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If you're using tracking categories in Xero, you can bring the tracking category data into Fathom for divisional analysis and reporting. This will help you filter your results further to gain more detailed insights from your tracking categories.

When importing from Xero, you can import up to 60 tracking categories into Fathom for a single company.

To import tracking categories from Xero into Fathom:

❗Note: Importing data for each tracking category may take up to 1 minute, depending on the number of monthly periods to be imported. If you add or remove tracking categories in Fathom, then you'll want to update your budget in Fathom. This is especially important if you have imported budgets for tracking categories.

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.

'Unclassified data' in Fathom represents the difference between the data for the entire company and the data 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.

You can update the tracking category data 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 'Automatically update every day' checkbox. This will automatically update Fathom from Xero once every 24 hours.

❗Note: If you add or remove tracking categories in Fathom, then you'll want to update your budget in Fathom. This is especially important if you have imported budgets for tracking categories.

If you need to change the tracking categories being imported into Fathom from Xero:

❗Note: If you add or remove tracking categories in Fathom, then you'll want to update your budget in Fathom. This is especially important if you have imported budgets for tracking categories.

Congratulations on adding your tracking category data to Fathom! Finish the 'Getting Started Workflow' by setting up your company for analysis, reporting, and forecasting.

Completing the 'Using Divisions Workflow'? Choose from the options 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.

Additional knowledge & common questions: