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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.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
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.
**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.
02
Look up
It tries every email on file for up to 200 active customers in Constant Contact.
03
Compare
It compares company, name, phone, city and state on matched pairs.
04
Report
You get four gap tables, with nothing changed.
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.
microsoft-dynamics-gp-get-rm-customer
constant-contact-get-contact
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
A complete gap list with clear rules
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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