We understand at times you may wish to use your data outside of our platform. That's why we've made it easy for you to export it.
With Mercury Nexus you can export Tasks, Notes, Settlement Reports, Business Statistics, Person and Opportunity records into Excel, in just a few seconds.
How do I export data from Mercury Nexus to Excel?
Note: Your account will require the Data Export role enabled in Manage Users. If you do not have this role, contact your Principal Owner or team member that manages Mercury Nexus access for your partner group.To enable the Data Export role, follow these steps:
Open the Admin App in Mercury Nexus.
Navigate to "Manage Users" and select your user account.
Enable the "Data Export" option.
Log out and back into Mercury Nexus to apply the changes.
You can export data from a table in Mercury Nexus:
Run a search.
Right click anywhere in the search results.
Select the Export
An Excel file will be downloaded by your web browser. Open or Save the file.
Note: If you're exporting data from People or Opportunities you will only get the first 100 records (the first page). We suggest you use the Export to Excel button instead as it has been designed specifically for exporting data from these sections. If you're exporting data from anywhere in the commissions app you will get all pages using the right-click export to Excel function. Note: You cannot export Product lists from Product Comparison search resultNote: Broker users typically do not have access to the underlying data in the Opportunities report. They can only view summarized or report-level insights. If you require detailed data, consult with a user who has the necessary permissions.s
How to export all records
Export People and Opportunity data using the Export to Excel feature:
Run a search.
Navigate to the Export to Excel button in the top menu.
Choose All to download the complete search or Selected to download the highlighted section.
An Excel file will be downloaded by your web browser. Open or Save the file.
Exporting Raw Data
To export a full, raw extract of CRM data:
Open the Admin App in Mercury Nexus.
Navigate to the "Data" section in the left-hand menu.
Select "Extract raw data" from the top menu.
Click "Extract data" to submit your request. After processing, an Excel spreadsheet containing the raw data will be available for download. Note that Partner-level access is required for this action.
