Add a Sage Business Cloud Accounting company to Fathom

Fathom has a direct integration with Sage Business Cloud Accounting.

When you import a Sage Accounting company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts.

Companies on a Portfolio plan can import up to 36 months of financial data while companies on a Fathom Pro plan can import up to 96 months (8 years) of financial data. Learn more about Fathom’s data limits from our ‘Fathom Limits’ article.

💡 Smart Tip: Fathom also enables you to import financial data from Sage 50 Accounts (UK). If you are using another Sage product, you can import your financial data into Fathom via Excel.

Please reach out to support@fathomhq.com and let us know if you would like an integration with another Sage product so we can submit your request to our Product Team.

Who can import data from Sage Business Cloud Accounting into Fathom?

Users with Full Access or Read Only roles in Sage Business Cloud Accounting can import data into Fathom.

In Fathom, Admin-level users and users with the ‘Add a company’ Advanced User Permission can import companies into Fathom.

Import financials from Sage Business Cloud Accounting

To add a company from Sage Business Cloud Accounting into Fathom:

On the My Companies page, click Add or, if you’re importing your first company, click + Add a company.
Select Company.
Choose Sage and click Continue.
Select Sage Business Cloud Accounting.
Connect to Sage. You’ll be asked to enter your Sage credentials to authorise the connection.
Choose to import onto a Fathom Pro or Portfolio plan and click Next.

💡 Smart Tip: If you’re a triallist, we recommend choosing Fathom Pro so you can try out all of Fathom’s features during your trial. You can learn more about the plan options from our ‘Fathom Pro v Portfolio’ article.
Select the company or companies you wish to import and click Import.

Fathom will begin to import your financial data. Once completed, you can see your Sage company or companies listed on the 'My Companies' screen in Fathom.

What's next?

After you’ve imported your financials into Fathom, the next steps depend on the plan type you chose when importing. You’ll find setup steps for both plan types in our ‘Getting Started with Fathom’ article:

Start Setup

Update your financial data from Sage Business Cloud Accounting

You can manually update companies sourced from Sage Business Cloud Accounting at any time from the My Companies page.

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To update a company:

Click the Three dots icon on the right side of the company's row.
From the dropdown menu, select Update.

💡 Smart Tip: Updating multiple Sage Business Cloud Accounting companies? You can trigger a bulk update directly from the My Companies page.

Enable automatic daily updates

From the My Companies page, you can activate automatic daily updates for companies sourced from Sage Business Cloud Accounting.

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To enable automatic updates:

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

Automatic updates will update your financials from Sage Business Cloud once every 24 hours. You can still trigger a manual update at any time while automatic updates are on.

💡 Smart Tip: By default, your financials will update through the most recently completed calendar month. For companies on a Fathom Pro plan, you can choose to update results with month-to-date (MTD) financials. For a how-to guide, visit our Automatic Updates article.

Learn more