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Shopify

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Find Shopify B2B companies not linked to Intacct
Report
Cross-Connector

Find Shopify B2B companies with broken Intacct links

For finance and ecommerce teams who want Shopify B2B companies checked against their Sage Intacct customers, by asking their AI assistant.

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Find Shopify B2B companies not linked to Intacct
Check which of our Shopify B2B companies are not linked to a Sage Intacct customer.
80 B2B companies checked, and 14 need attention. - Broken link: 3 companies point at missing customers - One candidate: 6 unlinked companies, such as Contoso Ltd - Several candidates: 2 companies - No customer: 3 companies Want the grouped list sorted by spend?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
sage-intacct-get-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Shopify

Shopify
Run it on your own Shopify data.

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

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The problem

B2B companies quietly lose their link to the ledger

Shopify B2B companies are meant to point at their Sage Intacct customer through an external ID, but links go missing, point at deleted customers or drift as names change. Finding the broken ones means checking each company against Intacct by hand.

Without PopdockAI

  • Export Shopify B2B companies and their external IDs
  • Look up each ID in Sage Intacct
  • Search by name when there is no ID
  • Miss the broken links on your biggest accounts

With PopdockAI

  • Each company's external ID is looked up in Sage Intacct
  • Companies are grouped as linked, broken or unlinked
  • Groups are sorted worst first and by spend
  • Name matches are suggestions only, and nothing is changed

The prompt

Use this prompt

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

Prompt
**Objective:** Check up to `{max-companies}` Shopify B2B companies (default 100), optionally only those whose name contains `{name-contains}`, and report which ones are not correctly linked to an Intacct customer through their external ID.

**Step 1: Read the Shopify companies**

Call `shopify-get-company` with `max-records` = `{max-companies}` (default 100) and, if set, `name.contains` = `{name-contains}`. Keep `company-id`, `name`, `external-id`, `orders-count` and `total-spent`.

**Step 2: Check each one in Intacct**

* If `external-id` is set, call `intacct-get-customer` with `customer-id` = that value.
  * Found, and `customer-name` equals the Shopify name (ignoring case and punctuation): linked.
  * Found, but the name differs: "linked, name differs".
  * Not found: "broken link".
* If `external-id` is empty, call `intacct-get-customer` with `customer-name.contains` = the Shopify name.
  * Exactly one match: "unlinked, candidate found" with the candidate's `customer-id`.
  * Several: "unlinked, ambiguous" with the candidates.
  * None: "unlinked, no Intacct customer".

**Step 3: Report**

Group the companies by outcome, worst first: broken link, unlinked with no customer, ambiguous, candidate found, name differs. For each row show the Shopify name, external-id, orders-count, total-spent, and the Intacct customer id and name where there is one. Sort each group by `total-spent`, highest first, so the most valuable accounts come first. End with counts per group.

**Rules & Guidelines:**

* `shopify-get-company` is on the shopify server. `intacct-get-customer` is on the intacct server.
* This prompt is read-only. Do NOT call `shopify-update-company` or `intacct-create-customer`. To fix one company, suggest the link-b2b-company-to-intacct prompt.
* A candidate found by name is a suggestion, not a match. Never describe it as linked.

**Validation:**

* If Shopify returns no companies, the store may not use B2B; say so and stop.
* If every company has an empty external-id, say the store has not been linked to Intacct yet and report only the candidate search.

Who it's for

One answer, three teams that use it

Integration admins

Find broken links before syncs fail

See which companies point at missing customers or have no link at all, worst first.

Check the first 100 Shopify B2B companies for broken or missing Sage Intacct links.

Accounts receivable

Make sure big accounts bill correctly

Companies are sorted by spend, so the links that matter most to invoicing are checked first.

Which of our highest spending Shopify B2B companies are not linked to a Sage Intacct customer?

B2B sales managers

Spot name drift on key accounts

Linked companies whose names differ are flagged, so account records stay recognisable on both sides.

Show Shopify B2B companies with names containing Contoso and whether their Sage Intacct link is healthy.

How it works

What PopdockAI does when you ask

You set how many companies to check, and your AI assistant tests each Shopify B2B link against Sage Intacct. It only reads and points you to a separate step for any fix.

01

Ask

You set how many companies to check and optionally a name filter.

Your AI tool

02

Read

It reads Shopify B2B companies and their external IDs.

shopify-get-company

03

Check

It looks up each ID in Sage Intacct and searches by name when there is none.

sage-intacct-get-customer

04

Report

You get companies grouped worst first and sorted by spend.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

shopify-get-company

Returns Shopify B2B companies with their order count and total spent. Filter by name, company id, external id, customer since date, order count and total spent.
get-data

sage-intacct-get-customer

Returns customers from Sage Intacct.
Read only.Nothing in Shopify 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 B2B account tied to the ledger, biggest first

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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.

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

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See Documentation