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How do I import data from Google Sheets into Fathom?
To import non-financial KPI data from Google Sheets, please see our ‘Non-financial KPIs’ article for detailed instructions.
To import your company's financial data from Google Sheets, see 'Import your financials from Google Sheets' for step-by-step instructions.
Data imported from Google Sheets
Which types of data can be imported into Fathom from Google Sheets?
Financial data and non-financial KPI results can be imported into Fathom via Google Sheets.
It is currently not possible to import Drivers, Exchange Rates, Budget data, or Target data into Fathom from Google Sheets.
Can I import non-financial data from other systems into Fathom via Google Sheets?
Yes. Some systems have direct integrations with Google Sheets. Zapier or other third-party apps can also be used to help populate Google Sheets documents with data from other systems.
For systems that do not have a Google Sheets integration and do not allow for Zapier or third-party app integration, then data can still be entered or copied over into Google Sheets manually to be imported into Fathom.
Can I import data calculated by formulas in Google Sheets?
Yes. Fathom will simply import the numerical results from Google Sheets. This means that you can include and create formulas in a Google Sheet referencing other cells (including cells in other tabs and other Google Sheets), and Fathom will simply read and import the results of those formulas. This functionality is currently not available for Excel imports.
Can I import annual and quarterly results into Fathom via Google Sheets?
When importing financial data, you can import quarterly and annual results.
The non-financial KPI Google Sheets connection currently only allows for monthly non-financial KPI results to be imported for a company.
Automatic Updates
How often will the data update?
You’re able to turn on automatic updates for Google Sheets connections so that data will be updated once every 24 hours. For instant updates, you can perform manual updates as needed.
💡Smart Tip: Automatic updates for Google Sheets are turned off by default and must be turned on to be enabled.
Automatic updates are enabled on a connection-by-connection basis. This means that if you have multiple Google Sheets or tabs connected to one company or one Google Sheet connected to multiple companies, you can enable automatic updates for each individual connection.
Example: Company A has two tabs from the same Google Sheet connected to import non-financial data (Sheet 1 and Sheet 2). Sheet 1 has automatic updates turned on and will update in Fathom once every 24 hours. Sheet 2 does not have automatic updates turned on and will only update when the sync option is manually selected.
Manage connections between Google Sheets and Fathom
Can I import non-financial data for a company from multiple sources (e.g. Google Sheets, Excel, and manual entry)?
Yes, a company can have non-financial data imported from Google Sheets, Excel, and manually entered into Fathom. All of this data will be displayed on the non-financials page. KPIs sourced from Google Sheets are marked with a lightning bolt icon.
Can I import data from multiple Google accounts?
Yes, you can connect to multiple Google accounts within a single Fathom account.
An individual company's financial data can only be imported from or connected to one Google Sheet. A company's non-financial data can be sourced from multiple Google Sheets at the same time.
Can I import data from multiple Google Sheets into one company?
For non-financial KPI data, yes, you can connect to multiple Google Sheets to import it into one company in Fathom.
Financial data for a single company in Fathom can only be connected to or imported from one Google Sheets file.
Can I import data from multiple tabs in a single Google Sheet?
When you are importing non-financial KPI data from Google Sheets, yes, but you can only connect to one tab at a time. When importing or updating non-financial KPI data, you can connect to multiple tabs in a single Google Sheet, and each tab is a separate connection with Fathom.
When you are importing financial data into Fathom from Google Sheets, you must select the Google Sheets file. You cannot select individual tabs within a Google Sheet.
Can I have one Google Sheet connected to multiple companies in Fathom?
For non-financial KPI data, yes. You'll be able to view which Google Sheets you've connected to Fathom and the companies they're connected to in your 'User Profile Settings' ('My Companies' page > 'Person' icon on top black bar > 'Change my details').
For financial data, each company must be linked to a single Google Sheet file.
Can I transfer non-financial KPI results previously imported from Excel to Google Sheets?
Yes. This process is detailed in our 'Creating a Master Google Sheet' article.
Can I change an Excel-sourced company into a Google Sheets-sourced company?
You cannot change a company's source system. Instead, you will have to re-create the company in Fathom. Follow the instructions in this article: Change Data Source
Needed permissions
Which permissions do I have to have in Google Sheets to be able to import data into Fathom?
You need to have access to the Google Sheet to make the connection with Fathom. This means you must have viewer, commenter, or editor permissions in Google to connect the Google Sheet to Fathom.
Data imported from Google Sheets can only be edited within the Google Sheet and synced with Fathom. The data cannot be edited within Fathom. So, you will need to have editor permissions in Google to be able to edit the data from the Google Sheet.
Which permissions do I have to have in Fathom to be able to import data from Google Sheets?
Financials data
All Admin-level users in Fathom can import a company. Advisor or Editor-level users with the 'Add Companies' advanced user permission can also import companies into Fathom.
Client or Viewer-level users cannot import companies into Fathom.
Non-financials KPI data
The ‘Advisor/Editor’ or ‘Admin’ roles in Fathom will automatically grant a user the ability to import non-financial data into Fathom from Google Sheets.
‘Client/Viewer’ level users must have the ‘Update Non-financials’ and ‘Select KPIs’ permissions turned on in ‘Advanced User Permissions’ to be able to connect a Google Sheet to Fathom. Only the ‘Update Non-financials’ permission is needed to update non-financial data from already connected Google Sheets.
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