Check payment before a renewal
See whether a customer has paid before you reach out about a renewal, so you never pitch more while a payment problem is still open.
Go Fig + Square
Go Fig reads Square so you can see a customer's payments, orders, and refunds before a renewal or onboarding call.
Key facts
What you can do with Square in Go Fig
If your customers pay you through Square, their payment history tells you how the account is going. A solutions engineer connects Square with you during setup. You sign in with your Square account and Go Fig reads it, never changing anything. Your brief can then show whether a customer has paid, and any refunds or disputes, before you reach out about a renewal.
Spot refunds and disputes
Refunds and disputes on an account show up in your brief, so you can address them before they come up on the call.
Confirm the first payment at onboarding
After a deal closes, check that the first payment came through before your kickoff call.
What Go Fig reads from Square
How to connect Square
Book setup with a solutions engineer
Square is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you or whoever owns your Square account.
Sign in with Square
Sign in with the Square account that owns the locations you use (OAuth) and approve read-only access. If your company has more than one Square account, each one signs in on its own.
Pick the locations that matter
Square accounts often include old or closed locations. Decide with your solutions engineer which ones hold the customers your team sells to.
Check it in Go Fig
Go Fig brings in past records on the first connection, then keeps them current. Look up a customer you know and confirm their recent payments are there.
Questions about Go Fig + Square
What does Square add for a sales rep?
It shows whether a customer has paid, what they bought, and whether anything was refunded or disputed. That is the context you want before a renewal or an onboarding call.
Can Go Fig move money or change anything in Square?
No. Go Fig only reads Square. Anything Go Fig drafts for you, such as a check-in about a refund, waits for your OK in your Feed.
Can I set this up myself?
Not yet. A solutions engineer connects Square with you during setup. Schedule a demo to get started.
How often does Square 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 my Square data stored?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data. Everyone on your team sees only what their role allows.
Ready to connect Square?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.