Connectors

/

Shopify

/

Link a Shopify B2B company to a Dynamics GP customer
Write
Cross-Connector

Tie a Shopify B2B company to its Dynamics GP customer

For finance and ecommerce teams who want a Shopify B2B company linked to the right Dynamics GP customer, or one created, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Link a Shopify B2B company to a Dynamics GP customer
Link Contoso Ltd in Shopify to its Dynamics GP customer.
Contoso Ltd is not linked yet, and Dynamics GP has one likely match. - Candidate: CONTOSO0001, Contoso Ltd, Seattle - Balance: 12,480.00 - Shopify contact: Jordan Lee, jordan@contoso.com Shall I link Contoso Ltd to CONTOSO0001?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
microsoft-dynamics-gp-get-rm-customer
shopify-get-company-location
shopify-get-company-contact
microsoft-dynamics-gp-rm-customer-add
shopify-update-company

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.

Try PopdockAI free

The problem

Linking a B2B company to GP takes searching and pasting

Shopify B2B companies need to be tied to the right Dynamics GP customer so orders and credit can be checked. Doing it by hand means searching GP by name, creating the customer if it is missing and pasting the ID without overwriting an existing link.

Without PopdockAI

  • Search Dynamics GP for the company by name
  • Create the customer if it is missing
  • Paste the GP ID into the Shopify company
  • Overwrite an existing link by mistake

With PopdockAI

  • The company, location and contact are read from Shopify
  • Candidate GP customers are shown with city and balance
  • You choose to link or create, and confirm first
  • Both sides are read back, and an existing link is kept unless you say

The prompt

Use this prompt

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

Prompt
**Objective:** Link the Shopify B2B company `{company-name}` to a Dynamics GP customer by writing the GP customer ID into the company's `external-id`. Use `{customer-id}` when it is given; otherwise find or create the GP customer.

**Step 1: Find the Shopify company**

Call `shopify-get-company` (Shopify server) with `name.contains` = `{company-name}`. If it matches more than one company, list them and stop. If the company already has an `external-id`, show it, check it with `dynamics-gp-get-rm-customer` (Dynamics GP server), and stop unless the user asks to replace it.

Call `shopify-get-company-location` (Shopify server) with `company-name` = the company's name for the city, province, country and phone, and `shopify-get-company-contact` (Shopify server) with `company-id` and `is-main-contact` = true for the main contact.

**Step 2: Find the Dynamics GP customer**

If `{customer-id}` is given, call `dynamics-gp-get-rm-customer` (Dynamics GP server) with `customer-id` = `{customer-id}`, passing `company` = `{gp-company}` when it is given. Otherwise call it with `customer-name.contains` set to the distinctive part of the company name, and present the candidates with their city and balance.

**Step 3: Confirm**

Show the user exactly what will happen: either "link to existing GP customer X" or "create GP customer X with these fields, then link". Wait for an explicit yes. Do not write anything before it.

**Step 4: Write**

Only if no GP customer exists and the user confirmed creating one: call `dynamics-gp-rm-customer-add` (Dynamics GP server) once, with `customer-id` (at most 15 characters, upper case, confirmed by the user), `customer-name`, and whatever of `city`, `state`, `country`, `contact-person` and `phone-1` Shopify supplied. Shopify does not return a street address or postal code here, so leave `address-1` and `zip-code` empty unless the user gives them.

Then call `shopify-update-company` (Shopify server) once, with `company-id` and `external-id` = the GP customer ID.

**Step 5: Confirm the link**

Re-read with `shopify-get-company` and `dynamics-gp-get-rm-customer` and report the company, the GP customer ID, and whether the customer was created or already existed.

**Rules & Guidelines:**

* The only write tools this prompt may call are `dynamics-gp-rm-customer-add` (Dynamics GP, at most once) and `shopify-update-company` (Shopify, at most once), both after confirmation.
* Do NOT call `dynamics-gp-rm-customer-update` or `shopify-update-company-location`. Never change the company name.

**Validation:**

* If `dynamics-gp-rm-customer-add` fails, stop and report the error; do not update Shopify.
* If `shopify-update-company` fails after the GP customer was created, say that the GP customer now exists unlinked, and give its ID.

Who it's for

One answer, three teams that use it

B2B account managers

Get a new wholesale account ready to order

Link or create the GP customer in one conversation, so orders and credit checks work from day one.

Link Fabrikam Wholesale in Shopify to Dynamics GP, and create the GP customer if there is none.

Accounts receivable

Pick the right customer, not a lookalike

Candidates come with city and balance, so you link the account that actually owes the money.

Show GP customers that could match Northwind Traders in Shopify and link the one in Seattle.

Integration admins

Fix links without overwriting good ones

Companies already linked are stopped unless you ask to replace, and both sides are read back afterwards.

Replace the Dynamics GP link on Contoso Ltd in Shopify with customer CONTOSO0001.

How it works

What PopdockAI does when you ask

You name the Shopify company, and your AI assistant finds candidate Dynamics GP customers for it. Nothing is written until you choose and confirm.

01

Ask

You name the Shopify B2B company and optionally the GP customer ID.

Your AI tool

02

Find

It reads the company and finds candidate Dynamics GP customers.

shopify-get-company
shopify-get-company-location
shopify-get-company-contact
microsoft-dynamics-gp-get-rm-customer

03

Confirm

You choose to link an existing customer or create one, and say yes.

No items found.

04

Link

It writes the GP ID to the Shopify company and reads both sides back.

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

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.
get-data

shopify-get-company-location

Returns the locations of Shopify B2B companies with their shipping address and total spent. Filter by company, location name, external id, city, province and country.
get-data

shopify-get-company-contact

Returns the contacts of Shopify B2B companies. Filter by company, contact name, email, job title and whether they are the main contact.
run-action

microsoft-dynamics-gp-rm-customer-add

Adds a customer in Dynamics GP through eConnect; GP defaults any field not listed. Requires customer name and customer ID. Optional: country, state, contact person, customer class, address 1 and use customer class. Writes to the live Dynamics GP company database.
run-action

shopify-update-company

Updates a Shopify B2B company's name, note, external id or customer since date.
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

Each B2B company linked to one GP customer

Try PopdockAI free
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.

‍

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.

Try PopdockAI Free
See Documentation