Changelog

Improvements

   Accounting

• Enhancements made to POST /Expense error handling for QuickBooks Online
• Enhancements to Journal lines for Sage Intacct
• Enhancements to Custom Fields for NetSuite

   HRIS

• Fixed issue with stale manager values for ADP Workforce Now
• Added reliability enhancements to Location for ADP Workforce Now
• Added deduping logic to Groups for ADP Workforce Now
• Added reliability enhancement to Employment currency for Workday

   CRM

• Added reliability enhancement to Contacts for Hubspot

Improvements

   Accounting

• Enhancements to custom enduser date time configuration affecting Contacts in NetSuite

   ATS

• Added reliability enhancements to Interview for Oracle Taleo

   HRIS

• Enhancements made to Microsoft Entra ID Employee Remote data
• Added reliability enhancements to Time off for Personio
• Enhancements to Employee common model for ADP
• Fixed issues with duplicate Employments for Insperity Premiere
• Enhancements to Groups for Namely
• Enhancements to Locations for Paylocity
• Enhancements to Locations for Rippling
• Added reliability enhancements to Employments for Workday

   Ticketing

• Added reliability enhancements to Comments for Dixa
• Added reliability enhancements to POST/ Comment for Zendesk
• Enhancements to Author association with a Comment for Zendesk

   File Storage

• Add reliability and efficiency improvement to Box

Integrations

Zoho People 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 reliability enhancements to “account” for GET /Invoices for NetSuite
• Updated to handle larger accounts for GET /Accounts for Quickbooks Online
• Added reliability enhancements for “number” in GET /Credit Notes for NetSuite
• Support for inactive items for GET /Items for Quickbooks Online
• Support for “sales_account” for GET /Items for Quickbooks Online
• Added reliability enhancements for deleted payments in GET /Payments for Xero

   ATS

• Support for GET /Eeoc for Workday

   HRIS

• Support for contractors for GET /Employments for ADP Workforce Now
• Fixed issues with incorrect groups being added to employees for GET /Employees for TriNet
• Added more detailed error messaging for POST /Employee for IntelliHR
• Added reliability enhancements to handle larger accounts for GET /TimeOff for BambooHR
• Support for “name” for work locations for GET /Location for Rippling
• Added reliability enhancements to name for GET /Location for Paylocity

   Ticketing

• Support for “is_active” for GET /Users for Freshdesk
• Added reliability enhancements to “author” on GET /Comments for Zendesk

Ticketing Roles Now Available!

We are super excited to announce the Roles Common Model! You can now restrict end-user access to tickets depending on the restrictions set in the native 3rd-party ticketing platform.

We have also added “Access_level” on Collections. You can now restrict ticket access based on Collection access level and users associated with a collection. Let us know if you have any feedback!

Integrations

Employment Hero and Humi for HRIS 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

• Support for “description” on line items for POST /Purchase Orders for NetSuite
• Support for “purchase_order_number” in the response for POST /Purchase Orders for NetSuite
• Added reliability enhancements to “account” on GET /Invoice for NetSuite
• Added reliability enhancements to support large accounts for GET /IncomeStatements for QuickBooks Online
• Support for “memo”, “currency” and “exchange_rate”, “tracking_categories” and “contacts” on line items on POST /Journal Entries for QuickBooks Online
• Added logic to not prevent duplicates for POST /Invoice for Xero

   ATS

• Support for “recruiters” and “hiring_manager” for GET /Jobs for Workable

   File Storage

• Support for Read-Only permissions for OneDrive
• Updated logic only created “permission” for valid users records for GET /Files for OneDrive and SharePoint
• Support for deleted data in GET /Files for SharePoint

   HRIS

• Support for “groups” on GET /Employees for 7Shifts
• Added reliability enhancements for “employment_status” for GET /Employees for Ceridian Dayforce
• Support for GET /Bank Info for Hibob
• Support for “preferred_name” for GET /Employees for Justworks and Sapling
• Updated logic to only return active “groups” for GET /Employees for Okta

   Ticketing

• Added optimizations to handle rate limiting for Zendesk

Improvements

   Accounting

• Added additional fields to "remote_data" for GET /Contacts for NetSuite
• Updated "line_items" to include individual sales lines items for Sales Receipts and Refund Receipts in GET /Transactions for QuickBooks Online
• Added reliability enhancements to support large accounts for GET /Income Statement for QuickBooks Online
• Surfaced Merge ID for all line items for accounting objects (Expenses, Credit Notes, Journal Entries, Purchase Orders, Transactions, and Vendor Credits)

   ATS

• Added reliability enhancements to GET /Candidates for SAP SuccessFactors

   CRM

• Added reliability enhancements to GET /Engagements for Salesforce

   File Storage

• Support for “file_url” for PDFs file types in GET /Files for OneDrive
• Support for “mime_type” as a query parameter to specify export format on GET /Files for Google Drive

   HRIS

• Support to “base_ pay” for contractor employment type in GET /Employments for Workday
• Enhancements to "remote_data" for GET /Employees for Google Workspace

Mock Sandbox and Inbound Request API Tester

Mock Sandbox and Inbound Request API Tester is now available in beta. Now you can test any Merge integration with mock data before deploying them in production to your customers. With Mock Sandbox and API Tester, you can see Merge's normalized responses, reducing the need to have third-party sandbox access.

We are starting with all HRIS integrations but will continue to expand to other categories soon!

Try it out now and checkout our Help Center article to learn more.

Integrations

Cyberark 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

   Docs

• Example request code snippets are now available in our docs. You can easily copy and paste to easily make API requests to Merge. We currently support Python but are planning on supporting additional languages including cURL and Java in the coming quarter.

   Accounting

• Support for “status” on for POST /Invoice for Dynamics
• Support for “description” for GET /Account for Quickbooks Online
• Support for “applied_date” on line items for GET /Payments for Quickbooks Online
• Support for “status” on for POST /Invoice for Sage Intacct
• Support for “applied_amount” and “applied_date” on line items for GET /Payments for Xero

   ATS

• Support for POST /applications/{id}/change-stage for Ashby
• Added clearer error messaging when posting a resume to a candidate with an existing resume for POST /Attachment for iCIMs
• Enhancement to “hiring_manger” and “recruiter” for GET /Jobs for SAP SuccessFactors
• Support for POST /Attachments for SmartRecruiters

   CRM

• Enhancements to “owner”, “due_date”, “subject”, and “opportunity” for POST /Task for Pipedrive

   File Storage

• Enhancements to capturing files through various sharing methods for GET /Files for OneDrive

   HRIS

• Support for “preferred_name” for GET /Employees for ADP Workforce Now
• Support to return “balance” in hours for GET /TimeOffBalance for BambooHR
• Support for “country” for GET /Location for Ceridian Dayforce
• Enhancements to only return employees who are active in GET /Employees for Google Workspace
• Support for “country” for GET /Location for Hibob
• Support for “termination_date” based on the date when a users status changes to suspended/deprovisioned for GET /Employees for Jumpcloud, OneLogin, Okta, PingOne, and Google Workspace
• Enhancements to return “start_time” and “end_time” in local timezone for GET /TimeOff for Personio
• Enhancements to linking flow instructions for Workable

Ticketing

• Support for “is_active” in GET /Users for Basecamp
• Enhancements for large responses for GET /Accounts for Intercom
• Support for POST /Comments for Jira Service Management
• Updated “is_private” to default to false for POST /Comments for Jira Service Management
• Support for "cancelled_at", "archived_at", and "creator" in remote_data for GET /Tickets for Linear

Improvements

   Docs

• Enhancements to docs nav bar with a new "Resources" tab featuring the Help Center and merge.dev

   Accounting

Payments Update: We have updated our Payment model with "apply_to_lines" that will support applying a singular payment to multiple transactions. This update will improve our Accounts Payable use case. This change is applicable to Xero, Sage Intacct, QBO and Netsuite, with Zoho Books, Microsoft Dynamics, and Freshbooks coming later!

As part of this update we will be eventually deprecating top level “invoice”, “journal_entry” and “credit_note” fields on GET/Payments. These fields will remain on POST/ Payments until a future date.

• Support for “location” in POST /Journal Entries for NetSuite
• Support for GET /Purchase Order, GET /Transaction (for Sales Orders and Purchase Requisition) and GET /Payments for Sage Intacct
• Enhancements to passthrough for PATCH /invoices and DELETE /invoices for Xero
• Enhancements to data quality to “currency” in GET /Journal Entries for Quickbooks Online
• Enhancements to “company” on line items of GET /Expenses, GET /Credit Notes, and GET /Vendor Credits for Sage Intacct
• Support for deleted line items on GET /Journal Entries for Sage Intacct
• Enhancements to GET /Journal Entries for Sage Intacct
• Support for “company_info” and “contact” on line items for GET /Journal Entries for Sage Intacct

   ATS

• Added sync enhancements for GET /Applications and GET /Jobs for Bullhorn
• Support for GET /Users for Bullhorn
• Added detailed error messaging for duplicate email addresses in POST /Candidate for Workable

   File Storage

• Added detailed error messaging in GET /files/{id}/download for Box, Dropbox, Google Drive, OneDrive, SharePoint
• Added sync enhancements to GET/ Files, GET/ folders, GET/ Drives, GET/ Groups, and GET/ Users for Box, Dropbox, Google Drive, OneDrive, SharePoint

   HRIS

• Enhancements to “job_title” in GET /Employments for SAP SuccessFactors
• Support for pending hires in GET /Employees for SAP SuccessFactors
• Enhancements to “employment_status” in GET /Employees for SAP SuccessFactors
• Support for additional status types in “employment_status” for GET /Employments for Ceridian Dayforce
• Support for pay_currency, pay_period and pay_rate for GET/ Employments for Insperity Premier (Note: will only be returned if your customers have permission for Insperity Employee Compensation)
• Enhancements to “employment_status” in GET /Employees for ADP Workforce Now
• Support for “preferredName” in GET /Employees for ADP Workforce Now

Improvements

   Accounting

• Support for "issue_date" for bills in GET /Invoices for Sage Intacct

   ATS

• Support for POST /applications/{id}/change-stage for Ashby
• Support for "applied_at" in GET /Application for Oracle Taleo

   CRM

• Enhanced error messaging for POST /Notes for Salesforce

   File Storage

• Support for non-admins to link accounts for SharePoint

   HRIS

• Enhancements to linking sandbox accounts for Gusto

Improvements

• Improvements to our Common Model overview pages which now includes information on authentication, sync frequency, rate limits, and more
• Audit Trail via API is now available for Enterprise customers
  

   Accounting

• Support for “sub_total” and "total_tax_amount” in POST /Expenses for Quickbooks Online
• Enhancements to GET /Journal Entries for Quickbooks Online
• Enhancements to validation for POST /Expenses for Quickbooks Online
• Support for “account” on line items in GET /Transactions for NetSuite

   ATS

• Enhancements to syncing “name” for GET /Job Interview Stages for Ashby
• Support for POST /Applications for SmartRecruiters
• Support for POST /Candidate for BambooHR
• Support for deleted data for “departments” on GET /Job for SAP SuccessFactors

   HRIS

• Enhancements to mark “employment_status” as active for employees who have Not in Payroll status in GET /Employment for UKG Ready
• Support for “employee_number” in GET /Employee for Humaans
• Enhancements to “name” in GET /Groups for Ceridian Dayforce

   Ticketing

• Support for PATCH /Ticket for Jira Service Management
• Enhancements to GET /tickets/meta/patch/{id} to include available status change options for a given ticket for Jira Service Management
• Support for sections in GET /Collections for Asana

Improvements

   Accounting

• Enhancements to "addresses" to auto-expand on GET /Contacts
• Enhancements to more accurately classify tracking categories in POST /Payments for Netsuite
• Added sync optimizations to reduce sync time for Netsuite
• Support for discounts as line items in GET /Invoices for Quickbooks Online
• Support for "sub_total" and "total_tax_amount" on POST /Expenses for Quickbooks Online
• Added sync optimizations to reduce sync time for GET /Income Statements, GET /Balance Sheets, and GET /Cash Flow Statements for Quickbooks Online
• Added sync optimizations to reduce sync time for GET /Income Statements, GET /Balance Sheets, and GET /Cash Flow Statements for Xero

   ATS

• Support for “department” in GET /Jobs for iCIMS

   CRM

• Enhancements to “websites” in GET /Accounts for Hubspot

   HRIS

• Support for updated departments in GET /Employees for Justworks
• Added transient error handling to allow for continued syncs for UKG Pro

   Ticketing

• Enhancements to assignees being properly added to tickets in GET /Tickets for Jira
• Added sync enhancements to GET /Comments for ServiceNow