Add a company to Fathom from MYOB Desktop

To import data from MYOB Desktop, you will need to download and install the Fathom Desktop Connector. After installation, you can upload data from your MYOB files into Fathom.

You can import a maximum of 3000 accounts and 96 months (8 years) of financial data into Fathom, though we recommend importing up to 60 months (5 years) for best performance.

📝 Note: MYOB Desktop companies will be automatically imported onto a Fathom Pro plan and cannot be downgraded to a Portfolio plan. MYOB Desktop companies can access Fathom Pro features, like the Analysis tools, Reports, Forecast, and Insights Dashboard.

Which versions of MYOB Desktop does Fathom integrate with?

The Fathom Desktop Connector will work with the three most recent versions of MYOB Desktop (AU & NZ). We suggest using Excel to import your data when we do not integrate directly.

Install the Fathom Desktop Connector

Download and install the Desktop Connector to import data from a MYOB file (.myo or .myox). After installation, you can extract and upload data from your MYOB files. For system requirements and other information, please see our article on the Fathom Desktop Connector.

To install the Fathom Desktop Connector:

From My Companies page in Fathom, select the green Add button in the upper right corner.
Choose Company
Then, select MYOB and Continue
Choose Desktop Connector and Next
Download the Connector

Note: For more information about the Connector, see our 'Using the Fathom Desktop Connector' article.
Open the Fathom Desktop Connector to launch it.

❗Notice: The Desktop Connector must be on the same machine as the MYOB Desktop file.
The Desktop Connector will ask you to enter your Fathom credentials.
Once you’ve entered your Fathom credentials, select the Fathom organisation you want to import to if you can access multiple Fathom organisations.
You’re now ready to import your MYOB Desktop file into Fathom.

⚠️ Error Alert: Is the Fathom Desktop Connector not working? Please see our Desktop Connector issues article.

Connect Fathom to your Desktop file

After launching the Desktop Connector, follow these steps to import your company data into Fathom:

Start MYOB Desktop and open your company file.
Ensure it is the only company file open in MYOB Desktop.
Within the Fathom Desktop Connector, click Add Files to select your MYOB Desktop file (.myo or .myox). This should be the same file you opened in MYOB.
You should see your MYOB file listed in the Fathom Desktop Connector. Select Upload to Fathom.

The connector will securely extract the financial statement data for all periods within the MYOB file. This includes data for the prior, current, and future financial years.

After the file is uploaded to Fathom, you’ll be prompted with a message that will take you to your ‘My Companies’ page in Fathom. You should see the company listed on the ‘My Companies’ page, where you can access the settings, analysis, reports, and forecasting tools.

Continue company setup

⚠️ Error Alert: Trying to connect your MYOB Desktop company to Fathom and receiving an error? Please see our MYOB connection issues article.

Update your MYOB Desktop company in Fathom

To update your financials from MYOB Desktop, you’ll need to use the Fathom Desktop Connector to re-import the MYOB Desktop file.

Open your company file in MYOB. Ensure there are no other company files open.
Open the Fathom Desktop Connector on your machine.
1. If you need to re-download the Fathom Desktop Connector, you can do so by going to Update Data in the company’s Settings.
2. Select the grey ‘Update from MYOB’ button, and you’ll be taken to a page where you can re-download the Connector.
If necessary, log back into the Connector.
In the Connector, select the + Add Files button and choose the MYOB Desktop file for the company.
You should see your MYOB company file listed in the Fathom Desktop Connector. Select Upload to Fathom.

Next steps

Congratulations on connecting your MYOB Desktop company to Fathom! Finish setting up your company for analysis, reporting, and forecasting by continuing in the 'Get Started Workflow'. Choose from the next steps below:

What you want to do:	Next step in the setup process:
Want to import a budget for the company? You can import a budget from Excel.	Import a Budget from Excel
Happy with the above and ready to begin setting up your Company Profile?	Set up your Company Profile

💡Smart Tip: If you want to consolidate several companies in Fathom, we recommend importing and completing the setup process for each company before creating a consolidated group.

Learn more