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Find BigCommerce customers missing from Rillet
For finance teams who want store buyers in the ledger before invoicing, just by asking their AI assistant.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
The problem
New buyers are missing from the books when invoices are due
Finance exports BigCommerce customers and Rillet customers to spreadsheets and compares them by eye. New buyers are missing from the books by the first invoice, and a changed email on the same name looks like a new customer.
Without PopdockAI
- Export customers from BigCommerce and Rillet
- Compare the two lists by eye
- Guess whether a changed email is a new customer
- Find gaps when the first invoice is due
With PopdockAI
- Recent BigCommerce customers and the Rillet customer lists are read
- Matching is on email first, then name or company
- Each customer is marked matched, name only or missing
- It never guesses, stops if a side is empty, and changes nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find BigCommerce customers created since `{since-date}` (default: the last 30 days) that do not exist as customers in Rillet, matching on email.
**Step 1: Read the store customers (bigcommerce server)**
Call `bigcommerce-get-customer` with `date-created.from` set to `{since-date}` and `max-records` 200. Keep `id`, `name`, `email`, `company` and `date-created`. If `{company}` is given, also pass it as `company.contains`. If nothing comes back, say so and stop.
**Step 2: Read the ledger customers (rillet server)**
Call `rillet-get-customer-emails` once with no filters (it has none) and build a lookup by lower-cased `email`. Call `rillet-get-customers` once and build a second lookup by lower-cased `name`.
**Step 3: Match**
For each store customer, match first on `email` against `rillet-get-customer-emails`, then on `name` (or `company`) against `rillet-get-customers`. Mark each as Matched (note the Rillet `customer-id`), Name-only match (email differs), or Missing from Rillet.
**Step 4: Report**
A table of the Missing and Name-only customers: BigCommerce id, name, email, company, date created, status. Then counts of Matched, Name-only and Missing.
**Rules & Guidelines:**
* `bigcommerce-*` tools are on the bigcommerce server; `rillet-*` tools are on the rillet server. Both servers must be connected.
* This prompt is read-only. Never call any bigcommerce `-add`, `-update` or `-delete` tool or any rillet `-add`, `-update`, `-apply`, `-unapply`, `-record`, `-set` or `-setup` tool.
* Quote ids and amounts exactly as returned. Do not guess a match.
**Validation:**
* If Rillet returns no customers, report that the ledger side is empty rather than listing every customer as missing without comment.
* Treat a differing email on an otherwise identical name as Name-only, not Missing.Who it's for
One answer, three teams that use it
Accountants
Set up customers before you invoice
Customers missing from Rillet are listed with IDs, ready to create.
Which BigCommerce customers created since 1 October are not in Rillet?
Accounts receivable
Check name-only matches
Customers matched only on name or company are kept apart, so you can confirm them before invoicing.
Show BigCommerce customers from last month that match Rillet only by name.
Finance operations
Check one company's customers
Filter by company to review just the accounts you are about to bill.
Are all BigCommerce customers from Contoso since 1 September set up in Rillet?
How it works
What PopdockAI does when you ask
You give a start date and your AI assistant checks recent BigCommerce customers against Rillet. Name-only matches are kept apart from real gaps.
01
Ask
You give a start date and optionally a company filter.
02
Read
It reads recent BigCommerce customers and the customer lists in Rillet.
03
Match
It matches on email, then on name or company, and marks each customer matched, name only or missing.
04
Report
It lists the missing and name-only customers with counts of each.
What PopdockAI provides
The tools behind the answer
Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.
bigcommerce-get-customer
rillet-get-customer-emails
rillet-get-customers
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
Store customers missing from Rillet, before the first invoice
Related use cases
More ways to put this data to work
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.

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