Import Appraisers

 
     

To import a list of preferred vendors from a CSV file (comma-separated values) that you created in Excel or similar program...

  1. Log into your Mercury account and click Fee Panel.

  2. Click Build fee panel in the top toolbar.
  3. In the screen that appears, mark the Import custom vendor list option and click Next.
  4. Click Browse and select the CSV file you wish to import on your computer.
  5. Click Finish.
  6. Mercury Network adds the vendors in your CSV file into the candidate list, notating each with a status indicator. Statuses include:
    • - A Mercury Network account was found for the vendor.
    • - A Mercury Network account was NOT found for the vendor.
    • - There is bad information in at least one of your vendor contact fields and you will need to edit it to proceed.
  7. Depending on the status of the candidate, you can accept or reject the candidate, invite the candidate to join the Mercury Network and your fee panel, or edit the candidate to fix the bad information in it.
    • To accept select Mercury Network candidates - Click to select the candidate(s), click Accept Candidates in the toolbar, and click Yes to confirm your acceptance.
    • To accept all Mercury Network candidates - Click the Click here to accept and add all link above the candidate list and then click Yes to confirm your acceptance.
    • To reject select Mercury Network candidate - Click to select the candidate(s), click Reject Candidates in the toolbar, and click Yes to confirm your rejection.
    • To reject all Mercury Network candidates - Click Discard All Candidates in the top toolbar and then click Yes to confirm your rejection.
    • To invite select non-Mercury candidates to join the Mercury Network and your fee panel - Click to select the candidate(s), click Invite Candidates, fill out an invitation message (or use the default invitation), and click Send.
    • To invite all non-Mercury candidates to join the Mercury Network and your fee panel - Click the Click here to e-mail sign-up instructions to all these vendors link above the candidate list, fill out an invitation message (or use the default invitation), and click Send.
    • To edit the candidate to fix errors - Click to select the candidate(s), click Edit, use the provided fields to update the candidate's information, and click Save.

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