Adding tracking categories to your Xero company
If you're using tracking categories in Xero, you’ll be able to bring in the tracking category data into Fathom for divisional analysis and reporting. This will help you to further filter your results to gain more detailed insights from your tracking categories.
You can import up to 60 tracking categories into Fathom for a single company when importing from Xero.
Importing Tracking Categories from Xero
To import tracking categories from Xero into Fathom:
❗Note: The import of data for each tracking category may take up to 1 minute, depending on the number of monthly periods to be imported.
Congratulations on importing your divisional data! To continue onto the next steps in setting up your company or using divisions in Fathom, click the option below:
💡Pro Tip: We recommend completing the company setup if you’re setting up the company in Fathom for the first time before diving further into using divisional data in Fathom.
What is ‘Unclassified’ data?
'Unclassified data' in Fathom represents the difference between the data for the entire company, and data that has been assigned to your tracking categories. You may have unclassified data in Fathom if there is data in your financials that has not been attributed to a tracking category or if you have not imported all of a company’s tracking categories.
Learn more about unclassified data and how the amount is calculated in our ‘Unclassified Data’ article.
Updating your tracking category data
You are able to update the tracking category data that is being imported to ensure that any changes made in Xero are reflected in Fathom.
To update the tracking category data:
💡Pro Tip: You can also select the checkbox to 'Automatically update every day'. This will automatically update Fathom from Xero on a daily basis.
Change the tracking categories being imported
If you need to change the tracking categories being imported into Fathom from Xero:
Congratulations on adding your tracking category data to Fathom! Finish setting up your company for analysis, reporting, and forecasting or jump right into using divisional data in Fathom by choosing one of the options below:
What you want to do:
Next step in process:
Want to switch out the budget that was automatically imported or import a budget from Excel?
Happy with your budget and ready to begin setting up your Company Profile?
Additional knowledge & common questions: