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.
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.
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.
