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Compare a Chargebee customer with their Dynamics GP record
For finance teams who want customer records to agree, just by asking their AI assistant about a customer.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
The problem
The same customer, two records that disagree
Comparing a customer in Chargebee with the same customer in Dynamics GP is done by hand, so contact details, balances and holds drift apart. The systems use different ids and spellings, so finding the match is part of the job.
Without PopdockAI
- Find the customer in Chargebee
- Search GP by name, then by id
- Compare contact details, terms and balances by eye
- Miss a hold or inactive flag in GP
With PopdockAI
- The Chargebee customer is found, with a list if several match
- The GP customer is found by name or id, checked by email
- Subscriptions and open invoices are read
- Every difference is listed with the side that looks wrong
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the Dynamics GP customer that corresponds to the Chargebee customer matching `{customer-search}` and compare what each system says about them. Use `{gp-company}` as the GP company when given (default: the GP default company).
**Step 1: Find the customer in Chargebee**
Call `chargebee-get-customer` (chargebee server). If `{customer-search}` contains an @ use the `email` filter, otherwise try `id`, then `company.contains`. If more than one customer matches, list them (id, company, email) and stop.
**Step 2: Find the customer in Dynamics GP**
Call `dynamics-gp-get-rm-customer` (dynamics-gp server). Carry the Chargebee `company` across as `customer-name.contains`. If that finds nothing, retry with the Chargebee `id` as `customer-id`, which is often used as the GP customer number. If several GP customers match, list them and pick none unless `main-email-address` equals the Chargebee `email`.
**Step 3: Pull the billing side**
Call `chargebee-get-subscription` with the Chargebee `id` as `customer-id`, and `chargebee-get-invoice` with the same `customer-id` and `amount-due.min` set to 0.01 to find open invoices.
**Step 4: Report**
A side by side table: name, email, phone, payment terms (Chargebee net-term-days against GP payment-terms-id), Chargebee unbilled-charges and open amount-due against GP customer-balance, GP credit-limit-amount, and GP hold and inactive flags. Then list every difference and state which system looks wrong.
**Rules & Guidelines:**
* `chargebee-get-customer`, `chargebee-get-subscription` and `chargebee-get-invoice` are on the chargebee server. `dynamics-gp-get-rm-customer` is on the dynamics-gp server.
* Read only. Do not call any dynamics-gp tool that adds, updates or notes a record.
**Validation:**
* If the customer is in Chargebee but not in GP, say so plainly and still report the Chargebee side.
* If the customer is in GP but has no Chargebee match, say so; do not guess.
* Chargebee amounts may be in a different currency from GP; compare only when the currencies agree and otherwise show both without netting.Who it's for
One answer, three teams that use it
AR accountants
Fix customer details at the source
Each difference says which system looks wrong, so you correct the right record.
Compare Chargebee customer Contoso with their Dynamics GP record.
Credit controllers
See holds next to live subscriptions
GP hold and inactive flags sit beside Chargebee subscriptions and balances.
Is Fabrikam on hold in Dynamics GP while their Chargebee subscription is still active?
Billing specialists
Check terms and credit limits
Payment terms and credit limit are compared, so billing and the ledger treat the customer the same way.
Do payment terms and credit limit for ap@northwindtraders.com agree in Chargebee and GP?
How it works
What PopdockAI does when you ask
You give an email, id or company name and your AI assistant sets the Chargebee and Dynamics GP records side by side. It calls no GP write tools.
01
Ask
You give an email, customer id or company name.
02
Find
It finds the Chargebee customer and the matching Dynamics GP customer.
03
Gather
It reads the Chargebee subscriptions and open invoices.
04
Report
You get a side by side table, every difference and which system looks wrong.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chargebee and one secure connection to your AI tool. No code, no exports.
chargebee-get-customer
microsoft-dynamics-gp-get-rm-customer
chargebee-get-subscription
chargebee-get-invoice
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
Know which side to correct
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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