INTEGRATIONS: Exporting to Fathom

STEP BY STEP - Exporting to Fathom

Note-this option is only available if you have subscribed to the Castaway Integrations Add On module

Fathom (www.fathomhq.com) is an easy to use management reporting and financial analysis tool, which helps you to assess business performance, monitor trends and identify improvement opportunities. Like Castaway, Fathom is popular with both businesses and their advisors. Fathom’s high-level analytics complement Castaway’s in-depth forecasting and modelling.

Fathom allows you to import actual financial results and also budget data (optional).

 

Export options

The Castaway Integrations Add On module it easy to export data in a specific format that is ready for Importing into Fathom.  You can export Projected (ie Actuals/Forecast), Budget or Revised Budget data for any period you choose.

 

Exporting your Castaway Projected data

In Castaway, Projected data includes Actuals data for actuals months together with the latest forecast data for non-actuals/future months. To export your Castaway Projected data for import into Fathom as Financials:

  • With your file open in Castaway, go to File > Export > Fathom
  • Select Projected as the Export type and set the dates
  • Click on Export, select the file location and enter a file name
  • The data will be saved as a csv file ready for importing into Fathom

 

Importing Projected data into Fathom (as Financials)

To import your Castaway Projected data into Fathom:

  • Login to Fathom (www.fathomhq.com)
  • Go to Setup > Update Data
  • Under the Financials heading, click Update From Excel
  • From the Update Source Data screen, click Choose a File to Upload
  • Find and select the csv file you created above and click Open

 

Exporting your Castaway Budget or Revised budget data

To export your Castaway Budget or Revised Budget data:

  • With your file open in Castaway, go to File > Export > Fathom
  • Select Budget or Revised Budget the Export type and set the dates
  • Click on Export, select the file location and enter a file name
  • Open the new csv file in Excel and enter the word Budget in cell B2 (this ensures that Fathom will recognise the file as containing budget data)
  • Save and close the updated csv file

 

Importing Budget or Revised Budget data into Fathom

To import your Budget data into Fathom:

  • Login to Fathom (www.fathomhq.com)
  • Go to Setup > Update Data
  • Under the Budgets heading, click + Add a Budget (for the initial budget), or Update from Excel (for later updates)
  • From the Update Source Data screen, click Choose a File to Upload
  • Find and select the csv file you created above and click Open

 

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