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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.
On this page
Connector
Connect PowerGP Online, pick your AI tool and paste the prompt.
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.
**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.
02
GP
It finds the customer and address, and stops if several match.
03
Shopify
It looks for the same customer by name.
04
Report
You get a side by side view with match confidence.
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.
powergp-online-get-customers
powergp-online-get-customeraddresses
shopify-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
Know whether two records are the same customer
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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