Data Transfer Guidelines for Mercury Nexus
If you're looking to transfer data in Mercury Nexus, here are some important details to consider to ensure a smooth process.
1. What are my transfer options?
You have two options for transferring data:
Partial transfer: Move data from a virtual branch.
Full CRM Data Transfer: Move all data from the source company.
2. What if I have a Digital Marketing Hub account?
If you have a Digital Marketing Hub account, please specify whether the transferred data should be removed. If this step is skipped, existing contacts may continue to receive email marketing from the source company.
3. What can and can't be transferred?
The following items cannot be transferred:
Document templates
List editor lists
Admin data (not included in a Partial Transfer)
4. What does a Data Transfer cost?
A fee of $300 + GST applies for the transfer, which will be automatically billed or deducted from the destination company.
5. How long will a Data Transfer take?
Data Transfers will take about one week to process after we receive the completed form. Please note that transfers cannot occur during business hours.
6. Conditions of Data Transfer
The data will be moved, not copied, and will no longer be available to the original company.
All outstanding Compliance Corrective Actions must be resolved before the transfer can take place.
Data ownership transfers can only be reversed with mutual agreement, subject to an additional $300 + GST fee.
This transfer only involves CRM data and does not include commissions. If you need to transfer commission data, please read this article.
Apply Online data records cannot be transferred to a different broker.
7. Submission requirements
The Data Transfer form must be submitted to the Helpdesk by the principal owner of the data. Forms sent by other users will not be accepted.
Ready to get started?
Download the data transfer form below and send it through to [email protected]
By following these guidelines, together we can help ensure an efficient data transfer process. If you have any questions, please reach out to the Mercury Helpdesk Team.