Onboarding with the order in view
Open a new customer's onboarding knowing exactly what they ordered and what has shipped.
Go Fig + Epicor
Go Fig reads your Epicor orders, shipments, and invoices so you can onboard a new customer with their order in view.
Key facts
What you can do with Epicor in Go Fig
Once a deal closes, the order moves into Epicor, and the account can go quiet for you. Go Fig brings sales orders, shipments, and invoices in next to your deals. You can check a closed deal against its order and see whether it shipped before you check in. Go Fig only reads from Epicor and never changes anything.
Closed deal against its order
Check that the sales order and invoice in Epicor match the deal you closed.
Paid up before the renewal call
See whether a customer's invoices are paid before you get on a call about reordering or renewing.
What Go Fig reads from Epicor
How to connect Epicor
Create a service account in Epicor
Your Epicor admin creates a user just for Go Fig, kept separate from people's logins, with read access to the data you want Go Fig to see.
Generate an API key
In Epicor, generate an API key for that service account. Go Fig needs the key together with the service account's username and password.
Enter the details in Go Fig
Add the API key, username, and password to the Epicor connection in Go Fig. Go Fig brings in past records on the first connection, then keeps them current.
Set how often it updates
It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Questions about Go Fig + Epicor
Can I see a customer's order while I onboard them?
Yes. Sales orders, shipments, and invoices come in from Epicor, so you can ask Celeste, Go Fig's AI analyst, what a customer ordered and what has shipped.
Will Go Fig change anything in Epicor?
No. The connection is read only. Go Fig never creates or edits an order, a job, or an invoice.
What do we need to connect Epicor?
An API key and a service account username and password. A service account is a login made for Go Fig rather than a person, so it is easy to track and turn off.
How often does the Epicor data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our Epicor data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Ready to connect Epicor?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.