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Changelog

Learn about Merge’s latest integrations and features

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UNIFIED
Agent Handler
Gateway
August 1, 2024
https://www.merge.dev/changelog/week-1-august-2024

White-label Guides

Automatically white-label all Merge help guides with the click of a button, creating a seamless experience for your customers.

Go to the Merge Dashboard settings, upload your logo, and pick a subdomain. All links in Merge Link will magically redirect to your selected subdomain, removing all references to Merge. This feature is available on our Enterprise plan.

Note if you have any overridden guide links they will still take priority and work as expected.

Merge Link Localization

Merge Link is now available in German. Your customers can now connect to any of Merge’s 200+ integrations in their native language.

Learn more on how to automatically translate your product integrations’ auth flow for international customers. This feature is available on our Enterprise Plan.

We will be supporting more languages in the near future. If you are an Enterprise customer and have any requests, please let your Customer Support Manager know.

Integrations

Sage People 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
  • Support for Contact created, updated, and deleted webhooks for Quickbooks Online
   ATS
   CRM
   HRIS
   File Storage
  • Enhancements to missing permissions error messaging for Dropbox, OneDrive and Sharepoint
  • Enhancements to GET /files and GET /folders for Google Drive
   Merge Link and Dashboard
  • Support for edge cases in URL validation in Merge Link
  • General UI improvements in Merge Link
   Syncing Data

SDK Updates

UNIFIED
Agent Handler
Gateway
July 25, 2024
https://www.merge.dev/changelog/week-4-july-2024

Improvements

   Accounting
   ATS
   CRM
   HRIS
   Ticketing
   Merge Link and Dashboard
    Syncing Data
UNIFIED
Agent Handler
Gateway
July 18, 2024
https://www.merge.dev/changelog/week-3-july-2024

Improvements

   Accounting
  • Added new fields "code" "name" "status" and "country" and new sub-model "tax_components" to GET /tax-rates for NetSuite, Quickbooks Online, and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items to GET /transactions for NetSuite and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /expenses for NetSuite and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /invoices for NetSuite and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /journal-entries for NetSuite and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /payments for NetSuite and Xero
  • Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /purchase-order for NetSuite and Xero
  • Enhancements to “total_amount” for GET /expenses for Sage Intacct
   ATS
  • Support for “job_posting_url” for GET /jobs for Smartrecruiters
  • Enhancements to “source” for POST /applications for Smartrecruiters
  • Enhancements to Workable OAuth
   HRIS
  • Support for custom reports for ADP SFTP
  • Enhancements to “employment_status” for GET /employees for Lucca
  • Added pagination enhancements for Oracle HCM
  • Support for divisions for GET /groups for SAP SuccessFactors
  • Added sync enhancements to GET /employees for Workday
  • Enhancements to GET and POST /time-off for Workday
   Ticketing
    Merge Link and Dashboard
  • UX improvements to partner credentials configuration in Dashboard
  • Improved loading speed for Linked Account overview page
  • Improved error messaging when validation of a 3rd party platform URL fails in Merge Link
  • General UI improvements to Merge Link screens
    Syncing Data
  • Support for edge cases in response body formatting for Sage Intacct
  • Efficiency improvements for Jobvite syncs
  • Improved logic for calculating Relink Needed for Justworks Linked Accounts
  • Improved logic for calculating Relink Needed for ADP Workforce Now Linked Accounts
  • Support for edge cases when authenticating with ADP Workforce Now
  • Support for edge cases when processing files returned by 3rd party platform
  • General improvements to sync speeds across integrations
UNIFIED
Agent Handler
Gateway
July 11, 2024
https://www.merge.dev/changelog/week-2-july-2024

Improvements

   Accounting
  • Enhancements to line item “quantity” and “unit_price” POST /invoice for NetSuite
  • Support for “sage_customer_or_vendor_id” as an integration parameter for POST /contacts for Sage Intacct
  • Updated Xero integration to comply with Xero's new record limits
   ATS
   File Storage
  • Enhancements to “remote_data” for GET /files for Sharepoint
   HRIS
    Merge Link and Dashboard
    Syncing Data
  • Support for edge cases in Gusto syncs
  • Support for edge cases in basic auth password formatting
  • Improved logic Linked Account synced webhook for initial syncs
  • Enhancements to “candidate” for POST /applications for Greenhouse
  • Enhancements to “recruiters” on GET /jobs for Oracle Taleo
UNIFIED
Agent Handler
Gateway
July 3, 2024
https://www.merge.dev/changelog/week-1-july-2024

Improvements

   Accounting
    ATS
  • Enhancements to GET /job-interview-stages for Ashby
  • Support for basic auth for iCIMS
  • Updated Jobvite to comply with new header requirements
  • Support for partner authentication for JobAdder, Lano, and Zoho Recruit
    CRM
  • Improved sync performance for emails and calls for GET /engagements for Hubspot
  • Support for partner authentication for Accelo, Keap, Microsoft Dynamics 365 Sales, and Teamleader
    HRIS
  • Enhancements to remote data for GET /employees for 7Shifts
  • Enhancements to “start_date” for employees for ADP SFTP
  • Enhancements to “work_email” for GET /employees for Factorial
  • Improved sync performance for GET /employees for Hibob
  • Support for partner authentication for Cezanne HR, Employment Hero, Factorial, Google Workspace, Officient, PayCaptain, Paycor, Square Payroll, and Zoho People
    Ticketing
  • Added Oauth support for Ironclad
  • Enhancements to GET /users for Zendesk
  • Support for partner authentication for Gitlab, Help Scout, Ironclad, Linear, Salesforce Service Cloud, Wrike, Zendesk, Zoho BugTracker, and Zoho Desk
     Merge Link and Dashboard
  • Revamped model for configuring partner credentials in Dashboard
  • UI improvements for selective sync configuration pages in Merge Link
  • UI improvements for custom fields configuration pages in Merge Link
  • UI improvements for mapping additional fields pages in Merge Link
  • General UI improvements across linking flows in Merge Link
     Syncing Data

SDK Updates

UNIFIED
Agent Handler
Gateway
June 27, 2024
https://www.merge.dev/changelog/week-4-june-2024

Integrations

Zelt HR 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.

Avature 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.

APAC Multi-Tentant

Merge is continuing to expand globally to securely support you and your customers’ data residency requirements. We now offer a multi-tenant option in the Asia-Pacific (APAC) region which allows you to store data in AWS data centers in Singapore.

Available to all customers, simply create an account here, or, when creating an account on our default sign-up page, select the USA dropdown and click on APAC

Improvements

   Accounting
  • Enhancements to “number” for POST /invoices for NetSuite
  • Support for “date” for POST /payments for Quickbooks Online
  • Support for single entity Sage Intacct instances
  • Enhancements to  “tracking_categories” for “line_items” for GET /invoices for Sage Intacct
    ATS
  • Enhancements to error handling for POST /candidates for BambooHR
  • Support for POST /attachments for SAP SuccessFactors
  • Support for “screening_question_answers” for GET & POST /applications for SAP SuccessFactors, Workday and UKG Pro Recruiting
    HRIS
    Ticketing
    Documentation
  • Improvements to the calculation of supported fields
  • General improvements to docs pages
     Merge Link and Dashboard
  • Improved logic for displaying admin needed screen in Merge Link
  • Duplicate Linked Account detection now available for Admins with or without billing permissions
  • Improved UX for when Free customers hit Linked Account limit
    Syncing Data

SDK Updates

UNIFIED
Agent Handler
Gateway
June 20, 2024
https://www.merge.dev/changelog/week-3-june-2024

File Picker is now available in GA

The File Picker feature is officially available for all File Storage category users. File Picker is built into our embedded Merge Link component and provides a user-friendly interface for your customers to browse and select files and folders in their connected File Storage account.

Learn more about it in our docs.

Selective Sync is available in beta for Google Drive

Your customers can now apply Selective Sync filters for Google Drive folders and drives that they want to sync. Note that this is available in beta. Please reach out to your customer support manager or support@merge.dev with any questions.

Improvements

   Accounting
    ATS
    HRIS
    Ticketing
UNIFIED
Agent Handler
Gateway
June 13, 2024
https://www.merge.dev/changelog/week-2-june-2024

Improvements

   Accounting
    ATS
    HRIS
    Ticketing
   Merge Link and Dashboard
  • Roboto font now available for Customizable Merge Link
  • UI improvements for requested data review screen in Merge Link
  • UX improvements to Selective Sync flows in Merge Link
  • UI improvements for loading screens in Merge Link
  • UX improvements to UKG and Workday flows in Merge Link
  • UX improvements to authentication flows in Merge Link
  • UI/UX improvements to Linked Account Webhooks configuration page in Dashboard
  • UI improvements to Linked Account Data Sync page in Dashboard
  • UX improvements to Linked Account deletion in Dashboard
  • Improvements to Issue generation for Workday
   Syncing Data
UNIFIED
Agent Handler
Gateway
June 5, 2024
https://www.merge.dev/changelog/week-1-june-2024

Merge has established an official partnership with Rippling

We’re excited to announce that we’ve entered into a formal partnership with Rippling—a leading workforce management system—which will allow clients to integrate their products to Rippling via Merge!

Merge is the first unified API solution to formally partner with Rippling and we see this as a big milestone in supporting our clients’ HRIS integration needs.

Read more about it here and please reach out to your dedicated Customer Support Manager or support@merge.dev if you have any questions!

New linking flow step for admin-required HR & ATS integrations

For admin-required HR & ATS integrations, an initial screen will now appear in Merge Link to inform your users they must be an admin of that third-party platform to successfully link. There is also a Magic Link URL that your user can share with the relevant admin, improving the overall user experience auth process!

New Field Mapping capabilities

Field Mapping is a flagship feature, enabling you and your customers to map custom data to Merge’s Common Models. We’ve expanded it’s functionality, making it even more powerful and intuitive.

  • Advanced Mapping: Map any custom fields in a “list” or “object” format is now supported! Use JMESPath queries to access specific values from even the most complicated remote field objects.
  • Field Coverage: Easily identify the correct remote field from a customer's account to use when mapping custom fields. Field coverage is a percentage estimate of how often a specific remote field appears for a specific Linked Account. The higher the coverage, the more widely it is used.
  • Preview Values: Preview and validate that your Field Mapping is accurate before going live. Plug in any Common Model ID to check its return value in the Merge Dashboard.

These features are all now available on our Professional and Enterprise plans. Try them out today and let us know if you have any feedback!

Improvements

   Accounting
   ATS
   CRM
   HRIS
  • Enhancements to GET /employees for terminated employees for BambooHR
  • Support for custom fields in “remote_data” for GET /employees for Paycor
  • Support to link accounts with multiple subsidiaries for Paylocity
  • Enhancements to “start_time” and “end_time” for GET /time-off for Personio
  • Enhancements to GET /employees for rehired employees for SAP SuccessFactors
  • Enhancements to “work_email” for GET /employees for Workday
   Ticketing
  • Support to link accounts via the fine-grained token method for Github
  • Support for cycles in GET /collections for Linear
  • Enhancements to syncing for GET /tickets for Shortcut
   Merge Link and Dashboard
  • Improvements to linking flow for ADP service accounts
  • New linking flow steps for when an administrator role is required in the 3rd party platform
  • Added Audit Trail event for when end-user API credentials are accessed
  • Added Audit Trail event for when a Linked Account is deleted via API
  • UI improvements to 3rd party webhooks configuration page in Dashboard
   Syncing Data
  • Broad improvements to sync speeds across all integrations
  • Support for 3rd party webhooks edge cases
  • Support for 3rd party authentication edge cases
UNIFIED
Agent Handler
Gateway
May 30, 2024
https://www.merge.dev/changelog/week-5-may-2024

Improvements

   Accounting
   ATS
   CRM
   HRIS
  • Enhancements to “status” enum for GET /time-off for BambooHR
  • Enhancements to “remote_data” for GET /time-off for Factorial
  • Support for when employees are removed from groups for GET /employees for Microsoft Entra ID
  • Enhancements to “employment_status” enums for GET /employees for Paycom
   Ticketing
   API and Documentation
   Merge Link and Dashboard
  • UX improvements to Linked Account Webhook Configuration page in Dashboard
  • UI improvements to Integrations page in Dashboard
  • UI improvements to Field Mapping page in Dashboard
  • UI improvements to Field Mapping flow in Merge Link
  • UX improvements to failed linking attempt flows in Merge Link
  • General Dashboard UI improvements
   Syncing Data
  • Support for datetime field edge cases across integrations
  • Support for for edge cases in file return formats from 3rd parties
  • Updates to calculating emission for LinkedAccount.synced and CommonModel.synced webhooks
  • Improved efficiency for processing 3rd party webhooks
  • Enhancements to sync efficiency across integrations