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Find Chargebee customers missing from Dynamics GP
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Cross-Connector

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.

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Find Chargebee customers missing from Dynamics GP
Which Chargebee customers from the last 90 days are not set up in Dynamics GP yet?
38 recent Chargebee customers were checked, and 5 have no Dynamics GP record. - No GP record: Tailspin Toys, Adventure Works, Litware, Proseware, Lucerne Publishing - Needs review: Wide World Importers, probable match with a different email - Exact matches: 32, not listed Want the contact details for the 5 missing customers?
Chargebee
Sample figures. Your results come from your own account.
chargebee-get-customer
microsoft-dynamics-gp-get-rm-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chargebee

Chargebee
Run it on your own Chargebee data.

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

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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.

Prompt
**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.

Your AI tool

02

Read

It reads the recent Chargebee customers.

chargebee-get-customer

03

Look up

It searches Dynamics GP by id and name and checks the email.

microsoft-dynamics-gp-get-rm-customer

04

Report

You get customers with no record, probable matches and a count of exact matches.

Your AI tool

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.

get-data

chargebee-get-customer

Returns Chargebee customer records with contact, billing and balance details, filterable by id, email and other fields. Read-only.
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.
Read only.Nothing in Chargebee 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

Know which customers still need setting up in GP

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Get a live demo

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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation