Connectors

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Microsoft Dynamics GP

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Reconcile Dynamics GP customers with Constant Contact contacts
Report
Cross-Connector

Get a complete gap list between your ERP and email audience

For data and marketing teams who want Dynamics GP customers compared field by field with Constant Contact contacts, by asking their AI assistant.

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Reconcile Dynamics GP customers with Constant Contact contacts
Reconcile our Dynamics GP customers with Constant Contact and show what differs.
I checked 200 active customers, and 47 have a gap. - No email in Dynamics GP: 9 - Not in Constant Contact: 21 - Unsubscribed: 6, such as Fabrikam with a 4,200 balance - Details differ: 11, such as a new phone for Contoso The result was capped at 200 customers. Want the four tables?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-rm-customer
constant-contact-get-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

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The problem

ERP and email records drift apart unnoticed

Over time Dynamics GP and Constant Contact drift apart: missing emails, customers never added, unsubscribes, and names or phones that no longer match. Checking every customer means splitting GP's email field and comparing record by record.

Without PopdockAI

  • Split the multi-address email field in Dynamics GP
  • Search Constant Contact for every address
  • Compare company, name, phone and city by hand
  • Argue over which system holds the right value

With PopdockAI

  • Every email on file is tried in Constant Contact
  • Matched pairs are compared ignoring case, punctuation and spacing
  • Four gap tables cover missing, not in Constant Contact, unsubscribed and different
  • Clear rules say which side wins, and nothing is 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:** Check which active Dynamics GP customers exist as Constant Contact contacts, matched by email address, and report every gap and mismatch. Limit the customers to class `{customer-class}` and salesperson `{salesperson-id}` when they are given, and use GP company `{company}` (empty means the default company).

**Step 1: Read the customers from Dynamics GP**

Call `dynamics-gp-get-rm-customer` with inactive false, company `{company}`, and customer-class and salesperson-id when given. Use max-records 200. If more than 200 come back, say the result was capped and suggest narrowing by class or salesperson.

**Step 2: Look each customer up in Constant Contact**

main-email-address can hold several addresses separated by semicolons or commas. Split it and trim each one. For each address call `constant-contact-get-contact` with email-address set to it; compare case-insensitively. A customer is matched when any of its addresses matches a contact.

**Step 3: Compare the matched pairs**

For each matched pair, compare GP customer-name with company-name, GP contact-person with first-name plus last-name, GP phone-1 with phone-number (digits only), and GP city and state with city and state. Flag a contact whose permission-to-send is unsubscribed.

**Step 4: Report**

Four tables:

1. **No email in GP:** customer-id, customer-name, contact-person
2. **In GP, not in Constant Contact:** customer-id, customer-name, main-email-address
3. **Unsubscribed in Constant Contact:** customer-id, customer-name, email, customer-balance
4. **Details differ:** customer-id, email, field, GP value, Constant Contact value

End with counts for each table and the total customers checked.

**Rules & Guidelines:**

* Tools whose names start with dynamics-gp are on the dynamics-gp server; tools whose names start with constant-contact are on the constant-contact server.
* Dynamics GP is the source of truth for the customer's name and address; Constant Contact is the source of truth for email permission.
* This prompt is read-only. Do NOT call `constant-contact-add-contact`, `constant-contact-update-contact`, `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-address-email` or any other write tool on either server. To fix the gaps, suggest the sync-customers-to-contact-list prompt.

**Validation:**

* Treat differences in case, punctuation and whitespace as matches, not mismatches.
* If no customers come back from GP, say which filters were used and stop.

Who it's for

One answer, three teams that use it

Data analysts

Measure data quality across systems

Four gap tables show exactly where the ERP and email platform disagree, ready to fix or report on.

Reconcile Dynamics GP customers in class RETAIL with Constant Contact and show the gaps.

Email marketers

Find customers you cannot email

Customers with no email or not in Constant Contact are listed, so you can close the gap before a campaign.

Which of our Dynamics GP customers are not in Constant Contact at all?

Credit controllers

See unsubscribed customers who owe money

Unsubscribed customers come with their balance, so you know who needs a direct contact for statements.

Which Dynamics GP customers have unsubscribed in Constant Contact, and what are their balances?

How it works

What PopdockAI does when you ask

You optionally name a class or salesperson, and your AI assistant compares up to 200 Dynamics GP customers with Constant Contact. It reports the gaps and changes nothing.

01

Ask

You optionally name a customer class or salesperson.

Your AI tool

02

Look up

It tries every email on file for up to 200 active customers in Constant Contact.

microsoft-dynamics-gp-get-rm-customer
constant-contact-get-contact

03

Compare

It compares company, name, phone, city and state on matched pairs.

No items found.

04

Report

You get four gap tables, with nothing changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
Read only.Nothing in Microsoft Dynamics GP 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

A complete gap list with clear rules

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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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