How to export your Watchlist from Cotality (RP Data) and import into Mercury

Navigate to your “Saved Lists” on the main Dashboard:

Open the watchlist you want to export.

Select the properties you want to include or select all properties.

Click Export to CSV:

Leave “Analysis Export” selected, tick the acknowledgement box, then click Export:

Once the CSV file has downloaded, you can import it to your Mercury.

Go into your Mercury CRM and click on “Property Watchlist”:

Select “Add/ Import Properties” on the top-right corner:

Drag and drop the CSV file you downloaded from Cotality (RP Data) or click to upload the file.

Once the file is uploads, your watchlist will appear as per below:

For more information on Mercury Property Watchlist functionality, refer to Wiki article: Using the property watchlist in Mercury Nexus.

If you need help using Property Watchlist or understanding alerts, contact your Partnership Manager or email [email protected].