Connectors

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Microsoft Dynamics GP

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Create Dynamics GP customers for new Stripe customers
Write
Cross-Connector

Give every new Stripe customer a record in Dynamics GP

For finance teams who want customers who pay through Stripe set up in Dynamics GP without duplicates, by asking their AI assistant.

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Create Dynamics GP customers for new Stripe customers
Create Dynamics GP customers for everyone who signed up in Stripe since 1 September.
Stripe has 15 customers created since 1 September, and 9 are new to Dynamics GP. - To create: 9, such as Contoso as CONTOSO001 - Already in GP: 4, matched by email - Possible duplicates: 2 name matches with a different email, not created Shall I create the 9 customers?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
stripe-get-customer
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-rm-customer-add
microsoft-dynamics-gp-get-rm-customer-address
microsoft-dynamics-gp-rm-customer-address-email

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

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The problem

Stripe customers who never reach Dynamics GP

Customers who sign up and pay through Stripe often never get a record in Dynamics GP, so invoicing and reporting fall behind. Creating them by hand means checking each name, inventing an ID and adding the email separately.

Without PopdockAI

  • Export new customers from Stripe
  • Search Dynamics GP for each name and email
  • Make up a customer ID that is not already taken
  • Add the email address in a separate step

With PopdockAI

  • New Stripe customers are checked in Dynamics GP by name and email
  • Name matches with a different email are flagged, never created
  • Unused GP IDs are proposed and you pick the rows to add
  • Each customer is created with its email, and failures are reported

The prompt

Use this prompt

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

Prompt
**Objective:** Find the Stripe customers created since `{created-since}` who have no customer record in Dynamics GP company `{company}` (empty means the default company). Propose a GP customer for each, and create only the ones the user confirms.

**Step 1: Read the Stripe customers**

Call `stripe-get-customer` with `created.from` = `{created-since}`. Keep `customer-id`, `name`, `email`, `phone`, `address-city`, `address-state` and `address-country`. Skip any without a name.

**Step 2: Check each one against GP**

Call `dynamics-gp-get-rm-customer` with `customer-name.contains` = the Stripe `name`, and compare each result's `main-email-address` with the Stripe `email`, ignoring case. A matching email means the customer already exists. A name match with a different or empty email is a possible duplicate: list it, and do not create it.

**Step 3: Propose and confirm**

For each Stripe customer with no GP record, propose a GP customer ID: the name in upper case with spaces and punctuation removed, cut to 15 characters. Check it with `dynamics-gp-get-rm-customer` `customer-id`, and add a digit if it is taken. Show the user a table with the proposed ID, name, email, phone, city, state and country, and the class `{customer-class}` if given. Then stop and wait. Create nothing until the user confirms, and create only the rows they confirm.

**Step 4: Create**

For each confirmed row, call `dynamics-gp-rm-customer-add` once with `customer-id`, `customer-name`, `phone-1`, `city`, `state`, `country`, `company` = `{company}` and, when given, `customer-class` = `{customer-class}` with `use-customer-class` set. That tool cannot set an email, so next call `dynamics-gp-get-rm-customer-address` with the new `customer-id` to read its `address-code`, then call `dynamics-gp-rm-customer-address-email` with that `customer-id`, `address-code` and the Stripe `email`.

**Step 5: Report**

A table: Stripe customer ID, GP customer ID, created (yes/no), email set (yes/no), and any error. Then the possible duplicates you skipped.

**Rules & Guidelines:**

* `stripe-get-customer` is on the stripe server. The dynamics-gp tools are on the dynamics-gp server.
* The only write tools this prompt may call are `dynamics-gp-rm-customer-add` and `dynamics-gp-rm-customer-address-email`, and only after the user confirms. Do not call `dynamics-gp-rm-customer-update` or any other dynamics-gp write tool. The stripe server has no write tools.
* Never create a customer whose email already appears on a GP customer.

**Validation:**

* If every Stripe customer already exists in GP, say so and stop.
* If `dynamics-gp-rm-customer-add` fails, report the error for that row, do not retry it, and continue with the next.
* If no address code comes back for a new customer, report that the email was not set.

Who it's for

One answer, three teams that use it

Accounts receivable

Invoice Stripe customers without setup delays

New Stripe customers get a GP record with their email, so invoices and statements can go out.

Which Stripe customers from the last two weeks are not in Dynamics GP? Create them in class ONLINE.

Finance operations

Keep GP and Stripe customers in step

A regular run catches new signups, and possible duplicates are flagged instead of created.

Create Dynamics GP customers for Stripe signups since 1 October, but show me possible duplicates first.

Revenue accountants

Report on every paying customer

Customers who only exist in Stripe are added to GP, so revenue reporting covers everyone who pays.

Are any Stripe customers created this quarter missing from Dynamics GP? Propose IDs for them.

How it works

What PopdockAI does when you ask

You give a start date, and your AI assistant compares new Stripe customers with Dynamics GP. Only the rows you confirm are created.

01

Ask

You give a start date, and optionally a GP customer class.

Your AI tool

02

Check

It reads new Stripe customers and checks Dynamics GP by name and email.

stripe-get-customer
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-customer-address

03

Confirm

You see proposed GP IDs and details and pick the rows to add.

No items found.

04

Create

It creates each customer, adds its email and reports any failures.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

stripe-get-customer

Returns customer records (name, email, balance, delinquency, address) from Stripe.
get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
run-action

microsoft-dynamics-gp-rm-customer-add

Adds a customer in Dynamics GP through eConnect; GP defaults any field not listed. Requires customer name and customer ID. Optional: country, state, contact person, customer class, address 1 and use customer class. Writes to the live Dynamics GP company database.
get-data

microsoft-dynamics-gp-get-rm-customer-address

Returns customer address records from Dynamics GP Receivables Management, including contact, address, phone and the salesperson and territory for each address. Filter by salesperson ID, state, customer ID, country, zip, city, address code and customer name, and pick the company and the maximum number of records.
run-action

microsoft-dynamics-gp-rm-customer-address-email

Adds or updates a customer address email in Dynamics GP through eConnect; GP defaults any field not listed. Requires customer ID and address code. Optional: email address. Writes to the live Dynamics GP company database.
Read only.Nothing in Microsoft Dynamics GP 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.

How Popdock AI secures your data

The outcome

Every Stripe customer ready to invoice in GP

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Related use cases

More ways to put this data to work

All Ramp use cases

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.

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