Changelog

Improvements

   Documentation

• New syncing data basic guide to give an overview of how we sync data between you and Merge
• Scrollable Custom Objects code snippets
• onExit and onSuccess information included for Merge Link

   Accounting

• Enhancements to sales receipts transaction types for GET /Transactions for Quickbooks Online
• Enhancements to “net_amount” in line items of GET /Journal Entries for Workday
• Enhancements to “transaction_date” in GET /Vendor Credits for Xero
• Updated logic to mark voided credit notes at deleted in GET /Vendor Credits for Xero

   ATS

• Enhancements to null values in “Code" in GET /Jobs for SAP SuccessFactors
• Support for GET /Offers for Teamtailor
• Enhancements to linking account flow for Bullhorn

   File Storage

• Enhancements to “name” in GET /Groups for Sharepoint
• Support for detailed error messaging when a file name is invalid in POST /Files for Sharepoint

   HRIS

• Enhancements to “preferred_name” in GET /Employee for Paylocity

   Ticketing

• Enhancements to collections not being properly assigned to tickets in GET /Tickets for Jira

   CRM

• Enhancements to “phone_numbers” in GET /Accounts for Salesforce
• Enhancements to “website” on GET /Accounts for Hubspot
• Enhancements to “email_addresses”, “addresses”, and “phone_numbers” in GET /Leads

Account Linked Webhook and Common Model Synced Webhook

Our new Merge Webhooks, Account Linked and Common Model Synced, are improved webhooks to accurately and reliably notify you when initial and following syncs are complete, ensuring that data is ready to be pulled.

• The Account Linked webhook will notify you when one of your customers create a new linked account, passing along the necessary account token.
• The Common Model Synced webhook will alert you when that specific Common Model and related fields for a linked account is initially synced and updated after that.

Supported Integrations Features in Docs

Easily see and compare which features, such as deleted data and webhooks, are supported for each integration in our docs! The “Supported Integrations Features” table has filtering functionality so you can just look at what integrations and Common Models you care about. Check it out!

Improvements

    Accounting

• Enhancements to decrease sync time for GET /Attachments for Xero
• Support for archived contacts in GET /Contacts for Xero

    ATS

• Support for “description” and “offices” in GET /Jobs for Comeet

    HRIS

• Updated logic to only include “manager” if the manager’s effective end date is in the future or null GET /Employees for Ceridian Dayforce
• Updated logic to set “work_location” from “homeWorkLocation” (if null, will use assignedWorkLocation) in GET /Employees for ADP

    Ticketing

• Support for webhooks for Task Created, Task Status Changed, Task Importance Changed, Task Dates Changed, Attachment Added, Comment Added, Task Deleted, Folder Deleted, and Comment Deleted events for Wrike

    CRM

• Sync optimizations to support large syncs for GET /Contacts for Hubspot
• Support for Remote Fields in GET /Contacts and GET /Leads for Zoho CRM

Improvements

    Accounting

• Enhancements to decrease sync time and reduce errors for GET /PurchaseOrders, GET /JournalEntries, GET /Contacts, GET /CreditNotes, GET /Invoices, GET /Item, GET /Payments, GET /Transactions for Microsoft Dynamics 365 Business Center
• Added “remote_id” as an integration parameter to POST /Contacts to be able to link contacts to multiple subsidiaries for NetSuite
• Enhancements to the NetSuite linking flow to streamline the process of creating roles by using an import bundle

    ATS

• Updated remote data for POST /applications/{id}/change-stage for Workable
• Support for “type” as an integration parameter for POST /Activities for Ashby

    HRIS

• Updated logic for “work location” to pull more unique locations for GET /Employments for Ceridian Dayforce
• Support for additional fields in remote data in GET /Employees for OneLogin
• Enhancements to GET /Employments for BambooHR
• Updated “effective date” to more accurately pull start dates in GET /Employments for Workday

    Ticketing

• Support for remote data in GET /Tickets for non-admin accounts for Jira
• Support for tickets with null projects for PATCH /Tickets for Jira

    CRM

• Added sync optimizations to GET /Contacts for Hubspot

Integrations

Bullhorn 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

    Documentation

• Brand new Remote Fields doc, giving a comprehensive overview of pulling and pushing data

    Accounting

• Support for “classification” in GET /Accounts for FreeAgent
• Enhancements to “balance” to return in the currency of the transaction in GET /Invoices for Netsuite
• Enhancements to “value” in “non-operating expenses” to be negative in GET /Income Statements for Xero
• Support support for deleted transactions and transaction lines in GET /Transactions, GET /Purchase Order, GET /Vendor Credits, GET /Credit Notes, GET /Invoices, GET /Journal Entries, GET /Expenses for Xero

    ATS

• Sync enhancements to GET /Interviews for Greenhouse
• Support for additional fields to remote data for GET /Jobs for SAP SuccessFactors

    File Storage

• Support for shared files in GET /Files for OneDrive
• Sync enhancement and support for deleted files in GET /Files for Box

    HRIS

• Enhancements to “effective_date” in GET /Employees for TriNet

    Ticketing

• Sync optimizations to GET /Collections and GET /Tickets for Asana
• Enhancements to logic to include board members and guests in GET /Users for Trello

    CRM

• Added enhanced error messaging for POST /Opportunities for Salesforce

Integrations

Hubspot Ticketing for Ticketing 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 “status” on GET /Invoice for FreshBooks
• Support for “purchase order” on GET /Purchase Order for QuickBooks Online, Xero, Dynamics, and NetSuite
• Support for “tracking categories” on POST /Journal Entries for NetSuite
• Support for “tracking categories” on POST /Invoice for Quickbooks Online

    ATS

• Support for “job_posting_urls” in GET /Jobs for JazzHR
• Support for candidate fields “sourced_by”, “source, job”, “current_stage” and application fields “emails”, “phones”, “tags” “URLs” in the response of POST /Candidates for Lever

    HRIS

• Enhanced error handling and reliability for POST /Employees for IntelliHR
• Support for remote data in GET /Employees for AlexisHR
• Updated logic to return phone number without country codes for SAP SuccessFactors

    Ticketing

• Enhancements to deleted tickets in GET /Tickets for Linear
• Support for list.name in remote data for GET /Tickets for Trello

    CRM

• Support for remote fields in PATCH /Contacts for Hubspot

Improvements

    Accounting

• Support for deleted transactions and transaction lines in GET/ Transactions, GET/ Purchase Orders, GET/ Vendor Credits, GET/ Credit Notes, GET/ Invoices, GET/ Journal Entries, GET/ Expenses for Quickbooks Online
• Support for ”status” on GET/ Invoices for Quickbook Online, Xero, Dynamics, Netsuite, Sage Intacct, and Zoho Books
• Support for ”journal number” on POST/ Journal Entries for Quickbook Online, Xero, Microsoft Dynamics Business Central, Netsuite, and Sage Intacct

    ATS

• Enhancements to “New Prospect Created” webhook to notify when a new candidate is created for Greenhouse
• Support for applications in the “Interview Created” webhook for Lever
• Support for POST/ Candidate, POST/ Application, and POST/ Attachment for Workday (in beta)

    File Storage

• Support for ”permissions” for users who had files/folders shared with them in GET/ Files and GET/ Folders for Google Drive

    HRIS

• Support for deleted employees in GET/ Employees for FreshTeam
• Support custom fields with list type in GET/ Employees for Personio
• Support for ”preferred_name” on GET/ Employees for ADP Workforce Now, BambooHR, Ceridian Dayforce, ChartHop, Freshteam, Humaans, JumpCloud, Namely, Okta, Paychex, Paylocity, Rippling, SAP SuccessFactors, UKG Pro, UKG Ready, Workday, and Zenefits
• Support for ”employment_status” for GET/ Employees for OneLogin, PingOne, Google Workspace, and JumpCloud

    Ticketing

• Sync enhancement to GET/ Collections for Asana
• Updated /meta to show required fields for POST/ Tickets for Jira
• Support for priority in receiving ticket webhook for Zendesk

    CRM

• Sync optimizations for GET/ Opportunities, GET/ Contacts, and GET/ Accounts for Microsoft Dynamics Sale
• Support for null ”content” field in GET/ Notes for Salesforce

New Audit Trail and Improved Issues in our Dashboard

We are so excited to continue to enhance our Integrations Management features, giving you full visibility and control over your customers’ integrations.

Audit Trail is now available for Enterprise customers. Merge Dashboard Admins will now have a clear record of security-sensitive actions taken by any member of your Merge org. This feature enhances our existing security features.

We also have enhanced our Issues feature within our dashboard. Our Issues’ logic has been refined, and is now even more accurate. The improved user interface is easier to understand as it surfaces up relevant issues specific to fields. Relevant issues also now are surfaced at the top of a linked account view.

It is available to everyone so be sure to check it out!

Improvements

    Accounting

• Sync enhancements to GET /Tracking Categories and GET /Expenses for QuickBooks Online
• Support for “posting_status” = “UNPOSTED” for Journals in a "Created" Status in GET /Journals Entries for Workday

    ATS

• Support to link Job Interview Stages to specific Jobs for iCIMS
• Added “interview_id” as an integration parameter in the POST /Interviews for Greenhouse
• Support for screening questions in POST /Candidates and GET /candidates/meta/post via “linked_account_params” for Lever

    HRIS

• Support for “departments” in remote data for GET /Employees for AzureAD
• Support for updated “groups” in GET /Employees for ADP Workforce Now
• Support for “name” in GET /Locations for ADP Workforce Now
• Enhancements to “phone_number” to include country codes in GET /Employees for SAP SuccessFactors

    Ticketing

• Sync enhancement to GET /Users and GET /Teams to support faster syncs for Asana

    CRM

• Support for IsWon, IsClosed, and DefaultProbability fields in remote data in GET /Stages for Salesforce
• Support for “addresses” in POST /Leads for Salesforce
• Sync enhancements to GET /Leads for Salesforce

Field Mapping is now in GA!

Access exactly what data you or your customers need without any limitations. You can now map any data to a field you define, helping you unlock any use case, deliver the extensibility that enterprise customers expect, and create a white-glove onboarding experience to your customers.

Learn more on how to get started in our docs!

Search & Ask Merge AI in our Docs and Dashboard

Find what you need in our docs and dashboard now with search! Simply just type in the search bar what you’re looking for and it’ll return the relevant documents in seconds.

We’ve also released “Ask Merge AI” as part of this search. Input any question—from something simple like “What is a linked account?” to something more complex like “Can you write me code using the Python SDK to get open opportunities?”—and you’ll receive the answer you need in seconds.

Check out the demo below to see it in action and try it out for yourself in the docs!

Integrations

Oracle Recruiting Cloud for ATS is now available in limited beta. Please reach out to your Customer Support Manager if you’d like to be a close design partner and provide feedback.

Improvements

    Accounting

• Support for “tracking_categories” in POST /Purchase Order for NetSuite
• Sync enhancements to GET /Expenses for NetSuite
• Enhancements with null issue_date in GET /Invoices for NetsSuite
• Sync enhancements to GET /Tracking Categories and GET /Expenses for Quickbooks Online
• Support for deleted data in GET /Accounts, GET /Contacts, GET /CreditNotes, GET /Vendor Credits, GET /Tracking Category, GET /Invoice, GET /Expenses, GET /Items, and GET /Journal Entry for Sage Intacct
• Support for deleted line items in GET /Journal Entries for Workday
• Enhancements to normalization logic for GET /Vendor Credits and GET /Credit Notes for Xero

    ATS

• Support to filter on “created_after” for GET /Candidates, GET /Applications, GET /Job Interview Stage for Ashby
• Enhancements to applications created in POST /Candidate for JazzHR

    HRIS

• Support for employment_status and termination_date in GET /Employees for Officient
• Sync enhancements to GET /Employee Payroll Runs for SAP Success Factor

    File Storage

• Enhancements to relinking issues for SharePoint

    Ticketing

• Support for Linear Teams in GET /Collections, GET/POST/PATCH Tickets, and webhooks for Linear
• Enhancements to linking flow with a region field for Zoho BugTracker
• Support to link collections to tickets in GET /Tickets for Zoho BugTracker
• Support for inactive uses in GET /Users for Zoho BugTracker

    CRM

• Sync enhancements to Account Remote Fields for Salesforce
• Enhancements to surface remote IDs and remote data for Stages for Salesforce

Migrating to our Advanced SDKs

We’re so excited to be releasing our Advanced SDKs for Python, Java, Node, and Go to speed up your backend integration with Merge!

We encourage you to start migrating to our Advanced SDKs for faster turnaround times on any issue, improved developer interface for request/response classes, access to our latest categories, and a more comprehensive test suite.

The legacy versions (complete category and single category versions) of our Python, Node, Java, and Go SDKs will continue to work but after February 2024, we’ll no longer make updates or bug fixes to the deprecated SDKs.

Please check out our Help Center and docs to learn more and get started with comprehensive migration guides.

Improvements

• Enhancements to Common Model docs by adding full endpoint URL and copy buttons for both US and EU

    Accounting

• Support for “posting_status”=“POSTED” in POST /Journals for Xero
• Support for ”currency” in GET /Journals, GET /Invoices, GET /Transactions, GET /Credit Notes, GET /Vendor Credits, GET /Expenses and GET /Purchase Orders for Netsuite
• Support for ”currency” in GET /Journals, GET /Invoices, GET /Credit Notes, GET /Vendor Credits and GET /Expenses for Sage Intacct
• Support for ”currency” in GET /Journals for Workday

    ATS

• Sync enhancements for GET /Candidates for iCIMs

    HRIS

• Support for ”start_date” in GET /Employees for 7Shifts
• Support for ”work_location” and ”date_of_birth” in GET /Employees for Deel
• Support for deleted employees in GET /Employees for Officient
• Support for custom fields in GET /Employees for Factorial

    Ticketing

• Normalized “delivered” to “closed” for ”status” in GET /Tickets for Aha!
• Sync enhancements to GET /Tickets, GET /Collections, GET /Comments, GET /Attachments and GET /Tags for Asana
• Sync enhancements to GET /Tickets for Dixa
• Support for ”priority”, ”description”, and ”contact” in PATCH /Ticket for Freshdesk
• Sync enhancements to GET /Comments and GET /Attachments for Zendesk

    CRM

• Enhancements to error messaging for POST /Contacts for Salesforce
• Sync enhancements for remote fields in GET /Contacts for Salesforce

Async Passthrough is available in open beta

Async passthrough allows you to retrieve the response at a later time. We built this feature since third-party response times differ and can cause delays for when calling passthrough requests.

With async passthrough you won't have to wait for a response before calling other requests or endpoints! We’ll also notify you through a webhook when your response is ready.

Learn more here.

New HRIS Common Models

We are super excited to announce two new HRIS common models to expand our benefits capabilities: Employer Benefits and Dependents.

With these new Common Models, customers can now unlock use cases such as determining the count of an employees’ dependents and the nature of their relationship and retrieving information on the benefit plans offered by a company.

Take a look at the docs and let us know if you have any questions or feedback! We’ll be planning to expand integration coverage for these Common Models.

Improvements

• Enhancements to Logs filtering UX in the Dashboard
• Enhancements to sync status notifying when Merge has hit a 3rd party rate limit and is waiting to sync
• Enhancements to sync status card on Linked Account view; we only surface the most relevant statuses at the top

    Accounting

• Support for deleted data for Account, Company Info, Contacts, Credit Notes, Expenses, Invoices, Items, Journal Entries, Payments, Purchase Orders, Tracking Categories, Transactions, Vendor Credits for Netsuite
• Support for deleted report items in GET /IncomeStatements for Netsuite
• Support for GET /Expenses for Netsuite
• Support for Credit Card Payment type in GET /Transactions for QuickBooks Online
• Support for “memo” in POST /Expenses for QuickBooks Online
• Support for Transfer type in GET /Transactions for Xero
• Sync enhancements for GET /JournalEntries for Xero

    ATS

• Support for webhooks for Candidate stage change, Job deleted, Offer created, Offer updated, and Offer deleted events for Ashby
• Support for deleted “departments”, “recruiters”, and “hiring_mangers” in GET /Jobs for Greenhouse
• Updated authentication to standardize linking accounts across regions for JobAdders

    HRIS

• Support for “employment_status” in GET /Employees for 7Shifts
• Support for “company” in GET /Employees for Deel
• Sync enhancement for GET /Employments and GET/Employees for UKG Pro

    Ticketing

• Sync enhancements to GET /Tickets and GET /Comments for Intercom
• Support for GET /Tags for ServiceNow
• Support to add new tags in POST /Tickets and PATCH /Tickets for ServiceNow
• Support for deleted users in GET /Users for Zendesk
• Enhancements to sync times for GET /Attachments, GET /Comments, GET /Contacts, and GET /Users for Zendesk

    CRM

• Enhancements to surface remote IDs and remote data for Stages for HubSpot
• Support for POST /Notes for Pipedrive
• Support for deleted data in GET /Accounts, GET /Contacts, GET /Engagements, GET /Leads, GET /Notes, GET /Opportunities and GET /Tasks for Salesforce
• Sync enhancements to GET /Engagements and GET /EngagementType for Zoho CRM