Add a Xero company to Fathom

Fathom has a direct integration with Xero. When you import a Xero company into Fathom, your company’s Chart of Accounts will automatically be brought into Fathom. You can import a maximum of 3000 accounts.

Fathom imports the Standard P&L and Balance Sheet from Xero. If you’ve imported a Xero company onto a Fathom Pro plan, then you can customise the Chart of Accounts after the Profit & Loss and Balance Sheet have been imported into Fathom.

Companies on a Portfolio plan can import up to 36 months of financial data while companies on a Fathom Pro plan can import up to 96 months (8 years) of financial data.

Learn more about Fathom’s data limits from our ‘Fathom Limits’ article.

Who can import data from Xero into Fathom?

Those with Advisor or Standard-level permissions in Xero can import data into Fathom.

In Fathom, Admin-level users and users with the ‘Add a company’ Advanced User Permission can import companies into Fathom.

Which versions of Xero does Fathom integrate with?

Fathom works with all Xero Business versions. Fathom integrates with all regionalized editions of Xero (i.e. NZ, AU, UK, US and Global).

Import your financials from Xero

To add a company from Xero into Fathom:

On the My Companies page, click Add or, if you’re importing your first company, click + Add a company
Select Company
Choose Xero and click Continue
Connect to Xero. You’ll be asked to enter your Xero credentials to authorise the connection.
Choose to import onto a Fathom Pro or Portfolio plan and click Next

💡 Smart Tip: If you’re a triallist, we recommend choosing Fathom Pro so you can try out all of Fathom’s features during your trial. You can learn more about the plan options from our ‘Fathom Pro v Portfolio’ article.
Select the company or companies you wish to import and click Import

Fathom will begin to import your financial data (Profit & Loss and Balance Sheet). Once completed, you can see your Xero company or companies listed on the 'My Companies' screen in Fathom.

📝 Note: All initial imports from Xero will default to the accrual accounting method. Companies on a Fathom Pro plan can switch the accounting method to cash basis.

What's next?

After you’ve imported your financials into Fathom, the next steps depend on the plan type you chose when importing. You’ll find setup steps for both plan types in our ‘Getting Started with Fathom’ article.

Start Set Up

Update your financial data from Xero

Companies on Portfolio and Fathom Pro plans can trigger a manual update of their Xero company at any time from the My Companies page.

💡 Smart Tip: You can bulk update Xero companies from the My Companies page, regardless of plan type.

Additional update options for Fathom Pro

Companies on a Fathom Pro plan can also trigger a manual update from the Company Settings and set up automatic updates. You can also import Month-to-Date data for Xero companies on a Fathom Pro plan.

To access the Company Settings and trigger a manual update or set up automatic updates:

On the My Companies page, hover over the company and select the Cog/Gear icon
1. If you have one company, the Cog/Gear icon will be just above the Forecasting block
Select the Update Data option in the Company Settings
Under Financials, click Update from Xero
To turn on automatic updates, check the ‘Automatically update every day’ checkbox just under the ‘Update from Xero’ button

Automatic updates will update your financials from Xero once every 24 hours. You can still trigger a manual update at any time while automatic updates are on. Learn more from our ‘Automatic Updates’ article.

💡 Smart Tip: Your financials will default to update through the most recently completed calendar month. If you want month-to-date financials imported into Fathom, then you’ll need to select this using the ‘edit’ option that appears when you turn on automatic updates.

Change the Xero company name in Fathom

You can change the name of your Xero company in the Company Profile. The company name in Fathom does not need to match the name in Xero.

Learn more