Merging Your Fathom Companies (Domain Merge)

You can combine two or more Fathom companies into one primary company through a domain merge. A domain merge brings the users and data from multiple domains under one primary company, and any additional domains you request can be added as aliases of that primary company.

After the merge, the merged company name in Fathom changes to the primary company's domain. Your actual email addresses do not change.

Eligibility: Domain merges are available on Team and Business plans.

Key terms

• Primary company: the single company that everything is consolidated into.

• Merged company: a company being folded into the primary company.

• Alias domain: an additional domain added to the primary company so its users are recognized under one account.

A domain merge may be right for you if:

• Your organization has multiple Fathom companies that should be consolidated into one.

• You want users and data across multiple domains managed under a single primary company.

Important: Domain merges have significant account and data implications that aren't easily reversible. Because of this, we need written confirmation before making any changes.

Here's what happens to each part of your account when companies are merged:

• Users from the merged company will be associated with the primary company.

• Existing user data will move under the primary company.

• Users will not automatically join a paid team unless that's part of the requested setup.

• Existing CRM connections on the merged company are removed.

• If multiple companies use SSO, only the primary company's identity provider will remain.

• Billing will consolidate under the primary company.

• Any active team subscription on the merged company must be deactivated before the merge can be completed.

To verify ownership of your domain, add the following TXT record to every domain (primary domain and all domains merging in). The TXT records must be in place before Fathom can proceed with the merge.

A TXT record is a small piece of text stored in your domain’s DNS settings and is used for domain ownership verification. Adding a TXT record will not change your website or email settings. 

To change the email address associated with your Fathom account, you’ll need to add the record to the DNS settings for both your old and new business domains.

You’ll need:

• Access to the DNS provider that manages your domain, such as Cloudflare, GoDaddy, Namecheap, Squarespace, or your IT team’s DNS provider.

• Permission to add or edit DNS records.

Your email provider and DNS provider may be different. If you’re not sure where your DNS is managed, ask your IT administrator or hosting provider. Adding the record in Gmail, Outlook, or another email service will not work unless that service also manages your DNS.

1. Sign in to the service that manages your domain’s DNS.

2. Open your domain’s DNS settings.

3. Choose Add record or Add new record. Existing SPF, DKIM, and other TXT records may already be present in your DNS — do not edit or delete them. Note that the names of the settings vary by provider. Here are some examples from common providers:

   • Cloudflare: Manage DNS records

   • GoDaddy: Add a TXT record

4. Select TXT as the record type.

5. Enter the following values:

   • Type: TXT

   • Name/Host: @ (or your domain root). 

     • The @ tells your DNS provider to add the record to your main domain. Some DNS providers may ask for your domain root instead of @. In that case, enter olddomain.com or newdomain.com, depending on which domain you are editing. Do not enter www., a full web address such as https://olddomain.com, or an email address.

   • Value: Fathom_DomainChange

   • TTL: Leave the default value

6. Save the record.

7. Repeat these steps for the other domain. You must add the record to both the old domain and the new domain.

8. Reply to Fathom Support after both records have been added so we can verify them.

If you cannot find your DNS settings, contact the person or team that manages your company’s domain. They may be your IT administrator, web developer, or hosting provider.

DNS updates may not appear immediately. Depending on the provider and the record’s TTL, changes may take several minutes or longer to become publicly visible.⁠

Leave the TXT records in place until Fathom confirms that verification is complete. The Fathom Support team can verify the records and help troubleshoot if needed.

To move forward with a domain merge, please send us:

• The primary company domain

• The domain(s) you want added as aliases

• Confirmation that you understand and agree to the changes listed above

• Confirmation that any active subscription on the merged company can be deactivated (if applicable)

Once we receive your confirmation, our team will review the requested end state and coordinate the merge. We'll let you know once the work is complete, or if we need any additional details before proceeding.

Is a domain merge reversible? No. A domain merge has significant account and data implications and isn't easily reversible, which is why we require written confirmation before making any changes.

Will merging change my email domain? No. The company name in Fathom changes to the primary company's domain, but your email addresses stay the same.

What happens to my CRM connection after a merge? Existing CRM connections on the merged company are removed. The primary company's integrations remain in place.

What happens to SSO if more than one company uses it? Only the primary company's identity provider remains after the merge.

What happens to billing? Billing consolidates under the primary company. Any active team subscription on the merged company must be deactivated before the merge can be completed.

Do users automatically join a paid team after merging? No. Users aren't added to a paid team unless that's part of your requested setup.