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Importing Tracking Category Data from Xero

When importing from Xero into Fathom, you can optionally choose to include data for selected tracking categories. 

Instructions:

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 20 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

To update the financial results for a company, and associated tracking category data, you can choose to automatically update from Xero each day. So the results in Fathom will sync with your results in Xero.

To do this, go to ‘Step 1’ of the company setup > Select the check box 'Automatically update every day'.

 

Importing Tracking Category Data for an Existing Company

To import tracking categories for an existing company in Fathom, go to ‘Step 1’ of the company setup > then click ‘Edit’ and select which division, departments or locations you wish to include in your analysis.

Some more information about divisional analysis for Xero can be found in this step-by-step guide: Divisional Analysis for Xero