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Find BigCommerce customers missing from Rillet
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Cross-Connector

Find BigCommerce customers missing from Rillet

For finance teams who want store buyers in the ledger before invoicing, just by asking their AI assistant.

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Find BigCommerce customers missing from Rillet
Which BigCommerce customers created since 1 September are not customers in Rillet?
9 of the 64 BigCommerce customers are missing from Rillet or only match by name. - Missing: 7, including Northwind Traders (dana@northwindtraders.com, created 4 Sep) - Name only: 2, such as Contoso Ltd where the email differs - Matched: 55 Want the full table with IDs and dates?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-customer
rillet-get-customer-emails
rillet-get-customers

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

BigCommerce
Run it on your own BigCommerce data.

Connect BigCommerce, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads recent BigCommerce customers and the customer lists in Rillet.

bigcommerce-get-customer
rillet-get-customers
rillet-get-customer-emails

03

Match

It matches on email, then on name or company, and marks each customer matched, name only or missing.

No items found.

04

Report

It lists the missing and name-only customers with counts of each.

Your AI tool

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.

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
get-data

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
Read only.Nothing in BigCommerce 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

Store customers missing from Rillet, before the first invoice

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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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