Check payment before a renewal
See whether a customer has paid before you reach out about a renewal, so you never pitch more while an invoice is overdue.
Go Fig + Xero
Go Fig reads Xero so you can see whether a customer has paid and what they were invoiced before a renewal or onboarding call.
Key facts
What you can do with Xero in Go Fig
Xero holds what each customer was invoiced and what they paid. That rarely makes it into the CRM, and it is exactly what you want to know before a renewal. A solutions engineer connects Xero with you during setup. Go Fig reads it and never changes anything. Your brief can then show a customer's open invoices and check a closed deal against what was invoiced.
Match the deal to the invoice
Check a closed deal against what was invoiced, so a billing mismatch gets fixed before the customer notices.
Confirm the first invoice at onboarding
After a deal closes, see that the first invoice went out and whether it has been paid before your kickoff call.
What Go Fig reads from Xero
How to connect Xero
Book setup with a solutions engineer
Xero is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you and whoever administers your Xero organization.
Grant read-only access
Your solutions engineer sets up access with your Xero admin. Access is read only (Go Fig can look but never change anything). If your company runs more than one Xero organization, pick the ones that hold your customers.
Pick what Go Fig reads
Decide with your solutions engineer which records matter for your accounts, such as invoices, payments, and credit notes.
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 invoices and payments match Xero.
Questions about Go Fig + Xero
What does Xero add for a sales rep?
It shows whether a customer has paid and what they were invoiced. That is the context you want before a renewal, an upsell, or an onboarding call.
Can Go Fig change anything in Xero?
No. Go Fig only reads Xero. Anything Go Fig drafts for you, such as a note about an open invoice, waits for your OK in your Feed.
Does our bookkeeper need to change how they use Xero?
No. Xero stays exactly as it is. Go Fig only reads it.
Can I set this up myself?
Not yet. A solutions engineer connects Xero with you during setup. Schedule a demo to get started.
Who on my team can see Xero data?
Everyone on your team sees only what their role allows.
Ready to connect Xero?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.