Do you currently receive jobs from work-providers
such as (but obviously not limited to) Howdens, RepairCare, ServicePower,
Samsung etc...?
Are you currently manually keying in this
information to create new clients/jobs within Mercury Systems…?
Takes awhile, doesn’t it?
With the latest version of Mercury Systems (version
283J and higher), you can now easily set up permanent re-usable templates to
‘scrape’ client and job information from third-party websites and emails such
as those listed above. Looking at the screenshot below, all you need to
do is copy/paste the website text into the large box on the left side, select
the template to use and click ‘Import Data’. Check that the values being
extracted from the data are correct (you can make changes to the values by
typing into the relevant line). Then click ‘Create New Job Using These
Values’ and the client/job records will be created within Mercury. The
new job will be automatically linked to the invoice-client.
The whole process takes only moments, and should
save you a lot of time if you are currently keying in the data by hand.
It's also possible to import Excel data in the same
way – if your work-providers send you Excel documents containing rows of
clients/jobs, you can now set up an Excel template within Mercury to read this
information and create multiple client/job records.
