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Automatic updates

Why is my company not automatically updating?

Updated over 2 weeks ago

Which types of data can you automatically update?

In Fathom, you can turn on automatic daily updates for:

Automatic updates for financials

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

This helps keep Fathom up to date on any changes to your source accounting system over the last 24 hours, especially if you have multiple companies in your Fathom account.

Fathom - Work - Microsoft_ Edge 2026-02-26 at 11.54.36 AM

To activate auto-updates for financials:

  1. Go to the 'My Companies' page

  2. Select the Three dots icon in the Options column, to the right of the company's name
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  3. From the drop-down menu, click the option to Enable automatic updates

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

📝 Note: If you want to automatically sync your consolidated group with results from the underlying companies, please see our 'Update a Consolidated Group' article.

Troubleshooting automatic updates for financials

I have turned on automatic updates, but they're not occurring

Automatic updates may not go through if the security token from the source accounting system has expired for your company.

Xero companies must have been accessed by any user in the Fathom organisation within the past 90 days or have a scheduled report set up for the security token to refresh.

Results for the current month (MTD) are not being updated

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

This cannot be changed for companies on a Portfolio plan; Fathom will always update financial data for the past 36 months, counting backwards from the most recently completed month.

For companies on a Fathom Pro plan, when importing your data from Xero, QuickBooks Online, Sage Business Cloud Accounting, or MYOB Business, you can choose to allow Fathom to automatically update your data to include the current month's results.

Enable current month (MTD) financial updates

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.

To include data for the current month in automatic updates:

  1. Go to Source Data in the company's Settings.
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  2. Under Financials, ensure automatic updates are turned on.
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  3. Click the bolded recently completed text under the automatic updates toggle.
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  4. Choose current.

Your next automatic update will include data for the current calendar month.

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

To immediately import financial data for the current month:

  1. Go to Source Data in the company's Settings
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  2. Under Financials, select the option to Update data.
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  3. Select to include the current month in the update date range.
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  4. Update Data.

Automatic Updates for Non-financial KPIs

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.

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 cannot set automatic updates for non-financial data imported from Excel or entered manually.

💡 Smart 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 for non-financials:

  1. Go to KPIs in the company’s Settings
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  2. Scroll down to the ‘Non-financials’ section and select the green ‘Non-financial KPI results’ option
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  3. Select the Plug icon in the top right corner of the non-financials page
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  4. Select the Google Sheet
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  5. In the menu on the right, select ‘Automatic Syncing’ under ‘Sync Schedule’ to turn on automatic updates. To turn automatic updates off, select the ‘None’ option.

💡 Smart 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. This means 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.

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