FINANCELAB
The Money Specialists
Automation Run · Mercury → AC
Friday 30 May 2026.
Monthly sync · Mercury → ActiveCampaign · completed 06:14 ACST · duration 11m 22s
Run summary
Result
Sync completed clean — 4,377 contacts processed, 73 new, 412 tag updates, 0 errors.

First clean monthly run since the Cotality migration disrupted the nightly. The new Mercury Person ID custom field (added 12 May) is now mapped end-to-end — every AC contact carries its Mercury uniqueId for re-syncs without duplicate creation.

At a glance
Records processed
4,377
contacts · 100% of book
New / updated
485
73 new · 412 updates
Errors
0
clean run
Changes by category
CategoryCountΔ vs April
New contacts created in AC73▲ +14
Tag updates (FR / IO / refi-candidate / past-client)412▲ +47
Stage moves Mercury → AC pipeline field68±2
Custom field updates (FR expiry, LVR, settlement date)156▲ +89
Automation entries triggered (FR-30d, refi-anniversary)22▲ +9
qa-test contacts excluded4±0
Spark Lending records suppressed31±0
Recommendations
Hygiene gap closing well. 89 more FR-expiry / LVR / settlement-date fields populated this run vs April — Liam’s 12 May data-cleanup session is paying off. 14 active FR loans still missing expiry — flag for next month.
FR-30d automation re-armed. 22 borrowers entered the FR-30d nurture this run (was 13 in April). Pipeline of refinance conversations enters June stronger.
FHB flag still zero. Mercury custom-field migration still pending Connective scoping. Single biggest segmentation gap. Worth raising on June Thursday consulting.
Errors + warnings
  • 0 hard errors
  • 3 warnings — contacts with missing personId on Mercury side, skipped (logged for Liam)
  • 1 soft warning — AC bulk-import API rate-limited briefly at 04:23, auto-retried successfully
Next run

Scheduled for Friday 27 June 2026 at 06:00 ACST. Manifest at /output/_pending_mercury_ac_syncs.json.

 
FINANCELAB
Cluse & Co · Mercury → AC Sync · 30 May 2026 at 06:14 ACST
This email contains general information only and does not constitute financial or credit advice. Australian Credit Licence 366541 · Connective Credit Services Pty Ltd ABN 51 143 651 496 · John Kefalianos CRN 425945.