You can download a spreadsheet of all raw data entered into the Mercury CRM. You own the data and can extract it on demand for any purpose. Note that data downloaded here is in raw or database compatible form and is not intended to be human-readable.
Exporting all data from Mercury
You need Partner level access to export data from Mercury.
In the Admin tab select Data from the left-hand panel and click on Extract Raw Data.
This will produce an excel spreadsheet in raw or database compatible form which can be used to import into other systems if required.
To export data in a human-readable version refer to Exporting your CRM data from Mercury.
Mercury data export - data map
Below is a useful data map to assist your IT team to import the raw data into your CRM system.
Please note: The export of Assets and Liabilities is not supported at the moment.