Changelog
Learn about Merge’s latest integrations and features
Improvements
- Support for multi-subsidiary for Contacts for Netsuite
- Support for deleted data for Quickbooks Online
- Added deleted support for collections for Basecamp
- Enhancements to Salesforce writes for Remote Fields
- Enhancements to Merge Dashboard user interface
Updates to Linked Account View in the Merge Dashboard
We are making major enhancements to Merge Dashboard’s Linked Accounts section to make our integrations management capabilities even better to help your support teams easily identify and address end user errors. We are excited to rollout the following changes.
- We’ve added reference docs, API Tester, Help Center, and a Support button, so your support team can access a resource or contact support if there’s an issue with a specific Linked Account.
- We show a Linked Account’s metadata, data sync status and scope in a single view. This provides visibility in when data was last synced, relevant permission, and current sync status.
- Added advanced configuration settings, such as field mapping and sync frequencies speeds, highlighting these settings at each linked account level.
There’s a brand new “Data” page so you can view and configure data sync and access settings for a specific Linked Account.
There’s a brand new "Logs" page under each Linked Account so you can access an instant view all API request logs and webhooks related to a specific Linked Account. You don’t need to filter down in the Logs page anymore.
Improvements
- Updates to “Developers” role permissions; see details here
- Enhancements to Sapling’s “employment_type” under Employments by properly normalizing values
- Enhancements to BambooHR’s “employment type” under Employments for terminated employees
- Enhancements to Groups for SAP Successfactors
- Enhancements to pulling payroll data for Gusto
- Enhancements to validating credentials for Hibob
- Support for associating a stage to GET/Interviews for Greenhouse
- Support for fields to pull region and selection status to GET/Jobs for Taleo
- Support for “job_description” under GET/Jobs for Taleo
- Enhancements to “contact_name” under GET/Contacts for Zoho Books
- Enhancements to relation between invoices and accounts receivable payments for Quickbooks Online
- Support for passing in a custom “status” value to POST/Ticket for Linear
- Added ability to pass in phone number to POST/Contact for Salesforce
SDK Updates
- Updated Python SDK to v2.2.7 (now includes Field Mapping support)
Improvements
- Enhancements to Dashboard with the addition of a new logs and webhooks page under each Linked Account
- Enhancements to docs by adding and clarifying "modified_at" for all endpoints
- Enhancements to Employee Payroll Runs for UKG Pro
- Enhancements to Employments and Groups for ChartHop and Namely
- Support for “rejected_at” field under GET/Applications for Ashby
- Enhancements to data quality for Ashby
- Support for “account” and “owner” under POST/Opportunity for Hubspot
- Enhancements to Remote Fields Writes for Salesforce Leads
- Support for “contacts” under POST/Engagements for Salesforce
- Enhancements to POST/Notes for Salesforce
- Support for “type=meeting” under POST/Engagements for Salesforce
- Added contacts relation under GET/Engagements for Salesforce
Detailed Error Messages Released!
Detailed Error Messages is now in general availability. Save your customer success team’s time with detailed error messages in Merge Link. When your customer cannot successfully connect to certain integrations or cannot access certain fields, they’ll see a specific error message so they can troubleshoot it themselves.
Watch a 3 minute demo of the feature.
Improvements
- Enhancements to Employee Payroll Runs for UKG
- Enhancements to Payfit, which is now available in beta
- Support for “part time” under the employment_type field for SAP
- Support for POST/candidate for Recruitive
- Enhancements to Journal Entries for Workday Financial
- Support for “Bill Payments”, “Bills”, and “Vendors” for Freshbooks
- Enhancements to “paid_on_date” field under Invoices for Freshbooks, Sage Business Cloud, and Zoho Books
- Support for “addresses” under GET/accounts, POST/accounts, GET/leads, and POST/leads for Pipedrive
- Support for “emails” and “phone numbers” under POST/leads for Pipedrive
- Support for “addresses” and “phone numbers” under Contacts for Salesforce
- Support for Permissions, Users, & Groups for Google Drive, Box, OneDrive, and SharePoint
SDK Updates
- Updated Ruby SDK to 1.0.7
Improvements
- Enhancements to Merge Link by adding a link to relevant help center articles for certain integrations after a failed link attempt
- Addition of copy buttons added to Base API URLs in docs
- Improvements to Merge Link success messaging
- Enhancements to Employee Payroll Runs for Paylocity
- Support for “attendees” and “participants” under the “contacts” field within the Engagements model for Pipedrive
- Support for “addresses” and “phone numbers” under Accounts for Salesforce
- Support for “addresses” and “phone numbers” under Contacts for Salesforce
- Enhancements to NetSuite sandbox account
- Enhancements to Sage Business Cloud by linking payments to invoice and properly mapping correct date of payment
- Support for Download File for File Storage API
- Support for Tickets and Comments receiving webhooks for Github
New Integration: Aha!
We’re excited to expand our Ticketing Unified API with the addition of Aha!, which is currently in beta.
Improvements
- Enhancements to the Employee Payroll Runs object for Paylocity
- Enhancements to Ashby syncs to fetch last modified data
- Enhancements to Xero’s authorization and syncing
- Enhancements to Pipedrive mappings
- Enhancements to POST/lead for Salesforce
- Support for increased sync frequencies for Salesforce
- Support for Remote Field Writes for Pipedrive
SDK Updates
• Updated Typescript SDK to 3.0.10
Custom Objects Launched!
We’re thrilled to launch Custom Objects as part of our CRM Unified API!
Demonstrate your product’s value through deep automations that utilize all aspects of your users’ CRM data. With Custom Objects, you can generate detailed reports by pulling all models associated with Leads or Opportunities from Salesforce, or show your product’s ROI right in your users’ HubSpot.
With Merge, you’re now able to read and write information from any custom model and its associations with a single build.
Available now for Salesforce, HubSpot, and Zendesk Sell. Learn more about Custom Objects in our Guides.
Improvements
- Support for Deel OAuth
- Support for POST/Candidate for iCIMS, ClockWork, and Harbour ATS
- Enhanced syncs for Ashby by supporting sync filter
- Enhanced data syncs for Xero and Netsuite
- Support for all types of tickets for ServiceNow
- Support for more types of collections for Shortcut
- Support for POST/note for Salesforce
- Updated default ordering of integrations in Merge Link
- Enhanced Linked Accounts page in Merge Dashboard to surface the number of of linked, incomplete link, and relink needed accounts
SDK Updates
- Updated Python SDK to v2.2.6
- Updated merge-accounting-ruby SDK to v1.0.6
Improvements
- Enhanced Merge Link’s requested data screen so users can see the Common Model fields
- Enhanced Merge dashboard UI — and you may now see a G2 survey appear in the dashboard
- Support for Custom Object reads and writes for Zendesk Sell
- Support for POST/note for Hubspot
- Support for “addresses”, “phone_numbers”, and “email_addresses” for GET/ and POST/leads for Salesforce
- Support for “&” character in the “title” field for POST/Lead for Salesforce
- Support to pass in tracking categories to POST/Journals for Microsoft Dynamics
- Enhanced performance of JazzHR and Workable
- Enhanced ServiceNow to support all types of tickets
- Added necessary permissions for access tokens in Github Issues linking flow
- Support for partner authorization for Asana meaning customers can now enter their own OAuth client ID
- Enhanced transactions and payments Common Models for Quickbooks Online
SDK Updates
- Updated Typescript SDK to 3.0.9
Improvements
- Support for GET/Group for BreatheHR, HRCloud, HRPartner, Paychex, PeopleHR, SageHR, Sapling, and Zenefits
- Support for remote data for deductions, earnings, and taxes
- Enhanced “start_date”, “teams”, and “location” for Ceridian
- Support for POST/Application for Clockwork
- Added required fields per “ticket_type” for ServiceNow /meta endpoints
- Added enum options for ServiceNow /meta endpoints
- Added “creator” field for ServiceNow incidents
- Added query parameter on “issue_date” (”issue_date_before” and “issue_date_after”) for Accounting
- Support for POST/Task for Hubspot and Salesforce
- Added support for Phone Numbers for Accounts for Hubspot
- Support for “due_date” field for Tasks for Hubspot
- Enhanced sync frequencies for Pipedrive
SDK Updates
- Updated Typescript SDK to 3.0.8 (File Storage category added!)
File Storage
We are so excited to announce our newest Unified API category: File Storage, which is now available in beta. File Storage can help users in your product search all files and folders, download documents, and upload documents.
File Storage is being released with 5 integrations: Google Drive, Dropbox, Box, SharePoint, and OneDrive!
Learn more from our developer docs here! If you’re interested in participating in our beta, please sign up for our waitlist.
New Integrations
We’re excited to expand our HRIS Unified API with the addition of Insperity — check it out here!
We’ve also added SpotDraft as a supported integration for our Ticketing Unified API — learn more here!
Improvements
- Support to add filter for offices on GET/Jobs
- Support for GET/Attachment, POST/Attachment, and POST Application for iCIMS
- Updated sync frequency for Taleo and SmartRecruiters
- Support for regional urls for iCIMS
- Support for tax_amount for Quickbooks Online
- Added support for multiple categories across all transaction objects for Sage Intacct
- Support for POST & PATCH Task for Pipedrive
- Added help center article to clarify apps and scopes for Hubspot
- Added regional configurations for US and EU for Hubspot in Merge Link during OAuth flow
- Added callout in docs and dashboard that scopes do not cover passthrough or remote data
- Ability to query parameters transaction_date_before and transaction_date_after for transaction_date
SDK Updates
- Updated TypeScript SDK to 3.0.7
- Added C# SDK for CRM
- Updated Kotlin SDK to 2.0.6