/
/
Match Chargebee customers to Rillet and find the gaps
For finance teams who want the two customer lists reconciled, just by asking their AI assistant.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
The problem
Customer lists compared by eye let gaps slip through
Finance eyeballs the Chargebee customer list against Rillet, and name variants and shared emails let customers slip through. Rillet cannot filter its customers, so the comparison is done by hand.
Without PopdockAI
- Export Chargebee customers
- Scroll the full Rillet customer list
- Match on email or name by eye
- Miss duplicates and name variants
With PopdockAI
- Chargebee customers and all Rillet customers are read
- Matches are made on email first, then exact name
- Each result is labelled by how it matched
- Duplicates are flagged and nothing is written to Rillet
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find which Chargebee customers have no matching Rillet customer, looking at up to {max-customers} Chargebee customers (default 25), optionally narrowed to company names containing {company-filter}.
**Step 1: Read Chargebee customers (chargebee server)**
Call `chargebee-get-customer` with `max-records` set to {max-customers} (25 if empty). If {company-filter} is not empty, pass it as `company.contains`. Keep `id`, `email`, `first-name`, `last-name`, `company`, `net-term-days` and `preferred-currency` for each.
**Step 2: Read Rillet customers (rillet server)**
Call `rillet-get-customer-emails` (it returns `email`, `name` and `customer-id`) and `rillet-get-customers` (it returns `customer-id`, `name`, `invoicing-name`, `payment-terms`). Neither takes filters, so match in memory.
**Step 3: Match**
For each Chargebee customer, match on email (case-insensitive, trimmed) against `email` from `rillet-get-customer-emails`. If there is no email match, try an exact case-insensitive match of the Chargebee `company` (or first plus last name) against Rillet `name` or `invoicing-name`. Label each result: matched by email, matched by name only (weaker), or no match.
**Step 4: Report**
A table: Chargebee `id`, company or name, email, Rillet `customer-id` (or none), match basis. Then list the unmatched customers and any Rillet customer matched by more than one Chargebee customer.
**Rules & Guidelines:**
* `chargebee-get-customer` is on the chargebee server. `rillet-get-customer-emails` and `rillet-get-customers` are on the rillet server.
* This prompt is read-only. Do not call any Rillet write tool such as `rillet-add-customer` or `rillet-update-customer`.
**Validation:**
* If Chargebee returns no customers, say so and stop.
* If Rillet returns no customers, report every Chargebee customer as unmatched and stop.
* If a name matches but the email differs, flag it for review rather than treating it as a clean match.Who it's for
One answer, three teams that use it
Revenue accountants
Find customers missing from Rillet
Unmatched Chargebee customers are listed, so they can be set up before invoices need posting.
Which of our first 50 Chargebee customers have no Rillet customer?
Master data managers
Spot weak and duplicate matches
Name only matches and Rillet customers matched twice are flagged for review.
Match Chargebee customers with Contoso in the company name to Rillet and flag name only matches.
Finance operations
Check setup after onboarding
Run it after a batch of new customers to confirm each one landed in Rillet.
Match the 25 newest Chargebee customers to Rillet and show the match basis.
How it works
What PopdockAI does when you ask
You give a number of customers and your AI assistant matches them to Rillet. It labels every match and never writes to Rillet.
01
Ask
You give a number of customers and optionally a company filter.
02
Read
It reads the Chargebee customers and the Rillet customers.
03
Match
It matches on email, then on exact name, and labels how each matched.
04
Report
You get a table, the unmatched customers and any duplicates.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chargebee and one secure connection to your AI tool. No code, no exports.
chargebee-get-customer
rillet-get-customer-emails
rillet-get-customers
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 which customers have no Rillet record
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.

.webp)
