Manage Connection

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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Connecting Mercury

Choose Mercury in the bank connection dialog, then review the read-only data Finta requests. Continue to Mercury opens Mercury’s authorization page. Choose an organization and approve access there. Finta never asks for your Mercury password. When you return, Finta finishes saving the organization and its accounts before showing a saved connection. You can leave the flow or continue setting up a destination while the first sync runs. If you decline authorization, Finta saves no Mercury data. Your setup choices stay available, and continuing starts a fresh Mercury authorization. Mercury authorization links work once. If the return page says the link has already been used or expired, start a fresh authorization from the action on that screen. Do not reload or reuse the old link. If Finta cannot confirm that a connection was saved after Mercury approved it, check Accounts before connecting again. If the organization is not there, use Get help from the recovery screen. This avoids creating a second connection while the result is uncertain. Some Mercury organizations do not return credit accounts during authorization. When checking and savings accounts are available, Finta keeps that connection and names the missing credit access. The saved accounts can sync and you can continue setup. A later sync adds credit accounts if Mercury makes them available.

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Connection status

When Finta has an active Mercury webhook, Mercury sends Finta updates and new activity normally arrives within minutes. Connections without an active webhook sync hourly. See How Finta syncs your data for details. 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.

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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.

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Troubleshooting

Reconnect button keeps appearing: Make sure you completed authorization on Mercury’s site and returned to Finta. Start a fresh authorization instead of reloading an old Mercury link. If the connection still does not appear, use Get help from the recovery screen. 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 the webhook is already active and transactions are delayed, check View syncs for recent runs and errors. New Mercury accounts not appearing: Check the latest sync from the connection menu. A normal account sync reads newly available Mercury accounts. If a completed sync still does not show the account, get help before creating a second connection.

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Next steps