Write

Cross-Connector

Add a Ramp vendor to Dynamics GP without retyping it

For finance teams who want a vendor set up in Ramp created in Dynamics GP by asking their AI assistant, with a duplicate check first.

Add a Ramp vendor to Dynamics GP

Create the Ramp vendor Contoso Office Supplies in Dynamics GP for company TWO. Suggest a vendor id for me to approve.

Contoso Office Supplies is in Ramp and there is no matching vendor in Dynamics GP, so it is safe to create. - Vendor id: CONTOSOOFF (proposed) - Vendor name: Contoso Office Supplies - Country: United States - Status: Active Shall I create this vendor in company TWO?

Ramp

Sample figures. Your results come from your own account.

ramp-get-vendor

microsoft-dynamics-gp-get-pm-vendor

microsoft-dynamics-gp-pm-vendor-add

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Ramp

Run it on your own Ramp data.

Connect Ramp, pick your AI tool and paste the prompt.

The problem

Every new Ramp vendor gets retyped into Dynamics GP

When a vendor is set up in Ramp, someone retypes it into Dynamics GP, searching first, inventing a vendor id and keying the name and country. A missed search creates a duplicate, and a typo sends bills and payments to the wrong record.

Without PopdockAI

Look up the vendor in Ramp
Search Dynamics GP by name and by id
Make up a vendor id and key in the details
Clean up the duplicate a missed search created

With PopdockAI

The vendor read straight from Ramp
Dynamics GP checked by name and id, with a stop on a match
A proposed vendor id you approve before anything is sent
One write, read back, and Ramp never changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Create a Dynamics GP vendor in company {company} (default company if blank) for the Ramp vendor {vendor-name}, using vendor id {vendor-id} if given. Nothing is written until the user confirms.

**Step 1: Read the Ramp vendor**

Call `ramp-get-vendor` (Ramp server) with `name` {vendor-name}, falling back to `name.contains`. If more than one vendor matches, list them and stop. If none match, say so and stop. Keep the `name`, `vendor-country` and `active` values.

**Step 2: Check Dynamics GP for an existing vendor**

Call `dynamics-gp-get-pm-vendor` (Dynamics GP server) with `vendor-name.contains` {vendor-name}, and with `vendor-id` {vendor-id} if given. If a vendor with the same name or the same id exists, report it and stop without creating anything.

**Step 3: Confirm**

Show the user the exact values you will send: vendor-id, vendor-name, country, status. If {vendor-id} is blank, propose one (an uppercase abbreviation of the name, 15 characters or fewer) and ask. Wait for an explicit yes.

**Step 4: Create and verify**

Only after the yes, call `dynamics-gp-pm-vendor-add` (Dynamics GP server) once with those values and `company`. Then call `dynamics-gp-get-pm-vendor` with the new `vendor-id` and report what was stored. Report any error verbatim.

**Rules & Guidelines:**

* `ramp-get-vendor` is on the Ramp server; `dynamics-gp-get-pm-vendor` and `dynamics-gp-pm-vendor-add` are on the Dynamics GP server.
* `dynamics-gp-pm-vendor-add` is the only write permitted, once, after confirmation. Do NOT call any Ramp tool that adds, updates or deletes.
* Send only fields you actually have from Ramp; do not invent addresses or payment terms.

**Validation:**

* If the user does not confirm, make no write call.
* If the verification read does not return the vendor, say the create may have failed and do not retry automatically.

Who it's for

One answer, three teams that use it

Accounts payable

Set up GP vendors without retyping

Create the GP vendor from the Ramp record in one message, so bills have somewhere to land.

Add the Ramp vendor Northwind Freight to Dynamics GP company TWO with vendor id NORTHFRT01.

Vendor master data

Keep the vendor list free of duplicates

Every new vendor is checked by name and id in GP first, so the master list stays clean.

Is Fabrikam Consulting already in Dynamics GP? If not, create it from Ramp and suggest an id.

Controllers

Know new vendors were set up correctly

The stored vendor is read back after the write, so you can trust what reached the ledger.

Create Contoso Media from Ramp in our GP company and show me exactly what was saved.

How it works

What PopdockAI does when you ask

You name the Ramp vendor and your AI assistant checks Dynamics GP for an existing match. Nothing is written until you have seen the vendor id, name, country and status and said yes.

Ask

You name the Ramp vendor, and optionally the GP company and a vendor id.

Your AI tool

Check

It reads the vendor from Ramp and searches Dynamics GP by name and id for a match.

ramp-get-vendor

microsoft-dynamics-gp-get-pm-vendor

Confirm

You see the vendor id, name, country and status it will send and say yes.

No items found.

Create

It adds the GP vendor once and reads it back to show what was stored.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Ramp and one secure connection to your AI tool. No code, no exports.

get-data

ramp-get-vendor

Returns Ramp vendors as read from the Ramp connector. Filters include: name contains, created at to, legal name contains, vendor owner id, maximum records.

get-data

microsoft-dynamics-gp-get-pm-vendor

Returns vendor records from Dynamics GP Payables Management, including contact details, payment terms, status and current balance. Filter by vendor name, hold, vendor class ID, vendor status, state, current balance, city and vendor ID, and pick the company and the maximum number of records.

run-action

microsoft-dynamics-gp-pm-vendor-add

Adds a vendor in Dynamics GP through eConnect; GP defaults any field not listed. Requires vendor ID. Optional: vendor status, use vendor class, state, phone number 1, address 1 and payment terms ID. Writes to the live Dynamics GP company database.

Read only.Nothing in Ramp Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Ramp vendors in Dynamics GP once, with the right id

Related use cases

More ways to put this data to work

Reconcile Ramp vendors with Dynamics GP vendors

Ask your AI to compare Ramp vendors with Dynamics GP vendors and it lists vendors on one side only and status disagreements. Read only.

Learn More

Review a vendor's Ramp bills and Dynamics GP payment position

Ask your AI for a vendor's Ramp bills and Dynamics GP balance, invoices and payment applications side by side, with disagreements flagged. Read only.

Learn More

Check Ramp GL accounts against the Dynamics GP chart of accounts

Ask your AI to compare Ramp GL accounts with the Dynamics GP chart of accounts and it lists missing, inactive and non-posting accounts. Read only.

Learn More

Match Ramp purchase orders to Dynamics GP

Ask your AI to compare Ramp purchase orders with Dynamics GP purchase orders and receipts and it flags missing POs, amount differences and receipt disagreements. Read only.

Learn More

Reconcile Ramp bills to Dynamics GP payables invoices

Ask your AI to match Ramp bills due in a date range to Dynamics GP payables invoices and it flags missing invoices and amount differences. Read only.

Learn More

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.