You can download a spreadsheet of all raw data entered into the CRM App. 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 App 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.
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/Financials is not supported at the moment.