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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.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads Shopify B2B companies and their external IDs.
03
Check
It looks up each ID in Sage Intacct and searches by name when there is none.
04
Report
You get companies grouped worst first and sorted by spend.
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.
shopify-get-company
sage-intacct-get-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
Every B2B account tied to the ledger, biggest first
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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