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Set up Stripe customers in Business Central once
For finance teams who need Stripe customers in Business Central for invoicing and reporting, without duplicates, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Copying Stripe customers by hand creates duplicates
Billing starts in Stripe, but the customer also has to exist in Business Central before you can invoice or report there. Copying details by hand invites duplicates when the company already exists under a slightly different name or email.
Without PopdockAI
- Look up the customer in Stripe
- Search Business Central under a few spellings
- Retype name, email, phone and address
- Create a second record for the same company
With PopdockAI
- Business Central is searched by email, then by name
- An existing match is reported and never updated
- You see the exact details before anything is sent
- It is created once after you confirm, and Stripe is untouched
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a Business Central customer in company `{company}` (default: the default company) from the Stripe customer `{stripe-customer}` (a cus_ id or an email address), unless it already exists.
**Step 1: Read the Stripe customer**
Call `stripe-get-customer` with `customer-id` set to `{stripe-customer}` if it starts with cus_, otherwise with `email`. If nothing comes back, say so and stop. If more than one comes back, list them and stop.
**Step 2: Check Business Central for an existing customer**
Call `business-central-get-customer` with `company` set to `{company}` and `email` set to the Stripe email. If nothing comes back, call it again with `name` set to the Stripe name. If either finds a customer, report it (customer-number, name, email) and stop without creating anything.
**Step 3: Propose the new customer**
Show the user the fields you will send:
* `display-name`: the Stripe name
* `email`: the Stripe email
* `phone-number`: the Stripe phone, if any
* `city`, `state`, `country`: from the Stripe `address-city`, `address-state` and `address-country`
Leave `number` empty so that Business Central assigns one. Leave `currency-code` empty unless the user confirms that the Stripe currency, in upper case, differs from the company's local currency.
Ask the user to confirm. Do not continue without a clear yes.
**Step 4: Create and confirm**
Call `business-central-create-customer` once with the confirmed fields and `company` set to `{company}`. Then call `business-central-get-customer` with `customer-number` set to the returned `number` and report the new customer-number, name and email beside the Stripe customer-id.
**Rules & Guidelines:**
* `stripe-get-customer` is on the stripe server; `business-central-get-customer` and `business-central-create-customer` are on the business-central server.
* `business-central-create-customer` is the only write this prompt may make, at most once, and only after confirmation in Step 3.
* Do NOT call `business-central-update-customer`. If an existing customer's details differ from Stripe, report the differences and stop.
* Nothing is written to Stripe.
**Validation:**
* If the Stripe customer has no name, stop and ask the user for a display name. The create requires one.
* If the create fails, show the error and do not retry with different values without asking.Who it's for
One answer, three teams that use it
Accounts receivable
Get Stripe customers ready to invoice
Set up the Business Central customer from Stripe in one message, so invoicing and reporting are not held up.
Create a Business Central customer from Stripe customer accounts@contoso.com.
Finance operations
Keep existing records untouched
If a match already exists it is reported and left alone, so no one's careful setup is overwritten.
Is Stripe customer cus_N8x21 already in Business Central? If not, create it.
Billing managers
Handle currency only when it matters
You are asked about currency only when it differs, and Business Central assigns the number.
Set up the Stripe customer billing@northwindtraders.com in Business Central and check the currency.
How it works
What PopdockAI does when you ask
You give a Stripe customer ID or email and your AI assistant checks Business Central for a match first. If there is none, you see the exact details and confirm before the customer is created.
01
Ask
You give a Stripe customer ID or email.
02
Check
It reads the Stripe customer and searches Business Central by email, then name.
03
Confirm
You see the exact name, email, phone and address it will send.
04
Create
It creates the customer once and reads it back.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Business Central and one secure connection to your AI tool. No code, no exports.
stripe-get-customer
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
Stripe customers in Business Central exactly once
Related use cases
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One prompt template with infinite possibilities.
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