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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.

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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

• Support for GET /Attachments, GET /Candidates, GET /User, GET /Job Interview Stage for Oracle Recruiting Cloud
• Support to sync data after a selected start date to support large accounts for Oracle Recruiting Cloud

🏠    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