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Find Chargebee customers that are missing from Dynamics GP
For operations teams who want new customers set up in GP in time, just by asking their AI assistant.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
The problem
New billing customers that GP has never heard of
New Chargebee customers are not always set up in Dynamics GP, so invoices cannot be posted until someone notices. Finding the gap means listing recent customers and searching GP for each by id, name and email.
Without PopdockAI
- List recent Chargebee customers
- Search Dynamics GP by id, then by name
- Check emails to rule out near duplicates
- Find out when an invoice will not post
With PopdockAI
- Up to 100 recent Chargebee customers are read
- Each is looked up in GP by id, then company name
- Same email counts as a certain match, name alone never does
- Missing and probable lists come back and nothing is created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Chargebee customers created since `{created-since}` (default: the last 90 days) that have no customer in Dynamics GP company `{gp-company}`, so they can be set up before invoices need posting.
**Step 1: Chargebee customers**
Call `chargebee-get-customer` (chargebee server) with `created-at.from` set to the date and `max-records` of 100. Keep id, company, first-name, last-name, email and phone.
**Step 2: Look each one up in GP**
For each customer call `dynamics-gp-get-rm-customer` (dynamics-gp server), first with `customer-id` equal to the Chargebee `id`, then with `customer-name.contains` set to the Chargebee `company` (or last name when company is empty). Treat a GP result whose `main-email-address` equals the Chargebee email as a certain match.
**Step 3: Report**
Three lists: customers with no GP record (include id, name, email), customers with a probable match that needs a person to confirm, and the count of exact matches. Do not list the exact matches individually.
**Rules & Guidelines:**
* `chargebee-get-customer` is on the chargebee server; `dynamics-gp-get-rm-customer` is on the dynamics-gp server.
* Read only. Do not call `dynamics-gp-rm-customer-add` or any other write tool; only report the gap.
**Validation:**
* If Chargebee returns no new customers, say so and stop.
* If there are more than 100 customers, say the list was truncated.
* Never treat two different customers as a match on name alone when their emails differ.Who it's for
One answer, three teams that use it
AR clerks
Set up customers before invoices block
Customers with no GP record are listed, so you can create them before posting fails.
Which Chargebee customers created since September 1 have no Dynamics GP record?
Master data managers
Review probable matches
Probable matches are kept apart for a person to confirm, so near duplicates are not created.
Show me Chargebee customers from the last 60 days that only probably match a GP customer.
Finance operations
Check setup across a GP company
Run the check for one GP company to see how many new customers match exactly.
Check new Chargebee customers from the last 90 days against the Contoso GP company.
How it works
What PopdockAI does when you ask
You give a start date and your AI assistant checks recent Chargebee customers against Dynamics GP. It warns if the list was cut short and creates nothing in GP.
01
Ask
You give a start date, or use the last 90 days.
02
Read
It reads the recent Chargebee customers.
03
Look up
It searches Dynamics GP by id and name and checks the email.
04
Report
You get customers with no record, probable matches and a count of exact matches.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chargebee and one secure connection to your AI tool. No code, no exports.
chargebee-get-customer
microsoft-dynamics-gp-get-rm-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
Know which customers still need setting up in GP
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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