Changelog

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Week 2, May 2023

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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)

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