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.

💡 Pro 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 Set Up

Update your financial data from Sage Business Cloud Accounting

Companies on Portfolio and Fathom Pro plans can trigger a manual update of their Sage Business Cloud Accounting company at any time from the My Companies page.

💡 Smart Tip: You can bulk update Sage Business Cloud Accounting companies from the My Companies page, regardless of plan type.

Additional update options for Fathom Pro

Companies on a Fathom Pro plan can also trigger a manual update from the Company Settings and set up automatic updates. You can also import Month-to-Date data for Sage Business Cloud Accounting companies on a Fathom Pro plan.

To access the Company Settings and trigger a manual update or set up automatic updates:

On the My Companies page, hover over the company and select the Cog/Gear icon
1. If you have one company, the Cog/Gear icon will be just above the Forecasting block
Select the Update Data option in the Company Settings
Under Financials, click Update from Sage Business Cloud Accounting
To turn on automatic updates, check the ‘Automatically update every day’ checkbox just under the ‘Update from Sage Business Cloud Accounting’ button

Automatic updates will update your financials from Sage Business Cloud Accounting once every 24 hours. You can still trigger a manual update at any time while automatic updates are on. Learn more from our ‘Automatic Updates’ article.

💡 Smart Tip: Your financials will default to update through the most recently completed calendar month. If you want month-to-date financials imported into Fathom, then you’ll need to select this using the ‘edit’ option that appears when you turn on automatic updates.

Learn more