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Changelog

Learn about Merge’s latest integrations and features

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UNIFIED
Agent Handler
Gateway
January 6, 2025
https://www.merge.dev/changelog/week-1-january-2025

Merge Unified

Accounting
New
Improved
  • Added mapping enhancements to “email_addresses”, “is_customer” and “is_supplier” for GET /contacts for Sage Intacct
Fixed
ATS
Improved
File Storage
New
  • Added support for “child_groups” for GET /groups for OneDrive
Improved
  • Added performance enhancements to file picker for Google Drive
  • Enhanced read only non-admin authentication for SharePoint
Fixed
HRIS
New
  • Added support for time off, benefits, and employer benefits models for ADP SFTP
  • Added support for deletion detection for ADP SFTP
Improved
  • Enhanced header normalization for ADP SFTP and Manual CSV Uploads
  • Enhanced managers, preferred names, and inactive employees for the employee model for ADP SFTP
  • Enhanced end user help guides for ADP SFTP
  • Added mapping enhancement when employees unenroll from benefits for GET /employees for BambooHR
  • Enhanced “modified_at” for GET /employees for Okta
  • Added rate limit enhancements to GET /employees and GET /employments for Paycom
  • Added mapping enhancements for “dependents” for GET /employees for SAP SuccessFactors
Ticketing
Improved
  • Added mapping enhancements to automatic webhooks for Linear
Fixed
  • Updated required fields and enhanced error messaging for POST /tickets for Asana
Syncing data
New
Fixed
  • Added support for edge cases when resetting rate limits for Oracle Taleo
Merge Dashboard
New
  • API Tester now fills in and displays the base URL dynamically
Improved
  • General UI updates to API keys page
  • Updated pop-up screens for Magic Link
  • Improvements when moving to a paid plan; paused linked accounts automatically unpause now after upgrading
UNIFIED
Agent Handler
Gateway
December 24, 2024
https://www.merge.dev/changelog/week-4-december-2024

Your customers can now map advanced field mappings in Merge Link

Your customers can now create and manage advanced field mappings themselves within Merge Link, making it easier to handle any complex mappings. This feature is currently in beta, so if you're interested in getting early access, please reach out to your Customer Support Manager.

Normalized live requests for ticketing

Sometimes, your customers may need to immediately access data from their third-party ticketing platforms, meaning they can’t wait for the initial sync to be completed.

With our new Normalized Live Requests feature, customers can instantly access normalized ticketing data in your product.

This feature is currently in beta for our ticketing category. To gain access, please contact your Customer Support Manager.

Support for write screening question responses

We now support writing screening question answers across key ATS integrations under the POST /application Common Model. This allows you to capture and save responses to custom screening questions from job applications directly into your customers' ATS, ensuring seamless data integration for your hiring workflows.

We currently support Ashby, Breezy, JazzHR, Lever, SAP, SmartRecruiters, Teamtailor, UKG Pro Recruiting, Workable and Workday.

Integrations

iSolved 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

    Accounting
    ATS
    CRM
    File Storage
  • Added support for new field “child_groups” on GET /groups for Google Drive & SharePoint
  • Added mapping enhancements to GET /users and “users” on GET /groups for Google Drive
  • Added performance enhancements for initial syncs for Google Drive
  • Added mapping enhancement “remote_id” for GET /groups for SharePoint
    HRIS
  • Added mapping enhancements to “remote_data” for GET /employees for BambooHR
  • Added support for “display_name” and “preferred_name” for GET /employees for Employment Hero
  • Added support for “termination_date” for GET /employees for Justworks
  • Added mapping enhancement to “start_date” on GET /employees for Trinet HR Platform
    Ticketing
    Merge Dashboard
    Docs
  • General UI improvements across all pages
  • Added flags for when 3rd parties lack support Merge endpoints (e.g., Microsoft Dynamics for POST /Accounts)
    Syncing data
UNIFIED
Agent Handler
Gateway
December 17, 2024
https://www.merge.dev/changelog/week-3-december-2024

New ticketing Common Model: Roles

We’re excited to announce support for pulling user roles across 24 ticketing integrations! You can now easily access a user’s role — including their role name, actions, and access permissions within the ticketing system — all through the Roles Common Model.

This ensures that companies building AI search features that need ticketing data can restrict search results to users with the appropriate permissions. Additionally, the addition of Roles more comprehensively supports user access review use cases needed by security and compliance management companies.

Integrations

Flatchr 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
  • Added mapping enhancement to “account_type” for POST /payments for NetSuite
  • Added support to custom segments as “remote_fields” for NetSuite
  • Added mapping enhancement to “name” for GET /tax-rates for Quickbooks Online
    ATS
    CRM
    HRIS
  • Added mapping enhancement for “job_title” on GET /employments for BambooHR
  • Added mapping enhancement to support additional enums for “employment_status” on GET /employee for IntelliHR
  • Updated all endpoints from v0.1 to v1.0 for Oyster HR
  • Enhanced edge case handling for GET /benefits for Paychex
  • Added support for additional enums for “employment_status” for Employee for Workday SFTP
  • Added mapping enhancement to support additional enums for “employment_status” on GET /employee for UKG Pro
    Ticketing
  • Added support for GET /roles and “roles” on GET /users for Azure Devops, ClickUp, Gitlab, Jira, Jira Service Management, Linear, Salesforce Service Cloud, Trello, and Wrike
  • Added mapping enhancement for PATCH /ticket with “status” for Jira
  • Added mapping enhancements to POST /tickets for Linear
  • Added performance enhancement for GET /comments for ServiceNow
    Merge Link & Dashboard
  • UX improvements to managing webhooks for integrations which support automatic webhook setup
  • UI improvements to Issues page
  • General UI improvements to Field Mapping pages
  • UI improvements to “Admin role required” screen
  • Test Linked Accounts are now, by default, able to utilize either production or sandbox instances of Merge credentials
    Syncing data
UNIFIED
Agent Handler
Gateway
December 10, 2024
https://www.merge.dev/changelog/week-2-december-2024

Merge supports idempotency for accounting integrations

With idempotency, Merge allows you to safely retry POST requests without creating duplicate records. This allows for more resilient, scalable integrations, minimizing duplicate requests and supporting asynchronous processing for heavier tasks.

How it works:

  • Use an idempotency key with each POST request
  • If the same key is reused within 24 hours, no new request is processed — instead, the original response is returned instantly

You can learn more here. This feature currently is in beta so please reach out to your account representative or contact us for more information.

Improvements

    Accounting
  • Added integration parameter to support to linking attachments to bills for POST /attachments for Quickbooks Online
  • Enhanced POST /invoices line items with remote fields for Netsuite
    ATS
    CRM
  • Added support for archived users on GET /users for Hubspot
    HRIS
    Ticketing
  • Added support for German enum values for “status” on GET /tickets for Jira Service Cloud
  • Enhanced authentication and linking for Teamwork
  • Added support for GET /roles and “roles” on GET /users for Basecamp, Github Issues, Help Scout, Intercom, ServiceNow, and Zoho Desk
  • Enhanced sync performance for GET /comments for Zendesk
    Merge Link & Dashboard

SDK Updates

UNIFIED
Agent Handler
Gateway
December 2, 2024
https://www.merge.dev/changelog/week-1-december-2024

Integrations

d.Vinci 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
  • Enhanced edge case handling for POST /invoices with remote fields for Sage Intacct
   ATS
   CRM
   HRIS
  • Added mapping enhancement to “status” for GET /employees for Breathe
  • Added basic auth support for Payfit
  • Added mapping enhancement to “employment_type” for GET /employments for Paylocity
  • Added support for POST /time-off for SAP SuccessFactors
  • Added sync performance improvements to speed up initial and subsequent syncs for GET /employees for SAP SuccessFactors
  • Added mapping enhancements to “manager” for GET /employees for BambooHR
  • Added support for “request_type” for GET /time-off for Paycor
  • Enhanced edge case handling for GET /employees for Paycom
  • Added support for “termination_date” for GET /employees for Planday
   Ticketing
    Merge Link & Dashboard
  • UI enhancements to Linked Account details page
  • UI enhancements to Logs table and Logs side panel
  • Improvements to filtering on Logs table
  • UI enhancements to API Tester pages
    Syncing data
UNIFIED
Agent Handler
Gateway
November 20, 2024
https://www.merge.dev/changelog/week-4-november-2024

Improvements to Field Mapping UX

Field Mapping is one of our most popular features, and we’ve been continuously improving its UX/UI to make it even better. Mapping fields or overriding existing ones is now more intuitive and seamless, whether at the linked account or org level.

Try it out in the Merge Dashboard!

Improvements

   Accounting
   ATS
   HRIS
  • Added mapping enhancement to “work_location” for GET /employees for BambooHR
  • Added mapping enhancement to “manager” and “termination_date” on GET /employees for SAP SucccessFactors
  • Added support for “account_number” for GET /bank-info for Hibob
  • Added mapping enhancement to “groups” on GET /employees for Okta
   Ticketing
  • Added support for “snoozed” as “ON_HOLD” enum for “status” for GET /tickets for Kustomer
  • Added support for “modified_at” selective sync filter for GET /tickets for Intercom
    Merge Link & Dashboard
    Syncing data
UNIFIED
Agent Handler
Gateway
November 15, 2024
https://www.merge.dev/changelog/week-3-november-2024

AR/AP Selective Sync filters now available for accounting

We’ve released a new AR/AP selective sync filter, enabling you to specify only AR or AP invoices and payments. Applying these filters will optimize sync times and only pull relevant data specific for your use case.

This is in beta and available for Enterprise customers. Please reach out to your customer support manager to get access and learn more.

Improvements

   Accounting
   ATS
   HRIS
  • Added mapping enhancements to “work_location” for GET /employees for BambooHR
  • Added mapping enhancements to “work_email” for GET /employees for Gusto
  • Added mapping enhancement to “start_date” for GET /employees for Justworks
  • Add support for Locations for SAP SuccessFactors SFTP
    Merge Link & Dashboard
  • UI enhancements for Field Mapping pages
  • UI enhancements to Settings pages
  • UI enhancements for credential input screens
    Syncing data
  • Support for edge cases in syncs for Gusto

SDK Updates

UNIFIED
Agent Handler
Gateway
November 7, 2024
https://www.merge.dev/changelog/week-2-november-2024

Integrations

Onlyfy 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.

New accounting Common Model: Employees

We’ve added a brand new Common Model to our Accounting API: Employees is now in beta. This enables you to pull in individuals who work for the company of the linked account. This model contains both contractors and full time employees. We’ve rolled out support for Netsuite, Quickbooks, and Xero. Reach out to your customer support manager with any questions or support@merge.dev!

Improvements

   Accounting
  • Enhanced mapping for “status” for GET /accounts for Netsuite
  • Enhanced mapping for “email_address” for POST /contacts for Sage Intacct
   ATS
   CRM
   File Storage
  • Enhanced mapping and request for POST /Folder for Sharepoint
   HRIS
  • Added support for “parent_group” for department types for GET /groups for Personio
  • Enhanced mapping for “employment_type” for GET /employments for UKG Pro
   Ticketing
    Merge Link & Dashboard
  • Enhancements to “Invalid credentials” Issue type; now entitled “Account disconnected” and better guidance for remediation
  • UI enhancements for integration setup screens
  • Added support for edge cases when loading Field Mapping options for SAP SuccessFactors accounts
    Infrastructure
    Syncing data
  • Enhancements to sync schedule generation for Linked Accounts with customer sync plans
  • Added support for edge cases in syncs for Justworks

SDK Updates

UNIFIED
Agent Handler
Gateway
October 31, 2024
https://www.merge.dev/changelog/week-1-november-2024

Integrations

Manatal 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.

Remote Field Support for key accounting integrations!

Remote Fields is now supported for NetSuite and Sage Intacct across key Common Models, including Journal Entry, Invoice, Payment, Contact, and more.

You’ll now be able to:

  • Pull metadata and values on all remote fields for an object, including the fields data type, if the field is required, and if the field is custom
  • POST back objects to your customers’ ERP with any field

We’ll continue to roll out additional capabilities and integration support. This feature is currently in beta. If you’re interested in getting access, reach out to your CSM.

Improvements

   Accounting
   ATS
   HRIS
  • Enhanced GET /employees to include when an employee’s “work_email” is removed for ADP Workforce Now
  • Added support for “manager” and enhanced “remote_data” to include additional fields for GET /employees for Entra ID
  • Added support for organizations, departments, and division group types for GET /groups for Okta
  • Added support for “manager” and “cost_center” for GET /employees for Okta
   Ticketing
  • Enhanced “status” PATCH /tickets for ClickUp
  • Enhanced ticket changed webhook to reflect “name” changes for ClickUp
  • Enhanced pagination for Freshdesk
  • Added performance enhancements to all models Teamwork
    Linked accounts
  • Improved logic for flagging linked accounts as relink needed
  • Added support for edge cases when relinking Workday SFTP accounts
    Syncing data
UNIFIED
Agent Handler
Gateway
October 24, 2024
https://www.merge.dev/changelog/week-4-october-2024

Improvements

   Accounting
  • Enhanced sync efficiency for large Xero accounts
  • Released GET /Employees support for Sage Intacct
   ATS
   CRM
   HRIS
  • Enhanced reliability for UKG Pro Employments with different permission sets
  • Enhanced support for Deel API v2 migration
  • Enhanced linking support for Dayforce Developer environments
   Ticketing
   File Storage
  • Enhanced Sharepoint webhooks
  • Enhanced Partnership linking flow for Box
   Merge Link and Dashboard
   Infrastructure
  • Enhancements to remove key bottlenecks on database performance
   Syncing Data