Changelog

Learn about Merge's latest integrations and features

Week 4, May 2024

Improvements

💰    Accounting
🤝    ATS
🏠    HRIS
  • Support for a new field to our Group common model, name “is_commonly_used_as_team”. More details on the field here
  • Enhancements to “manager” for GET /employees for ADP Workforce Now
  • Enhancements to “employment_status” for GET /employees for BambooHR
  • Enhancements to “pay_rate” for GET /employments for Deel
  • Enhancements to “groups” for GET /employees for Gusto
  • Enhancements to “remote_data” for GET /employees for Sage HR & Paychex
🎟️    Ticketing
📄    API and Documentation
🎮    Merge Link and Dashboard
🔄    Syncing Data
  • Improved rate limit management for Zendesk
  • Improvements to Deleted Data Detection
  • Support for edge cases in initial syncs for SAP SuccessFactors
  • Support for edge cases in syncs for Gusto
  • Support for edge cases when zipped files are returned via API from 3rd party platforms

Week 3, May 2024

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
  • Enhancements to error messaging for GET /notes for Pipedrive
🏠    HRIS
  • Enhancements to “country” for “work_locations” for GET /employees for ADP Workforce Now
  • Enhancements to enums for “employment_status” for GET /employees for BambooHR
  • Enhancements to “employment_status” for GET /employees for Dayforce
  • Enhancements to “mobile_phone_number” for GET /employees for Dayforce
  • Enhancements to “pay_frequency” for GET /employments for Deel
  • Enhancements to “employments” for GET /employees for Humaans
  • Support for terminated employees for GET /employees for Lucca
  • Enhancements to “locations” for GET /employees for Paylocity
  • Enhancements to “start_time” and “end_time” to support local timezones for GET /time-off for Personio
  • Enhancements to “flsa_status” for GET /employments for Workday
🎟️    Ticketing
  • Enhancements to performance for GET /tickets for Github
  • Enhancements to error messaging for GET /tickets for Clickup
  • Enhancements to “remote_data” for GET /tickets for Hubspot Ticketing
  • Enhancements to error messaging for GET /tickets for Jira
  • Enhancements to enums for “status” for GET /tickets for Jira
📄    API and Documentation
🎮    Merge Link and Dashboard
  • Linking flow improvements for ClayHR
  • UX improvements for configuring Scopes in Dashboard
  • UI improvements for Linked Account overview page in Dashboard
  • UI improvements to Linked Account Selective Sync page in Dashboard
  • UI improvements to Linked Account and Issues filtering in Dashboard
  • UI improvements to 3rd Party Webhook configuration in Dashboard
  • UI improvements to Field Mapping in Dashboard
  • Updates to Get Started, Webhooks page in Dashboard
  • Improvements to Selective Sync flows in Merge Link
  • Improvements to authentication type selection flows in Merge Link
  • Improvements to relinking flows in Merge Link
🔄    Syncing Data

Week 2, May 2024

🗾

Advanced Field Mapping with JMESPath

We are continuing to add enhancements to Field Mapping. We released a new enhancement that allows you to write JMESPath queries to access specific values from a list of objects. This will allow you to map any custom fields in a list format to Merge’s Common Models.

Learn more with this Help Center article.

Improvements

🤝    ATS
  • Updated authentication to support clients from Canada for UKG Pro Recruiting
  • Enhancements to “applications” for POST /candidates for Greenhouse
🏠    HRIS
🎟️    Ticketing
🎮    Merge Link and Dashboard
  • Enhancements to Merge Link loading speed
  • Support to open and populate API Tester directly from logs
  • UI improvements to Field Mapping in Dashboard
  • General Dashboard UI improvements
🔄    Syncing Data

Week 1, May 2024

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
🏠    HRIS
  • Enhancements to groups for GET /employees for CharlieHR
  • Enhancements to “phone_numbers” for GET /employees for HiBob
  • Enhancements to “termination_date” for GET /employees for Nmbrs
  • Enhancements to “personal_email” and “work_email” for GET /employees for Workday
  • Updated authentication to support clients from Canada for Zoho People
🎟️    Ticketing
🎮    Merge Link and Dashboard
🔄    Syncing Data
  • Broad optimizations for initial syncs
  • Support for edge case in Ashby initial syncs
  • Support for edge cases in ADP Workforce Now syncs
  • Improvements to Merge Link linking flow for sandbox accounts
  • Improvements to Merge Link successful linking flow
  • Optimizations for Gusto syncs

Week 4, April 2024

🖇️

Integrations

JobDiva and HaileyHR are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
📁    File Storage
  • Enhancements to “remote_created_at” and “remote_updated_at” for GET /files for OneDrive
  • Enhancements to “size” for GET /folders for Google Drive
🏠    HRIS
  • Enhancements to “gender” for GET /employees for ADP
  • Updated name of Ceridian Dayforce to Dayforce
  • Enhancements to “avatar” for GET /employees for Charthop
  • Enhancements to "manager" for GET /employees for Hibob
  • Support for inactive and terminated employees in GET /employees for HR Partner
  • Support for when employees are removed from groups in GET /employees for Keka
  • Enhancements to “employee_number” for GET /employees for PayCaptain
  • Enhancements to “pay_rate” for GET /employments for PayCaptain
  • Enhancements to “work_email” and “personal_email” for GET /employees for Workday
🎟️    Ticketing
🎮    Merge Link and Dashboard
  • Updated Resync button in Linked Account Overview page
  • Expanded capabilities for modifying query parameters in API Tester
  • UX improvements for sandbox linking flows in Merge Link
  • UX improvements for configuring webhook receivers
  • UI improvements for Selective Sync pages in Merge Link
  • Dashboard UI/UX improvements for Free and Launch customers
🔄    Syncing Data

👨‍💻

SDK Updates

Week 3, April 2024

🗾

Enhancements to Field Mapping by surfacing coverage percentage

We’re continuing to invest in our Field Mapping feature, and have pushed out new functionality to help you identify the best remote field from a customer’s account to leverage!

We now show the coverage percentage of each remote field, which is a calculation of how often the specific field is returned with a non-null value across that individual linked account.

For example, if you’re looking to map a specific field mapping for our Employee Object, we will show the coverage for each remote field available for mapping, and how often it is a non-null value for Employees.

This enhancement will give you more confidence that you are mapping the correct and most valuable field from a third-party system for a given field mapping!

Access it through the Linked Accounts view in our Dashboard, under the Field Mappings tab.

Improvements

💰    Accounting
  • Enhancements to “account” on “line_items” for GET /Transactions for QuickBooks Online
🤝    ATS
  • Enhancements to “job_status” for GET /Jobs for SAP SuccessFactor
  • Enhancements to “status” for GET/ Job Posting for Greenhouse
🏆    CRM
  • Support for Account created, updated, and deleted and Opportunity created, updated, and deleted webhooks for Hubspot
  • Support for “addresses” and “phone_numbers” for POST /Account for Hubspot
🏠    HRIS
  • Added performance improvements to GET /Time Off for SAP SuccessFactor
  • Support for “employment_type” = CONTRACTOR for GET /Employee for Ceridian Dayforce
  • Enhancements to “ssn” and "date_of_birth” for GET /Employee for PayCaptain
  • Enhancements to “employment_status” for GET /Employee for HR Partner
  • Enhancements to "date_of_birth” for GET /Employee for Hibob
  • Support for filtering GET /Groups by group “name”
📁    File Storage
  • Support for filtering GET /Files by file ”mime_type”
🎟️    Ticketing
🎮    Merge Link and Dashboard
  • UX improvements for configuring 3rd Party Webhooks
  • UI improvements for Linked Account overview page in Dashboard
  • UI improvements for Field Mapping in Dashboard
  • API Tester Linked Account search improvements
  • Improved Dashboard messaging for Bad API Key Issue edge cases
  • Support for edge case when displaying Merge Link for a single integration
🔄    Syncing data

Week 2, April 2024

🖇️

Integrations

Jira Data Center for ticketing is now available in beta! Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
🏠    HRIS
  • Support for EU and JP regions in the linking flow for Zoho People
  • Enhancements to “employment_status” on GET /Employees for SAP SuccessFactors
  • Expanded “remote_data” on GET /Employees for SAP
  • Enhancements to “pay_period” on GET /Employments for Workday
🎟️    Ticketing
  • Enhancements to GET /Tickets and GET /Users for Zendesk
  • Support to filter tickets by modified date and tags for Front
  • Support for "body" in comment webhooks for Zendesk
  • Enhancements to “status” for ticket webhooks for Zendesk
  • Enhancements to PATCH /Ticket for Jira
  • Enhancements to GET /tickets/meta/post for Freshservice
🎮    Merge Link and Dashboard
  • Support for typeahead search for API Tester
  • UI improvements to Merge Link
🔄    Syncing data

👨‍💻

SDK Updates

Week 1, April 2024

Now available — User Configurable Scopes!

Give control to your users!

You can now allow users control over their Scopes during the linking flow simply mark the model or field as optional in Dashboard.

Models and fields that are marked as optional will be enabled by default but able to be disabled by your users prior to connecting.

💰    Accounting
🤝    ATS
🏆    CRM
🏠    HRIS
🎫    Ticketing
📄    API and documentation
🎮    Merge Link and Dashboard
  • Improved UI for log details panel
  • Improved styling of Merge Link once it's embedded
  • Improved reliability of API Tester when using Mock Sandboxes
  • Improved calculation of “Next sync start” time on Linked Account/Overview page
  • Field Mapping UI improvements
  • General Dashboard UI improvements
  • General Merge Link UI improvements
🔄    Syncing data

Week 4, March 2024

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
📁    File Storage
  • Support for shared files and folder in File Picker for OneDrive
🏠    HRIS
  • Support to sync employments without salary information for Hibob
  • Support for terminated employees in GET /Employee for Lucca
  • Added reliability enhancements to “type” on GET /Groups for Workday
  • Added reliability enhancements to “status” on GET /TimeOff for Workday
  • Added reliability enhancements for employees with “status” = pending for GET /Employee Workday
  • Support to filter employees by employment status for Okta
🎟️    Ticketing
  • Support for GET /Roles for Aha!, Bitbucket, Height and Teamwork
  • Added performance enhancements to all models for Jira
  • Added performance enhancements for large accounts for GET /Tickets for Shortcut
  • Support to filter tickets by tags for Intercom and Zendesk
  • Support to filter tickets by modified date for Dixa and Freshdesk
  • Support for webhooks with Ticket create, Ticket status update, Ticket assignee update, and Comment create events for Dixa
🎮    Merge Dashboard
  • Linked Account logs page UI improvements
  • UX improvements for Field Mapping in Dashboard
  • General Dashboard UI improvements
📄    Docs
  • Updated code snippets for Node in Get Started flow
  • UI improvements to Field support by integration section on common model pages
  • General documentation updates
🔄    Sync performance
  • Improved reliability for redaction of remote data based upon scopes
  • Improved speed of webhooks for Zendesk

Week 3, March 2024

🗾

Common Model Overrides is now available!

As part of our expanding our Field Mapping capabilities, you can now set a third-party field to be mapped and defaulted as Merge’s Common Model. This can be specified at the linked account AND the org level.

As part of this launch, there have been major UX enhancements in how to configure your Field Mapping settings in our Dashboard.

Note that this is only available to our pro and enterprise customers. If you’re interested in learning more, feel free to reach out to your customer support manager!

🖇️

Integrations

Oracle HCM is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

🤝

New ATS Common Model

We are super excited to announce the Job Posting Common Model! You can now retrieve the external job board announcements for a specific Job opening.

We have also added “type” on Jobs. It’s now easier to distinguish between Requisitions, Profiles, and Postings.

Improvements

💰    Accounting
  • Support for “type” on GET /Payments for Netsuite, Dynamics, Sage Intacct, Quickbooks Online, Xero, and Zoho Books
  • Support for GET /Tracking Categories for nested subsidiaries for Netsuite
  • Enhancements to prevent shell contacts for GET /Contacts for Quickbooks Online
🤝    ATS
  • Support for GET/ Job Posting for iCIMs, Greenhouse, SAP, Workday, ORC
  • Support for “type” for GET/ Job for iCIMs, Greenhouse, SAP, Workday, ORC
  • Updated linking flow to allow end users to select EU accounts for Lever
  • Added reliability enhancements for name and location for GET /Office for Workday
📁    File Storage
  • Support for shared files and folder in File Picker for OneDrive
🏠    HRIS
  • Enhanced functionality for when employee’s manager is updated in GET /Employee for BambooHR
  • Added reliability enhancements to “employment_type” for GET /Employee for Ceridian Dayforce
  • Added reliability enhancements for employees groups for GET /Groups for Deel
  • Enhancements to remote data for GET /Employee for Humaans
  • Added reliability enhancements to “employment_status” for GET /Employee for Lucca
  • Support for auto-approval of timeoff requests for GET /Timeoff for PeopleHR
  • Support for maternity and paternity leave absences for GET /Timeoff for PeopleHR
  • Support for “birthday” for GET /Employee for Personio for EU accounts
  • Added reliability enhancements when an employee’s manager is updated in GET /Employee for UKG pro
🎟️    Ticketing
  • Support for gitlab groups as collections and “parent_collection” in GET /Collection for Gitlab
  • Support for “reporters” as Users in GET and POST /Ticket for Jira Service Management
  • Enhancements to “status” in PATCH /Ticket for Jira Service Management
🎮    Merge Dashboard
  • Updated calculation of ”Next sync start” in Linked Account data sync tab
  • Improved UX of Scopes
  • General Dashboard UI improvements
📄    Docs
🔄    Sync performance
  • Enhancements to CRM category performance
  • Improved reliability of ”is_initial_sync” for /sync-status endpoint
  • Enhanced /Groups objects for Workday
  • Enhanced /TimeOff objects for PeopleHR

Week 2, March 2024

🖇️

Integrations

Tribepad for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
  • Support for credit card refunds in POST /Expense for Quickbooks Online
  • Added support for expense memos in POST /Expense for Quickbooks Online
  • Updated remote_data with additional fields for GET /Payments for Netsuite
🤝    ATS
📁    File Storage
  • Added reliability enhancements for POST /File for Box
🏠    HRIS
  • Enhanced Microsoft Entra linking flow
  • Support for “street_1”, “city”, “state” and “zip_code” for GET /Locations for Deel
  • Support for “start_date” for GET /Employees for Proliant
  • Updated logic for users in probationary period to have an “ACTIVE” employment status for GET /Employee for Workday
  • Added reliability enhancements for deleted manager in GET /Employees for UKG Pro
🎟️    Ticketing
  • Support for non-workspace users for GET /Users for Asana
  • Added reliability enhancements to GET /Tickets for Asana
  • Added reliability enhancements to GET /Tickets for Dixa
  • Support for groups in GET /Collections for Gitlab
  • Support for “parent_collection” in GET /Collections for GitLab
  • Support to filter tickets by modified_date for GET /Tickets for Intercom
  • Added reliability enhancements to GET /Accounts and GET /Contacts for Intercom
  • Expanded functionality for automatic webhooks for accounts that connect through alternate domains for Jira
  • Support for workflows in GET /Collections for Shortcut
  • Support to filter tickets by modified_date for GET /Tickets for Zendesk
🎮    Merge Link & Dashboard
  • Improvements to API Tester UI
  • Improvements to File Picker UI
  • New Audit Trail event type tracking of when a Test Linked Account is converted to Production
  • New ”Data Access” section in Get Started flow
  • Improved UX of setting Scopes in Dashboard
  • General Dashboard UI improvements
  • Better issue creation for Salesforce accounts
📄    Docs
🔄    Sync performance

Week 1, March 2024

🖇️

Integrations

We are excited to announce Remote is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

🤝    ATS
  • Added reliability enhancements for “email_addresses” and “phone_numbers” in GET /Candidates for iCIMs
🏆    CRM
  • Support for “street_1” and “postal_code” in POST /Contacts for HubSpot
  • Added reliability enhancements for deleted data for HubSpot
  • Added reliability enhancements for “session_id” for POST /Custom Objects for Salesforce
  • Support for PATCH /Contacts without “email_address” for Salesforce
🏠    HRIS
  • Support for “effective_date” for GET /Employment for Personio (note: “effective_date” is populated based on the date when Merge sees “job_title” or “pay_rate” change)
  • Updated “employment_status” to “PENDING” for employees with a future start date for GET /Employees for BambooHR, Justworks, Personio and Workday
  • Support for GET /Timesheet Entries for BambooHR, Personio, and TriNet HR Platform
  • Updated Zenefits to TriNet HR Platform
  • Support for GET /Groups for Sesame
🎟️    Ticketing
  • Support for “reporters” as Users in GET and POST /Tickets for Jira Service Management
  • Added reliability enhancements “name” GET /Tickets for Intercom
🎮    Merge Link & Dashboard
🔄    Sync performance

Week 4, February 2024

Improvements

💰    Accounting
🤝    ATS
  • Support for GET /Users for Pinpoint
  • Support for “hiring_managers” and “recruiters” on GET /Jobs for Pinpoint
  • Updated remote date to include “StartDate” for GET /Applications for SAP SuccessFactors
  • Added reliability enhancements to POST /Candidates for Workday
  • Added performance enhancements for large linked accounts for SAP SuccessFactors
🏆    CRM
📁    File Storage
  • Resolved issues with missing files and folders in File Picker for Sharepoint
🏠    HRIS
  • Updated logic for rehired employees to have an “active” status for GET /Employees for Insperity Premier
  • Enhancements to shell employee records in GET /Employees for Proliant
🎟️    Ticketing
  • Added webhook support for Conversation.deleted, Conversation.user.created, Conversation.admin.single.created, Conversation.user.replied, Conversation.admin.replied, Conversation.admin.noted, Conversation_part.redacted events for Intercom
  • Enhancements to “updated_date” for GET /Comments for Jira
  • Enhancements to POST /Tickets for tickets without custom fields for Jira
🎮    Merge Dashboard and Link
  • Improvements to detection of deleted data
  • Merge Link improvements
  • Improvements to Audit Trail UI
  • Added Field Mapping change event types for filtering in Audit Trail
  • Links to linked account page added to Audit Trail events
  • Improvements to Field Mapping UI in Dashboard
  • Improvements to Webhook Logs UI in Dashboard
  • Improvements to Advanced Configuration UI in Dashboard

👨‍💻

SDK Updates

  • Updated Advanced Python SDK to v1.0.7
  • Updated Advanced Java SDK to v1.0.6
  • Updated Advanced Node SDK to v1.0.6
  • Updated Advaned Go SDK to v1.0.6

Week 3, February 2024

🔭

New “View” and “Edit” mode for Scopes

We’ve added an enhancement to our Scopes feature in the Dashboard. You can now toggle to “view” or “edit” mode to easily see your current Scopes settings and make changes to them.

Improvements

💰    Accounting
  • Added reliability enhancements to bill line items for exchange rate and total amount for GET /Invoices for Sage Intacct
  • Added specific error messaging for null memos in POST /Invoices for NetSuite
  • Added null handling for GET /Invoices for NetSuite
🤝    ATS
  • Support for “source” in POST /Application for Cornerstone TalentLink
  • Added reliability enhancements to remote_id in GET /Applications for JazzHR
  • Added reliability enhancements to remote_id in GET /Jobs for JazzHR
  • Added error messaging for missing permissions for GET /Jobs for SAP SuccessFactors
🏆    CRM
📁    File Storage
  • Added reliability enhancements to mime_type for GET /Files for Box
🏠    HRIS
  • Added reliability enhancements to Employees and Employments for ChartHop
  • Enhancements to “preferred_name” in GET /Employee for Okta
  • Enhancements to employees without managers in GET /Employee for Workday
  • Added reliability enhancements to “employment_type” in GET /Employment for UKG Pro
  • Updated authentication to support clients from India for Zoho People
  • Removed malformed Employee objects for Proliant
🎟️    Ticketing
🎮    Merge Dashboard and Link
  • API Tester now supports adding to POST request body
  • Merge Link UI/UX improvements
🔄 Sync performance
  • Improved logic for determining is_initial_sync value (see /sync-status)
  • Improved reliability of sync completed webhook
📄    Docs

Week 2, February 2024

Improvements

💰    Accounting
  • Resolved issues with null line item IDs for POST /Invoice for Quickbooks
  • Support for “status” on GET /Invoice for Sage Business Cloud
  • Support for PATCH /Invoice for Sage Intacct
  • Updated error messaging to more accurately include permission errors in Sage Intacct
  • Updated linking to not require unnecessary permissions for Sage Intacct
  • Enhancements to "tracking_categories" for POST /Journal Entries for Xero
🤝    ATS
  • Added reliability enhancements to “file_name” for POST /Attachment for Cornerstone TalentLink
  • Support for non-resume file types in GET /Attachments for Lever
🏠    HRIS
  • Added reliability enhancements for Gusto
  • Support for "pay_rate" and "pay_period" for GET /Employment for Insperity Premier
  • Added reliability enhancements for “preferred_name” in GET /Employee for Okta
  • Updated error messaging for missing permissions for GET /Bank Info for Paycor
  • Added reliability enhancements to “employment_type” for GET /Employments for UKG Pro
  • Enhancements to earnings in Employee Payroll Run for UKG Pro
  • Support for “manager” when an employee has multiple managers for GET /Employee for Workday
🎟️    Ticketing
  • Updated “status” in GET /Ticket to more accurately reflect what’s returned from Jira Service Management
  • Support to edit tags in PATCH /Ticket for Zendesk
🎮    Merge Dashboard and Link
  • Improvements to logs filtering in Dashboard
  • Improvements to Field Mapping UX in Dashboard
  • Improvements to Merge Link reliability
  • Improvements to Merge Link UI
  • Enhancements to Deel linking flow
🔄 Sync performance
  • Improvements to Linked Account Synced webhook functionality
📄    Docs
  • Added Typescript code snippets in Docs

Week 1, February 2024

🖇️

Integrations

Cezanne HR and HeavenHR are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
🤝    ATS
  • Enhancements to "status" for GET /Jobs for SAP SuccessFactors
  • Support for GET /Jobs for Oracle Recruiting Cloud
  • Support for "email_addresses" on GET /Candidate for Oracle Recruiting Cloud
  • Enhancements to Oracle Recruiting Cloud
🏠    HRIS
🎟️    Ticketing
📄    Docs
  • Updated field support by integration section on Common Model / endpoint docs pages
  • Docs UI improvements
🎮    Merge Dashboard
  • Dashboard Billing page UI improvements

Week 4, January 2024

🖇️

Integrations

Kenjo for HRIS and Pinpoint and Occupop for ATS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

🔭

New Scopes API endpoint in beta

We have just released a new Scopes API endpoint to control data access programmatically at an org or Linked Account level. By hitting this endpoint, you can pull your current Scope settings both at the org and Linked Account level and change your Linked Account Scopes.

You can learn more about Scopes here.

This feature is currently in beta and available to those on a Professional or Enterprise plan. Please reach out to your Customer Success Manager if you’re interested.

Improvements

💰    Accounting
🤝    ATS
  • Added more detailed error messaging for posting the same attachment for a given candidate for POST /Attachments for Lever
🏆    CRM
  • Improved syncing of custom objects for Salesforce
📁    File Storage
  • Support for non-admins to link accounts for Google Drive
  • Support for non-admins to link accounts for Box
🏠    HRIS
  • Updated POST /Timeoff to respect more 3rd party TimeOff restrictions set in Workday
  • Updated logic to more accurately reflect employee changes for GET /Groups for JumpCloud
  • Support for GET /Bank Info for Paycor
  • Support for “Street” and “City” in GET /Locations for Freshteam
📄    Docs
  • Updated description of Groups object
  • Clearer display of integration status in Docs
🎮    Merge Dashboard & Link
  • Merge Link Field Mapping UI improvements
  • General Link UI improvements
  • Clearer display of integrations in Merge Link for test accounts
  • API Tester UI improvements
  • Improvements to Issues UI
  • Improvements to detecting deleted data in 3rd party platforms

🧑‍💻

SDK Updates

Week 3, January 2024

🔭

Linked Account Scopes in Dashboard

You can easily set granular permissions for all your Common Models and fields for each linked account. Based off your customers’ data security and use case requirements, you can now configure and customize scopes at the linked account level through the Merge Dashboard.

This feature is available on our Professional and Enterprise plans. You can learn more here.

Improvements

💰    Accounting
  • Enhancements to accurately return “classification” in GET /Accounts for NetSuite
  • Added validation and more detailed error messaging for “types” field for POST /Accounts for Quickbooks Online
  • Support for “parent_category” for departments in GET /Tracking Categories for Quickbooks Online
  • Enhancements to support large accounts for GET /Balance Sheets for Quickbooks Online
  • Enhancements on POST /Expense for Xero
🤝    ATS
🏠    HRIS
  • Enhancements to return an employee’s manager when the manager is removed for GET /Employees for Ceredian Dayforce
  • Support for “preferred_name” for GET /Employees for TriNet
🎟️    Ticketing
  • Improvements to Ticketing sync speeds
📄    Docs
  • Updated CRM sub-model example responses in Docs
  • Updated SDK snippets in Get Started in Docs
🎮    Merge Dashboard & Link
  • Improved Linked Account page UI in Dashboard
  • Enhancements to JustWorks Service account setup page in Merge Link

Week 2, January 2024

🎨

Customizable Link is now available in Open Beta

Have control over how Merge Link appears to your customers now with Customizable Link, now available on our enterprise plan in open beta. You can customize themes, including fonts, button backgrounds and text colors on Merge Link. You can also replace our default help center articles with your own for any integration within Merge Link.

Customizable Link offers greater control over Merge Link, allowing you to align the component with your brand and share important information seamlessly in the linking flow process.

🪝

Multiple Webhook types now can send to a single URL

Rather than having to associate individual webhooks to separate URLs, you are now able to select different webhook types to send to a single URL. This means you’ll now be notified  in a single place.

Improvements

💰    Accounting
🤝    ATS
  • Enhancements to “status”, “remote_created_at” and “remote_updated_at” for GET /Jobs for JobAdder
📁    File Storage
  • Improvements to File Picker UI
🏠    HRIS
  • Support for “employee_number” for GET /Employees for Insperity
  • Support for “username” GET /Employees for SAP SuccessFactors; note that it will only populate if the employee has a start date
  • Added logic to update an employee’s groups when an employee charges departments for GET /Employees for Zoho People
📄    Docs
  • Improvements to SDK pages UX in Docs
🎮    Merge Dashboard & Link
  • Improvements to detecting deleted data in 3rd party platforms
  • Enhancements to Common Model page UI in Dashboard
  • Improvements to HiBob linking flow
  • Improvements to sync status accuracy
  • Improvements to Dashboard UI

Week 1, January 2024

🪝

Linked Account synced webhook and Linked Account deleted webhook

Linked Account synced and Linked Account deleted are new webhooks to accurately notify you when certain actions are taken with a specific Linked Account. This is now available to all customers.

  • The Linked Account synced webhook will notify you when all Common Models are done syncing.
  • The Linked Account deleted webhook will notify you when a Linked Account has been deleted.

We have also added a new field "account_type” to our webhooks that allow you to differentiate when it’s a Production or Test Linked Account.

🖇️

Integrations

IRIS Cascade is now available in beta for our HRIS Unified API. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
  • Added “owner” field on GET /Contacts for Hubspot, Pipedrive, Salesforce, and ZohoCRM
📄    Docs
  • Enhancements to Docs UI
🎮    Merge Dashboard & Link
  • Enhancements to Webhook UI in Dashboard
  • Improvements to Field Mapping functionality in Merge Link

Week 4, December 2023

Improvements

💰    Accounting
  • Enhancements made to POST /Expense error handling for QuickBooks Online
  • Enhancements to Journal lines for Sage Intacct
  • Enhancements to Custom Fields for NetSuite
🏠    HRIS
  • Fixed issue with stale manager values for ADP Workforce Now
  • Added reliability enhancements to Location for ADP Workforce Now
  • Added deduping logic to Groups for ADP Workforce Now
  • Added reliability enhancement to Employment currency for Workday
🏆    CRM
  • Added reliability enhancement to Contacts for Hubspot

Week 3, December 2023

Improvements

💰    Accounting
  • Enhancements to custom enduser date time configuration affecting Contacts in NetSuite
🤝    ATS
  • Added reliability enhancements to Interview for Oracle Taleo
🏠    HRIS
  • Enhancements made to Microsoft Entra ID Employee Remote data
  • Added reliability enhancements to Time off for Personio
  • Enhancements to Employee common model for ADP
  • Fixed issues with duplicate Employments for Insperity Premiere
  • Enhancements to Groups for Namely
  • Enhancements to Locations for Paylocity
  • Enhancements to Locations for Rippling
  • Added reliability enhancements to Employments for Workday
🎟️    Ticketing
  • Added reliability enhancements to Comments for Dixa
  • Added reliability enhancements to POST/ Comment for Zendesk
  • Enhancements to Author association with a Comment for Zendesk
📁    File Storage
  • Add reliability and efficiency improvement to Box

Week 2, December 2023

🖇️

Integrations

Zoho People is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
  • Added reliability enhancements to “account” for GET /Invoices for NetSuite
  • Updated to handle larger accounts for GET /Accounts for Quickbooks Online
  • Added reliability enhancements for “number” in GET /Credit Notes for NetSuite
  • Support for inactive items for GET /Items for Quickbooks Online
  • Support for “sales_account” for GET /Items for Quickbooks Online
  • Added reliability enhancements for deleted payments in GET /Payments for Xero
🤝    ATS
🏠    HRIS
  • Support for contractors for GET /Employments for ADP Workforce Now
  • Fixed issues with incorrect groups being added to employees for GET /Employees for TriNet
  • Added more detailed error messaging for POST /Employee for IntelliHR
  • Added reliability enhancements to handle larger accounts for GET /TimeOff for BambooHR
  • Support for “name” for work locations for GET /Location for Rippling
  • Added reliability enhancements to name for GET /Location for Paylocity
🎟️    Ticketing
  • Support for “is_active” for GET /Users for Freshdesk
  • Added reliability enhancements to “author” on GET /Comments for Zendesk

Week 1, December 2023

🎟️

Ticketing Roles Now Available!

We are super excited to announce the Roles Common Model! You can now restrict end-user access to tickets depending on the restrictions set in the native 3rd-party ticketing platform.

We have also added “Access_level” on Collections. You can now restrict ticket access based on Collection access level and users associated with a collection. Let us know if you have any feedback!

🖇️

Integrations

Employment Hero and Humi for HRIS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
  • Support for “description” on line items for POST /Purchase Orders for NetSuite
  • Support for “purchase_order_number” in the response for POST /Purchase Orders for NetSuite
  • Added reliability enhancements to “account” on GET /Invoice for NetSuite
  • Added reliability enhancements to support large accounts for GET /IncomeStatements for QuickBooks Online
  • Support for “memo”, “currency” and “exchange_rate”, “tracking_categories” and “contacts” on line items on POST /Journal Entries for QuickBooks Online
  • Added logic to not prevent duplicates for POST /Invoice for Xero
🤝    ATS
  • Support for “recruiters” and “hiring_manager” for GET /Jobs for Workable
📁    File Storage
  • Support for Read-Only permissions for OneDrive
  • Updated logic only created “permission” for valid users records for GET /Files for OneDrive and SharePoint
  • Support for deleted data in GET /Files for SharePoint
🏠    HRIS
🎟️    Ticketing
  • Added optimizations to handle rate limiting for Zendesk

Week 5, November 2023

Improvements

💰    Accounting
🤝    ATS
🏆    CRM
📁    File Storage
  • Support for “file_url” for PDFs file types in GET /Files for OneDrive
  • Support for “mime_type” as a query parameter to specify export format on GET /Files for Google Drive
🏠    HRIS
  • Support to “base_ pay” for contractor employment type in GET /Employments for Workday
  • Enhancements to "remote_data" for GET /Employees for Google Workspace

Week 4, November 2023

🏖️

Mock Sandbox and Inbound Request API Tester

Mock Sandbox and Inbound Request API Tester is now available in beta. Now you can test any Merge integration with mock data before deploying them in production to your customers. With Mock Sandbox and API Tester, you can see Merge's normalized responses, reducing the need to have third-party sandbox access.

We are starting with all HRIS integrations but will continue to expand to other categories soon!

Try it out now and checkout our Help Center article to learn more.

🖇️

Integrations

Cyberark for HRIS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

📄    Docs
  • Example request code snippets are now available in our docs. You can easily copy and paste to easily make API requests to Merge. We currently support Python but are planning on supporting additional languages including cURL and Java in the coming quarter.
💰    Accounting
  • Support for “status” on for POST /Invoice for Dynamics
  • Support for “description” for GET /Account for Quickbooks Online
  • Support for “applied_date” on line items for GET /Payments for Quickbooks Online
  • Support for “status” on for POST /Invoice for Sage Intacct
  • Support for “applied_amount” and “applied_date” on line items for GET /Payments for Xero
🤝    ATS
🏆    CRM
  • Enhancements to “owner”, “due_date”, “subject”, and “opportunity” for POST /Task for Pipedrive
📁    File Storage
  • Enhancements to capturing files through various sharing methods for GET /Files for OneDrive
🏠    HRIS
  • Support for “preferred_name” for GET /Employees for ADP Workforce Now
  • Support to return “balance” in hours for GET /TimeOffBalance for BambooHR
  • Support for “country” for GET /Location for Ceridian Dayforce
  • Enhancements to only return employees who are active in GET /Employees for Google Workspace
  • Support for “country” for GET /Location for Hibob
  • Support for “termination_date” based on the date when a users status changes to suspended/deprovisioned for GET /Employees for Jumpcloud, OneLogin, Okta, PingOne, and Google Workspace
  • Enhancements to return “start_time” and “end_time” in local timezone for GET /TimeOff for Personio
  • Enhancements to linking flow instructions for Workable
🎟️ Ticketing
  • Support for “is_active” in GET /Users for Basecamp
  • Enhancements for large responses for GET /Accounts for Intercom
  • Support for POST /Comments for Jira Service Management
  • Updated “is_private” to default to false for POST /Comments for Jira Service Management
  • Support for "cancelled_at", "archived_at", and "creator" in remote_data for GET /Tickets for Linear

Week 3, November 2023

Improvements

📄    Docs
  • Enhancements to docs nav bar with a new "Resources" tab featuring the Help Center and merge.dev
💰    Accounting

Payments Update: We have updated our Payment model with "apply_to_lines" that will support applying a singular payment to multiple transactions. This update will improve our Accounts Payable use case. This change is applicable to Xero, Sage Intacct, QBO and Netsuite, with Zoho Books, Microsoft Dynamics, and Freshbooks coming later!

As part of this update we will be eventually deprecating top level “invoice”, “journal_entry” and “credit_note” fields on GET/Payments. These fields will remain on POST/ Payments until a future date.

🤝    ATS
📁    File Storage
🏠    HRIS
  • Enhancements to “job_title” in GET /Employments for SAP SuccessFactors
  • Support for pending hires in GET /Employees for SAP SuccessFactors
  • Enhancements to “employment_status” in GET /Employees for SAP SuccessFactors
  • Support for additional status types in “employment_status” for GET /Employments for Ceridian Dayforce
  • Support for pay_currency, pay_period and pay_rate for GET/ Employments for Insperity Premier (Note: will only be returned if your customers have permission for Insperity Employee Compensation)
  • Enhancements to “employment_status” in GET /Employees for ADP Workforce Now
  • Support for “preferredName” in GET /Employees for ADP Workforce Now

Week 2, November 2023

Improvements

💰    Accounting
  • Support for "issue_date" for bills in GET /Invoices for Sage Intacct
🤝    ATS
🏆    CRM
  • Enhanced error messaging for POST /Notes for Salesforce
📁    File Storage
  • Support for non-admins to link accounts for SharePoint
🏠    HRIS
  • Enhancements to linking sandbox accounts for Gusto

Week 1, November 2023

Improvements

💰    Accounting
🤝    ATS
🏠    HRIS
  • Enhancements to mark “employment_status” as active for employees who have Not in Payroll status in GET /Employment for UKG Ready
  • Support for “employee_number” in GET /Employee for Humaans
  • Enhancements to “name” in GET /Groups for Ceridian Dayforce
🎟️    Ticketing

Week 4, October 2023

Improvements

💰    Accounting
🤝    ATS
  • Support for “department” in GET /Jobs for iCIMS
🏆    CRM
🏠    HRIS
  • Support for updated departments in GET /Employees for Justworks
  • Added transient error handling to allow for continued syncs for UKG Pro
🎟️    Ticketing
  • Enhancements to assignees being properly added to tickets in GET /Tickets for Jira
  • Added sync enhancements to GET /Comments for ServiceNow

Week 3, October 2023

Improvements

📄    Documentation
  • New syncing data basic guide to give an overview of how we sync data between you and Merge
  • Scrollable Custom Objects code snippets
  • onExit and onSuccess information included for Merge Link
💰    Accounting
🤝    ATS
  • Enhancements to null values in “Code" in GET /Jobs for SAP SuccessFactors
  • Support for GET /Offers for Teamtailor
  • Enhancements to linking account flow for Bullhorn
📁    File Storage
  • Enhancements to “name” in GET /Groups for Sharepoint
  • Support for detailed error messaging when a file name is invalid in POST /Files for Sharepoint
🏠    HRIS
  • Enhancements to “preferred_name” in GET /Employee for Paylocity
🎟️    Ticketing
  • Enhancements to collections not being properly assigned to tickets in GET /Tickets for Jira
🏆    CRM
  • Enhancements to “phone_numbers” in GET /Accounts for Salesforce
  • Enhancements to “website” on GET /Accounts for Hubspot
  • Enhancements to “email_addresses”, “addresses”, and “phone_numbers” in GET /Leads

Week 1, October 2023

🪝

Account Linked Webhook and Common Model Synced Webhook

Our new Merge Webhooks, Account Linked and Common Model Synced, are improved webhooks to accurately and reliably notify you when initial and following syncs are complete, ensuring that data is ready to be pulled.

  • The Account Linked webhook will notify you when one of your customers create a new linked account, passing along the necessary account token.
  • The Common Model Synced webhook will alert you when that specific Common Model and related fields for a linked account is initially synced and updated after that.

📄

Supported Integrations Features in Docs

Easily see and compare which features, such as deleted data and webhooks, are supported for each integration in our docs! The “Supported Integrations Features” table has filtering functionality so you can just look at what integrations and Common Models you care about. Check it out!

Improvements

💰    Accounting
🤝    ATS
  • Support for “description” and “offices” in GET /Jobs for Comeet
🏠    HRIS
  • Updated logic to only include “manager” if the manager’s effective end date is in the future or null GET /Employees for Ceridian Dayforce
  • Updated logic to set “work_location” from “homeWorkLocation” (if null, will use assignedWorkLocation) in GET /Employees for ADP
🎟️    Ticketing
  • Support for webhooks for Task Created, Task Status Changed, Task Importance Changed, Task Dates Changed, Attachment Added, Comment Added, Task Deleted, Folder Deleted, and Comment Deleted events for Wrike
🏆    CRM

Week 4, September 2023

Improvements

💰    Accounting
🤝    ATS
🏠    HRIS
  • Updated logic for “work location” to pull more unique locations for GET /Employments for Ceridian Dayforce
  • Support for additional fields in remote data in GET /Employees for OneLogin
  • Enhancements to GET /Employments for BambooHR
  • Updated “effective date” to more accurately pull start dates in GET /Employments for Workday
🎟️    Ticketing
  • Support for remote data in GET /Tickets for non-admin accounts for Jira
  • Support for tickets with null projects for PATCH /Tickets for Jira
🏆     CRM

Week 3, September 2023

🖇️

Integrations

Bullhorn for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

📄    Documentation
  • Brand new Remote Fields doc, giving a comprehensive overview of pulling and pushing data
💰    Accounting
🤝    ATS
  • Sync enhancements to GET /Interviews for Greenhouse
  • Support for additional fields to remote data for GET /Jobs for SAP SuccessFactors
📁    File Storage
  • Support for shared files in GET /Files for OneDrive
  • Sync enhancement and support for deleted files in GET /Files for Box
🏠    HRIS
🎟️    Ticketing
🏆    CRM

Week 2, September 2023

🖇️

Integrations

Hubspot Ticketing for Ticketing is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

💰    Accounting
🤝    ATS
  • Support for “job_posting_urls” in GET /Jobs for JazzHR
  • Support for candidate fields “sourced_by”, “source, job”, “current_stage” and application fields “emails”, “phones”, “tags” “URLs” in the response of POST /Candidates for Lever
🏠    HRIS
  • Enhanced error handling and reliability for POST /Employees for IntelliHR
  • Support for remote data in GET /Employees for AlexisHR
  • Updated logic to return phone number without country codes for SAP SuccessFactors
🎟️    Ticketing
  • Enhancements to deleted tickets in GET /Tickets for Linear
  • Support for list.name in remote data for GET /Tickets for Trello
🏆    CRM

Week 1, September 2023

Improvements

💰    Accounting
🤝    ATS
  • Enhancements to “New Prospect Created” webhook to notify when a new candidate is created for Greenhouse
  • Support for applications in the “Interview Created” webhook for Lever
  • Support for POST/ Candidate, POST/ Application, and POST/ Attachment for Workday (in beta)
📁    File Storage
  • Support for ”permissions” for users who had files/folders shared with them in GET/ Files and GET/ Folders for Google Drive
🏠    HRIS
  • Support for deleted employees in GET/ Employees for FreshTeam
  • Support custom fields with list type in GET/ Employees for Personio
  • Support for ”preferred_name” on GET/ Employees for ADP Workforce Now, BambooHR, Ceridian Dayforce, ChartHop, Freshteam, Humaans, JumpCloud, Namely, Okta, Paychex, Paylocity, Rippling, SAP SuccessFactors, UKG Pro, UKG Ready, Workday, and Zenefits
  • Support for ”employment_status” for GET/ Employees for OneLogin, PingOne, Google Workspace, and JumpCloud
🎟️    Ticketing
  • Sync enhancement to GET/ Collections for Asana
  • Updated /meta to show required fields for POST/ Tickets for Jira
  • Support for priority in receiving ticket webhook for Zendesk
🏆    CRM

Week 5, August 2023

🎮

New Audit Trail and Improved Issues in our Dashboard

We are so excited to continue to enhance our Integrations Management features, giving you full visibility and control over your customers’ integrations.

Audit Trail is now available for Enterprise customers. Merge Dashboard Admins will now have a clear record of security-sensitive actions taken by any member of your Merge org. This feature enhances our existing security features.

We also have enhanced our Issues feature within our dashboard. Our Issues’ logic has been refined, and is now even more accurate. The improved user interface is easier to understand as it surfaces up relevant issues specific to fields. Relevant issues also now are surfaced at the top of a linked account view.

It is available to everyone so be sure to check it out!

Improvements

💰    Accounting
🤝    ATS
🏠    HRIS
  • Support for “departments” in remote data for GET /Employees for AzureAD
  • Support for updated “groups” in GET /Employees for ADP Workforce Now
  • Support for “name” in GET /Locations for ADP Workforce Now
  • Enhancements to “phone_number” to include country codes in GET /Employees for SAP SuccessFactors
🎟️    Ticketing
🏆    CRM
  • Support for IsWon, IsClosed, and DefaultProbability fields in remote data in GET /Stages for Salesforce
  • Support for “addresses” in POST /Leads for Salesforce
  • Sync enhancements to GET /Leads for Salesforce

Week 4, August 2023

🗾

Field Mapping is now in GA!

Access exactly what data you or your customers need without any limitations. You can now map any data to a field you define, helping you unlock any use case, deliver the extensibility that enterprise customers expect, and create a white-glove onboarding experience to your customers.

Learn more on how to get started in our docs!

🤖

Search & Ask Merge AI in our Docs and Dashboard

Find what you need in our docs and dashboard now with search! Simply just type in the search bar what you’re looking for and it’ll return the relevant documents in seconds.

We’ve also released “Ask Merge AI” as part of this search. Input any question—from something simple like “What is a linked account?” to something more complex like “Can you write me code using the Python SDK to get open opportunities?”—and you’ll receive the answer you need in seconds.

Check out the demo below to see it in action and try it out for yourself in the docs!

🖇️

Integrations

Oracle Recruiting Cloud for ATS is now available in limited beta. Please reach out to your Customer Support Manager if you’d like to be a close design partner and provide feedback.

Improvements

💰    Accounting
🤝    ATS
🏠    HRIS
📁    File Storage
  • Enhancements to relinking issues for SharePoint
🎟️    Ticketing
🏆    CRM
  • Sync enhancements to Account Remote Fields for Salesforce
  • Enhancements to surface remote IDs and remote data for Stages for Salesforce

Week 3, August 2023

👨‍💻

Migrating to our Advanced SDKs

We’re so excited to be releasing our Advanced SDKs for Python, Java, Node, and Go to speed up your backend integration with Merge!

We encourage you to start migrating to our Advanced SDKs for faster turnaround times on any issue, improved developer interface for request/response classes, access to our latest categories, and a more comprehensive test suite.

The legacy versions (complete category and single category versions) of our Python, Node, Java, and Go SDKs will continue to work but after February 2024, we’ll no longer make updates or bug fixes to the deprecated SDKs.

Please check out our Help Center and docs to learn more and get started with comprehensive migration guides.

Improvements

  • Enhancements to Common Model docs by adding full endpoint URL and copy buttons for both US and EU
💰    Accounting
🤝    ATS
🏠    HRIS
🎟️    Ticketing
🏆    CRM

Week 2, August 2023

🌊

Async Passthrough is available in open beta

Async passthrough allows you to retrieve the response at a later time. We built this feature since third-party response times differ and can cause delays for when calling passthrough requests.

With async passthrough you won't have to wait for a response before calling other requests or endpoints! We’ll also notify you through a webhook when your response is ready.

Learn more here.

👨‍👨‍👦

New HRIS Common Models

We are super excited to announce two new HRIS common models to expand our benefits capabilities: Employer Benefits and Dependents.

With these new Common Models, customers can now unlock use cases such as determining the count of an employees’ dependents and the nature of their relationship and retrieving information on the benefit plans offered by a company.

Take a look at the docs and let us know if you have any questions or feedback! We’ll be planning to expand integration coverage for these Common Models.

Improvements

  • Enhancements to Logs filtering UX in the Dashboard
  • Enhancements to sync status notifying when Merge has hit a 3rd party rate limit and is waiting to sync
  • Enhancements to sync status card on Linked Account view; we only surface the most relevant statuses at the top
💰    Accounting
🤝    ATS
  • Support for webhooks for Candidate stage change, Job deleted, Offer created, Offer updated, and Offer deleted events for Ashby
  • Support for deleted “departments”, “recruiters”, and “hiring_mangers” in GET /Jobs for Greenhouse
  • Updated authentication to standardize linking accounts across regions for JobAdders
🏠    HRIS
🎟️    Ticketing
🏆    CRM

Week 1, August 2023

Improvements

  • Enhancements to Merge Link loading time
💰    Accounting
🤝    ATS
  • Enhancements with null candidates in GET /Candidates for Greenhouse
  • Support for automated webhooks for Application created, Candidate stage change, Candidate hired, Candidate deleted, Interview created, Interview updated, and Interview deleted events for Lever
  • Support for “applied_at” in GET /Application for SAP SuccessFactors
  • Support for “status” on GET /Jobs for UKG Pro Recruiting
🏠    HRIS
  • Support for “&” character in “name” in GET /Groups for Ceridian
  • Enhancements to  “work_location” in GET /Employees for Ceridian
  • Enhancements to date format in GET /Employee, GET /Employment, and GET /Location for Ceridian
  • Enhancements to authentication issues when linking account for Officient
  • Update logic to map “type” as Department in GET /Groups for TriNet
  • Added sync enhancements for GET requests for TriNet
🎟️    Ticketing
🏆    CRM

Week 4, July 2023

📁

File Storage is now in general availability!

Our 7th Unified API category, File Storage, is now widely available.

File Storage currently supports 5 integrations: Google Drive, Dropbox, Box, SharePoint, and OneDrive.

Access real-time, normalized data for files, folders, drives, to power different use cases such as automatically uploading and downloading documents or searching for a specific file!

Some major enhancements to File Storage, thanks to feedback from our beta customers, are:

  • File Picker: An out-of-the-box, UI-friendly feature that allows your customers to browse and select files and folders from their file storage platform, regardless of which one they use! (Note that this feature is still in beta, but if you would like to use it for your use case, please reach out to your EM or support@merge.dev.)
  • Real-time files, folders, and drives with supported third-party webhooks.
  • Support of files and folder permissions data using newly added Common Models: Users and Groups

Try it out now using our developer docs here! If you’re interested in discussing your specific use case and how Merge can support it, you can talk to someone here.

Improvements

💰    Accounting
🤝    ATS
📁    File Storage
  • Support to select strictly read-only permission for SharePoint
  • Enhancements to sync frequency to improve efficiency for all File Storage integrations to capture real-time updates
  • Support for query parameters including "drive_id" for GET/Files and is_me=true for GET/Users
🏠    HRIS
  • Support to pull time off requests in the future for GET/TimeOff for Ceredian
  • Enhancements to “employment_type” in GET/Employments for HiBob
  • Updated logic to show “pay_rate” based on “pay_period” in GET/Employees for Namely
  • Added error handling for null “job_title in GET/Employments for UKG Pro
  • Enhancements to sync times for GET/Employments for UKG Pro
🎟️    Ticketing
🏆    CRM

👨‍💻

SDK Updates

  • Updated Typescript SDK to v3.2.2
  • Updated Java HRIS SDK to v1.4.2

Week 3, July 2023

🖇️

Integrations

Sage Intacct integration is now available in beta. If you’re interested, please reach out to your Customer Support Manager or support@merge.dev to have someone turn it on for you to access.

Take a look at our initial support for Models and Fields in our docs.

Improvements

  • Enhancements to Get Started, including improved descriptions for Test and Production Linked Accounts
  • Support to test every category endpoint under the Try Unified API page
  • Added new Magic Link intro pop-up information page
💰    Accounting
🤝    ATS
🏠    HRIS
  • Enhancements to null values for ”effective_date” in GET/ Employment for ADP Workforce Now
  • Enhancements to syncing logic for GET/Groups to fix timeout issue for Ceridian Dayforce
  • Sync optimizations for GET/Employees for Deel
  • Enhancements to linking flow to remove “Organization API Key” field for end user authentication for Deel
  • Support for GET/PayGroups for HRAlliance
🎟️    Ticketing
🏆    CRM
📁    File Storage
  • Enhancements to webhooks to support file permission changes for Box
  • Enhancements to webhooks to support deleted files for Google Drive
  • Support for webhooks to notify if File or Folder was modified or deleted for OneDrive
  • Support for webhooks to notify if File or Folder was modified or deleted for SharePoint
  • Support for ”User.is_me” in GET/ Users for Box, Dropbox, Google Drive, OneDrive, and SharePoint to identify if a user linked their own account

🧑‍💻

SDK Updates

• Updated Python SDK to v2.3.0

Week 2, July 2023

Improvements

  • Enhancement to both UI and content in Docs and Dashboard
💰    Accounting
🤝    ATS
🏠    HRIS
  • Enhancements to GET/Groups for ADP Workforce
  • Support for “employment_status” and “termination_date” under GET/Employees for Azure Active Directory
  • Support to pull additional custom fields with Field Mappings feature for GET/Employees for HiBob
  • Support to pull MFA information in “remote_data” for OneLogin
  • Added error check to access MFA information in “remote_data” for OneLogin
  • Enhancements to GET/PayrollRun syncs for Paychex
  • Added ability to pull time off requests in the future for GET/TimeOff for SageHR
  • Enhancements to GET/Employees syncs for UKG Ready
  • Enhancements to “status” under GET/TimeOff for Workday
🎟️    Ticketing
  • Support for GET :id/download for !Aha, Asana, Bitbucket, Clickup, Freshdesk, Freshservice, Jira, Linear, Teamwork, Trello, ServiceNow, Wrike, and Zendesk
  • Support for GET/Attachment for !Aha and Freshservice
  • Support for Remote Fields for GET/Ticket and POST/Ticket for Asana
  • Enhancements to refresh logic for Basecamp
  • Added optimizations to handle rate limiting for Basecamp
  • Support for “body” field under GET/Comment for Basecamp and Teamwork
🏆    CRM
  • Enhancements to GET/Tasks for Close
  • Enhancements to GET/Stages for Close
  • Added optimizations for GET/Contacts for Hubspot
  • Support for “addresses” under GET/Contacts for Hubspot
  • Support for “addresses” under GET/Accounts for Hubspot
  • Enhancements to “employee_count” syncs under GET/Accounts for Hubspot
  • Enhancements to “remote_data” for Hubspot
  • Enhancements to Remote Fields for Hubspot
  • Support for “email” and “phone” under POST/Contacts for Pipedrive
  • Enhancements to POST/Notes to validate permissions for Salesforce
  • Enhancements to “remote_fields” for POST/Opportunity for Salesforce
  • Support for “opportunity” under POST/Tasks for Salesforce
📁    File Storage
  • Support to connect and authenticate through partner credentials for Google Drive

Week 5, June 2023

🎮

Announcing Integrations Management

The Merge Dashboard has gone through major enhancements to provide full visibility and control into each of your linked accounts.

Maintaining integrations is much more time consuming than the initial build, which is why we're excited about announcing our comprehensive suite of tools: Integrations Management.

Enhancements that we've made in the Merge Dashboard include:

  • Viewing an accurate, live status of your customers' integration data syncs
  • Searching comprehensive logs for visibility into every single API request at the linked account level
  • Getting proactive alerts of any customer set-up issues such as outdated API keys, both in the dashboard and via API
  • Controlling and customizing what data is shared, respecting your customers’ privacy

We have more improvements coming soon so keep an eye out! If you're interested in learning how to better use the Merge Dashboard to mange your integrations, sign up for our webinar on July 11, 2023 at 10am PT / 1pm ET.

🖇️

Integration Update

Please note that BizMerlinHR has been rebranded as ClayHR under the HRIS Unified API.

Improvements

  • Support to pull Transfer data in GET/Transactions for QuickBooks Online
  • Support for ”contact” field on GET/JournalEntry lines for NetSuite
  • Enhancements to accounts not linking for multiple environments for Microsoft Dynamics
  • Enhancements to POST/Activity to populate “remote_id” for Greenhouse
  • Enhancements to “remote_data” populating for Jobvite
  • Enhancements to JobInterviewStage for Fountain
  • Enhancements to refresh tokens for Lever
  • Support for PATCH/Candidate support for JobAdder
  • Support to filter out deleted jobs in GET/Jobs for SAP SuccessFactors
  • Enhancements to “pay_rate” syncing on GET/Employment for Deel
  • Enhancements to “pay_rate” on GET/Employment for Ceridian
  • Enhancements to syncing payroll runs for Paychex
  • Added rate limit optimizations to BambooHR, UKG Pro, and UKG Ready
  • Added optimizations for larger accounts for Workday
  • Enhancements to GET/TimeOff status for Workday
  • Enhancements to validation logic to account for end users not granting access to compensation for UKG Pro
  • Support for custom fields in ”remote_data” for Freshteam
  • Enhancements to GET/Employees syncs for Trinet
  • Added dedupe logic for employees for Payfit
  • Support to pull MFA data for Employees for OneLogin
  • Enhancements to “remote_data” for GET/TimeOff for BambooHR
  • Support to pull profile pictures for employees for CharlieHR
  • Enhancements to GET/Users for Teamwork
  • Enhancements to Ticket Created webhook for Linear
  • Enhancements to automatic webhooks for Github Issues
  • Support for “priority” field to POST/Ticket and PATCH/Ticket for Linear
  • Support for 3rd party Deleted Ticket detection for Trello, Teamwork, Zendesk, Front, and Re:Amaze
  • Enhancements to File Picker (in beta) to optimize speed for Box, Google Drive, OneDrive, SharePoint, and Dropbox

👨‍💻

SDK Updates

  • Updated PHP ATS SDK to v1.0.2
  • Updated PHP HRIS SDK to v2.0.1
  • Updated PHP Ticketing SDK to v1.0.1

Week 4, June 2023

Improvements

  • Supported Fields page is now the default page under “Integrations” in docs
  • Enhancements to Common Model docs to remove “object” header in left-hand nav
  • Addition of Field Mapping to Supplemental Data section in Docs
  • Enhancements to POST/Invoice for NetSuite
  • Enhancements to GET/Addresses for NetSuite
  • Enhancements to top level ”tracking_category” relation for GET/Journals
  • Support for PATCH/Candidate for Ashby, Greenhouse, Lever, and SmartRecruiter (in beta)
  • Support for POST/Interview for Lever and Recruitee
  • Enhancements with webhooks for Greenhouse
  • Enhancements to authentication for Lever
  • Enhancements to permissions for GET/Attachments for SmartRecruiters
  • Added optimizations to support large syncs for Teamtailor
  • Added ”opportunity” relation to GET/Task for Hubspot and Salesforce
  • Enhancements to GET/Accounts for greater efficiency for Hubspot and Salesforce
  • Increased highest sync frequency settings for all models for Zoho CRM
  • Upgraded API version to pull updated data for Zoho CRM
  • Support for “converted_account”, “converted_date”, “converted_contact”, “email_addresses”, “phone_numbers”, and “title” to GET/Leads
  • Added support for ”opportunity” and “account” on GET/Notes for Zoho CRM
  • Enhancements to  GET/Teams for ADP Workforce Now
  • Enhancements to input parameters for POST/TimeOff for Ceridian Dayforce
  • Enhancements to remote data for GET/Employees for Insperity
  • Enhancements to TimeOff status field for Justworks
  • Added optimizations to support long sync for Okta
  • Increased highest sync frequency settings for UKG Ready
  • Support to retrieve ”ticket_type” enum choices to POST/ticket/meta for Bitbucket, Freshdesk, Freshservice, Height, and Zendesk
  • Support for deleted tickets for Freshdesk, Front, Re:amaze, Teamwork, Jira, ClickUp, Linear, Trello, and Zendesk
  • Added automatic webhook support for deleted tickets for Clickup, Freshdesk, Jira, and Linear
  • Enhancements to OAuth for Box
  • Enhancements to webhook setup for Box
  • Updated ”file_thumbnail_url” to make static for OneDrive and Sharepoint

🧑‍💻

SDK Updates

  • Updated C# Accounting SDKs to v1.1.1
  • Updated C# HRIS SDKs to v2.1.0
  • Updated C# CRM SDKs to v1.0.1
  • Updated Go Accounting SDKs to v1.3.0
  • Updated Go CRM SDKs to v1.3.0
  • Updated Go Ticketing SDKs to v1.3.0
  • Updated Go HRIS SDKs to v1.3.0
  • Updated Typescript SDK to v3.2.0

Week 3, June 2023

Improvements

  • Enhancements to GET/Locations work “location_type” for Workday
  • Enhancements to GET/TimeOffBalance type field for BambooHR
  • Enhancements to GET/TimeOffBalance syncing for BambooHR
  • Enhancements to GET/Employments remote data for ADP Workforce Now
  • Added additional coverage to ADP Workforce Now
  • Enhancements to GET/Employee “employment_status” for pending employees for Justworks
  • Support for work location “name” for GET/Locations for ADP Workforce Now
  • Enhancements to error handling for permissions for SharePoint
  • Enhancements to error handling for permissions issues for Azure Active Directory
  • Enhancements to GET/Employees for Payfit
  • Enhancements to GET/Groups null data for UKG Ready
  • Enhancements to POST/TimeOff type mappings for BambooHR
  • Support for GET/Employee custom fields for Freshteam
  • Enhancements to GET/Employee “pay_period” field for hourly employees for Paylocity
  • Support for POST/Application for Harbour ATS
  • Support for POST/Application for Comeet
  • Enhancements to webhooks authentication for Greenhouse
  • Enhancements to GET/Journals to pull ”journal_lines”, “currency_rate_type” and support retained earnings and translation adjustment journals for Workday Financial
  • Enhancements to POST/Contacts for Netsuite
  • Support for GET/Journals “posting_status” enum mapping for Workday Financial
  • Enhancements to normalization of POST/Ticket to return more fields in response for Aha!
  • Enhancements to /meta endpoint for required fields for Aha!
  • Support for GET/Ticket ”completed_at” field for Azure DevOps, Trello, Basecamp, FreshService, and Jira Service Management
  • Enhancements to GET/Tickets pagination for Shortcut
  • Support for GET/Ticket ”created_at” and ”updated_at” for Jira Service Management
  • Support for PATCH/Ticket for Rally
  • Enhancements to POST/Ticket error messaging for Wrike
  • Enhancements to POST/Leads for Salesforce
  • Added optimizations to improve performance for larger accounts to sync GET/Accounts, GET/Contacts and GET/Opportunities for Zoho CRM
  • Enhancements to OAuth linking for Pipedrive
  • Support for converted_account, converted_contact, converted_date, email_addresses, phone_numbers, title for GET/Leads for Zoho CRM
  • Support for passing in reserved XML characters for POST and PATCH/Opportunities for Salesforce
  • Enhancements to security to ”file_thumbnail_url” fields across all File Storage integrations
  • Support for receiving webhooks for Box
  • Enhancements to webhooks for Google Drive
  • Support for user and permissions model for Google Drive

👨‍💻

SDK Updates

  • Updated Ruby HRIS SDK to v3.2.0
  • Updated Ruby ATS SDK to v3.0.1
  • Updated Ruby Ticketing SDK to v1.0.8
  • Updated Ruby Accounting SDK to v1.0.4

Week 2, June 2023

🤖

Meet Blueprint

We are thrilled to introduce our new AI-powered tool, Blueprint. Now available in beta, Blueprint uses AI to read API documentation and automatically starts building an integration to one of Merge’s seven Unified APIs.

Anyone can contribute to Merge’s Unified APIs, and accelerate the development of integrations offered through Merge’s platform.

Try it out now!

🖇️

New Integration

We’re excited to expand our Ticketing Unified API with the addition of Rally which is now available in beta!

Improvements

  • Support for “start_date” and “end_date” under Benefits for BambooHR, ADP, Paylocity, UKG Ready, and UKG Pro
  • Enhancements to runtime optimizations for Okta
  • Enhancements to accounts linking for Factorial
  • Support for “start_date”, “employment_status” and compensation details under Employments for Deel
  • Enhancements to linking Employees and Employments for ADP Workforce Now
  • Support for “avatar” field under Employees for Rippling
  • Support for home locations under Locations for CharlieHR
  • Enhancements to “pay_period” for hourly workers under Employments for BambooHR
  • Enhancements to larger accounts linking for HiBob
  • Enhancements to “start date” under Employments for Sapling
  • Enhancements to Groups for BambooHR
  • Support for “candidate” under Activities for Greenhouse, SAP, Workable, and JazzHR
  • Support for POST/Activities for BrassRing
  • Enhancements to pagination optimizations to support larger accounts for iCIMs
  • Fixed timeout issue with SAP SuccessFactors
  • Enhancements to POST/Candidates and POST/Applications  for SAP SuccessFactors
  • Enhancements to Jobs for BambooHR
  • Enhancements to Attachments for Taleo
  • Enhancements to Applications for Taleo
  • Enhancements to remote data for Attachments for Greenhouse
  • Support for deleted data coverage for Greenhouse via webhooks; Greenhouse will now immediately pull and update all deleted data with end user webhook setup
  • Support for deleted data coverage for Xero via 3rd party API; Xero will now automatically pull and update any deleted transaction or reference data without any setup
  • Support for “account” relation for Quickbooks Online
  • Enhancements to transaction number for NetSuite
  • Enhancements to pagination for Journals to pull missing transactions for Xero
  • Enhancements to Income Statement for Xero
  • Enhancements to “names” under Contacts for Freshbooks and FreeAgent
  • Enhancements to Attachments data erroring out for Quickbooks Online
  • Enhancements to linking sandbox accounts for Netsuite
  • Enhancements to /meta endpoints for Freshdesk
  • Support for “linked_account_parameters” to /meta endpoints for Freshdesk and Freshservice
  • Enhancements to with Tickets and Comments data syncing for Shortcut
  • Support POST/Ticket support for Height
  • Enhancements to POST/Notes for Salesforce
  • Support for reserved XML characters under "name" and "description" fields for Salesforce POST/Opportunity and PATCH/Opportunity
  • Support for partner authentication and OAuth support for Dropbox

👨‍💻

SDK Updates

Week 1, June 2023

🖇️

New Integrations

We’re excited to expand our HRIS Unified API with the addition of Deel SCIM, which is now available in beta!

We’re thrilled to expand our ATS Unified API with the addition of Infinite BrassRing, which is now available in alpha!

Improvements

  • Enhancements to null “work_location” for ADP
  • Enhancements to most recent Employment “employment_type” and “pay_period” fields for UKG Pro
  • Enhancements to Employments for Charthop
  • Support for additional field coverage for Azure Active Directory
  • Enhancements to POST/TimeOff requests for Ceridian Dayforce
  • Enhancements to the Employment object syncs for Workday
  • Enhancements to Employees to remove duplicates for Justworks
  • Enhancements to ADP Groups “type” field to normalize to a standard enum value
  • Enhancements to phone number values for Saplin
  • Support for a new field on JobInterviewStage “stage_order” to signify hiring process stage; available in beta for Ashby, Greenhouse, Workable, Teamtailor, and Lever
  • Enhancements to “credited_to” field for JobAdder
  • Enhancements to Workday Financial sync speed
  • Enhancements to Accounts “status” field mapping for Workday Financial
  • Support for a new field “tracking_category” that has relations to Invoices, Vendor Credit, Expense, CreditNote, Payment, PurchaseOrder, Transaction for Quickbooks Online
  • Support for a new field “tracking_category” that has relations to VendorCredit, Transaction, Invoice for Netsuite
  • Support for a new field “tracking_category” that has relations to Transaction, Invoice, JournalEntry, CreditNote, PurchaseOrder for Microsoft Dynamics
  • Added timestamp optimizations for ZohoBooks
  • Enhancements to improve ClickUp’s rate limit detection
  • Support for “ticket_url” fields for Wrike, Hive, and Height
  • Support for POST/Ticket for Freshservice
  • Support for POST/Ticket for Height

Week 4, May 2023

Improvements

  • Faster and streamlined customer support via Intercom by automatically surfacing the relevant linked account and/or issue
  • Enhancements to Insperity authentication to support more url types
  • Enhancements to “employment_type” field for Justworks
  • Enhancements with Ceridian Dayforce syncs to update TimeOffBalances
  • Enhancements to timestamps for SAP SuccessFactors
  • Enhancements to employment effective date for Sapling
  • Added pagination and retry optimizations to Oracle Taleo
  • Added hiring managers to Remote Users for JobAdder
  • Enhancements to remote data for iCIMs
  • Enhancements to pagination to applications for Greenhouse
  • Enhancements to POST/Attachments for Workable
  • Added optimizations for syncing job interview stages for Greenhouse
  • Added timestamp and rate limit optimizations to Zoho Books
  • Added transaction ID to remote data for Netsuite
  • Support for multi-subsidiary for Contacts/ Vendors for Netsuite
  • Enhancements to PATCH/Ticket status for Jira
  • Support for Content Notes under GET/Notes for Salesforce

👨‍💻

SDK Updates

  • Updated Kotlin SDK to v2.0.8
  • Updated Typescript SDK to v3.1.0

Week 3, May 2023

Improvements

  • Support for multi-subsidiary for Contacts for Netsuite
  • Support for deleted data for Quickbooks Online
  • Added deleted support for collections for Basecamp
  • Enhancements to Salesforce writes for Remote Fields
  • Enhancements to Merge Dashboard user interface

Week 2, May 2023

💥

Updates to Linked Account View in the Merge Dashboard

We are making major enhancements to Merge Dashboard’s Linked Accounts section to make our integrations management capabilities even better to help your support teams easily identify and address end user errors. We are excited to rollout the following changes.

  • We’ve added reference docs, API Tester, Help Center, and a Support button, so your support team can access a resource or contact support if there’s an issue with a specific Linked Account.
  • We show a Linked Account’s metadata, data sync status and scope in a single view. This provides visibility in when data was last synced, relevant permission, and current sync status.
  • Added advanced configuration settings, such as field mapping and sync frequencies speeds, highlighting these settings at each linked account level.

There’s a brand new “Data” page so you can view and configure data sync and access settings for a specific Linked Account.

There’s a brand new "Logs" page under each Linked Account so you can access an instant view all API request logs and webhooks related to a specific Linked Account. You don’t need to filter down in the Logs page anymore.

Improvements

  • Updates to “Developers” role permissions; see details here
  • Enhancements to Sapling’s “employment_type” under Employments by properly normalizing values
  • Enhancements to BambooHR’s “employment type” under Employments for terminated employees
  • Enhancements to Groups for SAP Successfactors
  • Enhancements to pulling payroll data for Gusto
  • Enhancements to validating credentials for Hibob
  • Support for associating a stage to GET/Interviews for Greenhouse
  • Support for fields to pull region and selection status to GET/Jobs for Taleo
  • Support for “job_description” under GET/Jobs for Taleo
  • Enhancements to “contact_name” under GET/Contacts for Zoho Books
  • Enhancements to relation between invoices and accounts receivable payments for Quickbooks Online
  • Support for passing in a custom “status” value to POST/Ticket for Linear
  • Added ability to pass in phone number to POST/Contact for Salesforce

👨‍💻

SDK Updates

  • Updated Python SDK to v2.2.7 (now includes Field Mapping support)

Week 1, May 2023

Improvements

  • Enhancements to Dashboard with the addition of a new logs and webhooks page under each Linked Account
  • Enhancements to docs by adding and clarifying "modified_at" for all endpoints
  • Enhancements to Employee Payroll Runs for UKG Pro
  • Enhancements to Employments and Groups for ChartHop and Namely
  • Support for “rejected_at” field under GET/Applications for Ashby
  • Enhancements to data quality for Ashby
  • Support for “account” and “owner” under POST/Opportunity for Hubspot
  • Enhancements to Remote Fields Writes for Salesforce Leads
  • Support for “contacts” under POST/Engagements for Salesforce
  • Enhancements to POST/Notes for Salesforce
  • Support for “type=meeting” under POST/Engagements for Salesforce
  • Added contacts relation under GET/Engagements for Salesforce

Week 5, April 2023

⚠️

Detailed Error Messages Released!

Detailed Error Messages is now in general availability. Save your customer success team’s time with detailed error messages in Merge Link. When your customer cannot successfully connect to certain integrations or cannot access certain fields, they’ll see a specific error message so they can troubleshoot it themselves.

Watch a 3 minute demo of the feature.

Improvements

  • Enhancements to Employee Payroll Runs for UKG
  • Enhancements to Payfit, which is now available in beta
  • Enhancements to HRAlliance, which is now available in beta
  • Support for “part time” under the employment_type field for SAP
  • Support for POST/candidate for Recruitive
  • Enhancements to Journal Entries for Workday Financial
  • Support for “Bill Payments”, “Bills”, and “Vendors” for Freshbooks
  • Enhancements to “paid_on_date” field under Invoices for Freshbooks, Sage Business Cloud, and Zoho Books
  • Support for “addresses” under GET/accounts, POST/accounts, GET/leads, and POST/leads for Pipedrive
  • Support for “emails” and “phone numbers” under POST/leads for Pipedrive
  • Support for “addresses” and “phone numbers” under Contacts for Salesforce
  • Support for Permissions, Users, & Groups for Google Drive, Box, OneDrive, and SharePoint

👨‍💻

SDK Updates

  • Updated Ruby SDK to 1.0.7

Week 4, April 2023

Improvements

  • Enhancements to Merge Link by adding a link to relevant help center articles for certain integrations after a failed link attempt
  • Addition of copy buttons added to Base API URLs in docs
  • Improvements to Merge Link success messaging
  • Enhancements to Employee Payroll Runs for Paylocity
  • Support for “attendees” and “participants” under the “contacts” field within the Engagements model for Pipedrive
  • Support for “addresses” and “phone numbers”  under Accounts for Salesforce
  • Support for “addresses” and “phone numbers” under Contacts for Salesforce
  • Enhancements to NetSuite sandbox account
  • Enhancements to Sage Business Cloud by linking payments to invoice and properly mapping correct date of payment
  • Support for Download File for File Storage API
  • Support for Tickets and Comments receiving webhooks for Github

Week 3, April 2023

🖇️

New Integration: Aha!

We’re excited to expand our Ticketing Unified API with the addition of Aha!, which is currently in beta.

Improvements

  • Enhancements to the Employee Payroll Runs object for Paylocity
  • Enhancements to Ashby syncs to fetch last modified data
  • Enhancements to Xero’s authorization and syncing
  • Enhancements to Pipedrive mappings
  • Enhancements to POST/lead for Salesforce
  • Support for increased sync frequencies for Salesforce
  • Support for Remote Field Writes for Pipedrive

👨‍💻

SDK Updates

• Updated Typescript SDK to 3.0.10

Week 2, April 2023

🔈

Custom Objects Launched!

We’re thrilled to launch Custom Objects as part of our CRM Unified API!

Demonstrate your product’s value through deep automations that utilize all aspects of your users’ CRM data. With Custom Objects, you can generate detailed reports by pulling all models associated with Leads or Opportunities from Salesforce, or show your product’s ROI right in your users’ HubSpot.

With Merge, you’re now able to read and write information from any custom model and its associations with a single build.

Available now for Salesforce, HubSpot, and Zendesk Sell. Learn more about Custom Objects in our Guides.

Improvements

  • Support for Deel OAuth
  • Support for POST/Candidate for iCIMS, ClockWork, and Harbour ATS
  • Enhanced syncs for Ashby by supporting sync filter
  • Enhanced data syncs for Xero and Netsuite
  • Support for all types of tickets for ServiceNow
  • Support for more types of collections for Shortcut
  • Support for POST/note for Salesforce
  • Updated default ordering of integrations in Merge Link
  • Enhanced Linked Accounts page in Merge Dashboard to surface the number of of linked, incomplete link, and relink needed accounts

👨‍💻

SDK Updates

Week 1, April 2023

Improvements

  • Enhanced Merge Link’s requested data screen so users can see the Common Model fields
  • Enhanced Merge dashboard UI — and you may now see a G2 survey appear in the dashboard
  • Support for Custom Object reads and writes for Zendesk Sell
  • Support for POST/note for Hubspot
  • Support for “addresses”, “phone_numbers”, and “email_addresses” for GET/ and POST/leads for Salesforce
  • Support for “&” character in the “title” field for POST/Lead for Salesforce
  • Support to pass in tracking categories to POST/Journals for Microsoft Dynamics
  • Enhanced performance of JazzHR and Workable
  • Enhanced ServiceNow to support all types of tickets
  • Added necessary permissions for access tokens in Github Issues linking flow
  • Support for partner authorization for Asana meaning customers can now enter their own OAuth client ID
  • Enhanced transactions and payments Common Models for Quickbooks Online

👨‍💻

SDK Updates

Week 4, March 2023

Improvements

  • Support for GET/Group for BreatheHR, HRCloud, HRPartner, Paychex, PeopleHR, SageHR, Sapling, and Zenefits
  • Support for remote data for deductions, earnings, and taxes
  • Enhanced  “start_date”, “teams”, and “location” for Ceridian
  • Support for POST/Application for Clockwork
  • Added required fields per “ticket_type” for ServiceNow /meta endpoints
  • Added enum options for ServiceNow /meta endpoints
  • Added “creator” field for ServiceNow incidents
  • Added query parameter on “issue_date” (”issue_date_before” and “issue_date_after”) for Accounting
  • Support for POST/Task for Hubspot and Salesforce
  • Added support for Phone Numbers for Accounts for Hubspot
  • Support for “due_date” field for Tasks for Hubspot
  • Enhanced sync frequencies for Pipedrive

👨‍💻

SDK Updates

Week 3, March 2023

🎉

File Storage

We are so excited to announce our newest Unified API category: File Storage, which is now available in beta. File Storage can help users in your product search all files and folders, download documents, and upload documents.

File Storage is being released with 5 integrations: Google Drive, Dropbox, Box, SharePoint, and OneDrive!

Learn more from our developer docs here! If you’re interested in participating in our beta, please sign up for our waitlist.

🖇️

New Integrations

We’re excited to expand our HRIS Unified API with the addition of Insperity — check it out here!

We’ve also added SpotDraft as a supported integration for our Ticketing Unified API — learn more here!

Improvements

  • Support to add filter for offices on GET/Jobs
  • Support for GET/Attachment, POST/Attachment, and POST Application for iCIMS
  • Updated sync frequency for Taleo and SmartRecruiters
  • Support for regional urls for iCIMS
  • Support for tax_amount for Quickbooks Online
  • Added support for multiple categories across all transaction objects for Sage Intacct
  • Support for POST & PATCH Task for Pipedrive
  • Added help center article to clarify apps and scopes for Hubspot
  • Added regional configurations for US and EU for Hubspot in Merge Link during OAuth flow
  • Added callout in docs and dashboard that scopes do not cover passthrough or remote data
  • Ability to query parameters transaction_date_before and transaction_date_after for transaction_date

👨‍💻

SDK Updates

Week 2, March 2023

Improvements

  • Added Ignore model to Contacts and Users for CRM
  • Support for currency field under GET/Company-Info for Quickbooks Online
  • Support for POST/Expenses for Sage Intacct
  • Support to add both Departments and Classes to transactions for Sage Intacct
  • Enhancements to Netsuite to support multi-currency amounts
  • Support for custom objects (in beta) for Hubspot and Salesforce
  • Enhancements to user experience for Salesforce and Hubspot Merge Link flow
  • Enhancements to the requested data screen in Merge Link to reflect scopes passed in
  • Enhancements to the webhooks management section in the dashboard to include the new fully synced initial webhooks

Week 1, March 2023

Improvements

  • Enhanced field mappings user experience by adding search functionality in the field dropdown in Merge Link
  • Support for POST/Attachments for QBO and Sage Intacct
  • Support for POST/Ticket for Intercom when created by an admin
  • Support for PATCH/Contact for Salesforce
  • Support for POST/Lead for Salesforce
  • Support for start_time and end_time for Hubspot for Engagement object
  • Enhanced Payroll docs by adding notice to the Rippling “field support by platform” section

👨‍💻

SDK Updates

Week 4, February 2023

📄

Common Model References in Docs

Easily see which fields are supported by our common models and compare coverage across integrations. You can customize the table by filtering by “Common Model” and/or “Integration”.

Try it out here!

🪝

Sync Aligned Webhooks

We have improved our webhooks to emit only after all Common Model objects are fully synced, alerting you when the initial data sync is complete. This enhancement should help simplify your process in setting up a webhook for full data syncs.

We recommend all customers using initial sync-status webhook to update them. We will discontinue support for our legacy webhooks on May 1, 2023.

Read more here.

Improvements

  • Added Field Mapping (currently in beta) guide to developer docs
  • Added Custom Objects (currently in beta) guide to developer docs
  • Support to pull BillPayments in GET/Transactions for QuickBooks Online
  • Support for multiple tracking categories for QuickBooks Online
  • Support for multiple tracking categories on transactions for Xero
  • Support for PATCH/Opportunity, PATCH/Account for Salesforce
  • Support for POST/Contact, POST/Opportunity, POST/Account, POST/Engagements allowing you to now pull (GET) and push (POST) data to your end users’ Salesforce
  • Support for status for Opportunity in Salesforce
  • Enhancement to handle emails for GET/User for Capsule
  • Support for remote webhooks for account and contact creation for Hubspot
  • Support for remote wehooks for contact association, contact property, and account property changes for Hubspot
  • Support for passing in an account_id for POST/Contacts for Hubspot
  • Enhanced GET/Engagement for Pipedrive
  • Support for phone and email for GET/Leads for Pipedrive

Week 3, February 2023

🔭

Scopes via API

Programmatically set model and field level scopes for individual Linked Accounts with two new features in our API! This is important for when you want to configure the scopes differently for each of your customers.

This feature is currently only available to Grow and Expand customers.

Get started with our /link-token doc and /common-model-scopes doc.

🪝

GA Release of Automatic Webhooks

Automatic Webhooks gives the ability to create third-party webhooks without manual setup from your customer. Merge automatically configures the webhooks for select providers, which means you can get instant updates without reliance on sync times for your Linked Accounts.

Automatic webhooks are currently supported for major ticketing integrations such as ClickUp, Trello, Zendesk, Freshdesk, Jira, and Linear.

Check out more here!

🖇️

New Integration: Paycor

We’re excited to expand our HRIS Unified API with the addition of Paycor, which is currently in beta.

Improvements

  • Ability for users to see their own role on the organization page under settings in the Merge Dashboard
  • Enhanced on our ADP Partnership Flow in the Canadian Marketplace
  • Enhanced our authentication guide
  • Support for POST/Interview for Greenhouse
  • Support for selective sync filters to filter Employee by Employment Status for BambooHR
  • Support for POST/Invoice for Sage Intacct
  • Support for POST/Expense for QBO
  • Support for POST/Comment for ServiceNow
  • Support for POST/Ticket for HelpScout
  • Support for Automatic Webhooks for Jira
  • Added the ability to send in a type and netHours field to POST/TimeOff for Ceridian Dayforce
  • Added the ability to pass in ticket_url for POST/Ticket for Freshdesk, Gitlab, Intercom, Front, Pivotal Tracker, and ServiceNow
  • Support for read capabilities for Custom Objects for Salesforce
  • Added an Engagements <> Contact relation for Pipedrive and Zendesk Sell
  • Enhanced Office object for Ashby
  • Enhanced Employments object for UKG Pro

Week 2, February 2023

Improvements

  • Added “logs”, “issues”, and “API tester” button on Linked Accounts page, driving users to those pages with the linked account pre-selected
  • Fixed functionality of older feature that ensures the ordering of integrations in the dashboard accurately reflects how they’re displayed in Merge Link
  • Enhanced location field for GET/Office for Ashby
  • Support for selective sync filters for created_at for Applications and Jobs for Greenhouse
  • Rebuilt integration for Clockwork due to large API changes
  • Enhanced TrackingCategory object to now support multiple tracking categories (i.e. Department, Location, Class) for Microsoft Dynamics
  • Support for POST/Contacts for Xero
  • Added users field to GET/Collection across all ticketing integrations
  • Support for GET and POST/Leads for Pipedrive
  • Support for GET and POST a contact relation to POST/Engagements for Hubspot
  • Support for remote fields support for Pipedrive and Hubspot
  • Enhanced Gusto integration
  • Enhanced Rippling integration
  • Support for linking Job and JobInterviewStage for Ashby
  • Enhanced our Postman repository

👨‍💻

SDK Updates

Week 1, February 2023

🎉

Marketing Automation

We are so excited to announce our newest Unified API category: Marketing Automation, which is now available in beta.

Marketing Automation is being released with 11 integrations: HubSpot Marketing Hub, Klaviyo, Mailchimp, ActiveCampaign, Customer.io, MessageBird, GetResponse, SendGrid, Podium, Sendinblue, and Keap!

Learn more from our developer docs here!

🖇️

New Integration: SugarCRM

We’re also excited to expand our CRM Unified API with the addition of SugarCRM — check it out here!

Improvements

  • Support for start date for GET/Employees for Azure Active Directory
  • Support for selective sync filters for GroupIDs for GET/Employees for Azure Active Directory
  • Enhanced the Payment model to support split payments
  • Enhanced Invoices object information in GET/PurchaseOrder for Netsuite
  • Support for GET/Expenses for Sage Intacct
  • Enhanced Gusto integration
  • Enhanced sync times for Paylocity and Trinet
  • Enhanced Ashby integration: Improved POST capabilities and mapped Job Status
  • Enhanced Xero integration
  • Enhanced webhooks for Freshdesk
  • Enhanced support for transaction models for Microsoft Dynamics Business Central

👨‍💻

SDK Updates

Week 4, January 2023

🖇️

New Integration: Ping One

We’re incredibly excited to expand our HRIS Unified API with the addition of PingOne — check out our integration!

Improvements

  • Support for POST/Contacts for Microsoft Dynamics
  • Support for passing collection field for POST/Tickets and PATCH/Tickets
  • Enhanced Merge Link Screen with auto-expanded directions and easy access to up-to-date Help Center Articles
  • Enhanced documentation for POST/Requests (i.e. POST/Candidates) to provide sample request bodies as examples
  • Enhanced support around surfacing line_items in Accounting Objects
  • Enhanced support around duplicate events with Freshdesk webhooks

👨‍💻

SDK Updates

Week 3, January 2023

🖇️

New Integration: JobAdder

We’re incredibly excited to expand our ATS Unified API with the addition of JobAdder — check out more here!

Improvements

👨‍💻

SDK Updates

Week 2, January 2023

🪝

Automatic Set up of Third-Party Webhooks

Merge now offers the ability to create third-party webhooks without manual setup from your customer. Merge automatically configures the webhooks for select providers, which means you can get instant updates without reliance on sync times for your Linked Accounts.

Automatic webhooks are currently supported for major ticketing integrations such as ClickUp, Trello, Zendesk, Freshdesk, and Linear

Check out our beta launch here, and please reach out if you have any questions!

🖇️

New Integration #1: iCIMS

We’re extremely happy to announce the addition of a highly requested integration, iCIMS, to our ATS Unified API — check out more here!

New Integration #2: 7Shifts

We’re incredibly excited to expand our HRIS Unified API with the addition of 7Shifts — check out more here!

Improvements

  • Support for POST/Journal-Entries for Sage Intact
  • Support for transaction_date and currency for POST/Purchase-Orders for Netsuite
  • Support for exchange_rate information across objects for Quickbooks Online
  • Support for gross_profit for GET/Income-Statements for Quickbooks Online
  • Added approvers to integration_params for POST/Purchase-Orders for Netsuite
  • Support for remote_data for Freshdesk webhooks
  • Support for email_address and phone_number for GET/Contacts and POST/Contacts for SalesForce
  • Support for employee number for GET/Employees for Paylocity
  • Support for OAuth for Trello
  • Enhanced CRM Object and Field Definitions

Week 1, January 2023

✨ Improvements

  • Support for a new Collection Object that encompasses the current Projects model, and additionally maps to new concepts such as Lists and Spaces for our Ticketing API
  • Support for email_addresses and phone_numbers for GET/Contacts for HubSpot
  • Support for Exchange Rates on transaction-related common model objects such as Invoices, Journal Entries, Payments, and Purchase Orders for Quickbooks Online
  • Support for sync filtering by date for Clickup and Trello for Premium Selective Syncs feature

👨‍💻 SDK Updates

Week 4, December 2022

⛑️ Issues Webhooks

Merge can now programmatically notify you for when an Issue is generated for a Linked Account! You can now get real-time updates on when Merge detects issues such as Missing Permissions or Invalid API Key, and surface them to your impacted end-customers.

You can configure these Linked Account Issues Webhooks on your Configurations page here!

✨ Improvements

👨‍💻 SDK Updates

  • Enhanced Kotlin SDK
  • Refreshed multi-category TypeScript SDK
  • Generated Rust HRIS SDK

Week 3, December 2022

✨ Improvements

  • Support for GET/Activities for Ashby
  • Support for POST/Candidates for tags for Ashby
  • Support for Provider Name for GET/Benefits for UKG Pro
  • Support for Ticket Creation third-party receiving webhooks for Freshdesk
  • Updated remote_data mapping for GET/Interviews for Ashby
  • Support for OAuth authentication for Github
  • Support for our Premium Feature - Selective Syncs by Ticket Date for Trello and Clickup

👨‍💻 SDK Updates

Week 2, December 2022

🖇️ New Integration of the week: Dixa

New week, new integration! We’re incredibly happy to announce the addition of Dixa to our Ticketing Unified API — check out more here!

✨ Improvements

  • Support for PATCH/Accounts for Close, Capsule, and Copper
  • Support for Issues Notification Webhooks from Merge that can be set up in Configurations
  • Support for passing in Jira markdown in description for POST/Tickets
  • Support for POST/Candidates for Comeet
  • Support for Groups for our Non-Partnership ADP Integration
  • Enhanced Duplicate Linked Account Detection to account for case of same API Key for different categories
  • Updated Authentication Field Descriptions in Link for TriNet
  • Updated Payment Enforcement procedures to lock dashboard for organization that fail to pay bill
  • Enhanced /linked-account endpoint documentation to reflect endpoint is category agnostic by default
  • Enhanced API Documentation to reference /meta endpoint for POST requests
  • Enhanced API Documentation to include sub-objects in the Field Support by Platform

Week 1, December 2022

🖇️ New Integration of the week: Bitbucket

We’re incredibly happy to announce the addition of Bit Bucket to our Ticketing Unified API — check out more here!

🔍 Enhanced Issues Dashboard and API

We have been focusing heavily on improving our Issues Management in the past quarter. We have completely revamped our Logs and Issues Dashboard, and just released new detection around Missing Permissions that we will continue to refine and improve.

We are thrilled to announce support for surfacing Missing Permission issues with the Dashboard and Issues endpoint for UKG Pro and BambooHR

Check out the example screenshot below to see how these new features will appear in your Dashboard. We can’t wait to hear your feedback on these enhancements!

🤝 Expanded CRM support around Accounts

We are always looking for ways to build out Unified API to support and expand any potential use case or functionality of your product. We’ve recently released our PATCH/Accounts support for: Hubspot, Pipedrive, Zendesk Sell, and Zoho CRM.

This, coupled with our current support around POST/Accounts will allow you to create and update accounts within your customer’s CRM system.

✨ Improvements

  • Support for POST/Purchase-Orders for NetSuite and Quickbooks Online
  • Support for exchange_rate for Transaction related objects for Xero
  • Support for ticket_url in response for POST/Ticket to Linear
  • Support for posting Tags for POST/Candidates for Ashby
  • Support for Groups Object, with types = TEAM and DEPARTMENT for Rippling
  • Enhanced API docs for /meta endpoint around supported fields
  • Enhanced Merge Link to prevent browser from blocking pop-ups in single-integration flow

👨‍💻 SDK Updates

  • Enhanced Python ATS SDK and consolidated Kotlin SDK

Week 4, November 2022

✨ Improvements

  • Support for POST/Tickets for Gladly and Kustomer, with ability to create a new Contact
  • Support for conditional query parameters for Ticketing /meta endpoint throuhg anyOf field
  • Support for remote_created_after/before and remote_updated_after/before query parameters for GET/Tickets
  • Support for Exchange Rate on all transaction related objects, including Invoices, Journal Entries, Payments, Purchase Orders, and Vendor Credits
  • Support for POST/Application for existing candidates for Workable
  • Support for posting URLs and Tags for POST/Candidates for Workable
  • Support for capturing Evergreen Jobs in GET/Jobs for Workday
  • Enhanced Issues Notification emails to include Linked Account information such as End User Organization Name, End User Email Address, End User Origin ID, and Linked Account ID
  • Enhanced API Documentation to surface help text for relational fields
  • Enhanced Merge signup and login page design

👨‍💻 SDK Updates

  • Node Legacy Fetch support for our consolidated Typescript SDK
November 22, 2022

Week 3, November 2022

✨ Improvements

  • Support for Merge Link Configurations so end-user can choose if account is a sandbox, the region their environment is from, etc.
  • Support for Freshdesk Third Party Receiving webhooks to pull real-time changes in priority field for Tickets
  • Support for biweekly and semi-monthly differentiation in pay_frequency and pay_period for Namely
  • Support for payments on Invoices for Netsuite
  • Support for Exchange Rate on Transactions for Netsuite
  • Support for subsidiaries for Netsuite
  • Auto-expanding linking directions for ADP Partnership in Link
  • Enhanced support for Zendesk OAuth
  • Enhanced Lever OAuth flow to take into account end-user permission configurations
  • Enhanced security by updating account tokens for linked accounts converted from test to production

👨‍💻 SDK Updates

  • Enhanced Ruby SDK to support expand functionality
  • Enhanced PHP SDK

Week 2, November 2022

✨ Improvements

  • Support for PATCH/Tickets for Azure Devops
  • Support for ‘creator’ field in Tickets
  • Support for exchange_rate and company in Journal Entries
  • Support for Third Party Receiving Webhooks for Contacts from Hubspot
  • Enhanced filtering for Issues Dashboard around Organization
  • Support for GET/Tags and POST/Candidates for Cornerstone Talent Link
  • Support for Basic Auth for Zendesk Sell
  • Support for both REST and SOAP passthrough requests for Netsuite
  • Support for “integration_params” in all categories
  • Enhanced demo linking flow in our “Get Started” Guide
  • Resolved integration logo images within Configurations for EU multi-tenant instance
  • Enhanced API Tester to handle larger API response sizes
  • Auto-expanding of ADP Partnership linking directions in Merge Linking Flow
  • Placement on Sage Intact Marketplace

👨‍💻 SDK Updates

  • Enhanced Ticketing SDKs to capture more query parameters for tickets, integration_params and linked_account_params for POST models, and more queries for users
  • Enhanced PHP SDK

Week 1, November 2022

✨ Improvements

  • Support for Email as a query parameter for GET/users
  • Support for Creator field for Tickets
  • Support for POST/opportunities and POST/engagements for Vtiger
  • Support for GET/purchase-orders for Microsoft Dynamics 365
  • Support for multiple entities for Sage Intact
  • Enhanced Merge Link UI to show full fixed base URL subdomain
  • Enhanced API Docs to denote features available for signed customers only
  • Enhanced SmartRecruiters integration to resolve issue around files to URL

👨‍💻 SDK Updates

  • Support for Groups in PHP SDK

Week 4, October 2022

🖇️ New Integration #1: Help Scout

New week, new three-peat of integrations! We’re happy to announce the addition of Help Scout to our Ticketing Unified API — check out more here!

🖇️ New Integration #2: Accelo

We’re incredibly excited to expand our CRM Unified API with the addition of Accelo — check out more here!

🖇️ New Integration #3: BizMerlinHR

We’re also excited to expand our ATS Unified API with the addition of BizMerlinHR — check out more here!

✨ Improvements

  • Ability to sort Issues by “Updated” and “Created” times
  • Support for PATCH/Tickets for Freshdesk
  • Support for POST/Candidates for Workable
  • Support for country_subdivision in Address to capture state or region
  • Support for real-time receiving webhooks for Freshdesk
  • Updated required fields for POST/Candidate and POST/Application for SAP SuccessFactors
  • Enhanced Netsuite integration with a fix around pagination

👨‍💻 SDK Updates

Week 3, October 2022

🔥 15 New Integrations in 7 Days

Our team is on FIRE, and we literally cannot stop building! We’ve released more than 2 new integrations per day for the last week - to expand ALL of our Unified APIs.

Check out what we’ve released this week:

🤑 Expanded Accounting Writes Support

We've been hard at work to make sure our Unified API’s are able to support any potential use case and help expand the potential functionalities of your product. We’ve recently released POST support for: Contacts, Invoices for Accounts Payable, Journal Entries, Purchase Orders, and Payments.

This, coupled with our current POST support for Accounts, Invoices for Accounts Receivables, and Expenses, will now allow you to leverage our Accounting Unified API for any related use case!

✨ Improvements

  • Support for several new query parameters for our Ticketing Unified API, including filtering for tickets on status, due_date, and tags
  • Support for POST/Employees for UKG Pro and IntelliHR
  • Resolution of email functionality for issues notification within dashboard

👨‍💻 SDK Updates

  • Enhanced support for AnyType conversion for Ruby SDK

Week 2, October 2022

⛑️ Auto-Resolving Issues Management

Merge’s Issues Dashboard now automatically detects when an issue is resolved, and reflects that updated status right in the Dashboard. After an issue is formed, Merge will continue to monitor subsequent syncs to detect if there have been any changes to the detected issue and resolve it.

No more crowded issues dashboard, your Customer Success teams can now be confident the issues that remain in the dashboard are the only ones to focus on.

🖇️ New Integration #1: Pipeliner

New week, new integrations! We’re happy to announce the addition of Pipeliner to our CRM Unified API — check out more here!

🖇️ New Integration #2: Help Scout

We’re incredibly excited to add another integration to our Ticketing Unified API with the launch of Help Scout — check out more here!

🖇️ New Integration #3: Insightly

On a roll - we’re very happy to announce the addition of Insightly to our CRM Unified API  — check out more here!

🖇️ It’s another Four-Peat: Gladly

Our team’s hard at work to make sure we provide the best coverage in integration offerings! We’re incredibly excited to announce the addition of Gladly to our Ticketing Unified API  — check out more here!

✨ Improvements

👨‍💻 SDK Updates

  • Consolidated Accounting SDKs updated to include Parent Account tracking
  • Go Ticketing SDK

Week 1, October 2022

🖇️ Merge’s 130th Integration: Microsoft Dynamics 365 Sales

Our team has been hard at work Q3 to build as many requested integrations to support use cases among all our offered categories. We’re incredibly proud to announce the addition of our 130th integration, Microsoft Dynamics 365 Sales, to our CRM Unified API — check out more here!

We want to express our gratitude to everyone who has helped Merge grow to where we are today, from our customers who identify their integration needs, to our Platform and Engineering teams who build them — it couldn’t be possible without everyone’s contributions! 🙂

🖇️ And we’re not done: Gorgias

We’re very excited to add our 131st integration as well, with the offering of Gorgias through our Ticketing Unified API — check out more here!

✨ Improvements

  • Enhanced support to represent removed tags, assignees, and collaborators on tickets

👨‍💻 SDK Updates

  • Enhanced multi-category Python SDK
  • Support for Expand Parameter in multi-category Typescript SDK

Week 4, September 2022

🖇️ New integration of the week: Wave Financial

New week, new integration! We’re happy to announce the addition of Wave Financial to our Accounting Unified API — check out more here!

🖇️ Double Trouble:  Microsoft Dynamics 365 Business Central

Double trouble - we’re incredibly excited to add another integration to our Accounting Unified API with the launch of Microsoft Dynamics 365 Business Central — check out more here!

🖇️ Triple Threat: Teamwork CRM

It doesn’t stop there! We’re very happy to announce the addition of Teamwork CRM to our CRM Unified API  — check out more here!

🖇️ Fourth Integration of the week: Kustomer

Can’t stop, won’t stop! We’re ecstatic to announce the addition of Kustomer to our Ticketing Unified API  — check out more here!

✨ Improvements

  • Support for employment_status for Lucca HR

👨‍💻 SDK Updates

  • Support for PDF Responses for Ruby SDK

Week 4, September 2022

🥳 Revamped Product Onboarding Flow

We’re ecstatic to announce a complete overhaul of our Get Started flow within the Merge Dashboard! We’ll guide you from the beginning steps of creating a Sandbox to test our API with, to how to make an API request to Merge, to how to use our SDKs, to finally how to easily embed our Merge Link to your app.

Please check out our new Onboarding Guide here, and leverage our guidance to get started as quickly as possible!

🖇️ New integration of the week: Zendesk Sell

We’re incredibly excited to expand our CRM Unified API with the addition of Zendesk Sell — check out more here!


✨ Improvements

  • Support for new ticket status enums such as IN_PROGRESS and ON_HOLD for POST and PATCH / Tickets for Asana, ClickUp, Jira, Trello, and Zendesk
  • Support for POST/Comments for Ironclad
  • Support for TrackingCategory and Account hierarchies through parent fields within objects
  • Support for OAuth for Pipedrive, Zendesk Sell, Zoho CRM, and Teamleader

👨‍💻 Additional SDK Updates

Week 3, September 2022

🖇️ New integration of the week: Teamleader CRM

We’re incredibly excited to add another integration to our CRM Unified API with the launch of Teamleader CRM — check out more here!

✨ Improvements

  • Support for ticket_url and priority fields for Ticket object for Asana, ClickUp, Jira, Trello, and Zendesk
  • Enhanced support for POST/Opportunities for Capsule, Hubspot, and Pipedrive, with more on the way

👨‍💻 SDK Updates

  • Updates to C# SDK to include null next_sync_start dates published to Nuget

Week 2, September 2022

🖇️ New integration of the week: Ironclad

New week, new integration! We’re happy to announce the addition of Ironclad to our Ticketing Unified API — check out more here!

🖇️ Another one: UKG Dimensions

And it doesn’t stop there! We’re incredibly excited to expand our HRIS Unified API with the addition of UKG Dimensions — check out more here!

🎟️ Update Tickets through Merge

We’re thrilled to announce the release of our newest PATCH endpoint for our Ticketing API! You can now update items such as status, descriptions, due dates, and completion dates for your tickets programmatically through Merge.

This new endpoint is live for the following ticketing integrations, with more on the way: Asana, ClickUp, Jira Software, Trello, and Zendesk.

Review the syntax and request body in our docs!

✨ Improvements

👨‍💻 SDK Updates

  • Multi-Category Python SDK with Forking Templates
  • Support to enable unsupported filetypes for passthrough with GZIP and base64 encode

Week 1, September 2022

🖇️ New integration of the week: ActiveCampaign

We’re incredibly excited to expand our CRM Unified API with the addition of ActiveCampaign — check out more here!

🩹 Update Customer Opportunities through Merge

We’re happy to announce the release of the PATCH /opportunities/{id} endpoint for the Opportunities object! You can now update items such as opportunity status, description, or deal value programmatically through a PATCH request to our Unified CRM API.

This new endpoint is live for the following CRM integrations, with more on the way: Capsule, HubSpot, ZohoCRM.

Review the syntax and request body in our docs!

🪵 Webhook Logs Dashboard

We’re ecstatic to continue enhancing our tooling by adding a new capability to our revamped logs dashboard. Webhook logs are now live in your dashboard!

Gain full visibility into all webhooks sent, filterable by any event, integration, and more. Check out the GIF below and start combing through webhooks from your dashboard here!

✨ Improvements

  • Support for POST/Employees for Paylocity

👨‍💻 Additional SDK Updates

  • C# SDK to allow for null values in next_sync_start to test the /sync-status endpoint
  • Enhanced support for Expand parameter in our multi-category Python SDK

Week 4, August 2022

🖇️ New integration of the week: Zoho CRM

We’re incredibly excited to expand our CRM Unified API with the addition of Zoho CRM — check out more here!

👨‍💻 Java SDK 2.0

We’re thrilled to launch another complete category SDK with the addition of a complete rewrite of our Java SDK (Kotlin / JVM)!

  • Combines all 5 API categories into 1 SDK
  • Supports request properties as objects
  • Includes a 'CHANGELOG.md', which details changes between versions
  • And much more!

Important: This SDK version is a major overhaul and will not be backwards compatible with older SDKs.

✨ Improvements

  • Support for third-party receiving webhooks for real-time updates in Jira Software and ClickUp
  • Support for job_posting_urls sub-object within our jobs common model object
  • Expanded coverage and support for Sage Intact
  • Enhanced Ashby API integration support

👨‍💻 Additional SDK Updates

  • Ruby SDK for Ticketing and CRM Unified APIs
  • Updated Go HRIS SDK

Week 3, August 2022

🖇️ New integration of the week: Sage Intacct

We’re incredibly excited to add another integration to our Accounting Unified API with the launch of Sage Intacct — check out more here!

✅ Tasks for CRM

Last week, we announced the addition of our Engagement and Engagement Type models to enable you to read and write data relating to historical interactions with a customer. But now, how do you access any actions or to-do’s related with that customer within the CRM?

As a powerful complement to our engagement models, we are excited to announce the launch of our new Tasks Model to represent any CRM-specific to-do’s.

Through all three models, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, upcoming plans, or more.

Definitely check out the model in our docs below!

✨ Improvements

Week 2, August 2022

🖇️ New integration of the week: Azure DevOps

New week, new integration! We’re happy to announce the addition of Azure DevOps to our Ticketing Unified API — check out more here!

🤝 Engagement Objects for CRM

Have you been looking for your app to log activities in your users’ CRM of choice? Meet our Engagement Models for Salesforce, HubSpot, and more. 

Two models, Engagement and Engagement-Type, allow you to read and write data relating to any historical interaction with a customer. Through both, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, or any other form of communication.

👯 Duplicate Production Linked Account Detection

We’re excited to launch duplicate account detection to automatically prevent issues stemming from duplicate linked accounts, such as third-party rate limiting! This feature also enables customers to provide the exact experience that they want for their end users based on three available scenarios.

To learn more and get started, you can enable the setting in your dashboard here!

✨ Improvements

👨‍💻 SDK Updates

  • Enhanced Python and Node TypeScript SDK to include /change-stage endpoint
  • PHP SDK for Ticketing API

Week 1, August 2022

🖇️ New integration of the week... KekaHR!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of KekaHR — check out more here!

👨‍💻 Complete Category SDK: Typescript

We’re thrilled to launch the first of our Complete Category SDKs: Typescript v2.0. v2.0 combines all five of our API categories into a single SDK and includes:

  • Request properties as objects
  • A CHANGELOG.md, which details changes between versions
  • much, much more

Whether you're just starting with Merge, or already have your use case out — this is the SDK you want to base your build off of.

Download it from npm now.

Important: This SDK version is a major overhaul and is not backward compatible with older SDKs.

✨ Improvements

  • New Merge Magic Link Guide to let your customers connect without any front-end code
  • Optimized ClickUp and Zoho Bug Tracker Ticketing integrations for faster sync times
  • Enhanced support for POST /tickets for Asana
  • Support for international date formats in logs dashboard

Week 4, July 2022

🚀 Launching Directory (SCIM) Integrations

We’re thrilled that directory systems are now included as part of our HRIS Unified API!

Starting today, you can integrate with: Okta, Azure Active Directory, OneLogin, JumpCloud, and Google Workspace through our Unified API.

Get an overview of the updates we made to our API in the announcement blog!

💸 Build an entire transaction history

Meet our new Transactions Model. Live now for Netsuite and Quickbooks Online, Transactions gives you the flexibility to ingest transaction info from some of the largest accounting providers and transform it into whatever your users need. 

Transactions cover every possibility your use case requires. Pulling this object allows you to reference related Accounts, Contacts, and Items to build up complex views and histories for your users.

Explore the new model in our docs.

🎟️ New integration: ZohoDesk

We’re incredibly excited to add another integration to our Unified Ticketing API with the launch of ZohoDesk — check out more here!

🥵 (Another!) New Integration: Zoho Bug Tracker

Yes…we’ve got more! You can now integrate with Zoho Bug Tracker via our Unified Ticketing API!

✨ Improvements

  • Issues in Merge Dashboard are no longer raised for disabled common model scopes
  • Updated required fields in documentation for POST Tickets
  • Updated UI in Issues dashboard

👨‍💻 SDK Updates

  • Added Groups common model support for NodeJS SDK

Week 3, July 2022

↕️ Change Application Stages through Merge

We’re happy to announce the release of the /change-stage endpoint for the Applications object! Through this endpoint, you can now update a candidate’s application stage through a PATCH request to our Unified ATS API.

/change-stage is live for the following ATS integrations, with more on the way: Lever, Greenhouse, SmartRecruiters, Teamtailor, BreezyHR.

Review the syntax and request body in our docs!

🖇️ New integration of the week... Officient!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of Officient — check out what our integration has to offer!

✨ Improvements

  • Updated Hibob employments mapping
  • Gusto remote_id’s migrated to UUIDs

Week 3, July 2022

↕️ Change Application Stages through Merge

We’re happy to announce the release of the /change-stage endpoint for the Applications object! Through this endpoint, you can now update a candidate’s application stage through a request to our Unified ATS API.

/change-stage is live for the following ATS integrations, with more on the way: Lever, Greenhouse, SmartRecruiters, Teamtailor, BreezyHR.

Review the syntax and request body in our docs!

🖇️ New integration of the week... Officient!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of Officient — check out what our integration has to offer!

✨ Improvements

  • Updated Hibob employments mapping
  • Gusto remote_id’s migrated to UUIDs

Week 2, July 2022

🪄 Merge Magic Link

Meet Merge Magic Link: a shareable URL that lets your users authorize an integration between your app and their third-party platform - without any front-end setup from you.

Whether you want to onboard your users directly or quickly prove an MVP with real data, Magic Link is the fastest way to get your users integrated through Merge.

Read the announcement blog here

🖇️ New integration of the week... Pivotal Tracker!

We’re incredibly excited to expand our Unified Ticketing API with the addition of Pivotal Tracker — check out more here!

✨ Improvements

  • Automatic redaction of disabled fields & scopes from response bodies in API request logs and remote_data
  • Initial sync webhooks are now available for all Launch customers
  • Updated organization role names
  • Production account tokens now visible to “Admin” users
  • Support for timestamp filters for Xero Integration
  • Support for Partnership Auth for Linear and GitLab

👨‍💻 SDK Updates

  • New NodeJS (Javascript) SDK for Ticketing
  • Improved Elixir SDK

🐞 Fixes

  • Exit button added to Merge Link loading screen

Week 1, July 2022

🖇️ New integration of the week... GitLab!

We’re incredibly excited to expand our Unified Ticketing API with the addition of GitLab — check out more here!

👋 New Get Started Guide

We’ve launched a revamped Get Started Guide to better support new Merge users. We think it provides clarity and a much more st onboarding experience… and check out that mock API tester!

✨ Improvements

  • Support for common-model-specific changed-data webhooks for accounting, ticketing, and CRM APIs
  • Addition of common model sync frequencies per integration in Integrations docs
  • Updated warning modal when converting a test-linked account to production

👨‍💻 SDK Updates

🐞 Fixes

  • shouldSendTokenOnSuccessfulLink is now set to true as the default setting for new releases of the Merge Link Component. onSuccess handler is now called immediately when an account is linked instead of when the user closes the link window

Week 4, June 2022

🖇️ New integration: Linear

We’re incredibly excited to expand our Unified Ticketing API with the addition of Linear — check out more here.

👋 Now in your Dashboard: API Log Search

We’re ecstatic to introduce Log Search functionality to our Dashboard. You'll be able to search all requests to and from Merge by text, and use filters to sort by any aspect of an API call. It's live now for all users, and you can access it from your Logs Dashboard.

✨ Improvements

  • Increased the Merge rate limit for customers on our Grow plan to 400 Requests / Minute / Linked Account
  • Support for timestamp filters for Quickbooks

Week 3, June 2022

🖇️ New integration of the week... Trello!

Say hello to Trello! We’re incredibly excited to expand our Unified Ticketing API with the addition of Trello — check out more here!

✨ Improvements

  • Support for Balance Sheets (Quickbooks and Xero), Cash Flow Statements (Quickbooks), and Income Statements (Quickbooks and Xero) for our Unified Accounting API
  • Support for Xero Partnership Auth Flow
  • Enhanced “Groups” support for AlexisHR and TriNet

👨‍💻 SDK Updates

  • Enhanced CRM Go SDK
  • remote_fields support on Ruby SDK

🐞 Fixes

  • Integration “Wrk” is changing to “Polymer” due to a company rebrand. Integration slug is now “polymer”
  • Employee “display_name” now maps to Workday’s “preferred_name” instead of “legal_name”

Week 2, June 2022

We’re incredibly excited to expand our Unified Ticketing API with the addition of our integration with Github Issues! Check out what our integration with Github Issues offers here!

SDK Updates

  • Updates to Ruby HRIS/ATS SDK

Other Fixes & Improvements

  • Removed linked account tokens from Merge Dashboard for production accounts
  • Established Rate Limit Tiers by Pricing Plan (Launch: 100/min; Grow: 200/min; Expand: 600/min)
  • Support for POST /attachments for ClickUp integration
  • Support for response headers in Passthrough requests
  • Support for “Bills” and “Vendor” for Netsuite integration
  • Enhanced “Groups” support for UKG Pro, Personio, and Freshteam

Week 1, June 2022

New week, new integration! We’re happy to announce the addition of ServiceNow to our Unified Ticketing API.

Check out what our integration with ServiceNow offers here!

Alternate Authentication Paths in Linking Flow

We’re adding a feature that allows your end-user to decide whether to authenticate their system using Basic Auth or Oauth. The platforms that currently have this enabled are: BambooHR and SmartRecruiters.

The end-user can find this optionality when going through the link flow, as shown below:

Other Fixes & Improvements

  • Support for “Purchase Orders” and “Items” for Netsuite integration
  • Support for “Currency” for Invoice lines across integrations
  • Expanded field support for Xero integration
  • Support for “VendorCredit” object for Xero integration
  • Enabled API-key authentication fallback for SmartRecruiters integration
  • Enabled Partnership OAuth 2.0 authentication for SmartRecruiters integration
  • HRIS Workday and Oracle Taleo optimizations

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