Connectors

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Shopify

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Link a Shopify B2B company to an Intacct customer
Write
Cross-Connector

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.

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Link a Shopify B2B company to an Intacct customer
Link the Shopify company Fabrikam Inc to its Sage Intacct customer.
Fabrikam Inc has a broken link to C-0099, which no longer exists. - Match: C-0412, Fabrikam Inc, found by name - Old link: C-0099, to be replaced - Shopify field: external ID Shall I set the link to C-0412?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
sage-intacct-get-customer
shopify-get-company-contact
shopify-get-company-location
sage-intacct-create-customer
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.

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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.

Prompt
**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.

Your AI tool

02

Check

It checks whether the current link resolves in Sage Intacct.

shopify-get-company
sage-intacct-get-customer

03

Find

It finds the customer by name, offering to create one only if none exists.

sage-intacct-get-customer
shopify-get-company-contact
shopify-get-company-location

04

Link

Each write needs your yes, then the link is set and read 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

sage-intacct-get-customer

Returns customers from Sage Intacct.
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.
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.
run-action

sage-intacct-create-customer

Creates a customer in Sage Intacct Accounts Receivable. Returns the new customer's record number and customer ID.
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

One ledger customer for every B2B company

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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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