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Using CashDeck's Mercury Integration
Using CashDeck's Mercury Integration

This is a short recap of the Mercury integration webinar, along with a video and some useful links to support articles.

Dale Stephens avatar
Written by Dale Stephens
Updated over a year ago

Thanks for attending our recent training webinar. The recorded session below will help you review anything we covered during the live session.

We show you how to integrate the CashDeck bank statement retrieval and expense analysis service with Connective's Mercury CRM system, including:

  • Pricing

  • Creating your CashDeck account via Mercury

  • Creating a request

  • Client experience

  • Data sent to Mercury

  • Living expense reports

Additional Information

Click here to view relevant guides in the Connective Wiki, including details about pricing and billing.

For details about our processes, security, and useful information you might share with your clients, please take a look at this guide.

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