Changelog
Learn about Merge’s latest integrations and features
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UNIFIED
Agent Handler
Gateway
August 1, 2023
Improvements
- Enhancements to Merge Link loading time
Accounting
- Enhancements to Purchase Orders objects in POST /PurchaseOrder for NetSuite
- Support for deleted report items in GET /BalanceSheet, GET /CashFlowStatements, and GET /IncomeStatement for QuickBooks Online and Xero
ATS
- Enhancements with null candidates in GET /Candidates for Greenhouse
- Support for automated webhooks for Application created, Candidate stage change, Candidate hired, Candidate deleted, Interview created, Interview updated, and Interview deleted events for Lever
- Support for “applied_at” in GET /Application for SAP SuccessFactors
- Support for “status” on GET /Jobs for UKG Pro Recruiting
HRIS
- Support for “&” character in “name” in GET /Groups for Ceridian
- Enhancements to “work_location” in GET /Employees for Ceridian
- Enhancements to date format in GET /Employee, GET /Employment, and GET /Location for Ceridian
- Enhancements to authentication issues when linking account for Officient
- Update logic to map “type” as Department in GET /Groups for TriNet
- Added sync enhancements for GET requests for TriNet
Ticketing
- Support for "remote_created_after" filter for GET /Attachments and GET /Comments
- Added error messaging for tag issues in POST /Tickets for Asana
- Support to create tickets with a new “contact” instantly in POST /Tickets for Freshdesk
- Added stricter validation logic in Merge Link for Jira
- Support for PATCH /Tickets for ServiceNow
- Support for “tags” in POST /Tickets and PATCH /Tickets for ServiceNow
- Enhancements to “collection” response in POST /Tickets for Teamwork
- Support for automated webhooks for Deleted Collection events for Wrike
- Support for “completed_at” in GET /Tickets for Teamwork, Wrike, Hive, Basecamp
CRM
- Added syncing enhancement in GET /Engagements and GET /EngagementTypes for Keap
- Added support for “contacts” in GET /Engagements for Keap
- Support for deleted data in GET /Accounts, GET /Contacts, and GET /Opportunities for Hubspot
- Support for “engagements” with no associated “contacts” in POST /Engagements for Salesforce
- Support for remote fields in PATCH /Opportunities for Salesforce
- Enhancements to POST /Engagements for Salesforce
- Support for “&”, “<”, “>” characters in “subject” and “content” in POST /Task
UNIFIED
Agent Handler
Gateway
July 25, 2023
File Storage is now in general availability!
Our 7th Unified API category, File Storage, is now widely available.
File Storage currently supports 5 integrations: Google Drive, Dropbox, Box, SharePoint, and OneDrive.
Access real-time, normalized data for files, folders, drives, to power different use cases such as automatically uploading and downloading documents or searching for a specific file!
Some major enhancements to File Storage, thanks to feedback from our beta customers, are:
- File Picker: An out-of-the-box, UI-friendly feature that allows your customers to browse and select files and folders from their file storage platform, regardless of which one they use! (Note that this feature is still in beta, but if you would like to use it for your use case, please reach out to your EM or support@merge.dev.)
- Real-time files, folders, and drives with supported third-party webhooks.
- Support of files and folder permissions data using newly added Common Models: Users and Groups
Try it out now using our developer docs here! If you’re interested in discussing your specific use case and how Merge can support it, you can talk to someone here.
Improvements
- Enhancements to Field Mapping during end user relinking flow
- Enhancements to UX for Logs in Merge Dashboard
- Enhancements to Rippling integration Docs page
- Added back “View all Integrations” page to the “Integrations” section in Docs
Accounting
- Support for document number in remote data for GET/PurchaseOrder for NetSuite
- Support for GET/Expenses for NetSuite
- Support for “tracking_categories” in POST/Invoices for NetSutie
- Enhancements to remote_data in GET/Contacts for NetSuite
- Enhancements to remove deleted “tracking_categories” from appearing in GET/JournalEntries for Quickbooks Online
- Support for multi-base currency in GET/CompanyInfo for Sage Intacct
ATS
- Support for GET/Jobs, GET/JobInterviewStage, and GET/Applications for Infinite BrassRing
- Added error handling for null fields in POST/Candidates for Clockwork
- Enhancements to POST/Candidates syncs for Harbour ATS
File Storage
- Support to select strictly read-only permission for SharePoint
- Enhancements to sync frequency to improve efficiency for all File Storage integrations to capture real-time updates
- Support for query parameters including "drive_id" for GET/Files and is_me=true for GET/Users
HRIS
- Support to pull time off requests in the future for GET/TimeOff for Ceredian
- Enhancements to “employment_type” in GET/Employments for HiBob
- Updated logic to show “pay_rate” based on “pay_period” in GET/Employees for Namely
- Added error handling for null “job_title in GET/Employments for UKG Pro
- Enhancements to sync times for GET/Employments for UKG Pro
Ticketing
- Added sync optimizations for webhooks for Tickets for Jira
- Enhancements to show all records in GET/Accounts, GET/Contacts, GET/Comments, GET/Tickets and GET/Users for Salesforce Service Cloud
CRM
- Support for remote fields in for PATCH/Accounts, PATCH/Contacts, PATCH/Opportunities for Pipedrive
- Added sync optimizations for GET/Contacts, GET/Opportunities, GET/Accounts, GET/Engagements for Zoho CRM
SDK Updates
UNIFIED
Agent Handler
Gateway
July 18, 2023
Integrations
Sage Intacct integration is now available in beta. If you’re interested, please reach out to your Customer Support Manager or support@merge.dev to have someone turn it on for you to access.
Take a look at our initial support for Models and Fields in our docs.
Improvements
- Enhancements to Get Started, including improved descriptions for Test and Production Linked Accounts
- Support to test every category endpoint under the Try Unified API page
- Added new Magic Link intro pop-up information page
Accounting
- Support for deleted tracking categories from transactions in GET/Invoices, GET/JournalEntries, GET/PurchaseOrders, GET/Transactions, and GET/VendorCredits for Netsuite
- Support for deleted tracking categories from transactions in GET/CreditNote, GET/Expenses, GET/Invoices, GET/JournalEntries, GET/Payments, GET/PurchaseOrders, GET/Transactions, and GET/VendorCredits for QuickBooks Online
- Enhancements to show modified expenses in the correct month in Income Statement for Quickbooks Online
- Support for remote data for GET/Contacts, GET/CreditNotes, GET/Expenses, GET/Invoices, GET/Items and GET/VendorCredits for Sage Intacct
- Enhancements to missing data fields and logic for GET/Contact, GET/CreditNotes, GET/Expense, GET/Invoice, and GET/VendorCredits for Sage Intacct
- Support for deleted tracking categories from transactions in GET/CreditNotes and GET/VendorCredits for Xero
ATS
- Sync optimizations for GET/Candidates, GET/Applications, and GET/Jobs for iCIMS
- Enhancements to fetching resumes for POST/Attachments for iCIMS
- Enhancements to pulling required fields in POST/Candidates for Fountain
HRIS
- Enhancements to null values for ”effective_date” in GET/ Employment for ADP Workforce Now
- Enhancements to syncing logic for GET/Groups to fix timeout issue for Ceridian Dayforce
- Sync optimizations for GET/Employees for Deel
- Enhancements to linking flow to remove “Organization API Key” field for end user authentication for Deel
- Support for GET/PayGroups for HRAlliance
Ticketing
- Support for ”priority” field in POST/Tickets for Jira
CRM
- Sync optimizations for GET/Contacts, GET/Opportunities, GET/Accounts, GET/Engagements for Salesforce
- Sync optimizations for GET/Contacts, GET/Opportunities, GET/Accounts, GET/Engagements for Zoho CRM
File Storage
- Enhancements to webhooks to support file permission changes for Box
- Enhancements to webhooks to support deleted files for Google Drive
- Support for webhooks to notify if File or Folder was modified or deleted for OneDrive
- Support for webhooks to notify if File or Folder was modified or deleted for SharePoint
- Support for ”User.is_me” in GET/ Users for Box, Dropbox, Google Drive, OneDrive, and SharePoint to identify if a user linked their own account
SDK Updates
• Updated Python SDK to v2.3.0
UNIFIED
Agent Handler
Gateway
July 11, 2023
Improvements
- Enhancement to both UI and content in Docs and Dashboard
Accounting
- Enhancements to created objects for GET/Items for Clear Books
- Enhancements to specify ”tracking category” for GET/PurchaseOrder for NetSuite
- Support for shell objects being created in GET/CompanyInfo for NetSuite
- Enhancements to GET/TrackingCategories’s logic to improve data accuracy for Xero
- Enhancements to “exchange_rate” for transaction objects for Xero
- Enhancements to GET/Invoice, GET/Expense, and GET/CreditNotes syncs for Xero
- Enhancements to pull pull correct dates for GET/BalanceSheets
ATS
- Enhancements to POST/Candidates for iCIMs
- Added sync optimizations for GET/Interviews for Lever
- Support for GET/Offers for Jobvite
HRIS
- Enhancements to GET/Groups for ADP Workforce
- Support for “employment_status” and “termination_date” under GET/Employees for Azure Active Directory
- Support to pull additional custom fields with Field Mappings feature for GET/Employees for HiBob
- Support to pull MFA information in “remote_data” for OneLogin
- Added error check to access MFA information in “remote_data” for OneLogin
- Enhancements to GET/PayrollRun syncs for Paychex
- Added ability to pull time off requests in the future for GET/TimeOff for SageHR
- Enhancements to GET/Employees syncs for UKG Ready
- Enhancements to “status” under GET/TimeOff for Workday
Ticketing
- Support for GET :id/download for !Aha, Asana, Bitbucket, Clickup, Freshdesk, Freshservice, Jira, Linear, Teamwork, Trello, ServiceNow, Wrike, and Zendesk
- Support for GET/Attachment for !Aha and Freshservice
- Support for Remote Fields for GET/Ticket and POST/Ticket for Asana
- Enhancements to refresh logic for Basecamp
- Added optimizations to handle rate limiting for Basecamp
- Support for “body” field under GET/Comment for Basecamp and Teamwork
CRM
- Enhancements to GET/Tasks for Close
- Enhancements to GET/Stages for Close
- Added optimizations for GET/Contacts for Hubspot
- Support for “addresses” under GET/Contacts for Hubspot
- Support for “addresses” under GET/Accounts for Hubspot
- Enhancements to “employee_count” syncs under GET/Accounts for Hubspot
- Enhancements to “remote_data” for Hubspot
- Enhancements to Remote Fields for Hubspot
- Support for “email” and “phone” under POST/Contacts for Pipedrive
- Enhancements to POST/Notes to validate permissions for Salesforce
- Enhancements to “remote_fields” for POST/Opportunity for Salesforce
- Support for “opportunity” under POST/Tasks for Salesforce
File Storage
- Support to connect and authenticate through partner credentials for Google Drive
UNIFIED
Agent Handler
Gateway
June 27, 2023
Announcing Integrations Management
The Merge Dashboard has gone through major enhancements to provide full visibility and control into each of your linked accounts.
Maintaining integrations is much more time consuming than the initial build, which is why we're excited about announcing our comprehensive suite of tools: Integrations Management.
Enhancements that we've made in the Merge Dashboard include:
- Viewing an accurate, live status of your customers' integration data syncs
- Searching comprehensive logs for visibility into every single API request at the linked account level
- Getting proactive alerts of any customer set-up issues such as outdated API keys, both in the dashboard and via API
- Controlling and customizing what data is shared, respecting your customers’ privacy
We have more improvements coming soon so keep an eye out! If you're interested in learning how to better use the Merge Dashboard to mange your integrations, sign up for our webinar on July 11, 2023 at 10am PT / 1pm ET.
Integration Update
Please note that BizMerlinHR has been rebranded as ClayHR under the HRIS Unified API.
Improvements
- Support to pull Transfer data in GET/Transactions for QuickBooks Online
- Support for ”contact” field on GET/JournalEntry lines for NetSuite
- Enhancements to accounts not linking for multiple environments for Microsoft Dynamics
- Enhancements to POST/Activity to populate “remote_id” for Greenhouse
- Enhancements to “remote_data” populating for Jobvite
- Enhancements to JobInterviewStage for Fountain
- Enhancements to refresh tokens for Lever
- Support for PATCH/Candidate support for JobAdder
- Support to filter out deleted jobs in GET/Jobs for SAP SuccessFactors
- Enhancements to “pay_rate” syncing on GET/Employment for Deel
- Enhancements to “pay_rate” on GET/Employment for Ceridian
- Enhancements to syncing payroll runs for Paychex
- Added rate limit optimizations to BambooHR, UKG Pro, and UKG Ready
- Added optimizations for larger accounts for Workday
- Enhancements to GET/TimeOff status for Workday
- Enhancements to validation logic to account for end users not granting access to compensation for UKG Pro
- Support for custom fields in ”remote_data” for Freshteam
- Enhancements to GET/Employees syncs for Trinet
- Added dedupe logic for employees for Payfit
- Support to pull MFA data for Employees for OneLogin
- Enhancements to “remote_data” for GET/TimeOff for BambooHR
- Support to pull profile pictures for employees for CharlieHR
- Enhancements to GET/Users for Teamwork
- Enhancements to Ticket Created webhook for Linear
- Enhancements to automatic webhooks for Github Issues
- Support for “priority” field to POST/Ticket and PATCH/Ticket for Linear
- Support for 3rd party Deleted Ticket detection for Trello, Teamwork, Zendesk, Front, and Re:Amaze
- Enhancements to File Picker (in beta) to optimize speed for Box, Google Drive, OneDrive, SharePoint, and Dropbox
SDK Updates
UNIFIED
Agent Handler
Gateway
June 21, 2023
Improvements
- Supported Fields page is now the default page under “Integrations” in docs
- Enhancements to Common Model docs to remove “object” header in left-hand nav
- Addition of Field Mapping to Supplemental Data section in Docs
- Enhancements to POST/Invoice for NetSuite
- Enhancements to GET/Addresses for NetSuite
- Enhancements to top level ”tracking_category” relation for GET/Journals
- Support for PATCH/Candidate for Ashby, Greenhouse, Lever, and SmartRecruiter (in beta)
- Support for POST/Interview for Lever and Recruitee
- Enhancements with webhooks for Greenhouse
- Enhancements to authentication for Lever
- Enhancements to permissions for GET/Attachments for SmartRecruiters
- Added optimizations to support large syncs for Teamtailor
- Added ”opportunity” relation to GET/Task for Hubspot and Salesforce
- Enhancements to GET/Accounts for greater efficiency for Hubspot and Salesforce
- Increased highest sync frequency settings for all models for Zoho CRM
- Upgraded API version to pull updated data for Zoho CRM
- Support for “converted_account”, “converted_date”, “converted_contact”, “email_addresses”, “phone_numbers”, and “title” to GET/Leads
- Added support for ”opportunity” and “account” on GET/Notes for Zoho CRM
- Enhancements to GET/Teams for ADP Workforce Now
- Enhancements to input parameters for POST/TimeOff for Ceridian Dayforce
- Enhancements to remote data for GET/Employees for Insperity
- Enhancements to TimeOff status field for Justworks
- Added optimizations to support long sync for Okta
- Increased highest sync frequency settings for UKG Ready
- Support to retrieve ”ticket_type” enum choices to POST/ticket/meta for Bitbucket, Freshdesk, Freshservice, Height, and Zendesk
- Support for deleted tickets for Freshdesk, Front, Re:amaze, Teamwork, Jira, ClickUp, Linear, Trello, and Zendesk
- Added automatic webhook support for deleted tickets for Clickup, Freshdesk, Jira, and Linear
- Enhancements to OAuth for Box
- Enhancements to webhook setup for Box
- Updated ”file_thumbnail_url” to make static for OneDrive and Sharepoint
SDK Updates
UNIFIED
Agent Handler
Gateway
June 14, 2023
Improvements
- Enhancements to GET/Locations work “location_type” for Workday
- Enhancements to GET/TimeOffBalance type field for BambooHR
- Enhancements to GET/TimeOffBalance syncing for BambooHR
- Enhancements to GET/Employments remote data for ADP Workforce Now
- Added additional coverage to ADP Workforce Now
- Enhancements to GET/Employee “employment_status” for pending employees for Justworks
- Support for work location “name” for GET/Locations for ADP Workforce Now
- Enhancements to error handling for permissions for SharePoint
- Enhancements to error handling for permissions issues for Azure Active Directory
- Enhancements to GET/Employees for Payfit
- Enhancements to GET/Groups null data for UKG Ready
- Enhancements to POST/TimeOff type mappings for BambooHR
- Support for GET/Employee custom fields for Freshteam
- Enhancements to GET/Employee “pay_period” field for hourly employees for Paylocity
- Support for POST/Application for Harbour ATS
- Support for POST/Application for Comeet
- Enhancements to webhooks authentication for Greenhouse
- Enhancements to GET/Journals to pull ”journal_lines”, “currency_rate_type” and support retained earnings and translation adjustment journals for Workday Financial
- Enhancements to POST/Contacts for Netsuite
- Support for GET/Journals “posting_status” enum mapping for Workday Financial
- Enhancements to normalization of POST/Ticket to return more fields in response for Aha!
- Enhancements to /meta endpoint for required fields for Aha!
- Support for GET/Ticket ”completed_at” field for Azure DevOps, Trello, Basecamp, FreshService, and Jira Service Management
- Enhancements to GET/Tickets pagination for Shortcut
- Support for GET/Ticket ”created_at” and ”updated_at” for Jira Service Management
- Support for PATCH/Ticket for Rally
- Enhancements to POST/Ticket error messaging for Wrike
- Enhancements to POST/Leads for Salesforce
- Added optimizations to improve performance for larger accounts to sync GET/Accounts, GET/Contacts and GET/Opportunities for Zoho CRM
- Enhancements to OAuth linking for Pipedrive
- Support for converted_account, converted_contact, converted_date, email_addresses, phone_numbers, title for GET/Leads for Zoho CRM
- Support for passing in reserved XML characters for POST and PATCH/Opportunities for Salesforce
- Enhancements to security to ”file_thumbnail_url” fields across all File Storage integrations
- Support for receiving webhooks for Box
- Enhancements to webhooks for Google Drive
- Support for user and permissions model for Google Drive
SDK Updates
UNIFIED
Agent Handler
Gateway
June 6, 2023
Meet Blueprint
We are thrilled to introduce our new AI-powered tool, Blueprint. Now available in beta, Blueprint uses AI to read API documentation and automatically starts building an integration to one of Merge’s seven Unified APIs.
Anyone can contribute to Merge’s Unified APIs, and accelerate the development of integrations offered through Merge’s platform.
New Integration
We’re excited to expand our Ticketing Unified API with the addition of Rally which is now available in beta!
Improvements
- Support for “start_date” and “end_date” under Benefits for BambooHR, ADP, Paylocity, UKG Ready, and UKG Pro
- Enhancements to runtime optimizations for Okta
- Enhancements to accounts linking for Factorial
- Support for “start_date”, “employment_status” and compensation details under Employments for Deel
- Enhancements to linking Employees and Employments for ADP Workforce Now
- Support for “avatar” field under Employees for Rippling
- Support for home locations under Locations for CharlieHR
- Enhancements to “pay_period” for hourly workers under Employments for BambooHR
- Enhancements to larger accounts linking for HiBob
- Enhancements to “start date” under Employments for Sapling
- Enhancements to Groups for BambooHR
- Support for “candidate” under Activities for Greenhouse, SAP, Workable, and JazzHR
- Support for POST/Activities for BrassRing
- Enhancements to pagination optimizations to support larger accounts for iCIMs
- Fixed timeout issue with SAP SuccessFactors
- Enhancements to POST/Candidates and POST/Applications for SAP SuccessFactors
- Enhancements to Jobs for BambooHR
- Enhancements to Attachments for Taleo
- Enhancements to Applications for Taleo
- Enhancements to remote data for Attachments for Greenhouse
- Support for deleted data coverage for Greenhouse via webhooks; Greenhouse will now immediately pull and update all deleted data with end user webhook setup
- Support for deleted data coverage for Xero via 3rd party API; Xero will now automatically pull and update any deleted transaction or reference data without any setup
- Support for “account” relation for Quickbooks Online
- Enhancements to transaction number for NetSuite
- Enhancements to pagination for Journals to pull missing transactions for Xero
- Enhancements to Income Statement for Xero
- Enhancements to “names” under Contacts for Freshbooks and FreeAgent
- Enhancements to Attachments data erroring out for Quickbooks Online
- Enhancements to linking sandbox accounts for Netsuite
- Enhancements to /meta endpoints for Freshdesk
- Support for “linked_account_parameters” to /meta endpoints for Freshdesk and Freshservice
- Enhancements to with Tickets and Comments data syncing for Shortcut
- Support POST/Ticket support for Height
- Enhancements to POST/Notes for Salesforce
- Support for reserved XML characters under "name" and "description" fields for Salesforce POST/Opportunity and PATCH/Opportunity
- Support for partner authentication and OAuth support for Dropbox
SDK Updates
- Updated Python SDK to v2.2.8
UNIFIED
Agent Handler
Gateway
May 31, 2023
New Integrations
We’re excited to expand our HRIS Unified API with the addition of Deel SCIM, which is now available in beta!
We’re thrilled to expand our ATS Unified API with the addition of Infinite BrassRing, which is now available in alpha!
Improvements
- Enhancements to null “work_location” for ADP
- Enhancements to most recent Employment “employment_type” and “pay_period” fields for UKG Pro
- Enhancements to Employments for Charthop
- Support for additional field coverage for Azure Active Directory
- Enhancements to POST/TimeOff requests for Ceridian Dayforce
- Enhancements to the Employment object syncs for Workday
- Enhancements to Employees to remove duplicates for Justworks
- Enhancements to ADP Groups “type” field to normalize to a standard enum value
- Enhancements to phone number values for Saplin
- Support for a new field on JobInterviewStage “stage_order” to signify hiring process stage; available in beta for Ashby, Greenhouse, Workable, Teamtailor, and Lever
- Enhancements to “credited_to” field for JobAdder
- Enhancements to Workday Financial sync speed
- Enhancements to Accounts “status” field mapping for Workday Financial
- Support for a new field “tracking_category” that has relations to Invoices, Vendor Credit, Expense, CreditNote, Payment, PurchaseOrder, Transaction for Quickbooks Online
- Support for a new field “tracking_category” that has relations to VendorCredit, Transaction, Invoice for Netsuite
- Support for a new field “tracking_category” that has relations to Transaction, Invoice, JournalEntry, CreditNote, PurchaseOrder for Microsoft Dynamics
- Added timestamp optimizations for ZohoBooks
- Enhancements to improve ClickUp’s rate limit detection
- Support for “ticket_url” fields for Wrike, Hive, and Height
- Support for POST/Ticket for Freshservice
- Support for POST/Ticket for Height
UNIFIED
Agent Handler
Gateway
May 23, 2023
Improvements
- Faster and streamlined customer support via Intercom by automatically surfacing the relevant linked account and/or issue
- Enhancements to Insperity authentication to support more url types
- Enhancements to “employment_type” field for Justworks
- Enhancements with Ceridian Dayforce syncs to update TimeOffBalances
- Enhancements to timestamps for SAP SuccessFactors
- Enhancements to employment effective date for Sapling
- Added pagination and retry optimizations to Oracle Taleo
- Added hiring managers to Remote Users for JobAdder
- Enhancements to remote data for iCIMs
- Enhancements to pagination to applications for Greenhouse
- Enhancements to POST/Attachments for Workable
- Added optimizations for syncing job interview stages for Greenhouse
- Added timestamp and rate limit optimizations to Zoho Books
- Added transaction ID to remote data for Netsuite
- Support for multi-subsidiary for Contacts/ Vendors for Netsuite
- Enhancements to PATCH/Ticket status for Jira
- Support for Content Notes under GET/Notes for Salesforce