In-flight state is never in this table — it is in the writeback transaction log (in the operational skill), keyed by its state.

What the import setsWhere it comes from
Querythe template’s default query — section 3
inbound mappingthe template’s default inbound mapping — section 4
outbound mappingthe template’s default outbound mapping — section 5
insert / update / deletethe template’s own flags — section 1

1 of these template rows carries a licence group, so what a given tenant is offered in the picker is narrower than what the catalogue holds.

3. What the query retrieves

Query does not have one shape across the product (in the operational skill). For this pair, 4 carry an object naming the module to retrieve. No query text is reproduced here; what follows is what those queries read and filter on.

  • Objects read: customer, product, order.
  • Members present in the query object: module name (4). Where a filter member is present it is empty.
  • Where the filtering happens: the query names a module rather than a condition, so the selection the operational skill describes is applied after retrieval, not by the query.

4. The inbound mapping document

Inbound mapping is a flat object: each member names a field on the source side and its value is a template resolved against the retrieved record’s document (in the operational skill). Of this pair’s 4 default templates, 4 carry a default inbound mapping. A parseable document carries about 14 members.

  • Template path roots used: Order, Customer, line items, Product. A path’s first segment has to match the element the engine emits, and the document root itself is never part of the path.
  • Line members present: line quantity, line general ledger account, line unit price, line tax type, line item identifier field, line description, line amount, line stocking quantity, line sales order description, a collection member. 1 template name the collection through a collection member; the members beside it are resolved against that collection’s own root rather than through the header.

5. Result structure — what goes back to the CRM

Outbound mapping is the outbound half: up to four parts, each optional, filled from the source system’s response after the write (in the operational skill). Of this pair’s 4 default templates, 0 carry a parseable default outbound mapping, 4 carry none.

No default template for this pair fills a part. Nothing is written back to Shopify by these templates: the source system’s key stays in the writeback transaction log and the CRM record is left as the user flagged it. If a tenant needs the key on the CRM record, outbound mapping is the column to fill, and the operational skill gives its shape.

6. Verifying

Read the imported row before a run, not after. The operational skill is the authority on the TxDownloaderPro tools and on the state they report.

The two failures this pair’s templates actually produce: a run that retrieves nothing, which is the module the query names, since these queries carry no condition of their own; and a record that arrives with fields empty, which is a path that does not match the emitted document.

7. Where this sits

  • dlake-txdownloaderpro — the parent: exposure, key scoping, the two tables, its state, the mapping columns, the filter vocabulary, the TxDownloaderPro tools. Read it first.
  • dlake-txdownloaderpro-shopify — the Shopify destination page, which this page is a child of: the query shape, marker conventions and mapping conventions this destination uses across every ERP, and the ERP table that lists this page and its siblings.
  • dlake-integration-setup — registration, CRM choice and the ERP connector, of which writeback is one step.
  • dlake-crmpro and dlake-normalsync — the inbound leg, going the other way.
  • dlake — general tenant operation.

This page describes the shipped default template set for this pair, and grows as that set does.

How to get started

  • Already a customer: the operational skill tells you how to connect, choose what to sync and run it. Fetch it with dlake admin get_skill dlake-txdownloaderpro-shopify/erps/sage-50-us, or ask support@commercient.com.
  • New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.