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Reconcile Shopify B2B companies with Rillet customers
Report
Cross-Connector

Match Shopify B2B companies to Rillet customers, rule by rule

For finance teams who want B2B companies in Shopify and customers in Rillet matched and the gaps found, by asking their AI assistant.

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Reconcile Shopify B2B companies with Rillet customers
Reconcile our Shopify B2B companies with customers in Rillet.
120 Shopify companies checked against 134 Rillet customers. - Matched: 98, most by exact name - Probable: 9, such as Contoso Ltd and Contoso Limited, to confirm - Shopify only: 13 companies - Rillet only: 27 customers Tip: set the Shopify external ID so future runs match exactly. Want the lists?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
shopify-get-company-contact
rillet-get-customers
rillet-get-customer-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Shopify

Shopify
Run it on your own Shopify data.

Connect Shopify, pick your AI tool and paste the prompt.

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The problem

Working out which B2B company is which across two systems

B2B buyers in Shopify and customers in Rillet drift apart as names are spelled differently, legal suffixes come and go and contact emails change. Working out which company is which, and which exist in only one system, takes a long side by side comparison.

Without PopdockAI

  • Export Shopify B2B companies and Rillet customers
  • Compare names with and without legal suffixes
  • Check contact emails for the hard cases
  • Guess at the ones that almost match

With PopdockAI

  • Matching runs by external ID, exact name, name without suffix, then email
  • Ambiguous companies are listed with every candidate
  • Matched, probable and one-sided lists are kept apart
  • Probable matches are marked for a person, 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:** Match every Shopify B2B company (or only `{company-name}` if given) to a Rillet customer and report which companies exist in only one system and which disagree on name or contact email.

**Step 1: Read the Shopify companies**

Call `shopify-get-company`, filtered by name.contains `{company-name}` if given. Note company-id, name, external-id, orders-count and total-spent. Then call `shopify-get-company-contact` for each company-id and note customer-email and is-main-contact.

**Step 2: Read the Rillet customers**

Call `rillet-get-customers` and `rillet-get-customer-emails`. Neither takes filters. Note customer-id, name, invoicing-name, and each customer's emails.

**Step 3: Match, in this order**

1. Shopify external-id equals a Rillet customer-id: exact match.
2. Shopify name equals Rillet name or invoicing-name, ignoring case and punctuation: exact match.
3. Names equal after dropping legal suffixes (Inc, LLC, Ltd, Corp, Co): probable match.
4. A Shopify contact email equals a Rillet customer email: probable match.

Stop at the first rule that matches. If a rule matches more than one Rillet customer, list the company as ambiguous with all candidates.

**Step 4: Report**

A summary line, then these tables:

1. Matched: Shopify name, Rillet name, rule used.
2. Probable: same, plus what differs. Say these need a person to confirm.
3. In Shopify only: name, orders-count, total-spent, main contact email.
4. In Rillet only: name, customer-id, emails. Include these only when no `{company-name}` was given. Many Rillet customers never buy through Shopify, so say this list is for information.
5. Email disagreements: matched companies whose Shopify main contact email is not among the Rillet customer's emails.

Recommend setting the Shopify external-id to the Rillet customer-id for every probable match, so future runs match exactly.

**Rules & Guidelines:**

* `shopify-get-company` and `shopify-get-company-contact` are on the shopify server. `rillet-get-customers` and `rillet-get-customer-emails` are on the rillet server.
* This prompt is read-only. Do not call `rillet-add-customer`, `rillet-update-customer`, `shopify-update-company` or `shopify-update-company-contact`. Shopify has no street address or zip for a company, which `rillet-add-customer` requires, so creating the missing customers is not something to attempt from here.

**Validation:**

* If Shopify returns no companies, say the store has no B2B companies and stop.
* If Rillet returns no customers, report every company as in Shopify only.

Who it's for

One answer, three teams that use it

Accounts receivable

Know which customer each company bills to

Matched and probable lists show where B2B orders should land in Rillet.

Reconcile all Shopify B2B companies with Rillet customers and show the probable matches.

Finance operations

Find companies in only one system

Shopify only and Rillet only lists show the accounts that still need setting up or tidying.

Which Shopify B2B companies have no customer in Rillet, and which Rillet customers have no Shopify company?

Master data analysts

Fix the data that blocks exact matches

Email disagreements and missing external IDs are called out, so future runs match without a person checking.

Check how Contoso Ltd in Shopify matches to Rillet and whether its contact emails agree.

How it works

What PopdockAI does when you ask

You can name one company or check them all, and your AI assistant matches Shopify B2B companies to Rillet customers rule by rule. It only reads and suggests setting the external ID for exact matches later.

01

Ask

You optionally name one company.

Your AI tool

02

Read

It reads Shopify B2B companies with contacts and Rillet customers with emails.

shopify-get-company
shopify-get-company-contact
rillet-get-customers
rillet-get-customer-emails

03

Match

It matches by external ID, exact name, name without suffixes, then email.

No items found.

04

Report

You get matched, probable, Shopify only and Rillet only lists.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

shopify-get-company

Returns Shopify B2B companies with their order count and total spent. Filter by name, company id, external id, customer since date, order count and total spent.
get-data

shopify-get-company-contact

Returns the contacts of Shopify B2B companies. Filter by company, contact name, email, job title and whether they are the main contact.
get-data

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
Read only.Nothing in Shopify 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

B2B accounts lined up between store and ledger

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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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