Adding tracking categories to your Xero company

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.

Importing Tracking Categories from Xero

To import tracking categories from Xero into Fathom:

Go to 'Step 1 - Update data' in the company's Settings
Select the 'edit' button next to the 'Tracking' heading.
Then, select which tracking categories you wish to import for analysis and reporting. You can choose a maximum of 60 tracking categories per company.
After selecting the tracking categories for import, click on 'Confirm selection', then 'Import' to start the import process.

❗Notice: Fathom will always import the company totals. Therefore, if you do not import all of the tracking categories for a company, this will result in some 'Unclassified Data'.
While the import occurs, you can keep using Fathom for other imported companies - click 'Continue using Fathom' to proceed. You will then be notified when the import is complete.

📝 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.

💡Pro Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Divisions Checklist steps within Fathom. Launch the Divisions Checklist

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:

Continue setting up your company in Fathom

💡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.

What is 'Unclassified' data?

'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.

Updating & changing your tracking category data

Updating tracking category data

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:

Go to 'Step 1 - Update Data' of the company's Settings
In the 'Financials' section, click 'Update 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.

💡Pro Tip: You can also select the 'Automatically update every day' checkbox. This will automatically update Fathom from Xero once every 24 hours.

Change the tracking categories being imported

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

Go to 'Step 1 - Update Data' of the company's Settings
Select 'edit' next to the 'Tracking' option.
From the open menu, select the tracking categories to be imported into Fathom.
Click 'Confirm Selection'
Select 'Update'

📝 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.

Next Steps

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

What you want to do:	Next step in process:
Want to switch out the budget that was automatically imported or import a budget from Excel?	Import a Budget from Xero Import a Budget from Excel
Happy with your budget and ready to begin setting up your Company Profile?	Set up your Company Profile

Completing the 'Using Divisions Workflow'? Choose from the options below:

What you want to do:	Where to go next:
Import tracking category budgets from Xero	Import a Budget from Xero
Set up divisional KPIs	Using Divisions in KPIs
Perform divisional analysis	Using Divisions in the Analysis Tools
Report on your divisions	Reporting on Divisions

💡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: