Changelog

Improvements

   Accounting

• Enhanced mapping for Account by now including account_number for Zoho Books

   ATS

• Enhanced webhooks to delineate ”deletion” and “changed” events for Linear
• Enhanced reliability of the POST /application endpoint to cover more nested object support for Workday

   CRM

• Added remote field support for Opportunities for ZohoCRM

   HRIS

• Enhanced error handling and reliability for UKG Pro custom fields when credentials no longer have access to the field
• Expand query param added to GET /timesheet-entries

   File Storage

• Enhanced integration efficiency when Group.users scope is disabled
• Improved the linking experience for OneDrive with partner credentials

    API

• Enhancements to error logic for Scopes via API

    Syncing Data

• Added support for edge cases in syncs for ADP Workforce Now
• Enhancements to sync scheduling logic

SDK Updates

• Advanced Python v1.1.2

SFTP observability and error handling

We now surface SFTP-specific errors directly in our dashboard (under Issues). This provides you guidance on what the exact issue is when an SFTP does not successfully upload, making it easier to troubleshoot. The 4 types of errors that are surfaced are:

• Wrong file type
• Wrong file name
• Missing required fields
• Incorrectly formatted rows

You can learn more about SFTP here.

Improvements

   Accounting

• Enhanced pagination for GET /journal-entries for Sage Intacct

   ATS

• Enhanced “remote_data” to include more job qualification details for GET /jobs for Workday

   HRIS

• Added pagination and performance enhancements GET /employees for CyberArk
• Enhanced mapping for “parent_group” when a parent group is updated for GET /groups for Lucca
• Added support for rate limits for Paycom
• Enhanced mapping for “manager” when a manager is updated for GET /employees for UKG Pro
• Enhanced error messaging for GET /employees for UKG Pro

   Ticketing

• Enhanced mapping for “assignee” for PATCH /tickets for Linear
• Enhanced mapping for POST /tickets for Zendesk

   Merge Link and Dashboard

• UI improvements for Settings/Profile page
• UI improvements for right panel on Linked Account overview page
• Added support for edge cases in Field Mapping configuration when Redact Unmapped Data is enabled
• Improvements to “Administrator role required” flows
• UI updates for detailed error messages screen
• General UI updates

    Syncing Data

• Added support for edge cases in syncs for Gusto
• Added support for edge cases in Passthrough Requests when they contain XML

SDK Updates

• Advanced Java (Kotlin/JVM) v1.0.16
• Advanced Node v1.0.11

Integrations

ADP Run (HRIS), Easycruit (ATS), Gem (ATS), and Welcome to the Jungle (ATS) 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

• Added support for GET /accounts, POST /accounts, GET /invoices and POST /invoices for Clearbooks
• Added support GET /company-info, GET /tracking-categories, GET /income-statements, GET /balance-sheets, GET /cash-flow-statements, PATCH /invoices and PATCH /payments for Freshbooks
• Added support for additional fields for “OPEN” enum value for POST /contacts for Freshbooks
• Added support for "inclusive_of_tax" and "tax_rate" for line items for GET /journal-entries, POST /journal-entries, GET /expenses, POST /expenses, GET /credit-notes and GET /vendor-credits for Sage Intacct
• Enhanced pagination for GET /invoices for Sage Intacct
• Enhanced error messaging for non-editable fields for PATCH /invoices/{id} for Quickbooks Online

   ATS

• Enhanced mapping for “interviewer” when the interviewer is updated for GET /interviews for Ashby
• Enhanced mapping for “first_name” and “last_name” for POST /candidates
• Added support for additional mapping cases for “first_name” for GET /candidates for Lever
• Added performance enhancements if attachment scope is disabled to GET /candidates for Workday

   CRM

• Added support for additional edge cases to avoid duplicate custom fields in PATCH /opportunities for Salesforce

   HRIS

• Added performance enhancements for initial syncs for GET /time-off-balances for BambooHR
• Updated Deel from V1 to V2 endpoints
• Enhanced mapping for “gender” for GET /employees for Lucca
• Enhanced “balance” to handle nulls for GET /time-off-balances for Workday

   Ticketing

• Support for modified_after selective sync filter on GET /tickets for Asana and Freshdesk
• Enhanced timestamps to ensure all ticket changes are captured for GET /tickets for Azure DevOps
• Enhanced pagination for GET /tickets for Linear

    Merge Link

• For Comeet customers with partnerships, applicable Comeet linking flow steps now dynamically populate with the customer name
• Added support for edge cases when linking BambooHR Linked Accounts

   Syncing Data

• Added support for XML character edge cases in SOAP APIs
• Added support for edge cases in syncs for SharePoint

Shell data filtering

Merge now automatically detects and hides newly created shell data records, ensuring incomplete data doesn’t appear anymore.

Shell data records are objects where most fields are null except metadata (e.g., IDs and timestamps). Shell data can be temporarily created due to the ordering of model syncs.

If you do need shell data records, be sure to include the query parameter include_shell_data=True when requesting data.

Shell object references will still be returned on any related non-shell objects, even without including the include_shell_data=true parameter (e.g., the UUID for a shell Location object will still display on a corresponding non-shell Employee object).

You can learn more here! If you have any further questions, please reach out to your CSM or support@merge.dev.

Improvements

   Accounting

• Support for "inclusive_of_tax" and "tax_rate" for line items for POST /invoices for Quickbooks Online

   ATS

• Support for GET /job-interview-stages for Bullhorn
• Enhancements to GET /applications for Greenhouse
• Support for GET /attachments for SAP SuccessFactors

   HRIS

• Support for “work_location” for terminated employees for ADP Workforce Now SFTP
• Enhancements to “managers” for Employees for ADP Workforce Now SFTP
• Enhancements to “employment_status” for GET /employees for Gusto
• Enhancements to “home_location” and “work_location” for GET /locations for Workday

   File Storage

• Enhanced GET /files/{id}/download for Sharepoint

   Merge Link

• For Comeet customers with partnerships, applicable Comeet linking flow steps now dynamically populate with the customer name
• Support for edge cases when linking BambooHR Linked Accounts

   Syncing Data

• Support for XML character edge cases in SOAP APIs
• Support for edge cases in syncs for SharePoint

Improvements

   Accounting

• Support for GET /accounts, POST /contacts, GET /expenses, POST /expenses, POST /invoices, GET /items, POST /payments, GET /tax rates and GET /transactions for Freshbooks
• Enhancements to pagination for Sage Intacct
• Added performance enhancements to for GET /payments for Zoho Books
• Support for GET /tax-rates for Zoho Books

   ATS

• Support for “status” for GET /applications for Avature
• Support for “job_posting_urls” for GET /jobs for Avature
• Support for “status” for GET /jobs for Bullhorn
• Enhancements to pagination for Tellent
• Enhancements to POST /applications (with screening questions) for Workday

   HRIS

• Support for GET /employee-payroll-runs and GET /payroll-runs for Gusto
• Enhancements to “balance” for GET /time-off-balances for Workday

   Merge Link

• Enhancements to data permissions screen in Merge Link
• Enhancements to logic for determining missing permissions issues
• Enhancements to admin needed flow in Merge Link

   Syncing Data

• Support for edge cases when syncing Advanced Field Mappings
• Support for edge cases in syncs for Sage Intacct
• Support for edge cases in syncs for ADP

Improvements

   Accounting

• Support for custom fields for GET /contacts and POST /contacts for Netsuite
• Support for “transaction_date” for POST /journal-entries for Netsuite
• Added performance enhancements for GET /invoices for Sage Intacct

   ATS

• Enhancements to “first_name” and “last_name” for GET /users for iCIMS
• Added performance enhancements to GET /interviews for Greenhouse
• Added performance enhancements to GET /candidates for Telle
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• Support for GET /attachments for UKG Pro Recruiting
• Support to link with ukg.net domains for UKG Pro Recruiting
• Enhancements to pagination for Tellent
• Enhancements to pagination for Greenhouse

   HRIS

• Enhancements to GET /time-off/meta/post for BambooHR
• Enhancements to GET /groups for Dayforce
• Support for “state” for GET /employees for Entra
• Support for edge cases in Justworks syncs

   Ticketing

• Support for modified_after selective sync filter on GET /tickets for Jira
• Enhancements to 3rd Party Webhooks for Trello

SFTP is now available!

Give your customers the option to securely transfer files and CSV reports between third-party platforms and Merge.

• Your customers receive step-by-step guidance on how to automate reports to a secure Merge-hosted SFTP server in Merge Link
• Scheduled reports are fully normalized to our Common Models, ensuring all functionality for Merge integrations apply to any SFTP integrations
• SFTP is currently available for select HRIS and ATS integrations

Learn more about how Merge SFTP can help your customers sync data via files automatically or manually here.

Note: if you’re interested in this feature, please reach out to your CSM to get access as it is in beta for professional and enterprise customers.

Improvements

   Accounting

• Support for GET /tax-rate for Freshbooks
• Added new fields "code" "name" "status" and "country" and new sub-model "tax_components" to GET /tax-rate for Sage Intacct
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items to GET /invoices & POST /invoices for Sage Intacct
• Added “project_id” as an integration parameter for POST /journal-entries for Sage Intacct

   ATS

• Enhancements to “name” and “remote_id” for GET /job-interview-stages for Bullhorn
• Enhancements to “recruiters” for GET /jobs for Lever
• Enhancements to error messaging for GET /applications for Lever
• Enhancements to enums for “status” for GET /jobs for SAP SuccessFactors
• Enhancements to “created_at” selective sync filter for GET /candidates for Workday

   HRIS

• Support for employments for inactive employees for GET /employments for Deel
• Enhancements to “remote_data” for GET /locations for Paylocity
• Enhancements to linking for EU accounts for Teamwork
• Added OAuth support for Workday
• Enhancements to “work_location” and “home_locations” for GET /employees for Workday

   Ticketing

• Enhancements to POST /tickets for Salesforce Service Cloud
• Enhancements to “modified_after” selective sync filter for GET /tickets for Trello

Integrations

Taleez 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

• Enhancements to “tracking_categories” for POST /invoices for Quickbooks Online

   ATS

• Support to create nested new candidates for POST /applications for Ashby, BambooHR, Bullhorn, Comeet, Greenhouse, JazzHR, Jobadder, Jobvite, SAP SuccessFactors, SmartRecruiters, Teamtailor, UKG Pro Recruiting, Workable, Workday
• Enhancements to “status” and “type” for GET /jobs for Oracle Fusion Recruiting Cloud
• Support for GET /attachments for Workday
• Enhancements to sync performance for GET /applications for Workday

   CRM

• Enhancements to “account” for GET /contacts for Hubspot
• Enhancements to “stage” for PATCH /opportunities

   HRIS

• Enhancements to “manager” for GET /employees for BambooHR
• Enhancements to “remote_id” for GET /groups for Hibob
• Enhancements to “status” for GET /time-off for Hibob
• Enhancements to GET /time-off-balances for Hibob
• Enhancements to GET /locations for for Paylocity
• Enhancements to “start_time” and “end_time” for GET /time-off for Personio
• Support for “work_email” for GET /employees for Remote
• Enhancements to linking for Zelt

Integrations

Traffit 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 Contact created, updated, and deleted webhooks for Xero
• Enhancements to “description” for GET /tax-rates for Xero
• Enhancements to POST /expenses for Xero

   ATS

• Enhancements to “remote_data” for GET /interviews for Ashby
• Enhancements to “hiring_managers” and “recruiters” for GET /jobs for Ashby
• Enhancements to error messaging for POST /applications/{id}/change-stage for Ashby
• Support for “source” on nested applications for POST /candidates for Workable
• Enhancements to “description” for GET /jobs for Workday
• Enhancements to “candidates” on GET /activities for SAP SuccessFactors
• Enhancements to POST /attachments for SmartRecruiters

   CRM

• Enhancements to error messaging for POST /engagements for Salesforce

   HRIS

• Enhancements to “work_location” for Employees for ADP SFTP
• Enhancements to “remote_data” for GET /employees for Ceridian Dayforce
• Support for “managers” for GET /employees for Google Workspace
• Enhancements to “employment_status” for GET /employees for Google Workspace
• Enhancements to “remote_data” for GET /employees for Hibob
• Support for “ethnicity” for GET /employees for Oracle HCM
• Support for “parent_group” for GET /groups for Personio
• Support for “type” for departments for GET /groups for UKG Pro

   Ticketing

• Added new “remote_data_path” and enhanced “remote_data” for GET /tickets for Jira

   Merge Link and Dashboard

• UI improvements for configuring Field Mappings in Dashboard
• UI/UX improvements to Billing page in Dashboard
• General UI improvements in Dashboard
• Broad improvements to Merge Link loading speed
• Added support for edge cases when authenticating Paylocity Linked Accounts
• UX improvements for File Picker
• General UI improvements in Merge Link

   Documentation

• Improved filtering on Use Cases page

   Syncing Data

• Improvements to Common Model synced webhook emission logic
• Improved rate limit management logic for Paycor
• Added support for edge cases in syncs for ADP Workforce Now

Integrations

Darwinbox 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

• Enhancements to “remote_data” for GET /accounts for Netsuite

   ATS

• Enhancements to “source” for POST /applications for UKG Pro Recruiting
• Enhancements to error messaging for POST /candidates for UKG Pro Recruiting
• Enhancements to GET /job-interview-stages and GET /reject-reasons for Workday
• Enhancements to POST /applications for Workday

   CRM

• Added performance enhancements to GET /engagements for Hubspot

   HRIS

• Enhancements to “type” for POST /time-off for BambooHR
• Support for “parent_group” for GET /groups for Lucca
• Enhancements to GET /time-off-balances for Personio
• Enhancements to “manager” for GET /employees for UKG Pro
• Enhancements to “remote_data” for GET /employments for Workday
• Enhancements to “employment_status” for GET /employees for Workday

   Ticketing

• Enhancements to linking flow for Hubspot Ticketing

   Merge Link and Dashboard

• UX improvements for configuring Scopes in Dashboard
• General UI improvements in Dashboard
• UX improvements for successful linking flows in Merge Link
• UX improvements for already integrated flow in Merge Link
• General UI improvements in Merge Link

    Syncing Data

• Support for edge cases in syncs for ADP Workforce Now