Integration
Sage 100 Contractor and Zoho CRM
Zoho CRM back to Sage 100 Contractor. Both directions are separate sync products, configured independently, and this page shows what the shipped catalogue sets up for this pair.
- No Phase 1 for this pair
- Phase 2 · write-back
In plain wordsChanges made in Zoho CRM are carried back to Sage 100 Contractor. There is no shipped forward sync into Zoho CRM for this pair.
This page documents what the shipped catalogue sets up. For the commercial overview of the same pair — editions, licensing and how to buy it — Commercient publishes Sage 100 Contractor to Zoho CRM integration on commercient.com .
Phase 1 — Sage 100 Contractor to Zoho CRM
Phase 2 — Zoho CRM back to Sage 100 Contractor
What you getChanges made in Zoho CRM to contacts, Client contact, Job contact, Quotes, Sales orders, Job, accounts, Customer, Employee, Purchase order are carried back to Sage 100 Contractor.
| Process | What it delivers | Source → destination | Templates | Operations |
|---|---|---|---|---|
| Create or Update Contact version 2019 | Zoho Contacts to Sage 100 Contractor Client contact | Contacts → Client contact, Job contact | 4 | create / update |
| Create or Update Job version 2019 | Zoho Quotes to Sage 100 Contractor 2019 Job | Quotes, Sales orders → Job | 4 | create / update |
| Create or Update Customer version 2019 | Zoho Account To Sage 100 Contractor Customer | Account → Customer | 2 | create / update |
| Create New Employee version 2019 | Zoho Contacts to Sage 100 Contractor Employee | Contacts → Employee | 1 | create |
| Create New Purchase order version 2019 | Zoho Sales order to Sage 100 Contractor Purchase order | Sales orders → Purchase order | 1 | create |
Objects moved
- Contacts
- Client contact
- Job contact
- Quotes
- Sales orders
- Job
- Account
- Customer
- Employee
- Purchase order
Setting up Sage 100 Contractor and Zoho CRM from the CLI
One wizard stands the tenant up, and it is the same five steps for every pair: register, capture the server IP, connect the CRM, declare the ERP connector, then import and enable the sync processes. What changes between pairs is the CRM’s connection mode and the ERP’s connector type.
1. Register the tenant
Registration creates the account, emails a verification link, and — once the Data Lake is seeded — prints a once-only bootstrap API key valid for seven days. The three consent flags are the registrant’s own decision, and the server refuses start without all three.
# which instance types sign-up accepts - run this first and use Sage 100 Contractor's code below
$ dlake register erps
# the three consent flags are the registrant’s decision - ask before passing them
$ dlake register start --generate-password \
$ --email <email> --company "<Company Name>" --phone <tel> \
$ --instance-type <code from dlake register erps> \
$ --consent-crm-backup --consent-erp-backup --consent-phone
# after the human clicks the verification link: watch for the seed and catch the key
$ dlake register status --watch
# the bootstrap key expires in 7 days - mint a durable one while it is still valid
$ dlake admin create_api_key --keyName "<tenant>-setup" --expirationDays 90
2. Connect Zoho CRM and declare Sage 100 Contractor
Steps 3 to 5 of the wizard are admin-plane tools, they are safe to re-run, and the server enforces their order — attempt the CRM step before the server IP is captured and it answers 409 naming the step you skipped.
# the authoritative answer to where a registration got to - first call when resuming
$ dlake admin registration_state
# step 3: record the server IP (a prerequisite for the CRM step)
$ dlake admin registration_capture_server_ip --ipAddress <ip>
# step 4: the catalog lists every CRM with its authMode and the fields it needs
$ dlake admin registration_crm_catalog
$ dlake admin registration_crm_select --crmName <Crm>
# an OAuth CRM: the catalog’s callbackMode says which leg this one takes
$ dlake registration oauth --crm <Crm>
$ dlake admin registration_crm_finalize
# step 5: the catalog lists the connector types and the fields each one needs
$ dlake admin registration_connector_catalog
$ dlake admin registration_connector_submit \
$ --connectorType <type from the catalog> --erpName <Sage 100 Contractor code> --fields @fields.json
$ dlake admin registration_connector_provision
$ dlake admin registration_provisioning_status
The wizard in full, including resuming a setup days later: Setting up an integration with dlake · Registering a new Data Lake.
0Source on GitHub
This page is generated from the skill pages in the dlake CLI repository. Those pages are the authority; if they disagree with anything here, they are right.
Sage 100 Contractor and Zoho CRM: common questions
Which way does data move between Sage 100 Contractor and Zoho CRM?
One way. Phase 2 (TxDownloaderPro) carries changes made in Zoho CRM back to Sage 100 Contractor. The repository ships no CRMPro forward sync for this pair, so there is no supported Phase 1 from Sage 100 Contractor into Zoho CRM.
What do Phase 1 and Phase 2 mean?
They are the two sync products the on-premises agent can run. Phase 1 is CommercientCRMPro, product 11, the forward sync from the source system into the CRM. Phase 2 is CommercientTxDownloaderPro, product 22, the write-back in the other direction. Registering a product says what to run; the Phase 1 and Phase 2 configuration says what it runs on.
Can I push Sage 100 Contractor records into Zoho CRM?
Not with a shipped forward sync. The repository carries no CRMPro page for Sage 100 Contractor into Zoho CRM, only the TxDownloaderPro write-back in the other direction. Treat any forward sync for this pair as unsupported unless the catalogue gains one.
What does the write-back from Zoho CRM create in Sage 100 Contractor?
The default set ships 5 processes for this pair: Create or Update Contact version 2019, Create or Update Job version 2019, Create or Update Customer version 2019, Create New Employee version 2019, Create New Purchase order version 2019. Each one takes a saved query against Zoho CRM, an inbound mapping document, and writes the result into Sage 100 Contractor.
Which objects does the write-back move?
Contacts, Client contact, Job contact, Quotes, Sales orders, Job, Account, Customer and 2 more. Those are the kinds of Zoho CRM record the shipped processes carry back to Sage 100 Contractor.
What does "Phase 2 ready" mean?
It means the tenant has at least one TxDownloaderPro process. Creating a process with txdownloaderpro_create_process is what flips a customer to Phase 2 ready; registering the product alone does not, because registering says what to run and the configuration says what it runs on.
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How do I see the write-back processes and whether they are failing?
dlake admin txdownloaderpro_list_processes returns every Phase 2 process with its 30-day unresolved-error count, which is the same grid the portal shows. txdownloaderpro_get_process returns one process in its edit shape, including the query and both mapping documents.
Can an AI agent set this up?
Yes, over the admin control plane or the CLI — the same tools either way. The txdownloaderpro_* tools cover listing, reading, creating and updating processes. They need a full-scope key that belongs to a user holding the Admin role, and every write is audited.
Where is the authoritative source for this pair?
The skill pages in the dlake CLI repository, which is where this page is generated from. The write-back page is linked at the foot of the integration page, and the same text is readable in the terminal with dlake skills show.
Related
Every ERP and CRM integration · CRMPro (forward sync) · TxDownloaderPro (writeback sync) · AI agents & MCP · Zoho CRM integrations on commercient.com
