The Scenario
The annual vendor contract review kicks off next week and the COO wants a clean list of everyone the company has ever sent money to through Mercury. Not the transaction history — just the recipients. Names, types, whether they're still active. The person who used to own this list left six months ago and nobody knows if the spreadsheet she maintained is current. You need the authoritative source, and that's Mercury.
The bad version:
- Open Mercury, navigate to the recipients section, scroll through 120 entries
- Manually type or copy each recipient name, type, and ID into a spreadsheet
- Accept that you'll probably miss some because Mercury paginates and you're not sure if you reached the end
A vendor audit built on an incomplete recipient list is worse than no audit — it gives false confidence to a process that needs real data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and retrieves your full recipient list — every payee, every page — without you managing pagination or losing count.
List all Mercury recipients and write recipient name, recipient type, and Mercury recipient ID into columns A through C of this sheet, paginating to get all records
What You Get
- Column A: recipient name as stored in Mercury
- Column B: recipient type (individual, business, etc.)
- Column C: Mercury's internal recipient ID for reference
- All pages retrieved — no manual pagination required, no cut-off at the first 50 results
What If the Data Is Not Quite Ready
Cross-reference Mercury recipients against our vendor master
Fetch all Mercury recipients and cross-reference them against the vendor names in column A of this sheet — write 'found in Mercury' or 'not found' in column B for each vendor
Find recipients who appear more than once (potential duplicates)
List all Mercury recipients into columns A through C, then in column D flag any recipient names that appear more than once in column A with the word 'DUPLICATE' — leave column D blank for unique names
I only want business recipients, not individuals
Fetch all Mercury recipients and filter to only those with recipient type 'business', then write name, type, and recipient ID into columns A through C
Full vendor audit in one pass: pull recipients, cross-reference, flag duplicates, count mismatches
List all Mercury recipients into columns A through C, cross-reference each name in column A against the vendor list in column E of this sheet writing 'matched' or 'unmatched' in column D, and in cell F1 write a count of how many Mercury recipients are not found in the vendor list
Running the cross-reference and the mismatch count in one prompt means the audit sheet is analysis-ready when the call starts, not still being built.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you're using for the vendor contract review, then ask it to pull your Mercury recipients. To also audit which cards have been issued to which accounts, see the card audit spoke.