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Point a Shopify B2B company at the right Intacct customer
For finance and ecommerce teams who want a Shopify B2B company linked to its Sage Intacct customer, or one created, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Unlinked B2B companies break the trail to your ledger
When a Shopify B2B company is not linked to its Sage Intacct customer, orders and invoices cannot be tied together. Fixing it means finding the right customer, creating one if none exists and pasting the ID without overwriting a link someone else set.
Without PopdockAI
- Check whether the existing link still points anywhere
- Search Sage Intacct for the customer by name
- Create the customer by hand if none exists
- Paste the ID into Shopify and hope it was the right field
With PopdockAI
- The current link is checked against Sage Intacct first
- The customer is found by name, and you choose when several fit
- A customer is created only when none exists, from Shopify details
- Each write needs its own yes, and the link is read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Make the Shopify B2B company `{company-name}` point at the right Intacct customer through its external ID, creating the Intacct customer (with payment term `{payment-term}` if given) when none exists. Write nothing without the user's confirmation.
**Step 1: Find the Shopify company**
Call `shopify-get-company` with `name` = `{company-name}`, then with `name.contains` if nothing matches. If more than one company matches, list them and stop. Keep `company-id`, `name` and `external-id`.
If `external-id` is set, call `intacct-get-customer` with `customer-id` = that value. If it resolves, report that the company is already linked to that customer and stop.
**Step 2: Find the Intacct customer**
Call `intacct-get-customer` with `customer-name` = the Shopify name, then with `customer-name.contains` if nothing matches.
* One match: propose linking to it. Show its `customer-id`, `customer-name`, `city` and `status`.
* Several: list them and ask the user to pick one, or to create a new customer.
* None: go to Step 3.
**Step 3: Prepare a new Intacct customer (only if needed)**
Gather the details from Shopify: call `shopify-get-company-contact` with `company-id` and `is-main-contact` = true for `customer-email` and `customer-phone`, and `shopify-get-company-location` with `company-name` for `shipping-address-city` and `shipping-address-province`.
Show the user the customer you would create: name and print-as (both the Shopify company name), email, phone, city, state and payment term `{payment-term}` (leave it blank if not given, so Intacct uses its default). Ask for confirmation. Only after a yes, call `intacct-create-customer` once. Leave `customer-id` blank unless the user supplies one. Read the returned `customer-id`.
**Step 4: Write the link in Shopify**
Show the user: Shopify company name, current external-id (if any), and the Intacct customer-id it will be set to. Ask for confirmation. Only after a yes, call `shopify-update-company` once with `company-id` and `external-id` = the Intacct customer-id. The `company-id` must be a Shopify GID; if the value from `shopify-get-company` is numeric, send `gid://shopify/Company/` followed by the number.
**Step 5: Confirm**
Call `shopify-get-company` with `external-id` = the Intacct customer-id and check it returns this company. Report what was created and what was linked.
**Rules & Guidelines:**
* `shopify-get-company`, `shopify-get-company-contact`, `shopify-get-company-location` and `shopify-update-company` are on the shopify server. `intacct-get-customer` and `intacct-create-customer` are on the intacct server.
* The only write tools this prompt may call are `intacct-create-customer` (at most once, only when no customer exists) and `shopify-update-company` (once, only to set `external-id`). Each needs its own confirmation. Do NOT call `intacct-update-customer` or change any other Shopify field.
* If `intacct-create-customer` fails, stop and do not update Shopify.
**Validation:**
* If `external-id` was set but broken (no Intacct customer), show the old value before replacing it and say it will be overwritten.
* If the user declines either confirmation, stop and report what, if anything, was already written.Who it's for
One answer, three teams that use it
Integration admins
Repair broken links one company at a time
Fix a company whose link points at a deleted customer, with the old link shown before it is replaced.
The Shopify company Contoso Retail has a broken Sage Intacct link. Find the right customer and fix it.
Accounts receivable
Tie orders to the account that pays
Linking to the correct customer means invoices for B2B orders land on the right account in the ledger.
Link Northwind Traders in Shopify to its Sage Intacct customer and show me the candidates first.
B2B sales operations
Set up new wholesale buyers properly
A new B2B company gets an Intacct customer built from its Shopify contact and location when none exists.
Fabrikam Outdoor is a new B2B company in Shopify. Create its Sage Intacct customer if needed and link them.
How it works
What PopdockAI does when you ask
You name the company, and your AI assistant checks its link and finds the right Sage Intacct customer. Every write, the new customer and the Shopify link, waits for your approval.
01
Ask
You name the Shopify B2B company.
02
Check
It checks whether the current link resolves in Sage Intacct.
03
Find
It finds the customer by name, offering to create one only if none exists.
04
Link
Each write needs your yes, then the link is set and read back.
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
shopify-get-company-contact
shopify-get-company-location
sage-intacct-create-customer
shopify-update-company
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
One ledger customer for every B2B company
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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