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 on your initials in the bottom left corner of your screen
2. Select 'Integrations'
3. Click on the Mercury Connective logo to expand the section
​

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:

Don't forget to click the Save button to save your settings.