Connectors

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2Checkout

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Reconcile 2Checkout subscription contacts
Report

Compare the customer and end user on a 2Checkout subscription

For support teams who chase renewal email problems, by giving their AI assistant a 2Checkout subscription reference to check.

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Reconcile 2Checkout subscription contacts
Compare the customer and end user on 2Checkout subscription SUB-2201.
2 conflicts found between the customer and the end user on SUB-2201. - Email: Differs (billing@northwindtraders.com and dana@northwindtraders.com) - Phone: Differs (555-0142 and 555-0188) - Name, company, country and city: Match - Suggested owner: the end user for email, the customer for phone These are suggestions only. Want the additional information entries too?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-subscriptioncustomer
2checkout-get-subscriptionenduser
2checkout-get-subscriptionadditionalinformation

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

Renewal emails reaching the wrong person

On a 2Checkout subscription the customer and the end user can hold separate contact details. When they disagree, renewal emails reach the wrong person, and the mismatch is found only by opening each record.

Without PopdockAI

  • Open the subscription's customer record
  • Open the end user record separately
  • Compare contact fields side by side
  • Guess which details are right

With PopdockAI

  • Customer, end user and additional information read
  • Email, name, company, location and phone compared
  • Conflicts marked with a suggested owner for each
  • Stops if either record is missing, nothing updated

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Compare the customer and the end user on subscription `{subscription-reference}`.

**Step 1: Fetch both**

Call `2checkout-get-subscriptioncustomer` and `2checkout-get-subscriptionenduser`, each with `subscription-reference` set to `{subscription-reference}`. Also call `2checkout-get-subscriptionadditionalinformation` with the same filter.

**Step 2: Compare**

Compare email, first-name, last-name, company, country-code, city and phone. Treat case and spacing differences as matches.

**Step 3: Report**

A side-by-side table, conflicts marked, the additional information entries, and a suggested owner for each conflict. Suggest only; do not update anything.

**Rules & Guidelines:**

* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**

* If either record is missing, say which one and stop comparing.

Who it's for

One answer, three teams that use it

Support agents

Explain why the wrong person got the email

See which record holds which address when a customer says the renewal notice went elsewhere.

Who gets renewal emails on 2Checkout subscription SUB-3310, the customer or the end user?

Billing specialists

Clean up conflicting contact details

Conflicts are marked field by field so you know what to correct.

Show conflicts between customer and end user on 2Checkout subscription SUB-4402.

Customer success managers

Know who really uses the subscription

See the end user and company next to the buyer before a renewal conversation.

Compare buyer and end user details on 2Checkout subscription SUB-5120 for Contoso.

How it works

What PopdockAI does when you ask

You give a subscription reference and your AI assistant compares the customer and end user on it. Suggested owners are offered as suggestions only.

01

Ask

You give the subscription reference.

Your AI tool

02

Fetch

It reads the customer, end user and additional information for that subscription.

2checkout-get-subscriptioncustomer
2checkout-get-subscriptionenduser
2checkout-get-subscriptionadditionalinformation

03

Compare

It checks email, name, company, country, city and phone, ignoring case and spacing.

No items found.

04

Report

It shows a side by side table with conflicts marked and a suggested owner for each.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-subscriptioncustomer

Returns subscription customers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscriptionenduser

Returns subscription end users records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscriptionadditionalinformation

Returns subscription additional information records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout 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

Renewal emails go to the right person

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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.

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