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Catch DonorPerfect gift GL codes missing from NetSuite
For finance and gift accounting teams who want every GL code on recent gifts checked against NetSuite accounts, just by asking their AI assistant.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
GL codes on gifts drift from the chart of accounts
GL codes typed on gifts drift away from the NetSuite chart of accounts, and the mismatch surfaces at month end when the books will not reconcile. Checking means listing every code used on gifts and searching NetSuite for each.
Without PopdockAI
- Export gifts from DonorPerfect
- Group them by GL code in a spreadsheet
- Search NetSuite for each code
- Find the gap at month end
With PopdockAI
- Gifts are grouped by GL code with counts and totals
- Gifts with no code are counted
- Each code is looked up by number, then name, weak matches flagged
- Missing codes come first, read-only on both systems
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List the GL codes used on DonorPerfect gifts from `{date-from}` to `{date-to}` and check each one against the NetSuite chart of accounts.
**Step 1: Collect GL codes (DonorPerfect)**
Call `donorperfect-get-gift` with `gift-date.from` = `{date-from}` and `gift-date.to` = `{date-to}` (use `max-records` 500). Group the gifts by `gl-code` with a count and a total `amount` for each. Ignore blank GL codes but count them.
**Step 2: Look up each code (NetSuite)**
For each distinct GL code call `netsuite-get-account` with `account-number` = that code. If nothing returns, try `account-name.contains`.
**Step 3: Report**
Table: GL code, gift count, gift total, NetSuite account name, account type, Found / Missing. Then list the missing codes first with their gift totals, and the count of gifts with no GL code.
**Rules & Guidelines:**
* `donorperfect-get-gift` is on the donorperfect server; `netsuite-get-account` is on the netsuite server.
* Read-only. Do not call any `donorperfect-save-*` tool, `donorperfect-set-flag`, or any `netsuite-add-*` or `netsuite-update-*` tool. Never change either system.
**Validation:**
* Default range is the last 30 days when no dates are given.
* If `donorperfect-get-gift` returns nothing, say so and stop.
* A code found only by name is a weak match; flag it.Who it's for
One answer, three teams that use it
Nonprofit accountants
Reconcile without month end surprises
Missing codes and their gift totals are known before the close.
Which GL codes on DonorPerfect gifts this quarter have no NetSuite account?
Gift processors
Catch coding errors early
Gifts with no code and codes that only match by name are flagged.
How many DonorPerfect gifts in October have no GL code, and which codes match NetSuite only by name?
Controllers
Size the problem in dollars
Gift totals per missing code show how much is at stake.
Total the DonorPerfect gifts since July 1 whose GL code is missing from NetSuite.
How it works
What PopdockAI does when you ask
You give a date range and your AI assistant checks the GL codes on DonorPerfect gifts against NetSuite accounts. It only reads.
01
Ask
You give a date range for the gifts to check.
02
Collect
It reads DonorPerfect gifts and groups them by GL code with counts and totals.
03
Look up
It searches the NetSuite chart of accounts for each code, flagging name-only matches.
04
Report
You get missing codes first, with gift totals and the count of gifts with no code.
What PopdockAI provides
The tools behind the answer
Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.
donorperfect-get-gift
netsuite-get-account
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
Missing codes caught during the month
Related use cases
More ways to put this data to work
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DonorPerfect donor giving and NetSuite receivables profile
Ask your AI for a donor profile and it combines DonorPerfect gifts and pledges with the matching NetSuite customer's invoices, balance and payments. Read-only.
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Find major DonorPerfect donors missing from NetSuite
Ask your AI to list DonorPerfect donors above a giving level with no NetSuite customer, largest first, with counts of matches and gaps.
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Match a DonorPerfect donor to a NetSuite customer
Ask your AI to match a DonorPerfect donor to a NetSuite customer and it compares name, email and phone and states how confident the match is.
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One prompt template with infinite possibilities.
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.