The export to the Accounting System is an automated process. It ensures that the data planned in Mercury – specifically your Plan Items and associated metrics – are securely provided in the correct format for your accounting or ERP system.

The Export Process – Explained Briefly

The transmission of your media plan data runs through a series of automated and secured steps between Mercury and the external system connected by your IT department:

  • 1. Trigger the Export:

    You select the desired plan lines or the entire campaign and click the Accounting System Export button. Currently, this is only possible if the plan lines have at least one of the following statuses: “Booking Requested”, “Booking Canceled”, or “Booking Confirmed”.

  • 2. Data Collection and Request:

    Mercury collects all relevant planning data (including Plan Items and Metrics) and sends a secured export request to the interface of your connected Accounting System. The request contains the campaign and Plan Item IDs to be exported.

  • 3. Processing in the External System:

    Your Accounting System processes the received data and, if necessary, generates a final CSV file in the required format and scope.

  • 4. Feedback to Mercury:

    The Accounting System securely sends either the completed CSV file with the export data or a list of error messages back to Mercury. Mercury stores the file and updates the status – visible to users on the "Accounting" tab of the campaign.

Important Notes and Error Handling

  • Status Tracking:

    You can track the export status in Mercury. It is automatically updated (e.g., from PENDING to GENERATED, COMPLETED, or FAILURE).

  • Transparency via CSV Feedback:

    Your Accounting System can optionally send a CSV file back to Mercury, which provides you with transparency about which data was successfully imported or where exactly problems occurred (a type of log file). You can download this file if needed.

  • Retries in Case of Interruption:

    Should the interface of the Accounting System be temporarily unavailable, Mercury automatically attempts the transmission **up to 25 times** at regular, increasing intervals (Retry Logic) to overcome a short-term disruption.

  • Security:

    The entire data exchange between Mercury and your Accounting System is protected by a secure token valid for **one month**.

Procedure for Errors:

If an export fails and the status shows **FAILURE**, immediately forward the **Export ID** and the exact error message to the Mercury Technical Account Manager or your internal IT department/responsible accounting/ERP service provider. This allows for quick root cause analysis and resolution.