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Setting up & using the Mercury integration
Setting up & using the Mercury integration

This article describes how to set up, use your Mercury xRM integration and sync features.

Updated this week

  1. Mercury Integration Setup

    1. Sync Features

  2. Using Mercury with SourceWhale

    1. Campaign Settings

    2. Chrome Extension

Mercury Integration Setup

In order to set up your Mercury integration on SourceWhale simply follow these steps:

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > search for Mercury > Click on Mercury

Step 2

Enter your Mercury URL in the field (This is the URL when you are on Mercury). Then click Activate

Once the integration is active you will see a green connected box to the right of the Mercury icon.

Sync Features

On the integrations page, as an admin you will be able to set default settings for yourself and your team.

General Settings

  1. Sync manual contact updates to Mercury - Automatically update Mercury with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

  2. Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Mercury

  3. Displayed account info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  4. Displayed account warning - Select the option you would like displayed to help identify the correct company for a Contact/Candidate/Client/Candidate & Client when there may be a possible company duplicates or similarly named companies in Mercury.

  5. Create notes upon - Choose for which outreach types a note is pushed in Mercury.

  6. Allowed Record Types - Allow users to add these kinds of records to Mercury

  7. Block business development emails to contacts marked as... - Block emails to contacts on business development campaigns who have these statuses in Mercury

  8. Block candidate sourcing emails to contacts marked as... - Block emails to contacts on candidate sourcing campaigns who have these statuses in Mercury

Sync Settings

  1. Set different settings for Contacts/Candidate/Client/Candidate & Client.

  2. Only add notes to synced records - Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Mercury once a Contact/Candidate/Client/Candidate & Client has been marked as "interested" or "replied".

  3. When adding to a campaign - Choose to sync when adding Contacts/Candidates/Clients/Candidate & Client or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.

  4. Displayed Fields - Choose which Mercury fields users can optionally tag to a Contact/Candidate/Client/Candidate & Client to push into Mercury.

  5. Mandatory Fields - Choose which Mercury fields must be filled to push Contact/Candidate/Client/Candidate & Client into Mercury.

  6. Protected Fields - Selected fields will not be overwritten in Mercury when syncing data.

  7. Filterable Fields - Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.

Field Mapping

Here you can customise and map all Mercury fields to the corresponding SourceWhale variable.

Please do not adjust unless you are finding that the variables are not mapping as expected in Mercury.

  1. Set different settings for Contacts/Candidate/Client/Candidate & Client.

  2. String Variables - These SourceWhale variables can only be mapped to one field in Mercury.

  3. List Variables - These SourceWhale variables can be mapped to multiple fields in Mercury.

  4. Social URLs - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Mercury.

Using Mercury with SourceWhale

Within SourceWhale you can use the Mercury integration features in the campaign settings or Chrome extension.

Campaign Settings

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Lead or Contact. You can also choose to adjust the default sync settings. If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push a Lead or Contact through with specific tags.

Chrome Extension

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather push through as a Contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Contact better.

You can do the same in regards to advanced settings options, by clicking on the grey arrow to the right of the 'Sync as' box.

Your team admin can alter the fields displayed at any time by going into the integrations page.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬

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