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Mercury connections are managed from the Accounts page in the Finta dashboard. The connection shows your Mercury organization name, linked accounts, and the last sync time.

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Connection status

Mercury syncs in real time via webhooks. When a transaction posts to your Mercury account, Finta picks it up within minutes. If Finta shows a Reconnect button, the OAuth authorization has expired.

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Why Mercury connections expire

Finta connects to Mercury through OAuth. Mercury’s access tokens expire periodically, but Finta refreshes them automatically in the background. If the refresh token itself expires — usually after a long period of inactivity — you’ll need to re-authorize manually. While disconnected, syncs pause. Your existing data stays intact.

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Re-authorizing a connection

When you see the Reconnect button:
  1. Click Reconnect on the affected connection
  2. Finta redirects you to Mercury’s authorization page
  3. Log in and approve access for Finta
  4. Your browser returns to Finta and syncing resumes
Finta links the refreshed authorization to your existing connection, so your sync history and destination mappings carry over. Any transactions that came in while the connection was down get backfilled.
Finta only requests read access to your Mercury data. Your credentials go directly to Mercury’s site and are never stored by Finta.

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Enabling real-time syncing

If you see an Enable real-time button instead of a Reconnect button, the webhook for instant updates hasn’t been set up yet. Click it to activate — after that, Finta gets transaction updates as they happen rather than on a periodic schedule.

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Other actions

Click the three-dot menu (⋮) on any connection card to access these options:

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View syncs

See a history of all syncs for this connection, including timestamps and whether they succeeded or failed.

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Set sync start date

Control how far back Finta pulls historical data. If you only need recent data, set a more recent start date to keep your destination focused.

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Remove connection

Permanently disconnect Mercury from Finta. This removes the connection and all associated account data.
Removing a connection is permanent. You’ll need to go through the full Mercury OAuth flow again if you want to reconnect.

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Troubleshooting

Reconnect button keeps appearing: Make sure you completed the full authorization on Mercury’s site. If Mercury’s page shows an error, try again. If the problem persists, check that your Mercury account is in good standing. Transactions not syncing in real time: Check if the Enable real-time button is showing on your connection card. If it is, click it to set up webhooks. If real-time is already enabled and transactions are delayed, Finta also runs periodic backfill syncs to catch anything webhooks miss. New Mercury accounts not appearing: If you opened a new account in Mercury after connecting to Finta, click Reconnect to re-authorize. The new account gets picked up during that flow.

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Next steps

Bank Connections Overview

See all supported providers

Create a Destination

Set up where your data syncs to