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Create an Intacct vendor from a Ramp vendor, once
For finance and AP teams who want a Ramp vendor set up in Intacct by asking their AI assistant, with a duplicate check first.
On this page
Connector
Connect Sage Intacct, pick your AI tool and paste the prompt.
The problem
Re-keyed vendors that split bills and payments
Setting up in Intacct a vendor that already exists in Ramp means re-keying the name, choosing an id and checking for a similar vendor first. A typo or skipped search leaves a duplicate that later splits bills and payments.
Without PopdockAI
- Look up the vendor in Ramp
- Search Intacct for anything similar
- Pick a vendor id and re-key the name
- Untangle bills split across duplicates
With PopdockAI
- The Ramp vendor read, with a stop if several match or it is inactive
- Intacct searched for a similar vendor, with a stop on a match
- Vendor id, name and print as value shown before you confirm
- Created once, never retried, then read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create in Intacct the vendor that exists in Ramp under the name `{vendor-name}`, only after confirmation.
**Step 1: Read the Ramp vendor**
Call `ramp-get-vendor` (Ramp server) with `name` set to `{vendor-name}`; if nothing matches use `name.contains`. If several match, list them and stop. Keep name, id, vendor-country and active.
**Step 2: Check Intacct**
Call `intacct-get-vendor` (Intacct server) with `vendor-name.contains` set to the Ramp name. If any vendor looks the same, report it and stop. Do not create a duplicate.
**Step 3: Confirm**
Show the user the vendor-id you will use (`{new-vendor-id}`, or if empty an uppercase version of the name without spaces, at most 20 characters), the name, and the print-as value (the name). Ask for an explicit yes. Do nothing until the user says yes.
**Step 4: Create and verify**
After a yes, call `intacct-create-vendor` (Intacct server) once with vendor-id, name and print-as. Then call `intacct-get-vendor` with that vendor-id and report what was stored.
**Rules & Guidelines:**
* `intacct-create-vendor` is the only write tool allowed, and only after the yes. Do not call any Ramp write tool such as `ramp-vendor-add` or `ramp-vendor-update`.
**Validation:**
* If the Ramp vendor is not found or is inactive, stop and say so.
* If the create call fails, report the error and do not retry.Who it's for
One answer, three teams that use it
Accounts payable
Set up vendors without re-keying
Create the Intacct vendor from Ramp in one message, so bills have somewhere to go.
Add the Ramp vendor Fabrikam Freight to Intacct with vendor id V-FABFR.
Vendor master data
Keep the vendor list free of duplicates
Intacct is searched for a similar vendor first, so bills and payments stay on one record.
Is Northwind Catering already in Intacct? If not, create it from Ramp.
Controllers
Know what was stored
The vendor is read back after it is created, so you can trust what reached the ledger.
Create the Ramp vendor Contoso Print in Intacct and show me what was saved.
How it works
What PopdockAI does when you ask
You name the Ramp vendor and your AI assistant checks Intacct for a similar vendor first. Nothing is written until you have seen the details and said yes.
01
Read
It finds the vendor in Ramp and stops if several match or it is inactive.
02
Check
It searches Intacct for a similar vendor and stops if one exists.
03
Confirm
You see the vendor id, name and print as value and say yes.
04
Create
It creates the vendor once and reads back what was stored.
What PopdockAI provides
The tools behind the answer
Ready made tools for Sage Intacct and one secure connection to your AI tool. No code, no exports.
ramp-get-vendor
sage-intacct-get-vendor
sage-intacct-create-vendor
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 Intacct once, matching their record
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One prompt template with infinite possibilities.
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