Step 1: Get your API Key and Token from within Mercury.
Go to Admin within Mercury and click on the Integrations tab.
Locate the API Key and API Token fields, and copy these to your clipboard.
Step 2: Enter the API fields into BrokerEngine
1. Click the account icon (your initials) in the bottom left corner of your screen
2. Select Settings
3. Click Integrations in the Settings pane
3. Click on the Mercury Connective logo to expand the section
4. Enter your CA number, Mercury API Key and Mercury Token in the appropriate fields.
SETTINGS
To automatically create an opportunity in Mercury upon creation of a deal in BrokerEngine, tick the relevant checkbox.
To automatically sync notes created in BrokerEngine to Mercury, tick the relevant checkbox:
To automatically create an opportunity in Mercury upon creation of a deal in BrokerEngine, tick the relevant checkbox.
To automatically sync notes created in BrokerEngine to Mercury, tick the relevant checkbox:
Don't forget to click the Save button to save your settings.
