🎉 Beta Feature: This feature is a beta feature available to subscribers. See our 'Beta Features' article to learn how to turn beta features on & off.
If you have any feedback on this beta feature, please reach out to support@fathomhq.com.
Bulk import from cloud-based systems
You can import multiple companies in the same import session when importing from Xero, QuickBooks Online, and Sage Business Cloud Accounting. Only financials are imported in bulk. Budgets must be imported individually.
👀 Insider Info: Bulk import is currently not available for MYOB Account Right Live companies, but it will be available soon!
Bulk import is part of the regular import process for cloud-sourced accounting systems and can be accessed by going through the ‘Add a company’ workflow from the My Companies page.
📝 Note: Due to QuickBooks’ security protocols, you may only select to connect one company from QuickBooks at a time. You can still connect multiple companies during the same import session, but you must select each one individually to add it to the list of companies for import.
For more information about importing from each source accounting system, please see the import article for that source:
If a company has the same name as an already imported company but a different source accounting system, it will successfully import into Fathom. The second company name will automatically have a numeric suffix added to it.
For example, if a QuickBooks company with the name Vanderlay exists in your Fathom organisation, you can import a company with the same name from a different source system, like Xero. The second company will be named Vanderlay (1).
💡Smart Tip: Fathom's Portfolio plan enables you to import multiple companies into your Fathom organisation at a lower price point. You can learn about the differences between the Fathom Pro and Portfolio plans from our 'Fathom Pro v Portfolio' article.
Non-cloud sourced companies
Companies sourced from QuickBooks Desktop, MYOB AccountRight, and Sage 50 Accounts cannot be imported in bulk. You can import financials for multiple Excel-based companies via the Fathom Desktop Connector.
Non-cloud sourced companies must be imported onto a Fathom Pro plan. They cannot be imported onto a Portfolio plan.
For more information about importing from each source accounting system, please see the import article for that source:
Who can import companies?
Admin-level and Advisor/Editor users can import companies into Fathom.
👀 Insider Info: We'll be adding 'Add a company' as an Advanced User Permission soon. This will allow you to limit which non-Admin users have the ability to import companies.
Data security and privacy
We take the stewardship of your and your clients' data seriously. All data imported into your Fathom account, regardless of import method or subscription plan, is subject to our security and privacy policies. You can also read our terms of service.
Learn more