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Connect Mercury and choose bank accounts

3 min readAdministrators

Use Settings > Integrations to add or update a Mercury connection, review the discovered accounts, and save the accounts this workspace should use. Manual sync and backfill are available when those controls are enabled in your workspace.

Before you start

  • You are an owner or administrator in the active workspace.
  • The Mercury connector feature is available in your workspace.
  • If you want to add or update credentials, you have the Mercury API key for the Mercury account you want to connect.
  • You know which Mercury accounts should be included before you save the selection.

Open the Mercury connector

Go to Settings and open Integrations.

  1. Find the Mercury card.
  2. If the card shows Manage Mercury Connectors, open it to work with existing Mercury connector instances.Manage Mercury Connectors
  3. If the card is not set up yet, choose Add Connector to create a new Mercury connector.Add Connector

Add or update Mercury credentials

Use the Mercury API key field to save the connector secret for the selected Mercury instance.

  1. In the Mercury modal, select the connector instance you want to edit.
  2. Enter the Mercury API key.Mercury API key
  3. Choose Save Selected Connector Key.Save Selected Connector Key

Review discovered Mercury accounts

After Mercury credentials are saved, the app can load the accounts that are accessible with that key. The account list shows the account name and, when available, the last four digits.

  1. Choose Refresh accounts to reload the current Mercury account list.Refresh accounts
  2. Review the accounts shown in the selection list.
  3. Select only the accounts this company should sync.

Save the selected accounts

  1. After reviewing the list, leave only the accounts you want connected checked.
  2. Choose Save account selection.Save account selection

After a successful save, the app confirms the selected Mercury account IDs and queues a sync run.

Start or refresh a manual sync

If manual sync is enabled for your workspace, you can trigger a sync or backfill from the Mercury card. If manual sync is disabled, the app shows a message that nightly sync will run automatically and does not send the request.

  1. Set Sync from date if you want the sync window to start from a specific day.Sync from date
  2. Choose Trigger Sync to request a regular Mercury sync.Trigger Sync
  3. Use the backfill fields only if you need a date range for a backfill, then choose Trigger Backfill.Trigger Backfill

Expected result

  • Mercury credentials are saved for the selected connector instance.
  • The account list is refreshed and the accounts you chose are stored.
  • Future syncs use the selected Mercury accounts.
  • A manual sync or backfill request is queued only when manual sync is enabled.

Troubleshooting

  • If the Mercury connection has not been saved yet, save the Mercury API key first and then refresh the account list.
  • If Save Selected Connector Key is disabled, enter a Mercury API key first.
  • If no accounts appear, refresh the account list after saving credentials.
  • If the page shows an error after save or sync, correct the credential or selection problem and try again.
  • If manual sync is disabled, you cannot trigger a manual sync or backfill from this page.

Updated

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