Changelog
Learn about Merge’s latest integrations and features
Improvements
- Added Ignore model to Contacts and Users for CRM
- Support for currency field under GET/Company-Info for Quickbooks Online
- Support for POST/Expenses for Sage Intacct
- Support to add both Departments and Classes to transactions for Sage Intacct
- Enhancements to Netsuite to support multi-currency amounts
- Support for custom objects (in beta) for Hubspot and Salesforce
- Enhancements to user experience for Salesforce and Hubspot Merge Link flow
- Enhancements to the requested data screen in Merge Link to reflect scopes passed in
- Enhancements to the webhooks management section in the dashboard to include the new fully synced initial webhooks
Improvements
- Enhanced field mappings user experience by adding search functionality in the field dropdown in Merge Link
- Support for POST/Attachments for QBO and Sage Intacct
- Support for POST/Ticket for Intercom when created by an admin
- Support for PATCH/Contact for Salesforce
- Support for POST/Lead for Salesforce
- Support for start_time and end_time for Hubspot for Engagement object
- Enhanced Payroll docs by adding notice to the Rippling “field support by platform” section
SDK Updates
- Updated Go Ticketing SDK to 1.2.3
Common Model References in Docs
Easily see which fields are supported by our common models and compare coverage across integrations. You can customize the table by filtering by “Common Model” and/or “Integration”.
Try it out here!
Sync Aligned Webhooks
We have improved our webhooks to emit only after all Common Model objects are fully synced, alerting you when the initial data sync is complete. This enhancement should help simplify your process in setting up a webhook for full data syncs.
We recommend all customers using initial sync-status webhook to update them. We will discontinue support for our legacy webhooks on May 1, 2023.
Read more here.
Improvements
- Added Field Mapping (currently in beta) guide to developer docs
- Added Custom Objects (currently in beta) guide to developer docs
- Support to pull BillPayments in GET/Transactions for QuickBooks Online
- Support for multiple tracking categories for QuickBooks Online
- Support for multiple tracking categories on transactions for Xero
- Support for PATCH/Opportunity, PATCH/Account for Salesforce
- Support for POST/Contact, POST/Opportunity, POST/Account, POST/Engagements allowing you to now pull (GET) and push (POST) data to your end users’ Salesforce
- Support for status for Opportunity in Salesforce
- Enhancement to handle emails for GET/User for Capsule
- Support for remote webhooks for account and contact creation for Hubspot
- Support for remote wehooks for contact association, contact property, and account property changes for Hubspot
- Support for passing in an account_id for POST/Contacts for Hubspot
- Enhanced GET/Engagement for Pipedrive
- Support for phone and email for GET/Leads for Pipedrive
Scopes via API
Programmatically set model and field level scopes for individual Linked Accounts with two new features in our API! This is important for when you want to configure the scopes differently for each of your customers.
This feature is currently only available to Grow and Expand customers.
Get started with our /link-token doc and /common-model-scopes doc.
GA Release of Automatic Webhooks
Automatic Webhooks gives the ability to create third-party webhooks without manual setup from your customer. Merge automatically configures the webhooks for select providers, which means you can get instant updates without reliance on sync times for your Linked Accounts.
Automatic webhooks are currently supported for major ticketing integrations such as ClickUp, Trello, Zendesk, Freshdesk, Jira, and Linear.
Check out more here!
New Integration: Paycor
We’re excited to expand our HRIS Unified API with the addition of Paycor, which is currently in beta.
Improvements
- Ability for users to see their own role on the organization page under settings in the Merge Dashboard
- Enhanced on our ADP Partnership Flow in the Canadian Marketplace
- Enhanced our authentication guide
- Support for POST/Interview for Greenhouse
- Support for selective sync filters to filter Employee by Employment Status for BambooHR
- Support for POST/Invoice for Sage Intacct
- Support for POST/Expense for QBO
- Support for POST/Comment for ServiceNow
- Support for POST/Ticket for HelpScout
- Support for Automatic Webhooks for Jira
- Added the ability to send in a type and netHours field to POST/TimeOff for Ceridian Dayforce
- Added the ability to pass in ticket_url for POST/Ticket for Freshdesk, Gitlab, Intercom, Front, Pivotal Tracker, and ServiceNow
- Support for read capabilities for Custom Objects for Salesforce
- Added an Engagements <> Contact relation for Pipedrive and Zendesk Sell
- Enhanced Office object for Ashby
- Enhanced Employments object for UKG Pro
Improvements
- Added “logs”, “issues”, and “API tester” button on Linked Accounts page, driving users to those pages with the linked account pre-selected
- Fixed functionality of older feature that ensures the ordering of integrations in the dashboard accurately reflects how they’re displayed in Merge Link
- Enhanced location field for GET/Office for Ashby
- Support for selective sync filters for created_at for Applications and Jobs for Greenhouse
- Rebuilt integration for Clockwork due to large API changes
- Enhanced TrackingCategory object to now support multiple tracking categories (i.e. Department, Location, Class) for Microsoft Dynamics
- Support for POST/Contacts for Xero
- Added users field to GET/Collection across all ticketing integrations
- Support for GET and POST/Leads for Pipedrive
- Support for GET and POST a contact relation to POST/Engagements for Hubspot
- Support for remote fields support for Pipedrive and Hubspot
- Enhanced Gusto integration
- Enhanced Rippling integration
- Support for linking Job and JobInterviewStage for Ashby
- Enhanced our Postman repository
SDK Updates
- Enhanced TypeScript SDK
- Enhanced Python SDK
- Enhanced C# SDK to include POST/expenses
Marketing Automation
We are so excited to announce our newest Unified API category: Marketing Automation, which is now available in beta.
Marketing Automation is being released with 11 integrations: HubSpot Marketing Hub, Klaviyo, Mailchimp, ActiveCampaign, Customer.io, MessageBird, GetResponse, SendGrid, Podium, Sendinblue, and Keap!
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Learn more from our developer docs here!
New Integration: SugarCRM
We’re also excited to expand our CRM Unified API with the addition of SugarCRM — check it out here!
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Improvements
- Support for start date for GET/Employees for Azure Active Directory
- Support for selective sync filters for GroupIDs for GET/Employees for Azure Active Directory
- Enhanced the Payment model to support split payments
- Enhanced Invoices object information in GET/PurchaseOrder for Netsuite
- Support for GET/Expenses for Sage Intacct
- Enhanced Gusto integration
- Enhanced sync times for Paylocity and Trinet
- Enhanced Ashby integration: Improved POST capabilities and mapped Job Status
- Enhanced Xero integration
- Enhanced webhooks for Freshdesk
- Enhanced support for transaction models for Microsoft Dynamics Business Central
SDK Updates
- Updated Ruby ticketing SDK 1.0.2
New Integration: Ping One
We’re incredibly excited to expand our HRIS Unified API with the addition of PingOne — check out our integration!
Improvements
- Support for POST/Contacts for Microsoft Dynamics
- Support for passing collection field for POST/Tickets and PATCH/Tickets
- Enhanced Merge Link Screen with auto-expanded directions and easy access to up-to-date Help Center Articles
- Enhanced documentation for POST/Requests (i.e. POST/Candidates) to provide sample request bodies as examples
- Enhanced support around surfacing line_items in Accounting Objects
- Enhanced support around duplicate events with Freshdesk webhooks
SDK Updates
New Integration: JobAdder
We’re incredibly excited to expand our ATS Unified API with the addition of JobAdder — check out more here!
Improvements
- Support for GET/Time-Off, GET/Time-Off-Balances, and POST/Time-Off for Ceridian Dayforce
- Support for POST/Expenses and POST/Attachments Xero
- Support for POST/Contacts for NetSuite
- Support for email_address and phone_number for GET/Contacts and POST/Contacts for Pipedrive
- Support for GET/Jobs for Recruitee
- Support for PATCH/Contacts for HubSpot
- Support for Employee’s date_of_birth for ADP WorkforceNow
- Enhanced HRIS and ATS Common Model Object and Field definitions
- Enhanced Collection Model Object and Field Definitions
- Enhanced Freshdesk Automatic Webhook Creation
SDK Updates
Automatic Set up of Third-Party Webhooks
Merge now offers the ability to create third-party webhooks without manual setup from your customer. Merge automatically configures the webhooks for select providers, which means you can get instant updates without reliance on sync times for your Linked Accounts.
Automatic webhooks are currently supported for major ticketing integrations such as ClickUp, Trello, Zendesk, Freshdesk, and Linear
Check out our beta launch here, and please reach out if you have any questions!
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New Integration #1: iCIMS
We’re extremely happy to announce the addition of a highly requested integration, iCIMS, to our ATS Unified API — check out more here!
New Integration #2: 7Shifts
We’re incredibly excited to expand our HRIS Unified API with the addition of 7Shifts — check out more here!
Improvements
- Support for POST/Journal-Entries for Sage Intact
- Support for transaction_date and currency for POST/Purchase-Orders for Netsuite
- Support for exchange_rate information across objects for Quickbooks Online
- Support for gross_profit for GET/Income-Statements for Quickbooks Online
- Added approvers to integration_params for POST/Purchase-Orders for Netsuite
- Support for remote_data for Freshdesk webhooks
- Support for email_address and phone_number for GET/Contacts and POST/Contacts for SalesForce
- Support for employee number for GET/Employees for Paylocity
- Support for OAuth for Trello
- Enhanced CRM Object and Field Definitions
Improvements
- Support for a new Collection Object that encompasses the current Projects model, and additionally maps to new concepts such as Lists and Spaces for our Ticketing API
- Support for email_addresses and phone_numbers for GET/Contacts for HubSpot
- Support for Exchange Rates on transaction-related common model objects such as Invoices, Journal Entries, Payments, and Purchase Orders for Quickbooks Online
- Support for sync filtering by date for Clickup and Trello for Premium Selective Syncs feature
SDK Updates
- Updated Consolidated TypeScript SDK 2.0.6