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Integrating Mercury with Allsorter

Learn more about the Mercury integration and how to connect your Mercury account with Allsorter.

The Mercury integration allows users to access Allsorter directly from a candidate profile in Mercury. Once the integration is active, users can reformat a new document straight from Mercury and import it back to Mercury once the reformatting process is finalised.

This setup requires action from both Mercury Support and the Allsorter Customer Success team.

In this guide, you will find:

How to connect Mercury and Allsorter
Accessing Allsorter through Mercury
How users are added to the integrated account
Common Questions

 

Before you start

Before the integration can be completed, you must request your Tenant ID from Mercury Support.

The Tenant ID is required so Allsorter can create and connect your organisation correctly.

Important: The integration cannot be completed by Allsorter alone. Mercury Support must provide the Tenant ID first, and Mercury Support must also complete the final connection once Allsorter has generated the API key.

Integrating Mercury and Allsorter

Step 1: Contact Mercury Support

Contact Mercury Support and request the integration details required to connect Mercury with Allsorter.

You need to request the following detail:

  • Tenant ID

Once Mercury Support provides the Tenant ID, share it with the Allsorter Customer Success team using the support email: support@allsorter.com.

Step 2: Allsorter completes the initial setup

After the Tenant ID has been shared, the Allsorter Customer Success team will proceed with the integration process.

This includes:

  1. Creating your organisation in Allsorter.
  2. Adding the required Mercury integration details.
  3. Linking the Mercury integration to your Allsorter organisation.
  4. Generating an API key for the integration.

Once the API key has been created, the Allsorter Customer Success team will share it with you.

Step 3: Share the API key with Mercury Support

After you receive the API key from Allsorter, share it with Mercury Support.

Mercury Support will use this API key to finalise the connection between Mercury and Allsorter on their side.

Important: The integration will not be fully active until Mercury Support has completed this final step.

Accessing Allsorter through Mercury

Once the integration has been completed, Allsorter will be available inside Mercury as a tab within each candidate profile.

Each Mercury user must access Allsorter from a candidate profile.

How to access Allsorter from a candidate profile
  1. Log in to Mercury.
  2. Go to Contacts.
  3. Select the candidate you want to work with.
  4. Make sure there is at least one file uploaded to the candidate’s profile, such as a CV.
  5. On the candidate’s profile page, make sure the Mercury Contact option is selected.
  6. Click Integrations in the ribbon on the candidate profile.
  7. Select Allsorter Contact from the sub-ribbon that appears.
  8. Choose one of the available options:
    • Reformat New Document
    • View Previously Uploaded

 

Note: Keep the Open in new browser tab option selected when opening Allsorter through Mercury. Allsorter will still remain connected to Mercury, but opening it in a new browser tab gives you more space and a clearer view when working on a CV in Allsorter. 

Option 1: Reformat New Document

Use Reformat New Document when you want to send a new file from Mercury into Allsorter for formatting.

To do this:

  1. Select Reformat New Document.
  2. Choose the file you want to reformat.

Note: A file must already be uploaded to the candidate’s Mercury profile before you can reformat it through Allsorter.

Option 2: View Previously Uploaded

Use View Previously Uploaded when the candidate has already been sent to Allsorter and you want to continue working with an existing document.

To do this:

  1. Select View Previously Uploaded.
  2. Choose the candidate or document from the Allsorter dashboard by clicking in 'View'.
  3. Continue working with the previously uploaded file in Allsorter.

Important notes and limitations

  • Allsorter is accessed through the candidate profile in Mercury.
  • A candidate must have a file uploaded in Mercury before a new document can be reformatted.
  • The Mercury Contact option must be selected on the candidate profile.
  • The final setup step must be completed by Mercury Support using the API key provided by Allsorter.
  • If the Allsorter option does not appear in Mercury after setup, confirm with Mercury Support that the API key has been added and the integration has been enabled correctly.
  • If users can access Mercury but cannot see Allsorter, they should confirm they are viewing a candidate profile with an uploaded file and that they have selected the correct contact option.

Admin: Adding users to the integrated account

Once the Mercury integration is active, users can access Allsorter directly through Mercury.

Important: ATS-integrated accounts do not have an Add User button in Allsorter settings. Users should not try to add users manually from Allsorter. To create a user account, the user must access Allsorter directly through Mercury.

How user access works

  1. The user logs in to Mercury.
  2. The user opens a candidate profile.
  3. The user selects Integrations.
  4. The user opens Allsorter Contact.
  5. Allsorter automatically creates the user account.
  6. The user takes up an available licence on your Allsorter subscription.

Licence requirements

Before users begin accessing Allsorter through Mercury, make sure your subscription has enough available licences.

Each new user who accesses Allsorter through Mercury will take up one available licence, with the exception of Organization Managers. 

If you require additional licences, contact support@allsorter.com.

If a user cannot access Allsorter

If a user follows the Mercury access steps and cannot open Allsorter, contact support@allsorter.com for assistance. Please include the user’s email address and, where possible, a screenshot of the issue.

Common questions

What information does Allsorter need to set up the Mercury integration?

Allsorter needs the Tenant ID from Mercury. You must request this from Mercury Support and share it with the Allsorter Customer Success team.

Who provides the API key?

The Allsorter Customer Success team generates the API key after the Mercury integration details have been added to your Allsorter organisation.

Who should the API key be shared with?

The API key must be shared with Mercury Support. Mercury Support uses it to complete the integration on their side.

Can Allsorter complete the full setup without Mercury Support?

No. Allsorter can complete the setup on our side, but Mercury Support must provide the Tenant ID and complete the final connection using the API key.

Where will users access Allsorter in Mercury?

Users will access Allsorter from a candidate profile in Mercury by selecting Integrations and then Allsorter Contact.

Why can I not see a file to reformat?

The candidate profile must have at least one file uploaded before you can select a document to reformat in Allsorter.

What should I do if Allsorter does not appear in Mercury?

First, confirm that Mercury Support has completed the final setup using the API key from Allsorter. Then check that you are viewing a candidate profile, that the candidate has a file uploaded, and that the Mercury Contact option is selected.