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Can I transfer data to a new Fathom account?
Can I transfer data to a new Fathom account?

Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.

Updated over a week ago

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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.

If all of the companies in the Fathom account need to be transferred to a new owner, then you can change the account owner for a Fathom organisation.

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. KPIs, reports, and forecast) are stored in Fathom as part of your Fathom account and are not stored in your source accounting system (e.g. QuickBooks, Xero, MYOB). When you delete a company in Fathom all of 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

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:

  1. Screenshot any custom KPIs (including formulas) and the company's Chart of Accounts in Fathom

  2. Download the Non-financial KPI Results Excel report to ensure you save any non-financial KPI data

  3. Download the budget Excel report (if imported from Excel)

  4. Download the Three-way forecast Excel report and the Forecast Value Audit report to have a record of your forecast and the value rules and timing profiles you used


Additional knowledge & common questions

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