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Reconcile a 2Checkout customer with Dynamics 365 Sales
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Cross-Connector

Reconcile a 2Checkout customer with Dynamics 365 Sales

For sales teams who keep billing and CRM records aligned, by giving their AI assistant a customer email address to check in 2Checkout and Dynamics 365 Sales.

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Reconcile a 2Checkout customer with Dynamics 365 Sales
Reconcile the 2Checkout customer dana@northwindtraders.com with Dynamics 365 Sales.
Dana Whitfield is in both systems, with 1 field that differs. - Name: Match (Dana Whitfield) - Company: Match (Northwind Traders) - City: Differs (Austin in 2Checkout, Dallas in Dynamics 365 Sales) - Country: Match (US and United States) Want me to check another customer?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts

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

Several searches to find one customer's CRM records

Account owners compare billing customers with CRM records by hand. Mismatched or missing records in Dynamics 365 Sales are missed, and the contact and account take several searches to find.

Without PopdockAI

  • Look up the customer in 2Checkout
  • Search Dynamics 365 Sales contacts by email
  • Search accounts again by company name
  • Compare fields across screens

With PopdockAI

  • Customer found in 2Checkout, stopping on none or several
  • Contact and account found by email, then company
  • Each field marked match, differs or missing
  • Country codes and names treated alike, 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 2Checkout customer with email `{email}` and compare it to the Dynamics 365 Sales account and contact for the same email.

**Step 1: Read the customer from 2Checkout**

Call `2checkout-get-customer` with `email` set to `{email}`. If it returns no rows, report that the customer does not exist in 2Checkout and stop. If it returns more than one, list them (customer-reference, company, email) and stop.

**Step 2: Find the contact and account in Dynamics 365 Sales**

Call `dynamics-365-sales-get-contacts` with `email` set to the same value. Then call `dynamics-365-sales-get-accounts` with `email` set to the same value; if that finds nothing and the 2Checkout `company` is not empty, call it again with `account-name.contains` set to the company. Use the contact's `parent-customer` to confirm the account when both exist.

**Step 3: Compare and report**

Report a table of field, 2Checkout value, Dynamics 365 value, status (match, differs, missing): name (first-name and last-name against full-name), company against account-name, city, country-code against country, phone where both have one. State clearly one of: in both, in 2Checkout only, in Dynamics 365 only.

**Rules & Guidelines:**

* `2checkout-*` tools are on the 2checkout server; `dynamics-365-sales-*` tools are on the Dynamics 365 Sales server. Both servers must be connected.
* This prompt is read-only. Do NOT call any create, update, add, delete or other write tool on either server, including `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-task`, `2checkout-customer-add` and `2checkout-subscription-update`.
* Compare emails case-insensitively and ignore surrounding spaces.

**Validation:**

* If Dynamics 365 returns no contact and no account, report the customer as missing from the CRM and continue to the report.
* Country may be a code on one side and a name on the other; treat an ISO code and its matching name as a match.

Who it's for

One answer, three teams that use it

Account executives

Find the account behind a billing customer

Get the Dynamics 365 Sales contact and account for a 2Checkout customer in one ask.

Which Dynamics 365 Sales account is the 2Checkout customer tom@fabrikam.com under?

Sales operations

Fix details that differ

See which of name, company, city, country and phone disagree.

Compare sam@contoso.com in 2Checkout and Dynamics 365 Sales and list the differences.

Customer success managers

Spot customers missing from the CRM

Learn when a paying customer is in billing only, so they can be added.

Is the 2Checkout customer lena@tailspintoys.com in Dynamics 365 Sales at all?

How it works

What PopdockAI does when you ask

You give an email and your AI assistant finds the customer in both systems and compares the details. It states whether the customer exists in both or one only.

01

Ask

You give the customer email address.

Your AI tool

02

Read

It finds the customer in 2Checkout and stops if there are none or several.

2checkout-get-customer

03

Find

It looks for the Dynamics 365 Sales contact and account by email, then by company name.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-accounts

04

Compare

It shows each field as match, differs or missing and states where the customer exists.

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-customer

Returns 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

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
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

Know if a customer is in the CRM, and what differs

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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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