Changelog

Integrations

Tribepad 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 credit card refunds in POST /Expense for Quickbooks Online
• Added support for expense memos in POST /Expense for Quickbooks Online
• Updated remote_data with additional fields for GET /Payments for Netsuite

   ATS

• Support for “stage_order” for GET /Job Interview Stage for Ashby
• Support for deleted candidate webhooks for Ashby
• Support for GET /Offers for Workday
• Support for nested applications for POST /Candidate for Workday Added reliability enhancements to POST /Candidate for Workday

   File Storage

• Added reliability enhancements for POST /File for Box

   HRIS

• Enhanced Microsoft Entra linking flow
• Support for “street_1”, “city”, “state” and “zip_code” for GET /Locations for Deel
• Support for “start_date” for GET /Employees for Proliant
• Updated logic for users in probationary period to have an “ACTIVE” employment status for GET /Employee for Workday
• Added reliability enhancements for deleted manager in GET /Employees for UKG Pro

   Ticketing

• Support for non-workspace users for GET /Users for Asana
• Added reliability enhancements to GET /Tickets for Asana
• Added reliability enhancements to GET /Tickets for Dixa
• Support for groups in GET /Collections for Gitlab
• Support for “parent_collection” in GET /Collections for GitLab
• Support to filter tickets by modified_date for GET /Tickets for Intercom
• Added reliability enhancements to GET /Accounts and GET /Contacts for Intercom
• Expanded functionality for automatic webhooks for accounts that connect through alternate domains for Jira
• Support for workflows in GET /Collections for Shortcut
• Support to filter tickets by modified_date for GET /Tickets for Zendesk

   Merge Link & Dashboard

• Improvements to API Tester UI
• Improvements to File Picker UI
• New Audit Trail event type tracking of when a Test Linked Account is converted to Production
• New ”Data Access” section in Get Started flow
• Improved UX of setting Scopes in Dashboard
• General Dashboard UI improvements
• Better issue creation for Salesforce accounts

   Docs

• Updated files/{id}/download example response
• Improved accuracy of meta support by integration

   Sync performance

• All Scopes are now turned off by default for new customers
• Improved reliability of common model synced webhook
• Improved accuracy of changed data webhook
• Improved reliability of deleted data detection
• Enhanced Contact objects for Quickbooks Online
• Improved reliability of file upload

Integrations

We are excited to announce Remote is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

   ATS

• Added reliability enhancements for “email_addresses” and “phone_numbers” in GET /Candidates for iCIMs

   CRM

• Support for “street_1” and “postal_code” in POST /Contacts for HubSpot
• Added reliability enhancements for deleted data for HubSpot
• Added reliability enhancements for “session_id” for POST /Custom Objects for Salesforce
• Support for PATCH /Contacts without “email_address” for Salesforce

   HRIS

• Support for “effective_date” for GET /Employment for Personio (note: “effective_date” is populated based on the date when Merge sees “job_title” or “pay_rate” change)
• Updated “employment_status” to “PENDING” for employees with a future start date for GET /Employees for BambooHR, Justworks, Personio and Workday
• Support for GET /Timesheet Entries for BambooHR, Personio, and TriNet HR Platform
• Updated Zenefits to TriNet HR Platform
• Support for GET /Groups for Sesame

   Ticketing

• Support for “reporters” as Users in GET and POST /Tickets for Jira Service Management
• Added reliability enhancements “name” GET /Tickets for Intercom

   Merge Link & Dashboard

• Improvements to typeahead components in Dashboard
• Improvements to integrations page in Dashboard
• Updates to Merge Link configuration in Dashboard
• UI enhancements to Logs and Issues in Dashboard
• UI enhancements to Audit Trail and API Tester
• General Dashboard UI improvements
• General Merge Link UI improvements

   Sync performance

• Improvements to calculation of “is_initial_sync” field for Common Model synced webhook
• Improvements to reliability of Linked Account synced webhook
• Improvements to /sync-status ”is_initial_sync” field calculation

Improvements

   Accounting

• Support to POST /Invoices with existing invoice numbers for Xero
• Support for “contacts” in POST /Journal Entries for Sage Intacct

   ATS

• Support for GET /Users for Pinpoint
• Support for “hiring_managers” and “recruiters” on GET /Jobs for Pinpoint
• Updated remote date to include “StartDate” for GET /Applications for SAP SuccessFactors
• Added reliability enhancements to POST /Candidates for Workday
• Added performance enhancements for large linked accounts for SAP SuccessFactors

   CRM

• Support for “address” in POST /Contacts for Hubspot

   File Storage

• Resolved issues with missing files and folders in File Picker for Sharepoint

   HRIS

• Updated logic for rehired employees to have an “active” status for GET /Employees for Insperity Premier
• Enhancements to shell employee records in GET /Employees for Proliant

   Ticketing

• Added webhook support for Conversation.deleted, Conversation.user.created, Conversation.admin.single.created, Conversation.user.replied, Conversation.admin.replied, Conversation.admin.noted, Conversation_part.redacted events for Intercom
• Enhancements to “updated_date” for GET /Comments for Jira
• Enhancements to POST /Tickets for tickets without custom fields for Jira

   Merge Dashboard and Link

• Improvements to detection of deleted data
• Merge Link improvements
• Improvements to Audit Trail UI
• Added Field Mapping change event types for filtering in Audit Trail
• Links to linked account page added to Audit Trail events
• Improvements to Field Mapping UI in Dashboard
• Improvements to Webhook Logs UI in Dashboard
• Improvements to Advanced Configuration UI in Dashboard

SDK Updates

• Updated Advanced Python SDK to v1.0.7
• Updated Advanced Java SDK to v1.0.6
• Updated Advanced Node SDK to v1.0.6
• Updated Advaned Go SDK to v1.0.6

New “View” and “Edit” mode for Scopes

We’ve added an enhancement to our Scopes feature in the Dashboard. You can now toggle to “view” or “edit” mode to easily see your current Scopes settings and make changes to them.

Improvements

   Accounting

• Added reliability enhancements to bill line items for exchange rate and total amount for GET /Invoices for Sage Intacct
• Added specific error messaging for null memos in POST /Invoices for NetSuite
• Added null handling for GET /Invoices for NetSuite

   ATS

• Support for “source” in POST /Application for Cornerstone TalentLink
• Added reliability enhancements to remote_id in GET /Applications for JazzHR
• Added reliability enhancements to remote_id in GET /Jobs for JazzHR
• Added error messaging for missing permissions for GET /Jobs for SAP SuccessFactors

   CRM

• Support for emails in GET /Engagements for Salesforce
• Added reliability enhancements to POST /Leads for Salesforce

   File Storage

• Added reliability enhancements to mime_type for GET /Files for Box

   HRIS

• Added reliability enhancements to Employees and Employments for ChartHop
• Enhancements to “preferred_name” in GET /Employee for Okta
• Enhancements to employees without managers in GET /Employee for Workday
• Added reliability enhancements to “employment_type” in GET /Employment for UKG Pro
• Updated authentication to support clients from India for Zoho People
• Removed malformed Employee objects for Proliant

   Ticketing

• Enhancements to POST /Comments for Azure DevOps
• Added performance enhancements to speed up syncs for GET /Tickets for Front
• Enhancements to “updatedDate” for GET /Tickets for Jira

   Merge Dashboard and Link

• API Tester now supports adding to POST request body
• Merge Link UI/UX improvements

Sync performance

• Improved logic for determining is_initial_sync value (see /sync-status)
• Improved reliability of sync completed webhook

   Docs

• Updated SDK code snippets for passthrough

Improvements

   Accounting

• Resolved issues with null line item IDs for POST /Invoice for Quickbooks
• Support for “status” on GET /Invoice for Sage Business Cloud
• Support for PATCH /Invoice for Sage Intacct
• Updated error messaging to more accurately include permission errors in Sage Intacct
• Updated linking to not require unnecessary permissions for Sage Intacct
• Enhancements to "tracking_categories" for POST /Journal Entries for Xero

   ATS

• Added reliability enhancements to “file_name” for POST /Attachment for Cornerstone TalentLink
• Support for non-resume file types in GET /Attachments for Lever

   HRIS

• Added reliability enhancements for Gusto
• Support for "pay_rate" and "pay_period" for GET /Employment for Insperity Premier
• Added reliability enhancements for “preferred_name” in GET /Employee for Okta
• Updated error messaging for missing permissions for GET /Bank Info for Paycor
• Added reliability enhancements to “employment_type” for GET /Employments for UKG Pro
• Enhancements to earnings in Employee Payroll Run for UKG Pro
• Support for “manager” when an employee has multiple managers for GET /Employee for Workday

   Ticketing

• Updated “status” in GET /Ticket to more accurately reflect what’s returned from Jira Service Management
• Support to edit tags in PATCH /Ticket for Zendesk

   Merge Dashboard and Link

• Improvements to logs filtering in Dashboard
• Improvements to Field Mapping UX in Dashboard
• Improvements to Merge Link reliability
• Improvements to Merge Link UI
• Enhancements to Deel linking flow

Sync performance

• Improvements to Linked Account Synced webhook functionality

   Docs

• Added Typescript code snippets in Docs

Integrations

Cezanne HR and HeavenHR 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

• Enhancements to “transaction_date” for POST /Journal Entries for Xero

   ATS

• Enhancements to "status" for GET /Jobs for SAP SuccessFactors
• Support for GET /Jobs for Oracle Recruiting Cloud
• Support for "email_addresses" on GET /Candidate for Oracle Recruiting Cloud
• Enhancements to Oracle Recruiting Cloud

   HRIS

• Enhancements to GET /Employee Payroll Run for UKG Pro
• Enhancements to “work_location” for GET /Employee for Okta

   Ticketing

• Added more detailed error messaging to indicate "team" is required for POST /Ticket in Linear
• Ticketing Remote Fields in beta

   Docs

• Updated field support by integration section on Common Model / endpoint docs pages
• Docs UI improvements

   Merge Dashboard

• Dashboard Billing page UI improvements

Integrations

Kenjo for HRIS and Pinpoint and Occupop for ATS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

New Scopes API endpoint in beta

We have just released a new Scopes API endpoint to control data access programmatically at an org or Linked Account level. By hitting this endpoint, you can pull your current Scope settings both at the org and Linked Account level and change your Linked Account Scopes.

You can learn more about Scopes here.

This feature is currently in beta and available to those on a Professional or Enterprise plan. Please reach out to your Customer Success Manager if you’re interested.

Improvements

   Accounting

• Support for POST /Accounts for Xero

   ATS

• Added more detailed error messaging for posting the same attachment for a given candidate for POST /Attachments for Lever

   CRM

• Improved syncing of custom objects for Salesforce

   File Storage

• Support for non-admins to link accounts for Google Drive
• Support for non-admins to link accounts for Box

   HRIS

• Updated POST /Timeoff to respect more 3rd party TimeOff restrictions set in Workday
• Updated logic to more accurately reflect employee changes for GET /Groups for JumpCloud
• Support for GET /Bank Info for Paycor
• Support for “Street” and “City” in GET /Locations for Freshteam

   Docs

• Updated description of Groups object
• Clearer display of integration status in Docs

   Merge Dashboard & Link

• Merge Link Field Mapping UI improvements
• General Link UI improvements
• Clearer display of integrations in Merge Link for test accounts
• API Tester UI improvements
• Improvements to Issues UI
• Improvements to detecting deleted data in 3rd party platforms

SDK Updates

• Updated Python SDK to v1.0.5
• Updated Node SDK to v1.0.5

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.

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

Customizable Link is now available in Open Beta

Have control over how Merge Link appears to your customers now with Customizable Link, now available on our enterprise plan in open beta. You can customize themes, including fonts, button backgrounds and text colors on Merge Link. You can also replace our default help center articles with your own for any integration within Merge Link.

Customizable Link offers greater control over Merge Link, allowing you to align the component with your brand and share important information seamlessly in the linking flow process.

Multiple Webhook types now can send to a single URL

Rather than having to associate individual webhooks to separate URLs, you are now able to select different webhook types to send to a single URL. This means you’ll now be notified  in a single place.

Improvements

   Accounting

• Support for “remote_id” for GET /Tax Rate for Xero

   ATS

• Enhancements to “status”, “remote_created_at” and “remote_updated_at” for GET /Jobs for JobAdder

   File Storage

• Improvements to File Picker UI

   HRIS

• Support for “employee_number” for GET /Employees for Insperity
• Support for “username” GET /Employees for SAP SuccessFactors; note that it will only populate if the employee has a start date
• Added logic to update an employee’s groups when an employee charges departments for GET /Employees for Zoho People

   Docs

• Improvements to SDK pages UX in Docs

   Merge Dashboard & Link

• Improvements to detecting deleted data in 3rd party platforms
• Enhancements to Common Model page UI in Dashboard
• Improvements to HiBob linking flow
• Improvements to sync status accuracy
• Improvements to Dashboard UI

Linked Account synced webhook and Linked Account deleted webhook

Linked Account synced and Linked Account deleted are new webhooks to accurately notify you when certain actions are taken with a specific Linked Account. This is now available to all customers.

• The Linked Account synced webhook will notify you when all Common Models are done syncing.
• The Linked Account deleted webhook will notify you when a Linked Account has been deleted.

We have also added a new field "account_type” to our webhooks that allow you to differentiate when it’s a Production or Test Linked Account.

Integrations

IRIS Cascade is now available in beta for our HRIS Unified API. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

Improvements

   Accounting

• Support for “purchase_orders” on POST /Invoices for NetSuite
• Support for POST /Expenses for NetSuite
• Enhancements to tracking categories to populate correctly for POST /Expenses for Quickbooks
• Enhancements to POST /Purchase Orders for Quickbooks
• Support for transfers in GET /Transactions for Sage Intacct
• Support for POST /Contacts for Sage Intacct
• Support for POST /Payments for Sage Intacct
• Support for POST /Purchase Orders for Sage Intacct

   ATS

• Support for POST /Application Change Stage for BambooHR

   CRM

• Added “owner” field on GET /Contacts for Hubspot, Pipedrive, Salesforce, and ZohoCRM

   Docs

• Enhancements to Docs UI

   Merge Dashboard & Link

• Enhancements to Webhook UI in Dashboard
• Improvements to Field Mapping functionality in Merge Link