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Shopify

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Reconcile Shopify orders with Dynamics GP
Report
Cross-Connector

Find Shopify orders that never made it into Dynamics GP

For finance teams who want every Shopify order checked against a Dynamics GP sales document, by asking their AI assistant.

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Reconcile Shopify orders with Dynamics GP
Reconcile the last 14 days of Shopify orders with Dynamics GP.
388 orders checked, and 7 need attention. - Missing from GP: 4 orders, including #1042 - Total mismatch: #1047, 482.40 in Shopify, 470.40 in GP - Tax mismatch: 2 orders - Clean matches: 381, with 6 canceled orders skipped Want the list of missing orders?
Shopify
Sample figures. Your results come from your own account.
shopify-get-order
microsoft-dynamics-gp-get-rm-sales-trx

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

Orders that never reached GP go unbilled

Every Shopify order should end up as a sales document in Dynamics GP, but checking means looking up each order name in the customer PO field and comparing totals. Orders that never made it across go unbilled until a customer complains.

Without PopdockAI

  • Export Shopify orders for the window
  • Search GP by customer PO, in several formats
  • Compare totals and tax by hand
  • Find unbilled orders when a customer complains

With PopdockAI

  • Shopify orders are read with canceled ones set aside
  • Each is looked up by customer PO, retrying other formats
  • The invoice is preferred when several documents match
  • Missing orders and total or tax mismatches are listed, read-only

The prompt

Use this prompt

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

Prompt
**Objective:** For Shopify orders created in the last `{lookback-days}` days (default 7), find the matching Dynamics GP Sales Order Processing document and report orders that are missing from GP or whose totals disagree.

**Step 1: Read the Shopify orders**

Call `shopify-get-order` (Shopify server) with `created-at.from` = today minus `{lookback-days}` days and `max-records` = 250. Skip orders with a `cancelled-at` value and list them separately. Keep `name`, `order-number`, `email`, `total-price`, `total-tax`, `financial-status` and `created-at`.

**Step 2: Find each order in Dynamics GP**

The Shopify order `name` (for example #1001) is carried into GP as the `customer-po-number`. For each order call `dynamics-gp-get-rm-sales-trx` (Dynamics GP server) with `customer-po-number` = the order `name`, passing `company` = `{gp-company}` when it is given. If nothing comes back, retry once with the `name` without its leading # and once with the plain `order-number`, and note which form matched.

If several GP documents match (for example an order and the invoice it became), prefer the invoice, and list the others.

If none match, report the order as in Shopify and missing from GP, and continue.

**Step 3: Report**

1. Missing from GP: order name, date, customer email, total.
2. Total mismatches: order name, Shopify total, GP `document-amount`, Shopify tax, GP `tax-amount`, difference, GP `sop-number` and `sop-type`.
3. A one-line count of orders that matched cleanly, and the list of cancelled orders skipped.

**Rules & Guidelines:**

* `shopify-get-order` is on the Shopify server; `dynamics-gp-get-rm-sales-trx` is on the Dynamics GP server.
* This is read-only. Do NOT call `dynamics-gp-rm-sales-trx-add`, `dynamics-gp-rm-sales-line-item-add` or `shopify-update-order`. To post a missing order, the user can run the post-shopify-order-to-gp prompt.

**Validation:**

* If Shopify returns no orders, say so and stop.
* Treat a difference of less than 0.01 as a match.

Who it's for

One answer, three teams that use it

Billing clerks

Bill every order that shipped

Orders missing from GP are listed so they can be entered and billed before anyone notices.

Which Shopify orders from the last 7 days are missing from Dynamics GP?

Operations managers

Check the order flow is complete

A count of clean matches beside the exceptions shows whether the integration is keeping up.

Reconcile last month's Shopify orders with Dynamics GP and give me the counts.

Accountants

Catch total and tax differences

Orders entered with a different total or tax are flagged, so the ledger matches what customers paid.

List Shopify orders from the last 30 days whose GP total or tax does not match.

How it works

What PopdockAI does when you ask

You set a lookback window, and your AI assistant looks up every Shopify order in Dynamics GP. It only reads and counts differences under one cent as a match.

01

Ask

You set a lookback window.

Your AI tool

02

Read

It reads Shopify orders and sets canceled ones aside.

shopify-get-order

03

Match

It looks each one up in Dynamics GP by customer PO, retrying other formats.

microsoft-dynamics-gp-get-rm-sales-trx

04

Report

You get missing orders, total and tax mismatches and clean matches.

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-order

Returns Shopify orders with their financial status, fulfillment status and total. Filter by order number or name, customer, email, financial status, fulfillment status, created date and total price.
get-data

microsoft-dynamics-gp-get-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
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

No Shopify order left unbilled

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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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