Importing Tracking Category Data from Xero
When importing from Xero, you can choose to bring in your tracking category data for divisional analysis. This will help you to further filter your results to gain more detailed insights on the performance of those tracking categories and options.
You can import up to 60 tracking options into Fathom for a single company when importing from Xero.
First select the period range for import > then click 'Import'
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.
(The import of data for each tracking category may take up to 1 minute, depending on the number of monthly periods to be imported).
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.
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.
Adding, removing, or changing Tracking Category Data for an Existing Company
If you have already imported a company file from Xero, you can manage the tracking category data that is being imported into Fathom.
To do so, proceed to 'Step 1 - Update Data' of the company settings, and click 'Edit' next to the option for 'Tracking'. You are able to add, remove, or change the tracking category data that is being imported.
❗Note: You are able to select up to 60 tracking categories to be imported into Fathom at any given time.
For more detailed information on divisional analysis for Xero, proceed to the following feature guide: Divisional Analysis for Xero