Can I move my company to a different Fathom account?
It is not possible to transfer company data from one Fathom account to another or to merge two Fathom accounts.
You can change the account owner for a Fathom organisation if all the companies in the Fathom account need to be transferred to a new owner.
To move individual companies to another account, you must set them up again in another account and delete the companies from the original account. Any 'Administrator' users in your account can delete a company. You can delete a company on the My Companies screen by hovering over the selected company and clicking the three dots at the end of the row.
❗Notice: Your company customisations (e.g. tags, thresholds, reports, KPIs, forecast, etc.) are stored in Fathom as part of your Fathom account and not in your source accounting system (e.g. QuickBooks, Xero, MYOB, Sage). When you delete a company in Fathom, all the data associated with the company is permanently deleted from your Fathom account and will not be restored when connecting the same company to a different Fathom account.
Re-building the company in the new Fathom account
For companies on a Portfolio plan, you may want to download a Summary Report before deleting and transferring the company.
Companies on a Fathom Pro plan have many customisations available in Fathom. If you have customised the company that you'd like to transfer, we recommend that you take the following steps to make it easier to re-build the company in a different Fathom account:
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