Connectors

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Teamwork.com

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Reconcile Teamwork.com clients with Dynamics 365 Business Central customers
Report
Cross-Connector

Make sure every Teamwork.com client has a customer to bill

For finance and delivery leads who want Teamwork.com client companies matched to Dynamics 365 Business Central customers by their AI assistant.

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Reconcile Teamwork.com clients with Dynamics 365 Business Central customers
Do all our Teamwork.com clients have a customer in Business Central?
62 Teamwork.com clients match a Business Central customer. - Blocked: Fabrikam is blocked but still has 2 active projects - Teamwork.com only: 4 clients, including Contoso Labs - Business Central only with balance: 3 customers - Possible: Northwind Traders Ltd and Northwind Trading, different city Want the Teamwork.com-only clients listed?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-companies

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Clients with projects but no customer to bill

Teamwork.com companies and Dynamics 365 Business Central customers share no common ID, so clients with no customer to bill, or blocked customers with live projects, go unnoticed until invoicing. Comparing names by hand is thrown off by punctuation and legal suffixes.

Without PopdockAI

  • Export companies from Teamwork.com and customers from Business Central
  • Match names despite punctuation and Inc or Ltd
  • Check which matched customers are blocked
  • Find the gap at invoice time

With PopdockAI

  • Names are matched ignoring case, punctuation and legal suffixes
  • City and country break ties, and true ties are never guessed
  • Blocked customers with projects are flagged
  • Near matches are shown with a reason, and nothing is created or edited

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 Teamwork client company to a Business Central customer in company `{company}` (default: the default company), optionally limited to names containing `{name-contains}`, and report the ones that exist on only one side.

**Step 1: Read the Teamwork companies**

Call `teamwork-get-companies` (Teamwork server). If `{name-contains}` is given, pass it as `name.contains`. Keep `company-id`, `name`, `status`, `city`, `country-code` and `project-count` for each company. Skip the owner company, which is the one the Teamwork site itself belongs to.

**Step 2: Read the Business Central customers**

Call `business-central-get-customer` (Business Central server) with `company` set to `{company}` when given, and `name.contains` set to `{name-contains}` when given. Keep `customer-number`, `name`, `blocked`, `city`, `country-code` and `balance-due`.

**Step 3: Match by name**

The two systems share no id, so match on the company name. Treat names as equal when they match after ignoring case, punctuation and legal suffixes (Inc, Ltd, LLC, GmbH, Corp, Co). When one Teamwork company matches several customers, use city and country to choose between them. If they still tie, list the candidates and do not pick one.

**Step 4: Report**

Produce three tables:

1. **Matched:** Teamwork name, Teamwork company-id, BC customer-number, BC name, BC blocked, BC balance-due. Flag rows where the customer is blocked in Business Central but the company has projects in Teamwork.
2. **In Teamwork only:** name, company-id, project-count. These are clients doing project work with no customer to bill.
3. **In Business Central only:** customer-number, name, balance-due. Leave out customers with zero balance-due unless there are fewer than 20 rows in total.

End with the counts for each table.

**Rules & Guidelines:**

* `teamwork-get-companies` is on the Teamwork server. `business-central-get-customer` is on the Business Central server.
* This prompt is read-only. Do NOT call `business-central-create-customer`, `business-central-update-customer`, `teamwork-create-company` or `teamwork-update-company`, even to fix a gap you find. Report the gap instead.
* Show near-matches as possible matches with the reason, never as confirmed matches.

**Validation:**

* If either tool returns nothing, say which system returned nothing and stop. Do not report every record on the other side as missing.
* If a tool fails because its server is not connected, say which server is missing. This prompt needs both.

Who it's for

One answer, three teams that use it

Billing teams

Find clients you cannot invoice

See which Teamwork.com clients have no Business Central customer before the next billing run.

Which Teamwork.com clients have no matching customer in Business Central?

Credit controllers

Spot blocked customers with live projects

Blocked accounts that still have active projects are flagged, so you can decide whether work should carry on.

Are any blocked Business Central customers still doing project work in Teamwork.com?

Finance operations

Keep customer records lined up

Get matches, gaps and possible matches with reasons, ready for a clean up of both lists.

Reconcile Teamwork.com companies starting with Contoso against Business Central customers.

How it works

What PopdockAI does when you ask

You can narrow it by name, and your AI assistant compares Teamwork.com clients with Business Central customers. It only reports, so no customer or company is changed.

01

Ask

You optionally narrow by name.

Your AI tool

02

Read

It reads Teamwork.com companies and Business Central customers.

teamwork-com-get-companies

03

Match

It matches names ignoring case, punctuation and legal suffixes, using city and country for ties.

No items found.

04

Report

You get matches, gaps, blocked customers and possible matches.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
Read only.Nothing in Teamwork.com 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

Every client doing project work has a customer to bill

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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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