After completing the initial import of Xero company data into Fathom, you will be able to bring in any tracking category data for divisional analysis. This will help you to further filter your results to gain more detailed insights of those tracking categories and options.

You can import up to 60 tracking options into Fathom for a single company when importing from Xero.

Process

First head to 'Step 1 - Update data' in your company settings, and select the 'edit' button next to the 'Tracking' heading.

Then, select which tracking categories you wish to import for analysis. You can choose a maximum of 60 tracking categories per company.

After selecting tracking category options, click on ‘Confirm selection’, then 'Import' to start the import process.

While the import is occurring, you can keep using Fathom - simply click ‘Continue using Fathom’ to proceed. You will then be notified when the import is complete.

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.

Updating tracking category data from Xero

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 do so, proceed to 'Step 1 - Update Data' of the company settings, and click 'Update from Xero'.

You can also select the checkbox to 'Automatically update every day'. This will automatically update Fathom from Xero on a daily basis.

For more detailed information on divisional analysis, view the following help article: Getting started with divisions.

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