The GoProposal & Xavier Integration isn’t just about connecting two platforms, it’s about creating an indisputable method for pricing your services, backed by data, so that anyone on your team can confidently do it.
You can learn more about how the integration works here.
Connecting Xavier and GoProposal is simple. Here's how to do it..
Step 1. Generate your Xavier API key for GoProposal
To get started you'll need to generate an API token in Xavier which you will copy and paste into GoProposal in Step 2.
To do this login to Xavier, and go to Your Settings > API.
Name your API token e.g. GoProposal and hit create..
.. and copy the token to your clipboard.
Please store this somewhere safe and protect it as you would a password. This is the only place you will ever see it.
Step 2. Connecting Xavier to GoProposal
Explainer video - From start to finish
Step by step setup
In your GoProposal app, go to Settings > Integrations > Xavier..
.. and paste your Xavier API Token into the field.
Great.. you're connected!
Next, you can decide whether you want to average the Xavier activity data over 3 months or 12 months
You can set different time periods for different proposal templates, as it’s possible for new clients you may want to average out accounts data from the past 12 months.
In the case of a Quarterly Bookkeeping Review, you'd only want to average data over the past 3 months..
👆 Use the crosses to move proposal templates from one time period to another.
Step 3. Mirror your line items with activity metrics
The next step is defining which activity metrics in Xavier you would like to use for your services in GoProposal.
Head to Configure > Line Items..
.. and hit edit line next to a service you want to use Xavier metrics to inform.
From the popup move over to the Integrations tab and toggle Xavier Analytics on for that service..
.. and then head back to the Pricing tab and scroll down to Xavier Analytics
You can choose which metric to use from the dropdown..
.. and where you choose 'don't use global activity metric' then no metrics will be used for this service.
Applying metrics to calculations
You can use Xavier data to help you with calculations you have added in to your line items, as well as your foundational pricing method.
Now follow this process for any other line items where data driven pricing will be useful for you.
For example, with your raising and sending invoices line item, grabbing the total monthly sales invoices recorded in Xavier would be useful..
Step 4. Seeing it in action
Once you've followed the process in Step 2 for all of the line items you need, create a proposal and click the data driven pricing button within your basic information..
.. and search for the client you are producing a proposal for.
You'll see Xavier metrics as you fill out your clients basic information.
And as you create your proposal, you will see the activity metrics you set up in Step 2 by each of the services..
So it will just be a case of running through the proposal as normal, and having even more insight into the numbers behind the scope you are selecting.
This will mean the pricing is even more clear and transparent to you, your team, and most importantly your clients.
Welcome to data driven pricing 🚀