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Can I copy settings between companies and groups?

Easily copy KPIs, targets, alerts and the chart of accounts layout between companies and consolidated groups

Updated over 2 weeks ago

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Introduction

When setting up your Fathom account with multiple companies, you can take advantage of the ability to 'Copy settings from another company'. 

This can help you speed up the setup process, particularly if the companies are similar in terms of industry and business type.

For clarity, we'll refer to the two companies in this article as:

  • Source company - the company from which you want to copy the settings

  • Current company - the company to which you want to copy the settings

Where can I copy the Settings?

You can find this feature available in the company Settings on any of the following pages:

  1. Click on Copy Settings on the left sidebar
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    📝 Note: In a consolidated group, you will see the option to 'Copy settings from another company' at the very bottom of the page.
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  2. A pop-up modal will appear. In the dropdown box, select the Source company.
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  3. Check the options to copy some or all of the following settings:

  4. Click Copy settings

📝 Note: Copying the Settings will not copy the terminology for the company. You'll have to set the terminology for each company or group. You can change the default terminology for your Fathom organisation to apply the same terminology to newly imported companies or created groups.

Which settings are copied over?

How settings are copied from one company or group to another depends on the type of setting you've selected to copy:

Chart of Accounts (CoA) Layout

This option will copy the CoA layout from the source company, which includes:

  • Account classifications (primary and sub-classifications)

  • Account order

  • Custom account headings

  • Heading/sub-heading hierarchy

This will only affect accounts that exist in both companies. Unique accounts will not be modified or copied across. Fathom will recognise accounts as the same by account name, not account code.

KPIs

Selecting this option will copy the configuration of the 'KPIs' page from the source company. This includes:

  • Default & Library KPIs in the source company. Not-relevant KPIs will also be copied, but marked as not-relevant in the company being copied to.

  • Order of the KPIs

  • KPI importance (star rating)

  • Category names

  • Category order
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📝 Note: Existing KPIs not in the source company will be disabled.

This does not include:

  • Any KPIs that are not from the organisation’s KPI Library.

  • Any categories that include only company-specific KPIs.

  • Financial KPIs and any Formula KPIs that depend on the financials, if the company being copied to doesn’t have those financials.

Targets

Selecting this option will copy the configuration of the 'Targets' page from the source company. This includes:

  • Whether to use 'same' or 'variable' targets each month

  • Whether budgets should be used for target values (if the company being copied to has a budget)

  • The target values for KPIs that the source company shares with the current company.

This does not include:

  • Target values for unique KPIs that don't exist in both companies

  • Budget values are never copied

    • If a budget exists in the current company, the target will be set to use that company's budget values.

    • If no budget exists, only the underlying target values are used, which would be applied if a KPI were not set to use budgets.

Alerts

Selecting this option will copy the configuration of the 'Alerts' page from the source company. This includes:

  • Whether an alert is turned on or off

  • The threshold of the alerts

Copy settings for consolidated groups

The 'Copy settings' feature can also be used for consolidated groups. You can copy from:

  • Consolidation to consolidation

  • Individual company to consolidation

  • Consolidation to an individual company

When Chart of Accounts settings are copied to a consolidated group, the account classifications in the consolidation will never be changed. The consolidation will always reflect the account classifications that have been set in the 'Chart of Accounts' for the underlying companies in the group. Copying settings from an individual company will not overwrite the classifications already set up in a group.

When copying KPI settings to a group, any custom KPIs must be added to the KPI Library and each underlying company in the group. 

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