What
This is a guide to creating a personal Excel template for the main data entities stored within Mercury. It's a great way to customise the output of your Mercury CRM data, according to your own personal or teams' requirements. Once created, the template is accessible in the relevant entity under the Personal Excel Templates heading. You can quickly generate an Excel spreadsheet tailored to display Mercury data on-demand.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Where
Downloading data to an Excel template
Settings > Advanced Settings > Templates > Document Templates > + New > select Excel Template > choose Entity > choose View > click Download File
Uploading data from an Excel Template
Select entity > click the ellipsis > select Excel Templates > Upload Template > Choose File > Upload
How - Downloading data to an Excel template
1. Open Settings and select Advanced Settings:
2. Click the Settings drop-down arrow and select Templates:
3. Select Document Templates:
4. Select + New
5. Then, as per the numbered sequence in the image below:
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Select Excel Template.
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Choose the Entity that you'd like the Excel Template to be accessible in.
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Choose the View that you'd like the Excel Template to pull data from.
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Click Download File.
How - Uploading data from an Excel Template
1. As per the numbered sequence in the image below:
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Select the Entity to which you will upload the Excel template data.
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Click the ellipsis on the right-hand side of the ribbon menu.
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Select Excel Templates.
2. Select Upload Template:
3. As per the numbered sequence in the image below:
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Choose File.
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Click Upload File.
How - Opening or downloading the template
1. Select the required Entity.
2. Click the ellipsis on the right-hand side of the ribbon menu.
3. Select Excel Templates.
4. The template should now be visible under the Personal Excel Templates heading:
5. When clicking into the Excel template that you've created, you will be given the option to Open the Template in Excel Online or Download the Template:
Important additional notes
Only when the Associated Entity of a template corresponds to the relevant Entity, will the template be visible under the Personal Excel Templates heading. So for example, if the template's Associated Entity = Placement, then the template will be visible under Personal Excel Templates heading when selecting the Placement entity. This is also true for Vacancies, Shortlists and Contacts.
However, the Activities entity is a little different. The parent entity is Activity, but this can then be broken down into the types of Activity > Phone Call, Email, Task, Appointment, etc. So to create an Excel template for a type of Activity (e.g Phone Calls) you should create a template with the Associated Entity of Activity. Then, when you wish to only report on a type of Activity, change the view in the Activities Entity in Mercury to the Activity that you want to report on (i.e. All Phone Calls view), find the template under the Personal Excel Template heading, and download it.
Authored by Jacob Stevens - Application Support Analyst @ Mercury