To connect a client's Mercury account, create a read-only API token in Mercury, then add a Mercury connection in LedgerSync and paste the token's Secret Key when LedgerSync asks for it.

How to connect Mercury Bank to LedgerSync

Step 1

Once your Mercury account is set up, log in to Mercury, click your business name drop down at the top left and select Settings.

Step 2

Select API Tokens from the side panel.

Step 3

Click Create an API token.

Step 4

Enter a nickname, for example LedgerSync App, and make sure to select Read Only. LedgerSync does not need Read/Write access, only Read.

Step 5

Mercury shows you a Secret Key. Copy the Secret Key, because you will paste it into LedgerSync when you add Mercury for the first time.

Step 6

In LedgerSync, select the client and click Add Bank Connection. In the Add Bank Connection window, click Pick Manually. In the window "What information would you like to aggregate?", click the Mercury tile, then click Yes to confirm that you want to create the connection.

Paste the Secret Key

When LedgerSync opens the "Please answer the question" window for the new Mercury connection, paste the Secret Key you copied from Mercury and click Submit.

That's it. You have now linked Mercury Bank to LedgerSync.