Connectors

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PowerGP Online

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Match a customer between PowerGP Online and Shopify
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Cross-Connector

Match a GP customer to the same customer in Shopify

For sales teams who want a Dynamics GP customer compared with their Shopify record by asking their AI assistant.

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Match a customer between PowerGP Online and Shopify
Find Adventure Works in both our GP company and Shopify and compare what each system knows about them.
Adventure Works matches by exact name, so confidence is medium. - GP: balance due 4,300 USD, Portland, OR - Shopify: total spent 12,800 USD, 17 orders, Portland, OR - Location: city and state agree - Matched by: exact name only, no shared id Want me to look at their GP receivables next?
PowerGP Online
Sample figures. Your results come from your own account.
powergp-online-get-customers
powergp-online-get-customeraddresses
shopify-get-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

PowerGP Online

PowerGP Online
Run it on your own PowerGP Online data.

Connect PowerGP Online, pick your AI tool and paste the prompt.

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The problem

No shared id means customers are matched by guesswork

Customer records are looked up separately in Dynamics GP and Shopify, and the two systems share no customer id. Duplicates and mismatched details persist because the only way to connect the records is by name and location.

Without PopdockAI

  • Search GP for the customer and address
  • Search Shopify again by name
  • Compare balances, spend and city by eye
  • Treat a name match as certain when it is not

With PopdockAI

  • The GP customer found, with a stop if several match
  • The same name looked up in Shopify
  • Balance, spend, orders and location side by side
  • A stated match confidence, and nothing 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:** Find the customer matching `{customer}` in both Dynamics GP and Shopify (company `{company}`, default if empty) and compare what each system knows.

**Step 1: GP customer**

Call `powergp-online-get-customers` (powergp-online-ai) with `customer-number` = `{customer}`; if nothing returns, call it with `customer-name.contains` = `{customer}`. If more than one matches, list them and stop. Keep `customer-number`, `customer-name`, `balance-due`, `state`. Then call `powergp-online-get-customeraddresses` (powergp-online-ai) with that `customer-number` for `city`, `state`, `zip`.

**Step 2: Shopify customer**

Call `shopify-get-customer` (shopify) with `name` = the GP `customer-name`; if nothing, use `name.contains`. If more than one matches, list them and stop. Keep `customer-id`, `email`, `total-spent`, `orders-count`, `default-address-city`, `default-address-province-code`.

**Step 3: Report**

Side by side: name, GP balance due, Shopify total spent and order count, city and state on each side, and whether they agree. Give a match confidence (exact name, partial name, none) and say how you matched.

**Rules & Guidelines:**

* `powergp-online-*` tools belong to the powergp-online-ai server; `shopify-*` tools belong to the shopify server. Both servers must be connected; if a tool is missing, name the missing server and stop.
* This prompt is read-only. Never call any `shopify-add-*` or `shopify-update-*` tool, and do not change anything in either system.
* There is no shared id, so matching is by name and location only; never claim a certain match on name alone.

**Validation:**

* If there is no Shopify match, report the customer as GP only and stop.
* If city or state differ, show both values and do not decide which is right.

Who it's for

One answer, three teams that use it

Account managers

See a customer's full relationship

GP balance due and Shopify spend and order count appear together before you call the customer.

Find Northwind Traders in GP and Shopify and show me their balance and online spend.

Sales operations

Check a match before merging records

Match confidence and location on each side tell you whether two records really belong to one customer.

Is GP customer FABRIKAM001 the same as the Fabrikam customer in Shopify?

Credit analysts

Weigh online spend against what is owed

Compare what a customer owes in GP with what they spend in Shopify before a credit decision.

How much does Contoso owe in GP, and how much have they spent in our Shopify store?

How it works

What PopdockAI does when you ask

You give a customer number or name and your AI assistant looks in PowerGP Online and Shopify. It states how confident the match is and never treats a name alone as certain.

01

Ask

You give a customer number or name.

Your AI tool

02

GP

It finds the customer and address, and stops if several match.

powergp-online-get-customers
powergp-online-get-customeraddresses

03

Shopify

It looks for the same customer by name.

shopify-get-customer

04

Report

You get a side by side view with match confidence.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

powergp-online-get-customers

Returns customers from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.
get-data

powergp-online-get-customeraddresses

Returns customer addresses from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.
get-data

shopify-get-customer

Returns Shopify customers with their account state, total spent and default address. Filter by name, email, tags, customer id, city, province, created date and total spent.
Read only.Nothing in PowerGP Online 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

Know whether two records are the same customer

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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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