Jobs and work in progress
See open jobs, their operations, and the value sitting in work in progress, without running a report inside Epicor for each one.
Go Fig + Epicor
Go Fig reads Epicor so jobs, work in progress, inventory, orders, and the general ledger sit beside the rest of the business in dashboards and reports.
Key facts
What you can do with Epicor in Go Fig
Epicor runs the shop floor and the books behind it: jobs, parts, purchase orders, sales orders, shipments, and the general ledger. The questions leadership asks cut across all of it, like how open jobs are tracking, what is tied up in work in progress, and who owes you what. Go Fig brings Epicor into one private home with your CRM and other systems, so those answers come from one place, in dashboards, scheduled reports, or a question to Celeste, Go Fig's AI analyst. Go Fig only reads from Epicor and never changes anything.
What you are owed and what you owe
Receivables and payables aging land in a scheduled report beside the general ledger and your sales numbers.
From won deal to shipment
Follow a deal closed in your CRM to its sales order, shipment, and invoice in Epicor, so nothing stalls between sales and the shop floor.
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
What can leadership report on from Epicor?
Jobs, work in progress, inventory, orders, shipments, aging, and the general ledger, beside your CRM and other systems. You can also 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.