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Automatic updates for financials

When importing your financials from a cloud accounting system (Xero, QuickBooks Online, MYOB AccountRight Live), you will have the option to automatically update your data on a daily basis.

This is helpful to keep Fathom updated on a daily basis with any changes made to your source accounting system, especially if you have multiple companies in your Fathom account.

To activate the auto updates, proceed to 'Step 1 - Update data' in your company settings. Then, tick the checkbox to 'Automatically update every day'.

Your data will then be automatically updated from your accounting system once every 24 hours, before 8am AEST.


Troubleshooting automatic updates for financials

In Fathom, it may happen that your company is currently not updating as you expect to be.

Automatically importing current month results (MTD)

By default, Fathom will automatically update your data to the nearest completed month. For example, on 28th June, Fathom's results will only import up to the nearest completed month, ie. May.

However, when importing your data from Xero, QuickBooks Online, or MYOB AccountRight Live, you can choose instead to allow Fathom to automatically update your data to include the current month's results.

To do so, proceed to 'Step 1 - Update Data' and click on 'edit' as shown in the below image.

Manually importing current month results (MTD)

You also can manually update Fathom to the current monthly period to bring in month-to-date (MTD) results.

To do so, proceed to 'Step 1 - Update data' and click on 'Update from Xero/QuickBooks/MYOB'.

You will be able to select the current (incomplete) month from the dropdown option.


Automatic Updates for Non-financial KPIs

If you are using Google Sheets to import non-financial KPI results into Fathom, then you have the option to turn on automatic updates. You are not able to set automatic updates for non-financial data imported from Excel or entered manually.

💡 Pro Tip: You can easily transfer non-financial KPI results imported from Excel or entered manually to Google Sheets. This will allow you to turn on automatic updates for these KPIs.

To turn on automatic updates,

  1. Go to ‘Step 4 - KPIs’ in the company’s Settings

  2. Scroll down to the ‘Non-financials’ section and select the green ‘Non-financial KPI results’ option

  3. Select the ‘Plug’ icon in the top right corner of the non-financials page

  4. Select the Google Sheet

  5. In the menu that opens on the right, select ‘Automatic Syncing’ under ‘Sync Schedule’ to turn on automatic updates. To turn automatic updates off, select the ‘None’ option.

💡 Pro Tip: Automatic updates will occur once every 24 hours. If you have made more recent updates to non-financial KPI results that need to be shown in Fathom immediately, then you can trigger a sync of the data.

Sync schedules are set on a connection-by-connection basis. Meaning you can have some Google Sheet connections scheduled to update automatically and others set for manual syncing only.

⚠️ Error Alert: Results from Google Sheets not syncing properly? Please see our 'Troubleshooting a Google Sheets Connection' article.


Additional knowledge & common questions:

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