✨

Improvements

💰     Accounting

• Enhanced linking flow for Microsoft Dynamics Business Central
• Added mapping enhancement to GET /vendor-credits/meta/post for Quickbooks Onlines
• Added mapping enhancement for POST /expenses for Quickbookes Online
• Added support for inactive account for GET /accounts for Zoho Books

🤝     ATS

• Added performance enhancements to GET /job-interview-stages and GET /screening-questions for Breezy
• Added mapping enhancement to “attachments” for POST /candidates for Jobdiva
• Added performance enhancements to GET /attachments for Lever
• Added mapping enhancement to POST /attachments for UKG Pro
• Added support for filters to GET /users to supplement “remote_data” with custom objects for SAP SuccessFactors

📁     File Storage

• Added mapping enhancements to automatic webhooks for Google Drive

🏠     HRIS

• Enhanced error handling for GET /employees for BambooHR
• Added pagination enhancement to Sage People
• Added support for filters to GET /employees to supplement “remote_data” with custom objects for SAP SuccessFactors

🎟️     Ticketing

• Added mapping enhancements for “descriptions” for POST /tickets for Azure DevOps
• Added mapping enhancements when updating “priority” in PATCH /tickets for Linear

📄     Docs

• UI updates for Webhooks Overview page

🔗     Merge Link

• UX improvements for SFTP linking flow
• Added support for edge cases when linking Jira accounts

🔄     Syncing data

• Added support for edge cases in syncs for Gusto
• Added support for edge cases in syncs for Justworks
• Improvements to Common Model synced Webhook calculation during initial syncs
• Improvements to rate limit error messaging for POST endpoints
• Improvements to error messaging for async passthrough
• Improved detection of updates to effective_date on Employments for ADP WFN

✨

Improvements

💰     Accounting

• Added support for GET /general-ledger-transactions in GA for Netsuite and Quickbooks Online and in beta for Sage Intacct and Xero
• Added support for a new field “CreditNoteApplyLines” on GET /credit-notes and “VendorCreditApplyLines” GET /vendor-credits for NetSuite, Quickbooks Online, Sage Intacct, and Xero
• Added support for POST /credit-notes and POST /vendor-credits for NetSuite, Quickbooks Online, Sage Intacct, and Xero
• Enhanced error messaging for GET /expenses for Quickbooks
• Enhanced error messaging for POST /expenses for Sage Intacct
• Added mapping enhancements to “email_addresses”, “is_customer” and “is_supplier” for GET /contacts for Sage Intacct

🤝     ATS

• Added mapping enhancements for “remote_data” for GET /applications for Ashby
• Added mapping enhancements to POST /candidate for Ashby
• Added mapping enhancements for GET /job-interview-stages for Ashby
• Enhanced rate limits for Jobscore

📁     File Storage

• Added performance enhancements to file picker for Google Drive
• Added support for “child_groups” for GET /groups for OneDrive
• Enhanced error messaging for POST /files for OneDrive
• Enhanced read only non-admin authentication for SharePoint

🏠     HRIS

• Enhanced header normalization for ADP SFTP and Manual CSV Uploads
• Added support for time off, benefits, and employer benefits models for ADP SFTP
• Enhanced managers, preferred names, and inactive employees for the employee model for ADP SFTP
• Added support for deletion detection for ADP SFTP
• Enhanced end user help guides for ADP SFTP
• Added mapping enhancement when employees unenroll from benefits for GET /employees for BambooHR
• Enhanced “modified_at” for GET /employees for Okta
• Added rate limit enhancements to GET /employees and GET /employments for Paycom
• Added mapping enhancements for “dependents” for GET /employees for SAP SuccessFactors

🎟️     Ticketing

• Updated required fields and enhanced error messaging for POST /tickets for Asana
• Added mapping enhancements to automatic webhooks for Linear

🔄     Syncing data

• Added support for edge cases when resetting rate limits for Oracle Taleo
• Integration-wide Field Mapping available for SmartRecruiters

🎮     Merge Dashboard

• General UI updates to API keys page
• Updated pop-up screens for Magic Link
• API Tester now fills in and displays the base URL dynamically
• Improvements when moving to a paid plan; paused linked accounts automatically unpause now after upgrading
  

🗾

Your customers can now map advanced field mappings in Merge Link

Your customers can now create and manage advanced field mappings themselves within Merge Link, making it easier to handle any complex mappings. This feature is currently in beta, so if you're interested in getting early access, please reach out to your Customer Support Manager.

🎟️

Normalized live requests for ticketing

Sometimes, your customers may need to immediately access data from their third-party ticketing platforms, meaning they can’t wait for the initial sync to be completed.

With our new Normalized Live Requests feature, customers can instantly access normalized ticketing data in your product.

This feature is currently in beta for our ticketing category. To gain access, please contact your Customer Support Manager.

🤝

Support for write screening question responses

We now support writing screening question answers across key ATS integrations under the POST /application Common Model. This allows you to capture and save responses to custom screening questions from job applications directly into your customers' ATS, ensuring seamless data integration for your hiring workflows.

We currently support Ashby, Breezy, JazzHR, Lever, SAP, SmartRecruiters, Teamtailor, UKG Pro Recruiting, Workable and Workday.

🖇️

Integrations

iSolved 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

💰     Accounting

• Added support to PATCH /invoices with “exchange_rate” for Quickbooks

🤝     ATS

• Added mapping enhancement to POST /activities for JobAdder
• Added performance enhancements to GET /candidates for Recruiterflow
• Added support for GET /job-postings for SmartRecruiters
• Added mapping enhancement to “status” on GET /jobs for SAP SuccessFactors
• Added mapping enhancement to “remote_data” on GET /candidates for Teamtailor
• Added edge case handling to POST /candidates with “attachments” for Workday

🏆     CRM

• Added mapping enhancement to “start_time” and “end_time” for POST /engagements for Hubspot
• Added support to POST /engagements with “contacts” for Hubspot and Pipedrive
• Added performance enhancements to GET /opportunities for Salesforce
• Added edge case handling for PATCH /accounts for Salesforce

📁     File Storage

• Added support for new field “child_groups” on GET /groups for Google Drive & SharePoint
• Added mapping enhancements to GET /users and “users” on GET /groups for Google Drive
• Added performance enhancements for initial syncs for Google Drive
• Added mapping enhancement “remote_id” for GET /groups for SharePoint

🏠     HRIS

• Added mapping enhancements to “remote_data” for GET /employees for BambooHR
• Added support for “display_name” and “preferred_name” for GET /employees for Employment Hero
• Added support for “termination_date” for GET /employees for Justworks
• Added mapping enhancement to “start_date” on GET /employees for Trinet HR Platform

🎟️     Ticketing

• Added mapping enhancements to PATCH /tickets/{id} with “priority” for ClickUp
• Added support for supported “status” enums for GET /tickets/meta/patch/{id} and GET /tickets/meta/post for ClickUp
• Added performance enhancements to GET /comments for ServiceNow

🎮     Merge Dashboard

• General UI improvements to logs, Settings/Profile page, Issues, Billing and Webhooks
• Improved small screen support when configuring Field Mappings for Linking Accounts
• Updates to the way “Linked” is counted; Linked Account count now subtracts “Idle” accounts

📄     Docs

• General UI improvements across all pages
• Added flags for when 3rd parties lack support Merge endpoints (e.g., Microsoft Dynamics for POST /Accounts)

🔄     Syncing data

• Improvements to Deleted Data Detectionlogic
• Added support for edge cases when syncing Custom Objects
• Improvements to Linked Account rate limiting logic
• Improved support for syncing custom fields from BambooHR for Field Mappings

👥

New ticketing Common Model: Roles

We’re excited to announce support for pulling user roles across 24 ticketing integrations! You can now easily access a user’s role — including their role name, actions, and access permissions within the ticketing system — all through the Roles Common Model.

This ensures that companies building AI search features that need ticketing data can restrict search results to users with the appropriate permissions. Additionally, the addition of Roles more comprehensively supports user access review use cases needed by security and compliance management companies.

🖇️

Integrations

Flatchr 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

💰     Accounting

• Added mapping enhancement to “account_type” for POST /payments for NetSuite
• Added support to custom segments as “remote_fields” for NetSuite
• Added mapping enhancement to “name” for GET /tax-rates for Quickbooks Online

🤝     ATS

• Added support for “modified_at” selective sync filter for GET /applications and GET /candidates for iCIMS and UKG Pro Recruiting
• Added mapping enhancements to GET /candidates for JobScore

🏆     CRM

• Added mapping enhancements to “stage” on POST /opportunities for Salesforce

🏠     HRIS

• Added mapping enhancement for “job_title” on GET /employments for BambooHR
• Added mapping enhancement to support additional enums for “employment_status” on GET /employee for IntelliHR
• Updated all endpoints from v0.1 to v1.0 for Oyster HR
• Enhanced edge case handling for GET /benefits for Paychex
• Added support for additional enums for “employment_status” for Employee for Workday SFTP
• Added mapping enhancement to support additional enums for “employment_status” on GET /employee for UKG Pro

🎟️     Ticketing

• Added support for GET /roles and “roles” on GET /users for Azure Devops, ClickUp, Gitlab, Jira, Jira Service Management, Linear, Salesforce Service Cloud, Trello, and Wrike
• Added mapping enhancement for PATCH /ticket with “status” for Jira
• Added mapping enhancements to POST /tickets for Linear
• Added performance enhancement for GET /comments for ServiceNow

🎮     Merge Link & Dashboard

• UX improvements to managing webhooks for integrations which support automatic webhook setup
• UI improvements to Issues page
• General UI improvements to Field Mapping pages
• UI improvements to “Admin role required” screen
• Test Linked Accounts are now, by default, able to utilize either production or sandbox instances of Merge credentials

🔄     Syncing data

• Improved pagination logic for ServiceNow on GET /tickets/live-search
• Improved logic for updating modified_at of objects for UKG Pro

🔁

Merge supports idempotency for accounting integrations

With idempotency, Merge allows you to safely retry POST requests without creating duplicate records. This allows for more resilient, scalable integrations, minimizing duplicate requests and supporting asynchronous processing for heavier tasks.

How it works:

• Use an idempotency key with each POST request
• If the same key is reused within 24 hours, no new request is processed — instead, the original response is returned instantly

You can learn more here. This feature currently is in beta so please reach out to your account representative or contact us for more information.

✨

Improvements

💰     Accounting

• Added integration parameter to support to linking attachments to bills for POST /attachments for Quickbooks Online
• Enhanced POST /invoices line items with remote fields for Netsuite

🤝     ATS

• Added support for GET /applications, GET /jobs, GET /job-interview-stages for Gem
• Enhanced error messaging for GET /candidates for Bullhorn
• Enhanced error handling for GET /attachments for Bullhorn

🏆     CRM

• Added support for archived users on GET /users for Hubspot

🏠     HRIS

• Added performance enhancements on GET /timesheet-entries for Personio
• Added support for “country” selective sync filter on GET /employees for Workday
• Enhanced “remote_data” on GET /locations for UKG Pro

🎟️     Ticketing

• Added support for German enum values for “status” on GET /tickets for Jira Service Cloud
• Enhanced authentication and linking for Teamwork
• Added support for GET /roles and “roles” on GET /users for Basecamp, Github Issues, Help Scout, Intercom, ServiceNow, and Zoho Desk
• Enhanced sync performance for GET /comments for Zendesk

🎮     Merge Link & Dashboard

• UI / UX enhancements for Field Mapping pages
• UI / UX enhancements for Linked Account and Linked Account detail pages
• General UI / UX enhancements across Dashboard
• Improvements to duplicate Linked Account detection and handling

👨‍💻

SDK Updates

• Advanced Node v1.1.1

🖇️

Integrations

d.Vinci 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

💰    Accounting

• Enhanced edge case handling for POST /invoices with remote fields for Sage Intacct

🤝    ATS

• Added support for POST /attachments for Bullhorn
• Enhanced support for GET /departments, GET /offices and GET /users by pulling records not linked to jobs for SAP SuccessFactors
• Added mapping enhancement to “first_name” and “last_name” in POST /applications for Workday
• Added mapping enhancements to GET /applications for Zoho Recruit

🏆    CRM

• Added enhanced error messaging for POST /opportunities, PATCH /opportunities for Salesforce

🏠    HRIS

• Added mapping enhancement to “status” for GET /employees for Breathe
• Added basic auth support for Payfit
• Added mapping enhancement to “employment_type” for GET /employments for Paylocity
• Added support for POST /time-off for SAP SuccessFactors
• Added sync performance improvements to speed up initial and subsequent syncs for GET /employees for SAP SuccessFactors
• Added mapping enhancements to “manager” for GET /employees for BambooHR
• Added support for “request_type” for GET /time-off for Paycor
• Enhanced edge case handling for GET /employees for Paycom
• Added support for “termination_date” for GET /employees for Planday

🎟️    Ticketing

• Added support to post and edit “ticket_type” in POST /tickets and PATCH /tickets and enhanced GET /tickets/meta/post and GET /tickets/meta/patch/{id} to include all required fields for Asana
• Added support to edit “priority” and “tags” in PATCH /tickets and enhanced GET /tickets/meta/post for ClickUp
• Added pagination enhancements to Freshdesk
• Added mapping enhancement to GET /tickets for Ironclad
• Added support for POST /tickets and PATCH /tickets for Salesforce Service Cloud
• Added support to edit “creator” in PATCH /tickets and enhanced GET /tickets/meta/post to include all required fields for ServiceNow
• Added support to post “status” in POST /tickets and enhanced GET /tickets/meta/post and GET /tickets/meta/patch/{id} to include all required fields for Trello
• Added support to post “priority” in POST and enhanced GET /tickets/meta/post to include all required fields for Wrike
• Added support to post “creator”, “description”, “priority” and “status” in POST /tickets and edit “status” in PATCH /tickets and enhanced GET /tickets/meta/post and GET /tickets/meta/patch/{id} to include all required fields for Zendesk
• GET /tickets ”status” query parameter now accepts arbitrary strings as parameter values, rather than just the normalized enum options
• Enhanced ticket updated webhooks to include "description" and "priority" for ClickUp
• Enhanced ticket created webhooks to include "collections", "creator", "priority", "tags" and "ticket_url" for ClickUp
• Added support for “IN_PROGRESS” as a "status" enum for GET /tickets for ClickUp

🎮     Merge Link & Dashboard

• UI enhancements to Linked Account details page
• UI enhancements to Logs table and Logs side panel
• Improvements to filtering on Logs table
• UI enhancements to API Tester pages

🔄     Syncing data

• Improved 3rd Party Webhooks support for ClickUp
• Added support for edge cases in syncs for Gusto
• Added support for edge cases in long-running syncs for Workday
• Improved emission logic for {common_model}.changed webhooks

🗾

Improvements to Field Mapping UX

Field Mapping is one of our most popular features, and we’ve been continuously improving its UX/UI to make it even better. Mapping fields or overriding existing ones is now more intuitive and seamless, whether at the linked account or org level.

Try it out in the Merge Dashboard!

✨

Improvements

💰    Accounting

• Added support for “type” selective sync filters on GET /invoices and GET /payments for Netsuite, Quickbooks, Sage Intacct and Xero
• Added additional fields to “remote_data” for GET /contacts for Netsuite
• Enhanced error messaging for POST /attachments for Sage Intacct
• Enhanced error messaging for POST /contacts for Xero

🤝    ATS

• Added additional fields to “remote_data” for GET /jobs for Bullhorn
• Added support for POST /attachments for Fountain

🏠    HRIS

• Added mapping enhancement to “work_location” for GET /employees for BambooHR
• Added mapping enhancement to “manager” and “termination_date” on GET /employees for SAP SucccessFactors
• Added support for “account_number” for GET /bank-info for Hibob
• Added mapping enhancement to “groups” on GET /employees for Okta

🎟️    Ticketing

• Added support for “snoozed” as “ON_HOLD” enum for “status” for GET /tickets for Kustomer
• Added support for “modified_at” selective sync filter for GET /tickets for Intercom

🎮     Merge Link & Dashboard

• UI enhancements for Linked Account details page
• UI enhancements for Logs details page
• Updated Settings/Notifications page
• Added support for edge cases when linking Bullhorn accounts

🔄     Syncing data

• Efficiency optimizations for /field-mappings endpoint
• Added support for edge cases in syncs for Workday

💰

AR/AP Selective Sync filters now available for accounting

We’ve released a new AR/AP selective sync filter, enabling you to specify only AR or AP invoices and payments. Applying these filters will optimize sync times and only pull relevant data specific for your use case.

This is in beta and available for Enterprise customers. Please reach out to your customer support manager to get access and learn more.

✨

Improvements

💰    Accounting

• Added support to create remote fields on POST /contacts, POST /journal-entries, POST /payments, POST /purchase-orders and PATCH /payments for NetSuite; currently in beta
• Added support for GET /contacts/remote-field-classes, GET /journal-entries/remote-field-classes, GET /payments/remote-field-classes and GET /purchase-orders/remote-field-classes for NetSuite; currently in beta
• Enhanced deletion detection to account for additional transaction types for Quickbooks Desktop

🤝    ATS

• Added mapping enhancements for “Applied_from” and “Created_at” filters for GET /candidates in for Workday
• Added mapping enhancements for POST /applications and POST /candidates for Workday

🏠    HRIS

• Added mapping enhancements to “work_location” for GET /employees for BambooHR
• Added mapping enhancements to “work_email” for GET /employees for Gusto
• Added mapping enhancement to “start_date” for GET /employees for Justworks
• Add support for Locations for SAP SuccessFactors SFTP

🎮     Merge Link & Dashboard

• UI enhancements for Field Mapping pages
• UI enhancements to Settings pages
• UI enhancements for credential input screens

🔄     Syncing data

• Support for edge cases in syncs for Gusto

👨‍💻

SDK Updates

• Advanced Python v1.1.3
• Advanced Node v1.0.12

🖇️

Integrations

Onlyfy 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.

💰

New accounting Common Model: Employees

We’ve added a brand new Common Model to our Accounting API: Employees is now in beta. This enables you to pull in individuals who work for the company of the linked account. This model contains both contractors and full time employees. We’ve rolled out support for Netsuite, Quickbooks, and Xero. Reach out to your customer support manager with any questions or support@merge.dev!

✨

Improvements

💰    Accounting

• Enhanced mapping for “status” for GET /accounts for Netsuite
• Enhanced mapping for “email_address” for POST /contacts for Sage Intacct

🤝    ATS

• Added support for GET /attachments for Bullhorn
• Enhanced mapping for “email” for GET /users for SAP Successfactor
• Updated “screening_question_answers” to be optional for POST /applications for UKG Pro Recruiting

🏆    CRM

• Added support for “remote_fields” for GET /opportunities for ZohoCRM
• Added query parameter for email address to GET /users

📁    File Storage

• Enhanced mapping and request for POST /Folder for Sharepoint

🏠    HRIS

• Added support for “parent_group” for department types for GET /groups for Personio
• Enhanced mapping for “employment_type” for GET /employments for UKG Pro

🎟️    Ticketing

• Enhanced GET /tickets/meta/post to include required fields for Linear
• Added performance enhancement for sync speed for GET /tickets for Zendesk

🎮     Merge Link & Dashboard

• Enhancements to “Invalid credentials” Issue type; now entitled “Account disconnected” and better guidance for remediation
• UI enhancements for integration setup screens
• Added support for edge cases when loading Field Mapping options for SAP SuccessFactors accounts

🏗️     Infrastructure

• Improved handling of 3rd Party Webhooks to improve database performance

🔄     Syncing data

• Enhancements to sync schedule generation for Linked Accounts with customer sync plans
• Added support for edge cases in syncs for Justworks

👨‍💻

SDK Updates

• Advanced Python v1.1.3

🖇️

Integrations

Manatal 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.

💰

Remote Field Support for key accounting integrations!

Remote Fields is now supported for NetSuite and Sage Intacct across key Common Models, including Journal Entry, Invoice, Payment, Contact, and more.

You’ll now be able to:

• Pull metadata and values on all remote fields for an object, including the fields data type, if the field is required, and if the field is custom
• POST back objects to your customers’ ERP with any field

We’ll continue to roll out additional capabilities and integration support. This feature is currently in beta. If you’re interested in getting access, reach out to your CSM.

✨

Improvements

💰    Accounting

• Added support to create remote fields on POST /contacts, POST /invoices, POST /journal-entries and POST /payments for Sage Intacct; currently in beta
• Added support to create remote fields on GET /contacts/remote-field-classes, GET /invoices/remote-field-classes, GET /journal-entries/remote-field-classes and GET /payments/remote-field-classes for Sage Intacct; currently in beta
• Added support to create remote fields on POST /expenses, POST /invoices and PATCH /invoices for NetSuite; currently in beta
• Added support for GET /expenses/remote-field-classes and GET /invoices/remote-field-classes for NetSuite; currently in beta
• Added support for “account” for line_items when invoice.type = accounts_receivable for GET /invoices for Zoho Books
• Enhanced mapping for “status” for GET /accounts for Xero

🤝    ATS

• Added support for GET /applications for Occupop
• Enhanced“phone number creation for POST /candidates for Workday
• Enhanced error handling for GET /jobs for JazzHR
• Enhanced pagination for GET /users for SAP Successfactors

🏠    HRIS

• Enhanced GET /employees to include when an employee’s “work_email” is removed for ADP Workforce Now
• Added support for “manager” and enhanced “remote_data” to include additional fields for GET /employees for Entra ID
• Added support for organizations, departments, and division group types for GET /groups for Okta
• Added support for “manager” and “cost_center” for GET /employees for Okta

🎟️    Ticketing

• Enhanced “status” PATCH /tickets for ClickUp
• Enhanced ticket changed webhook to reflect “name” changes for ClickUp
• Enhanced pagination for Freshdesk
• Added performance enhancements to all models Teamwork

🔗     Linked accounts

• Improved logic for flagging linked accounts as relink needed
• Added support for edge cases when relinking Workday SFTP accounts

🔄     Syncing data

• Improved performance for long-running syncs for Quickbooks Online
• Added support for edge cases when configuring Scopes via API
• Added query parameters for name and email address to GET /contacts

✨

Improvements

💰    Accounting

• Enhanced sync efficiency for large Xero accounts
• Released GET /Employees support for Sage Intacct

🤝    ATS

• Enhanced support and reliability for Workday POST /Attachments
• Enhanced Bullhorn support for Job Interview Stages
• Support for screening questions for TeamTailor

🏆    CRM

• Enhanced Salesforce PATCH /Accounts

🏠    HRIS

• Enhanced reliability for UKG Pro Employments with different permission sets
• Enhanced support for Deel API v2 migration
• Enhanced linking support for Dayforce Developer environments

🎟️    Ticketing

• Enhanced support for Zendesk GET /tickets/meta/post
• Enhanced sync filters for Zendesk and Linear

📁    File Storage

• Enhanced Sharepoint webhooks
• Enhanced Partnership linking flow for Box

🎮    Merge Link and Dashboard

• Enhancements to UX for configuring Scopes via Dashboard
• Enhancements to UX for configuring integration settings in Dashboard
• Enhancements to UI for Issue details page in Dashboard

🏗️    Infrastructure

• Enhancements to remove key bottlenecks on database performance

🔄    Syncing Data

• Added support for edge cases in OAuth for Workday
• Added support for edge cases in syncs for Justworks
• Added support for edge cases when configuring Scopes via API

✨

Improvements

💰    Accounting

• Enhanced mapping for Account by now including account_number for Zoho Books

🤝    ATS

• Enhanced webhooks to delineate ”deletion” and “changed” events for Linear
• Enhanced reliability of the POST /application endpoint to cover more nested object support for Workday

🏆    CRM

• Added remote field support for Opportunities for ZohoCRM

🏠    HRIS

• Enhanced error handling and reliability for UKG Pro custom fields when credentials no longer have access to the field
• Expand query param added to GET /timesheet-entries

📁    File Storage

• Enhanced integration efficiency when Group.users scope is disabled
• Improved the linking experience for OneDrive with partner credentials

📞     API

• Enhancements to error logic for Scopes via API

🔄     Syncing Data

• Added support for edge cases in syncs for ADP Workforce Now
• Enhancements to sync scheduling logic

👨‍💻

SDK Updates

• Advanced Python v1.1.2
• Advanced Java v1.0.17

🔐

SFTP observability and error handling

We now surface SFTP-specific errors directly in our dashboard (under Issues). This provides you guidance on what the exact issue is when an SFTP does not successfully upload, making it easier to troubleshoot. The 4 types of errors that are surfaced are:

• Wrong file type
• Wrong file name
• Missing required fields
• Incorrectly formatted rows

You can learn more about SFTP here.

✨

Improvements

💰    Accounting

• Enhanced pagination for GET /journal-entries for Sage Intacct

🤝    ATS

• Enhanced “remote_data” to include more job qualification details for GET /jobs for Workday

🏠    HRIS

• Added pagination and performance enhancements GET /employees for CyberArk
• Enhanced mapping for “parent_group” when a parent group is updated for GET /groups for Lucca
• Added support for rate limits for Paycom
• Enhanced mapping for “manager” when a manager is updated for GET /employees for UKG Pro
• Enhanced error messaging for GET /employees for UKG Pro

🎟️    Ticketing

• Enhanced mapping for “assignee” for PATCH /tickets for Linear
• Enhanced mapping for POST /tickets for Zendesk

🎮    Merge Link and Dashboard

• UI improvements for Settings/Profile page
• UI improvements for right panel on Linked Account overview page
• Added support for edge cases in Field Mapping configuration when Redact Unmapped Data is enabled
• Improvements to “Administrator role required” flows
• UI updates for detailed error messages screen
• General UI updates

🔄     Syncing Data

• Added support for edge cases in syncs for Gusto
• Added support for edge cases in Passthrough Requests when they contain XML

👨‍💻

SDK Updates

• Advanced Java (Kotlin/JVM) v1.0.16
• Advanced Node v1.0.11

🖇️

Integrations

ADP Run (HRIS), Easycruit (ATS), Gem (ATS), and Welcome to the Jungle (ATS) 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

• Added support for GET /accounts, POST /accounts, GET /invoices and POST /invoices for Clearbooks
• Added support GET /company-info, GET /tracking-categories, GET /income-statements, GET /balance-sheets, GET /cash-flow-statements, PATCH /invoices and PATCH /payments for Freshbooks
• Added support for additional fields for “OPEN” enum value for POST /contacts for Freshbooks
• Added support for "inclusive_of_tax" and "tax_rate" for line items for GET /journal-entries, POST /journal-entries, GET /expenses, POST /expenses, GET /credit-notes and GET /vendor-credits for Sage Intacct
• Enhanced pagination for GET /invoices for Sage Intacct
• Enhanced error messaging for non-editable fields for PATCH /invoices/{id} for Quickbooks Online

🤝    ATS

• Enhanced mapping for “interviewer” when the interviewer is updated for GET /interviews for Ashby
• Enhanced mapping for “first_name” and “last_name” for POST /candidates
• Added support for additional mapping cases for “first_name” for GET /candidates for Lever
• Added performance enhancements if attachment scope is disabled to GET /candidates for Workday

🏆    CRM

• Added support for additional edge cases to avoid duplicate custom fields in PATCH /opportunities for Salesforce

🏠    HRIS

• Added performance enhancements for initial syncs for GET /time-off-balances for BambooHR
• Updated Deel from V1 to V2 endpoints
• Enhanced mapping for “gender” for GET /employees for Lucca
• Enhanced “balance” to handle nulls for GET /time-off-balances for Workday

🎟️    Ticketing

• Support for modified_after selective sync filter on GET /tickets for Asana and Freshdesk
• Enhanced timestamps to ensure all ticket changes are captured for GET /tickets for Azure DevOps
• Enhanced pagination for GET /tickets for Linear

🎮     Merge Link

• For Comeet customers with partnerships, applicable Comeet linking flow steps now dynamically populate with the customer name
• Added support for edge cases when linking BambooHR Linked Accounts

🔄    Syncing Data

• Added support for XML character edge cases in SOAP APIs
• Added support for edge cases in syncs for SharePoint

🐚

Shell data filtering

Merge now automatically detects and hides newly created shell data records, ensuring incomplete data doesn’t appear anymore.

Shell data records are objects where most fields are null except metadata (e.g., IDs and timestamps). Shell data can be temporarily created due to the ordering of model syncs.

If you do need shell data records, be sure to include the query parameter include_shell_data=True when requesting data.

Shell object references will still be returned on any related non-shell objects, even without including the include_shell_data=true parameter (e.g., the UUID for a shell Location object will still display on a corresponding non-shell Employee object).

You can learn more here! If you have any further questions, please reach out to your CSM or support@merge.dev.

✨

Improvements

💰    Accounting

• Support for "inclusive_of_tax" and "tax_rate" for line items for POST /invoices for Quickbooks Online

🤝    ATS

• Support for GET /job-interview-stages for Bullhorn
• Enhancements to GET /applications for Greenhouse
• Support for GET /attachments for SAP SuccessFactors

🏠    HRIS

• Support for “work_location” for terminated employees for ADP Workforce Now SFTP
• Enhancements to “managers” for Employees for ADP Workforce Now SFTP
• Enhancements to “employment_status” for GET /employees for Gusto
• Enhancements to “home_location” and “work_location” for GET /locations for Workday

📁    File Storage

• Enhanced GET /files/{id}/download for Sharepoint

🎮    Merge Link

• For Comeet customers with partnerships, applicable Comeet linking flow steps now dynamically populate with the customer name
• Support for edge cases when linking BambooHR Linked Accounts

🔄    Syncing Data

• Support for XML character edge cases in SOAP APIs
• Support for edge cases in syncs for SharePoint

‍

✨

Improvements

💰    Accounting

• Support for GET /accounts, POST /contacts, GET /expenses, POST /expenses, POST /invoices, GET /items, POST /payments, GET /tax rates and GET /transactions for Freshbooks
• Enhancements to pagination for Sage Intacct
• Added performance enhancements to for GET /payments for Zoho Books
• Support for GET /tax-rates for Zoho Books

🤝    ATS

• Support for “status” for GET /applications for Avature
• Support for “job_posting_urls” for GET /jobs for Avature
• Support for “status” for GET /jobs for Bullhorn
• Enhancements to pagination for Tellent
• Enhancements to POST /applications (with screening questions) for Workday

🏠    HRIS

• Support for GET /employee-payroll-runs and GET /payroll-runs for Gusto
• Enhancements to “balance” for GET /time-off-balances for Workday

🎮    Merge Link

• Enhancements to data permissions screen in Merge Link
• Enhancements to logic for determining missing permissions issues
• Enhancements to admin needed flow in Merge Link

🔄    Syncing Data

• Support for edge cases when syncing Advanced Field Mappings
• Support for edge cases in syncs for Sage Intacct
• Support for edge cases in syncs for ADP

‍

✨

Improvements

💰    Accounting

• Support for custom fields for GET /contacts and POST /contacts for Netsuite
• Support for “transaction_date” for POST /journal-entries for Netsuite
• Added performance enhancements for GET /invoices for Sage Intacct

🤝    ATS

• Enhancements to “first_name” and “last_name” for GET /users for iCIMS
• Added performance enhancements to GET /interviews for Greenhouse
• Added performance enhancements to GET /candidates for Tellent
• Support for GET /attachments for UKG Pro Recruiting
• Support to link with ukg.net domains for UKG Pro Recruiting
• Enhancements to pagination for Tellent
• Enhancements to pagination for Greenhouse

🏠    HRIS

• Enhancements to GET /time-off/meta/post for BambooHR
• Enhancements to GET /groups for Dayforce
• Support for “state” for GET /employees for Entra
• Support for edge cases in Justworks syncs

🎟️    Ticketing

• Support for modified_after selective sync filter on GET /tickets for Jira
• Enhancements to 3rd Party Webhooks for Trello

🔐

SFTP is now available!

Give your customers the option to securely transfer files and CSV reports between third-party platforms and Merge.

• Your customers receive step-by-step guidance on how to automate reports to a secure Merge-hosted SFTP server in Merge Link
• Scheduled reports are fully normalized to our Common Models, ensuring all functionality for Merge integrations apply to any SFTP integrations
• SFTP is currently available for select HRIS and ATS integrations

Learn more about how Merge SFTP can help your customers sync data via files automatically or manually here.

Note: if you’re interested in this feature, please reach out to your CSM to get access as it is in beta for professional and enterprise customers.

✨

Improvements

💰    Accounting

• Support for GET /tax-rate for Freshbooks
• Added new fields "code" "name" "status" and "country" and new sub-model "tax_components" to GET /tax-rate for Sage Intacct
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items to GET /invoices & POST /invoices for Sage Intacct
• Added “project_id” as an integration parameter for POST /journal-entries for Sage Intacct

🤝    ATS

• Enhancements to “name” and “remote_id” for GET /job-interview-stages for Bullhorn
• Enhancements to “recruiters” for GET /jobs for Lever
• Enhancements to error messaging for GET /applications for Lever
• Enhancements to enums for “status” for GET /jobs for SAP SuccessFactors
• Enhancements to “created_at” selective sync filter for GET /candidates for Workday

🏠    HRIS

• Support for employments for inactive employees for GET /employments for Deel
• Enhancements to “remote_data” for GET /locations for Paylocity
• Enhancements to linking for EU accounts for Teamwork
• Added OAuth support for Workday
• Enhancements to “work_location” and “home_locations” for GET /employees for Workday

🎟️    Ticketing

• Enhancements to POST /tickets for Salesforce Service Cloud
• Enhancements to “modified_after” selective sync filter for GET /tickets for Trello

🖇️

Integrations

Taleez 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

💰    Accounting

• Enhancements to “tracking_categories” for POST /invoices for Quickbooks Online

🤝    ATS

• Support to create nested new candidates for POST /applications for Ashby, BambooHR, Bullhorn, Comeet, Greenhouse, JazzHR, Jobadder, Jobvite, SAP SuccessFactors, SmartRecruiters, Teamtailor, UKG Pro Recruiting, Workable, Workday
• Enhancements to “status” and “type” for GET /jobs for Oracle Fusion Recruiting Cloud
• Support for GET /attachments for Workday
• Enhancements to sync performance for GET /applications for Workday

🏆    CRM

• Enhancements to “account” for GET /contacts for Hubspot
• Enhancements to “stage” for PATCH /opportunities

🏠    HRIS

• Enhancements to “manager” for GET /employees for BambooHR
• Enhancements to “remote_id” for GET /groups for Hibob
• Enhancements to “status” for GET /time-off for Hibob
• Enhancements to GET /time-off-balances for Hibob
• Enhancements to GET /locations for for Paylocity
• Enhancements to “start_time” and “end_time” for GET /time-off for Personio
• Support for “work_email” for GET /employees for Remote
• Enhancements to linking for Zelt

🖇️

Integrations

Traffit 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

💰    Accounting

• Support for Contact created, updated, and deleted webhooks for Xero
• Enhancements to “description” for GET /tax-rates for Xero
• Enhancements to POST /expenses for Xero

🤝    ATS

• Enhancements to “remote_data” for GET /interviews for Ashby
• Enhancements to “hiring_managers” and “recruiters” for GET /jobs for Ashby
• Enhancements to error messaging for POST /applications/{id}/change-stage for Ashby
• Support for “source” on nested applications for POST /candidates for Workable
• Enhancements to “description” for GET /jobs for Workday
• Enhancements to “candidates” on GET /activities for SAP SuccessFactors
• Enhancements to POST /attachments for SmartRecruiters

🏆    CRM

• Enhancements to error messaging for POST /engagements for Salesforce

🏠    HRIS

• Enhancements to “work_location” for Employees for ADP SFTP
• Enhancements to “remote_data” for GET /employees for Ceridian Dayforce
• Support for “managers” for GET /employees for Google Workspace
• Enhancements to “employment_status” for GET /employees for Google Workspace
• Enhancements to “remote_data” for GET /employees for Hibob
• Support for “ethnicity” for GET /employees for Oracle HCM
• Support for “parent_group” for GET /groups for Personio
• Support for “type” for departments for GET /groups for UKG Pro

🎟️    Ticketing

• Added new “remote_data_path” and enhanced “remote_data” for GET /tickets for Jira

🎮    Merge Link and Dashboard

• UI improvements for configuring Field Mappings in Dashboard
• UI/UX improvements to Billing page in Dashboard
• General UI improvements in Dashboard
• Broad improvements to Merge Link loading speed
• Added support for edge cases when authenticating Paylocity Linked Accounts
• UX improvements for File Picker
• General UI improvements in Merge Link

📄    Documentation

• Improved filtering on Use Cases page

🔄    Syncing Data

• Improvements to Common Model synced webhook emission logic
• Improved rate limit management logic for Paycor
• Added support for edge cases in syncs for ADP Workforce Now

🖇️

Integrations

Darwinbox 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

💰    Accounting

• Enhancements to “remote_data” for GET /accounts for Netsuite

🤝    ATS

• Enhancements to “source” for POST /applications for UKG Pro Recruiting
• Enhancements to error messaging for POST /candidates for UKG Pro Recruiting
• Enhancements to GET /job-interview-stages and GET /reject-reasons for Workday
• Enhancements to POST /applications for Workday

🏆    CRM

• Added performance enhancements to GET /engagements for Hubspot

🏠    HRIS

• Enhancements to “type” for POST /time-off for BambooHR
• Support for “parent_group” for GET /groups for Lucca
• Enhancements to GET /time-off-balances for Personio
• Enhancements to “manager” for GET /employees for UKG Pro
• Enhancements to “remote_data” for GET /employments for Workday
• Enhancements to “employment_status” for GET /employees for Workday

🎟️    Ticketing

• Enhancements to linking flow for Hubspot Ticketing

🎮    Merge Link and Dashboard

• UX improvements for configuring Scopes in Dashboard
• General UI improvements in Dashboard
• UX improvements for successful linking flows in Merge Link
• UX improvements for already integrated flow in Merge Link
• General UI improvements in Merge Link

🔄     Syncing Data

• Support for edge cases in syncs for ADP Workforce Now

🪄

White-label Guides

Automatically white-label all Merge help guides with the click of a button, creating a seamless experience for your customers.

Go to the Merge Dashboard settings, upload your logo, and pick a subdomain. All links in Merge Link will magically redirect to your selected subdomain, removing all references to Merge. This feature is available on our Enterprise plan.

Note if you have any overridden guide links they will still take priority and work as expected.

🗣️

Merge Link Localization

Merge Link is now available in German. Your customers can now connect to any of Merge’s 200+ integrations in their native language.

Learn more on how to automatically translate your product integrations’ auth flow for international customers. This feature is available on our Enterprise Plan.

We will be supporting more languages in the near future. If you are an Enterprise customer and have any requests, please let your Customer Support Manager know.

‍

🖇️

Integrations

Sage People 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

💰    Accounting

• Support for Contact created, updated, and deleted webhooks for Quickbooks Online

🤝    ATS

• Enhancements to “stage_order” for GET /job-interview-stages for Ashby
• Enhancements to Candidate created webhooks for Greenhouse
• Support for POST /applications for Jobvite
• Enhancements to “hiring_managers” and “recruiters” for GET /jobs for Jobvite
• Enhancements to “title” for GET /job-postings for SAP SuccessFactors
• Support for “rejected_at” for GET /applications for Tellent
• Enhancements to “phone_number” for POST /candidates for Workday

🏆    CRM

• Enhancements to POST /engagements for Salesforce

🏠    HRIS

• Enhancements to GET /time-off-balances for BambooHR
• Enhancements to “manager” for GET /employees for Paylocity
• Support for updated managers in GET /employees for UKG Ready
• Enhancements to “remote_data” for GET /employees for UKG Ready
• Enhancements to “job_title” for GET /employments for UKG Ready

📁    File Storage

• Enhancements to missing permissions error messaging for Dropbox, OneDrive and Sharepoint
• Enhancements to GET /files and GET /folders for Google Drive

🎮    Merge Link and Dashboard

• Support for edge cases in URL validation in Merge Link
• General UI improvements in Merge Link

🔄    Syncing Data

• Support for edge cases in syncs for ADP Workforce Now
• Support for edge cases in syncs for Gusto
• Support for edge cases in sync for Intercom

👨‍💻

SDK Updates

• Node SDK v1.0.9
• Java SDK v1.0.15
• Python SDK v1.0.13
• Go SDK v1.0.9
• Ruby SDK v.0.1.4
• C# SDK v0.1.0

✨

Improvements

💰    Accounting

• Support for purchase and vendor credit created, updated, and deleted webhooks for Quickbooks Online
• Support for vendor addresses for GET /addresses for Sage Intacct

🤝    ATS

• Support for GET /attachments for BambooHR
• Enhancements to “file_url” for GET /attachments for SmartRecruiters

🏆    CRM

• Added sync enhancements to GET /accounts for Salesforce

🏠    HRIS

• Enhancements to “remote_data” for Employees for ADP SFTP
• Enhancements to “balance” for GET /time-off-balances for ADP
• Enhancements to “remote_data” for GET /locations for BambooHR
• Enhancements to GET /employments for Deel
• Support for GET /time-off-balances for Hibob
• Enhancements to GET /employments for Humaans
• Enhancements to “balance” for GET /time-off-balances for Humaans
• Enhancements to “mobile_phone_number” for GET /employees for Paychex
• Enhancements to “balance” for GET /time-off-balances for Personio and SageHR
• Added performance enhancements for GET /employees for UKG Ready

🎟️    Ticketing

• Support for PDFs for POST /attachments for Zendesk

🎮    Merge Link and Dashboard

• UX improvements for when a Linked Account is put into Relink Needed
• General Dashboard UI updates
• Improvements to Admin Needed screen in Merge Link
• General Merge Link UI updates

🔄     Syncing Data

• Support for edge cases when overriding common models for SAP SuccessFactors
• Support for edge cases in Gusto syncs
• Improvements to Deleted Data Detection for large Linked Accounts
• Improvements to calculation of is_initial_sync field on /sync-status endpoint

✨

Improvements

💰    Accounting

• Added new fields "code" "name" "status" and "country" and new sub-model "tax_components" to GET /tax-rates for NetSuite, Quickbooks Online, and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items to GET /transactions for NetSuite and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /expenses for NetSuite and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /invoices for NetSuite and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /journal-entries for NetSuite and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /payments for NetSuite and Xero
• Added new fields for "inclusive_of_tax" and "tax_rate" for line items for POST /purchase-order for NetSuite and Xero
• Enhancements to “total_amount” for GET /expenses for Sage Intacct

🤝    ATS

• Support for “job_posting_url” for GET /jobs for Smartrecruiters
• Enhancements to “source” for POST /applications for Smartrecruiters
• Enhancements to Workable OAuth

🏠    HRIS

• Support for custom reports for ADP SFTP
• Enhancements to “employment_status” for GET /employees for Lucca
• Added pagination enhancements for Oracle HCM
• Support for divisions for GET /groups for SAP SuccessFactors
• Added sync enhancements to GET /employees for Workday
• Enhancements to GET and POST /time-off for Workday

🎟️    Ticketing

• Support for POST /attachments for Wrike
• Enhancements to “priority” for PATCH /tickets for Zendesk

🎮     Merge Link and Dashboard

• UX improvements to partner credentials configuration in Dashboard
• Improved loading speed for Linked Account overview page
• Improved error messaging when validation of a 3rd party platform URL fails in Merge Link
• General UI improvements to Merge Link screens

🔄     Syncing Data

• Support for edge cases in response body formatting for Sage Intacct
• Efficiency improvements for Jobvite syncs
• Improved logic for calculating Relink Needed for Justworks Linked Accounts
• Improved logic for calculating Relink Needed for ADP Workforce Now Linked Accounts
• Support for edge cases when authenticating with ADP Workforce Now
• Support for edge cases when processing files returned by 3rd party platform
• General improvements to sync speeds across integrations

✨

Improvements

💰    Accounting

• Enhancements to line item “quantity” and “unit_price” POST /invoice for NetSuite
• Support for “sage_customer_or_vendor_id” as an integration parameter for POST /contacts for Sage Intacct
• Updated Xero integration to comply with Xero's new record limits

🤝    ATS

• Enhancements to error messaging for POST /candidates for BambooHR
• Enhancements to “remote_data” for GET /jobs for Bullhorn
• Enhancements to error messaging for POST /applications for SmartRecruiters
• Enhancements to “source” for POST /applications for SAP SuccessFactors
• Enhancements to “file_name” for GET /attachments for Workable
• Support for “attachments” for POST /candidates for Workday

📁    File Storage

• Enhancements to “remote_data” for GET /files for Sharepoint

🏠    HRIS

• Enhancements to “remote_data” for GET /employees for 7Shifts
• Enhancements to “avatar” GET /employees for BreatheHR
• Enhancements to “employment_status” for GET /employees for Officient
• Enhancements to “groups” for GET /employees for Personio

🎮     Merge Link and Dashboard

• UI improvements to pages in Merge Link
• UX improvements for Selective Sync filter configuration in Dashboard

🔄     Syncing Data

• Support for edge cases in Gusto syncs
• Support for edge cases in basic auth password formatting
• Improved logic Linked Account synced webhook for initial syncs
• Enhancements to “candidate” for POST /applications for Greenhouse
• Enhancements to “recruiters” on GET /jobs for Oracle Taleo

✨

Improvements

💰    Accounting

• Support for invoice, payment, journal entry, purchase order, and credit note created, updated, and deleted webhooks for Quickbooks Online
• Support for invoice created, updated, and deleted webhooks for Xero
• Support for partner authentication for FreeAgent and Wave Financial

🤝     ATS

• Enhancements to GET /job-interview-stages for Ashby
• Support for basic auth for iCIMS
• Updated Jobvite to comply with new header requirements
• Support for partner authentication for JobAdder, Lano, and Zoho Recruit

🏆     CRM

• Improved sync performance for emails and calls for GET /engagements for Hubspot
• Support for partner authentication for Accelo, Keap, Microsoft Dynamics 365 Sales, and Teamleader

🏠     HRIS

• Enhancements to remote data for GET /employees for 7Shifts
• Enhancements to “start_date” for employees for ADP SFTP
• Enhancements to “work_email” for GET /employees for Factorial
• Improved sync performance for GET /employees for Hibob
• Support for partner authentication for Cezanne HR, Employment Hero, Factorial, Google Workspace, Officient, PayCaptain, Paycor, Square Payroll, and Zoho People

🎟️     Ticketing

• Added Oauth support for Ironclad
• Enhancements to GET /users for Zendesk
• Support for partner authentication for Gitlab, Help Scout, Ironclad, Linear, Salesforce Service Cloud, Wrike, Zendesk, Zoho BugTracker, and Zoho Desk

🎮      Merge Link and Dashboard

• Revamped model for configuring partner credentials in Dashboard
• UI improvements for selective sync configuration pages in Merge Link
• UI improvements for custom fields configuration pages in Merge Link
• UI improvements for mapping additional fields pages in Merge Link
• General UI improvements across linking flows in Merge Link

🔄      Syncing Data

• Improvements for Deleted Data Detection
• Added support for edge cases in sync scheduling across integrations

👨‍💻

SDK Updates

• Advanced Python SDK v1.0.12

🖇️

Integrations

Zelt HR 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.

Avature 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.

🌎

APAC Multi-Tentant

Merge is continuing to expand globally to securely support you and your customers’ data residency requirements. We now offer a multi-tenant option in the Asia-Pacific (APAC) region which allows you to store data in AWS data centers in Singapore.

Available to all customers, simply create an account here, or, when creating an account on our default sign-up page, select the USA dropdown and click on APAC

✨

Improvements

💰    Accounting

• Enhancements to “number” for POST /invoices for NetSuite
• Support for “date” for POST /payments for Quickbooks Online
• Support for single entity Sage Intacct instances
• Enhancements to  “tracking_categories” for “line_items” for GET /invoices for Sage Intacct

🤝     ATS

• Enhancements to error handling for POST /candidates for BambooHR
• Support for POST /attachments for SAP SuccessFactors
• Support for “screening_question_answers” for GET & POST /applications for SAP SuccessFactors, Workday and UKG Pro Recruiting

🏠     HRIS

• Enhancements to GET /employments for 7Shifts
• Enhancements to employments and “employment_status” on employees for ADP SFTP
• Enhancements to “pay_rate” for GET /employments to Deel
• Enhancements to GET /employments and GET /locations for UKG Pro

🎟️     Ticketing

• Enhancements to GET /tickets for Dixa

📄     Documentation

• Improvements to the calculation of supported fields
• General improvements to docs pages

🎮      Merge Link and Dashboard

• Improved logic for displaying admin needed screen in Merge Link
• Duplicate Linked Account detection now available for Admins with or without billing permissions
• Improved UX for when Free customers hit Linked Account limit

🔄     Syncing Data

• Optimizations for NetSuite syncs
• Optimizations for Justworks syncs
• Optimizations for Gusto syncs
• Optimizations for Deleted Data Detection
• Improved logic for handling initial vs. subsequent syncs
• Improved logic for sending {common_model}.synced webhook
• Improved logic for marking an account as relink needed

👨‍💻

SDK Updates

• Legacy HRIS Ruby SDK v3.2.2

📂

File Picker is now available in GA

The File Picker feature is officially available for all File Storage category users. File Picker is built into our embedded Merge Link component and provides a user-friendly interface for your customers to browse and select files and folders in their connected File Storage account.

Learn more about it in our docs.

🔄

Selective Sync is available in beta for Google Drive

Your customers can now apply Selective Sync filters for Google Drive folders and drives that they want to sync. Note that this is available in beta. Please reach out to your customer support manager or support@merge.dev with any questions.

✨

Improvements

💰    Accounting

• Enhancements to “name” for department tracking categories for GET /tracking-categories for NetSuite

🤝     ATS

• Support for “location” for POST /candidates for Ashby
• Support for attachments on POST /candidates for BambooHR
• Support for POST /candidate and “phone_numbers” for GET /candidate for Occupop
• Enhancements to GET /jobs and GET /job-interview-stage for Occupop

🏠     HRIS

• Support for “start_date” and “end_date” for GET /employee-payroll-runs for ADP
• Enhancements to “pay_rate” for GET /employments for Deel
• Support for “preferred_name” for GET /employees for Gusto
• Enhancements to “employment_status” for terminated employees for GET /employees for Humi
• Enhancements to “remote_data” for GET /employees for Justworks
• Enhancements to “remote_data” for GET /employees for SAP SuccessFactors

🎟️     Ticketing

• Support for “ticket_url” for epics for GET /tickets for Shortcut
• Enhancements to GET /contacts for Zendesk

✨

Improvements

💰    Accounting

• Enhancements to “name” for department tracking categories for GET /tracking-categories for NetSuite

🤝     ATS

• Support for “location” for POST /candidates for Ashby
• Support for POST /attachments for BambooHR
• Support for POST /candidate and “phone_numbers” for GET /candidate for Occupop
• Enhancements to GET /jobs and GET /job-interview-stage for Occupop

🏠     HRIS

• Support for “start_date” and “end_date” for GET /employee-payroll-runs for ADP
• Enhancements to “pay_rate” for GET /employments for Deel
• Support for “preferred_name” for GET /employees for Gusto
• Enhancements to “employment_status” for terminated employees for GET /employees for Humi
• Enhancements to “remote_data” for GET /employees for Justworks
• Enhancements to “remote_data” for GET /employees for SAP SuccessFactors

🎟️     Ticketing

• Support for “ticket_url” for epics for GET /tickets for Shortcut
• Enhancements to GET /contacts for Zendesk

🎮    Merge Link and Dashboard

• Roboto font now available for Customizable Merge Link
• UI improvements for requested data review screen in Merge Link
• UX improvements to Selective Sync flows in Merge Link
• UI improvements for loading screens in Merge Link
• UX improvements to UKG and Workday flows in Merge Link
• UX improvements to authentication flows in Merge Link
• UI/UX improvements to Linked Account Webhooks configuration page in Dashboard
• UI improvements to Linked Account Data Sync page in Dashboard
• UX improvements to Linked Account deletion in Dashboard
• Improvements to Issue generation for Workday

🔄    Syncing Data

• Field Mapping is now available for SFTP
• Efficiency improvements for NetSuite syncs
• Efficiency improvements for UKG Ready syncs

📣

Merge has established an official partnership with Rippling

We’re excited to announce that we’ve entered into a formal partnership with Rippling—a leading workforce management system—which will allow clients to integrate their products to Rippling via Merge!

Merge is the first unified API solution to formally partner with Rippling and we see this as a big milestone in supporting our clients’ HRIS integration needs.

Read more about it here and please reach out to your dedicated Customer Support Manager or support@merge.dev if you have any questions!

🖇️

New linking flow step for admin-required HR & ATS integrations

For admin-required HR & ATS integrations, an initial screen will now appear in Merge Link to inform your users they must be an admin of that third-party platform to successfully link. There is also a Magic Link URL that your user can share with the relevant admin, improving the overall user experience auth process!

🗾

New Field Mapping capabilities

Field Mapping is a flagship feature, enabling you and your customers to map custom data to Merge’s Common Models. We’ve expanded it’s functionality, making it even more powerful and intuitive.

• Advanced Mapping: Map any custom fields in a “list” or “object” format is now supported! Use JMESPath queries to access specific values from even the most complicated remote field objects.
• Field Coverage: Easily identify the correct remote field from a customer's account to use when mapping custom fields. Field coverage is a percentage estimate of how often a specific remote field appears for a specific Linked Account. The higher the coverage, the more widely it is used.
• Preview Values: Preview and validate that your Field Mapping is accurate before going live. Plug in any Common Model ID to check its return value in the Merge Dashboard.

These features are all now available on our Professional and Enterprise plans. Try them out today and let us know if you have any feedback!

✨

Improvements

💰    Accounting

• Enhancements to syncing for GET /transactions for Quickbooks Online
• Enhancements to “company_id” field in linking flow for Sage Intacct
• Enhancements to GET /credit-notes and GET /vendor-notes for Sage Intacct
• Enhancements to POST /journal-entries for Sage Intacct
• Updated API to reflect domain changes for Zoho Books

🤝    ATS

• Support for .doc and .pdf files in GET /attachments for SmartRecruiters
• Enhancements to “source” for candidates for POST /applications for Workable

🏆    CRM

• Enhancements to “amount” for GET /opportunities for Hubspot

🏠    HRIS

• Enhancements to GET /employees for terminated employees for BambooHR
• Support for custom fields in “remote_data” for GET /employees for Paycor
• Support to link accounts with multiple subsidiaries for Paylocity
• Enhancements to “start_time” and “end_time” for GET /time-off for Personio
• Enhancements to GET /employees for rehired employees for SAP SuccessFactors
• Enhancements to “work_email” for GET /employees for Workday

🎟️    Ticketing

• Support to link accounts via the fine-grained token method for Github
• Support for cycles in GET /collections for Linear
• Enhancements to syncing for GET /tickets for Shortcut

🎮    Merge Link and Dashboard

• Improvements to linking flow for ADP service accounts
• New linking flow steps for when an administrator role is required in the 3rd party platform
• Added Audit Trail event for when end-user API credentials are accessed
• Added Audit Trail event for when a Linked Account is deleted via API
• UI improvements to 3rd party webhooks configuration page in Dashboard

🔄    Syncing Data

• Broad improvements to sync speeds across all integrations
• Support for 3rd party webhooks edge cases
• Support for 3rd party authentication edge cases

✨

Improvements

💰    Accounting

• Enhancements to “attachments” for POST /invoices for Sage Intacct
• Enhancements to PATCH /invoices for Sage Intacct

🤝    ATS

• Support for POST /candidates for Avature
• Support for timestamp for GET /applications, GET /candidates, GET /jobs, and GET /users for Avature
• Updated Jobscore from V1 to V2 endpoints
• Enhancements to “name” for GET /jobs for UKG Pro Recruiting

🏆    CRM

• Enhancements to POST /leads for Zoho CRM

🏠    HRIS

• Enhancements to “status” enum for GET /time-off for BambooHR
• Enhancements to “remote_data” for GET /time-off for Factorial
• Support for when employees are removed from groups for GET /employees for Microsoft Entra ID
• Enhancements to “employment_status” enums for GET /employees for Paycom

🎟️    Ticketing

• Enhancements to GET /users and GET /teams for Asana

📄    API and Documentation

• Enhancements to /passthrough endpoints
• Advanced Kotlin/JVM SDK v1.0.10
• Advanced Python SDK v1.0.9
• Advanced Go SDK v1.0.8
• Advanced Ruby SDK v0.1.2
• Advanced C# SDK v0.0.9

🎮    Merge Link and Dashboard

• UX improvements to Linked Account Webhook Configuration page in Dashboard
• UI improvements to Integrations page in Dashboard
• UI improvements to Field Mapping page in Dashboard
• UI improvements to Field Mapping flow in Merge Link
• UX improvements to failed linking attempt flows in Merge Link
• General Dashboard UI improvements

🔄    Syncing Data

• Support for datetime field edge cases across integrations
• Support for for edge cases in file return formats from 3rd parties
• Updates to calculating emission for LinkedAccount.synced and CommonModel.synced webhooks
• Improved efficiency for processing 3rd party webhooks
• Enhancements to sync efficiency across integrations

✨

Improvements

💰    Accounting

• Support to convert purchase orders to invoices with POST /invoices for Sage Intacct
• Support to POST /invoices and POST /purchase-orders for single currency instances in Netsuite

🤝    ATS

• Enhancements to sync performance for GET /candidates for Ashby
• Support for POST /applications, POST /applications/{id}/change-stage, and POST /candidates for Bullhorn
• Enhancements to pagination for Fountain
• Enhancements to remote_date for GET /candidates for Oracle Taleo
• Support for POST /candidates for Tribepad

🏠    HRIS

• Support for a new field to our Group common model, name “is_commonly_used_as_team”. More details on the field here
• Enhancements to “manager” for GET /employees for ADP Workforce Now
• Enhancements to “employment_status” for GET /employees for BambooHR
• Enhancements to “pay_rate” for GET /employments for Deel
• Enhancements to “groups” for GET /employees for Gusto
• Enhancements to “remote_data” for GET /employees for Sage HR & Paychex

🎟️    Ticketing

• Enhancements to error messaging for GET /tickets for Asana

📄    API and Documentation

• Advanced Node SDK v1.0.8
• Efficiency improvements for GET /files/{id}/download endpoint
• Added is_common_model_field as a filter to GET /remote-field-classes endpoints for CRM category

🎮    Merge Link and Dashboard

• UI improvements for Field Mapping configuration page in Dashboard
• UI improvements for sync status on Linked Account overview page in Dashboard
• UI improvements for Billing page in Dashboard
• UX improvements for Linked Accounts page in Dashboard
• Improvements to Hubspot authentication flow in Merge Link
• Improvements to Google Drive authentication flow in Merge Link
• Improvements to UKG Pro Recruiting linking flows in Merge Link
• Support for edge cases when generating Issues for Paycom
• Added events for enabling and disabling Merge Webhooks to Audit Trail
• Added events for Field Mapping configuration changes to Audit Trail

🔄    Syncing Data

• Improved rate limit management for Zendesk
• Improvements to Deleted Data Detection
• Support for edge cases in initial syncs for SAP SuccessFactors
• Support for edge cases in syncs for Gusto
• Support for edge cases when zipped files are returned via API from 3rd party platforms

✨

Improvements

💰    Accounting

• Enhancements to POST /journal-entries for multi-currency for Netsuite
• Support for "purchase_orders" for POST /invoices for Sage Intacct

🤝    ATS

• Enhancements to performance for GET /applications for Ashby
• Support for POST /applications/{id}/change-stage for JobAdder
• Support for GET /job-posting for Oracle Taleo
• Enhancements to “remote_data” for GET /jobs for UKG Pro Recruiting

🏆    CRM

• Enhancements to error messaging for GET /notes for Pipedrive

🏠    HRIS

• Enhancements to “country” for “work_locations” for GET /employees for ADP Workforce Now
• Enhancements to enums for “employment_status” for GET /employees for BambooHR
• Enhancements to “employment_status” for GET /employees for Dayforce
• Enhancements to “mobile_phone_number” for GET /employees for Dayforce
• Enhancements to “pay_frequency” for GET /employments for Deel
• Enhancements to “employments” for GET /employees for Humaans
• Support for terminated employees for GET /employees for Lucca
• Enhancements to “locations” for GET /employees for Paylocity
• Enhancements to “start_time” and “end_time” to support local timezones for GET /time-off for Personio
• Enhancements to “flsa_status” for GET /employments for Workday

🎟️    Ticketing

• Enhancements to performance for GET /tickets for Github
• Enhancements to error messaging for GET /tickets for Clickup
• Enhancements to “remote_data” for GET /tickets for Hubspot Ticketing
• Enhancements to error messaging for GET /tickets for Jira
• Enhancements to enums for “status” for GET /tickets for Jira

📄    API and Documentation

• Efficiency improvements for POST endpoints
• Efficiency improvements for GET /files/{id}/download endpoint

🎮    Merge Link and Dashboard

• Linking flow improvements for ClayHR
• UX improvements for configuring Scopes in Dashboard
• UI improvements for Linked Account overview page in Dashboard
• UI improvements to Linked Account Selective Sync page in Dashboard
• UI improvements to Linked Account and Issues filtering in Dashboard
• UI improvements to 3rd Party Webhook configuration in Dashboard
• UI improvements to Field Mapping in Dashboard
• Updates to Get Started, Webhooks page in Dashboard
• Improvements to Selective Sync flows in Merge Link
• Improvements to authentication type selection flows in Merge Link
• Improvements to relinking flows in Merge Link

🔄    Syncing Data

• General improvements for ADP syncs
• Improved deleted data detection for Front
• Added support for handling nested lists in 3rd Party Webhooks
• Added support for datetime field type edge cases when mapping fields to common models

🗾

Advanced Field Mapping with JMESPath

We are continuing to add enhancements to Field Mapping. We released a new enhancement that allows you to write JMESPath queries to access specific values from a list of objects. This will allow you to map any custom fields in a list format to Merge’s Common Models.

Learn more with this Help Center article.

✨

Improvements

🤝    ATS

• Updated authentication to support clients from Canada for UKG Pro Recruiting
• Enhancements to “applications” for POST /candidates for Greenhouse

🏠    HRIS

• Support for “city”, “country”, and “state” for work locations for GET /locations for ADP Workforce Now
• Enhancements to “effective_date” for GET /employments for ADP Workforce Now
• Enhancements to “remote_data” for GET /employees for BambooHR
• Enhancements to “pay_period” for GET /employments for Deel
• Support for “remote_data” for GET /employees for Employment Hero
• Enhancements to “employment_type” for part time eligible employees for GET /employments for Gusto
• Support for GET /time-off and GET /employee-payroll-runs for Oracle HCM
• Support for custom fields for “remote_data” for GET /employees for Paychex
• Enhancements to “start_date” for rehired employees for GET /employees for Paylocity
• Enhancements to “company” for GET /employees for SAP SuccessFactor
• Support for ADP Workforce Now edge cases

🎟️    Ticketing

• Enhancements to GET /users and GET /contacts for Dixa
• Enhancements to automatic webhooks for Dixa
• Support for POST /contacts for Zendesk
• Support for Dixa edge cases

🎮    Merge Link and Dashboard

• Enhancements to Merge Link loading speed
• Support to open and populate API Tester directly from logs
• UI improvements to Field Mapping in Dashboard
• General Dashboard UI improvements

🔄    Syncing Data

• Support for additional timezone formats
• Improved reliability for 3rd Party Webhooks in EU

✨

Improvements

💰    Accounting

• Enhancements to "remote_data" for GET /tracking-categories for NetSuite
• Support for POST /attachments for Sage Business Cloud, Sage Intacct, and Xero
• Enhancements to remote_data for GET /invoices for Sage Intacct

🤝    ATS

• Support for GET /attachments for Ashby
• Support for GET /job-postings for Ashby
• Enhancements to “first_name” and “last_name” for GET /candidates for Ashby
• Enhancements to POST /candidates for JazzHR
• Expanded support for GET /applications, GET /candidates, GET /jobs, GET /jobs/{job_id}/screening-questions, GET /job-interview-stages, GET /offers, GET /users, POST /activities, POST /applications, POST /attachments, and POST /candidates for UKG Pro Recruiting
• Enhancements to “email_addresses” and “phone_numbers” for POST /candidates for Workday

🏆    CRM

• Enhancements to error handling on PATCH /contacts/{id} for Salesforce

🏠    HRIS

• Enhancements to groups for GET /employees for CharlieHR
• Enhancements to “phone_numbers” for GET /employees for HiBob
• Enhancements to “termination_date” for GET /employees for Nmbrs
• Enhancements to “personal_email” and “work_email” for GET /employees for Workday
• Updated authentication to support clients from Canada for Zoho People

🎟️    Ticketing

• Enhancements to GET /comments for Basecamp
• Enhancements to POST /tickets for Hive
• Support for POST /contacts for Intercom
• Support for POST /contacts for Zendesk
• Enhancements to “is_private” for POST /comments for Zendesk

🎮    Merge Link and Dashboard

• UI improvements for Selective Sync in Merge Link
• UI improvements for SFTP flow in Merge Link
• Improvements to calculation of Sync Status
• General UI improvements for Field Mapping in Dashboard

🔄    Syncing Data

• Broad optimizations for initial syncs
• Support for edge case in Ashby initial syncs
• Support for edge cases in ADP Workforce Now syncs
• Improvements to Merge Link linking flow for sandbox accounts
• Improvements to Merge Link successful linking flow
• Optimizations for Gusto syncs

🖇️

Integrations

JobDiva and HaileyHR 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

• Enhancements to “name” to support middle names for POST /contacts for Netsuite
• Enhancements to error messaging for POST /journal-entries for Netsuite

🤝    ATS

• Enhancements to “status” for GET /job-postings for Greenhouse
• Enhancements to error messaging for missing required fields for POST /applications for UKG Pro Recruiting

🏆    CRM

• Support to create new addresses in POST /contacts for Salesforce
• Support for POST /leads for Zoho CRM

📁    File Storage

• Enhancements to “remote_created_at” and “remote_updated_at” for GET /files for OneDrive
• Enhancements to “size” for GET /folders for Google Drive

🏠    HRIS

• Enhancements to “gender” for GET /employees for ADP
• Updated name of Ceridian Dayforce to Dayforce
• Enhancements to “avatar” for GET /employees for Charthop
• Enhancements to "manager" for GET /employees for Hibob
• Support for inactive and terminated employees in GET /employees for HR Partner
• Support for when employees are removed from groups in GET /employees for Keka
• Enhancements to “employee_number” for GET /employees for PayCaptain
• Enhancements to “pay_rate” for GET /employments for PayCaptain
• Enhancements to “work_email” and “personal_email” for GET /employees for Workday

🎟️    Ticketing

• Performance enhancements to GET /comments, GET /tags and GET /tickets for Freshdesk
• Performance enhancements to GET /attachments, GET /comments and GET /tickets for Help Scout
• Performance enhancements to GET /contacts for Intercom

🎮    Merge Link and Dashboard

• Updated Resync button in Linked Account Overview page
• Expanded capabilities for modifying query parameters in API Tester
• UX improvements for sandbox linking flows in Merge Link
• UX improvements for configuring webhook receivers
• UI improvements for Selective Sync pages in Merge Link
• Dashboard UI/UX improvements for Free and Launch customers

🔄    Syncing Data

• Improved performance for rescyncing accounts
• Support for edge cases in response data types
• Support for edge cases in SmartRecruiters pagination
• Support for updates to Ashby pagination

👨‍💻

SDK Updates

• Advanced Python SDK v1.0.8
• Advanced Java (Kotlin/JVM) SDK v1.0.8
• Advanced Node SDK v1.0.7
• Advanced Go SDK v1.0.7
• Advanced Ruby SDK v0.0.4

🗾

Enhancements to Field Mapping by surfacing coverage percentage

We’re continuing to invest in our Field Mapping feature, and have pushed out new functionality to help you identify the best remote field from a customer’s account to leverage!

We now show the coverage percentage of each remote field, which is a calculation of how often the specific field is returned with a non-null value across that individual linked account.

For example, if you’re looking to map a specific field mapping for our Employee Object, we will show the coverage for each remote field available for mapping, and how often it is a non-null value for Employees.

This enhancement will give you more confidence that you are mapping the correct and most valuable field from a third-party system for a given field mapping!

Access it through the Linked Accounts view in our Dashboard, under the Field Mappings tab.

✨

Improvements

💰    Accounting

• Enhancements to “account” on “line_items” for GET /Transactions for QuickBooks Online

🤝    ATS

• Enhancements to “job_status” for GET /Jobs for SAP SuccessFactor
• Enhancements to “status” for GET/ Job Posting for Greenhouse

🏆    CRM

• Support for Account created, updated, and deleted and Opportunity created, updated, and deleted webhooks for Hubspot
• Support for “addresses” and “phone_numbers” for POST /Account for Hubspot

🏠    HRIS

• Added performance improvements to GET /Time Off for SAP SuccessFactor
• Support for “employment_type” = CONTRACTOR for GET /Employee for Ceridian Dayforce
• Enhancements to “ssn” and "date_of_birth” for GET /Employee for PayCaptain
• Enhancements to “employment_status” for GET /Employee for HR Partner
• Enhancements to "date_of_birth” for GET /Employee for Hibob
• Support for filtering GET /Groups by group “name”

📁    File Storage

• Support for filtering GET /Files by file ”mime_type”

🎟️    Ticketing

• Enhancements to “ticket_type” for GET /Ticket for Shortcut
• Enhancements to “body” and "is_private” for comment webhooks for Zendesk
• Enhancements to GET /tickets/meta/post for Linear

🎮    Merge Link and Dashboard

• UX improvements for configuring 3rd Party Webhooks
• UI improvements for Linked Account overview page in Dashboard
• UI improvements for Field Mapping in Dashboard
• API Tester Linked Account search improvements
• Improved Dashboard messaging for Bad API Key Issue edge cases
• Support for edge case when displaying Merge Link for a single integration

🔄    Syncing data

• Enhancements to sync reliability for QuickBooks Online
• Enhancements to sync reliability for Shortcut
• Support for edge case in return values for Salesforce

🖇️

Integrations

Jira Data Center 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 to authenticate for individual entities for Sage Intacct
• Support for “tracking_categories” in POST /Expenses, POST /Invoices, POST /Journal Entries, POST /Payments and POST /Purchase Orders for Sage Intacct
• Support for posting objects to different entities across all POST endpoints for Sage Intacct
• Added reliability enhancements to “accounts” for POST /Expense for Sage Intacct
• Added reliability enhancements for POST /Invoice for Sage Intacct
• Enhancements to “net_amount” for line items on GET /Journal Entries for Zoho Books
• Support for GET /Expense for Zoho Books

🤝    ATS

• Support for GET /Job Posting for Lever, TeamTailor and Greenhouse Job Board
• Support for “type” on GET /Job for Lever, TeamTailor and Greenhouse Job Board
• Support for GET /Scorecards for Workday
• Enhancements to "remote_id" for GET /Tags for JazzHR
• Support for EU and JP regions in the linking flow for Zoho Recruit
• Enhancements to POST /Applications/{id}/change-stage for Ashby
• Enhancements to POST /Activities for candidates with multiple applications for Lever
• Enhancements to “name” on GET /Job Interview Stage for JazzHR

🏆    CRM

• Added performance enhancements to GET /Engagements for Salesforce
• Support to pass in “owner” for POST /Contact for Hubspot

🏠    HRIS

• Support for EU and JP regions in the linking flow for Zoho People
• Enhancements to “employment_status” on GET /Employees for SAP SuccessFactors
• Expanded “remote_data” on GET /Employees for SAP
• Enhancements to “pay_period” on GET /Employments for Workday

🎟️    Ticketing

• Enhancements to GET /Tickets and GET /Users for Zendesk
• Support to filter tickets by modified date and tags for Front
• Support for "body" in comment webhooks for Zendesk
• Enhancements to “status” for ticket webhooks for Zendesk
• Enhancements to PATCH /Ticket for Jira
• Enhancements to GET /tickets/meta/post for Freshservice

🎮    Merge Link and Dashboard

• Support for typeahead search for API Tester
• UI improvements to Merge Link

🔄    Syncing data

• Improvements to syncing speeds, in particular for initial sync
• Added support for programmatically deleting 3rd Party Webhooks upon Linked Account deletion, for Zendesk and Box‍
• Enhancements to Merge Webhooks speed and processing speed for 3rd Party Webhooks‍
• Support for Quickbooks Online webhooks edge case

👨‍💻

SDK Updates

• Advanced C# SDK is now available

✨

Now available — User Configurable Scopes!

Give control to your users!

You can now allow users control over their Scopes during the linking flow simply mark the model or field as optional in Dashboard.

Models and fields that are marked as optional will be enabled by default but able to be disabled by your users prior to connecting.

💰    Accounting‍

• Enhanced "file_url" for GET /Attachments for Xero‍
• Added reliability enhancements to GET /Contacts and GET /Tracking Categories for Sage Intacct

🤝    ATS

• Support for “current_stage” in POST /Application for SAP
• Support for GET /Job Postings and “type” in GET /Jobs for Lever
• Enhanced "remote_data" for GET /Applications for Taleo

🏆    CRM

• Added reliability enhancements to deleted data for Hubspot
• Updated default scopes to include crm.objects.custom.read and crm.schemas.custom.read for Hubspot Partner Auth
• Enhanced “company” on POST /Leads for Salesforce

🏠    HRIS

• Enhanced “start_time” and “end_time” for GET /Time Off for Ceredian Dayforce
• Support for "home_location", "work_location" and "groups" for future employees in GET /Employees for Workday
• Enhanced "employment_status" for GET /Employees for Humi
• Enhancements to “display_full_name” for GET /Employees for SAP SuccessFactors
• Added reliability enhancements to GET /Employees and GET /Employments for Nmbrs

🎫    Ticketing

• Support to filter tickets by multiple tags for Intercom
• Support for webhooks with Ticket deleted, Ticket archived, Ticket reopened Ticket assignee updated, Comment created, and Tag added events for Front
• Enhancements to GET /Users for Hive

📄    API and documentation

• Customer subdomain added to /linked-accounts
• PATCH Invoice and PATCH Payments now available in Beta
• Improvements to Supported Integrations Fields table

🎮    Merge Link and Dashboard

• Improved UI for log details panel
• Improved styling of Merge Link once it's embedded
• Improved reliability of API Tester when using Mock Sandboxes
• Improved calculation of “Next sync start” time on Linked Account/Overview page
• Field Mapping UI improvements
• General Dashboard UI improvements
• General Merge Link UI improvements

🔄    Syncing data

• Improved reliability of NetSuite syncs
• Added support for edge case when mapping common model fields for UKG Ready
• Improved reliability of AlexisHR syncs
• Improved reliability of Bullhorn authentication

✨

Improvements

💰    Accounting

• Support for tracking categories for POST /Journal Entries for QuickBooks Online
• Added more detailed error messaging for POST /Invoice for NetSuite
• Further normalized POST /Journal Entries for Microsoft Dynamics
• Support for country code and area code in GET /Phone Number for Xero

🤝    ATS

• Support for “source” in POST /Candidate for BambooHR
• Added more detailed error messaging when trying to POST /Activity to a candidate without any applications for Lever
• Improved “name” on GET /Attachments for Workable
• Support for job posting urls on GET /Jobs for Jobvite and UKG Pro Recruiting
• Support to filter job posts by internal status for Greenhouse
• Offer is now expandable on Application

🏆    CRM

• Added performance enhancements to remote_fields for GET /Accounts, GET /Contacts, and GET /Opportunities for Hubspot
• Support for better null handling for POST /Leads for Salesforce

📁    File Storage

• Support for shared files and folder in File Picker for OneDrive

🏠    HRIS

• Support to sync employments without salary information for Hibob
• Support for terminated employees in GET /Employee for Lucca
• Added reliability enhancements to “type” on GET /Groups for Workday
• Added reliability enhancements to “status” on GET /TimeOff for Workday
• Added reliability enhancements for employees with “status” = pending for GET /Employee Workday
• Support to filter employees by employment status for Okta

🎟️    Ticketing

• Support for GET /Roles for Aha!, Bitbucket, Height and Teamwork
• Added performance enhancements to all models for Jira
• Added performance enhancements for large accounts for GET /Tickets for Shortcut
• Support to filter tickets by tags for Intercom and Zendesk
• Support to filter tickets by modified date for Dixa and Freshdesk
• Support for webhooks with Ticket create, Ticket status update, Ticket assignee update, and Comment create events for Dixa

🎮    Merge Dashboard

• Linked Account logs page UI improvements
• UX improvements for Field Mapping in Dashboard
• General Dashboard UI improvements

📄    Docs

• Updated code snippets for Node in Get Started flow
• UI improvements to Field support by integration section on common model pages
• General documentation updates

🔄    Sync performance

• Improved reliability for redaction of remote data based upon scopes
• Improved speed of webhooks for Zendesk

🗾

Common Model Overrides is now available!

As part of our expanding our Field Mapping capabilities, you can now set a third-party field to be mapped and defaulted as Merge’s Common Model. This can be specified at the linked account AND the org level.

As part of this launch, there have been major UX enhancements in how to configure your Field Mapping settings in our Dashboard.

Note that this is only available to our pro and enterprise customers. If you’re interested in learning more, feel free to reach out to your customer support manager!

🖇️

Integrations

Oracle HCM is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

🤝

New ATS Common Model

We are super excited to announce the Job Posting Common Model! You can now retrieve the external job board announcements for a specific Job opening.

We have also added “type” on Jobs. It’s now easier to distinguish between Requisitions, Profiles, and Postings.

✨

Improvements

💰    Accounting

• Support for “type” on GET /Payments for Netsuite, Dynamics, Sage Intacct, Quickbooks Online, Xero, and Zoho Books
• Support for GET /Tracking Categories for nested subsidiaries for Netsuite
• Enhancements to prevent shell contacts for GET /Contacts for Quickbooks Online

🤝    ATS

• Support for GET/ Job Posting for iCIMs, Greenhouse, SAP, Workday, ORC
• Support for “type” for GET/ Job for iCIMs, Greenhouse, SAP, Workday, ORC
• Updated linking flow to allow end users to select EU accounts for Lever
• Added reliability enhancements for name and location for GET /Office for Workday

📁    File Storage

• Support for shared files and folder in File Picker for OneDrive

🏠    HRIS

• Enhanced functionality for when employee’s manager is updated in GET /Employee for BambooHR
• Added reliability enhancements to “employment_type” for GET /Employee for Ceridian Dayforce
• Added reliability enhancements for employees groups for GET /Groups for Deel
• Enhancements to remote data for GET /Employee for Humaans
• Added reliability enhancements to “employment_status” for GET /Employee for Lucca
• Support for auto-approval of timeoff requests for GET /Timeoff for PeopleHR
• Support for maternity and paternity leave absences for GET /Timeoff for PeopleHR
• Support for “birthday” for GET /Employee for Personio for EU accounts
• Added reliability enhancements when an employee’s manager is updated in GET /Employee for UKG pro

🎟️    Ticketing

• Support for gitlab groups as collections and “parent_collection” in GET /Collection for Gitlab
• Support for “reporters” as Users in GET and POST /Ticket for Jira Service Management
• Enhancements to “status” in PATCH /Ticket for Jira Service Management

🎮    Merge Dashboard

• Updated calculation of ”Next sync start” in Linked Account data sync tab
• Improved UX of Scopes
• General Dashboard UI improvements

📄    Docs

• Improved accuracy of Supported Integration Fields table
• General Docs UI improvements

🔄    Sync performance

• Enhancements to CRM category performance
• Improved reliability of ”is_initial_sync” for /sync-status endpoint
• Enhanced /Groups objects for Workday
• Enhanced /TimeOff objects for PeopleHR

‍

🖇️

Integrations

Tribepad 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

💰    Accounting

• Support for credit card refunds in POST /Expense for Quickbooks Online
• Added support for expense memos in POST /Expense for Quickbooks Online
• Updated remote_data with additional fields for GET /Payments for Netsuite

🤝    ATS

• Support for “stage_order” for GET /Job Interview Stage for Ashby
• Support for deleted candidate webhooks for Ashby
• Support for GET /Offers for Workday
• Support for nested applications for POST /Candidate for Workday Added reliability enhancements to POST /Candidate for Workday

📁    File Storage

• Added reliability enhancements for POST /File for Box

🏠    HRIS

• Enhanced Microsoft Entra linking flow
• Support for “street_1”, “city”, “state” and “zip_code” for GET /Locations for Deel
• Support for “start_date” for GET /Employees for Proliant
• Updated logic for users in probationary period to have an “ACTIVE” employment status for GET /Employee for Workday
• Added reliability enhancements for deleted manager in GET /Employees for UKG Pro

🎟️    Ticketing

• Support for non-workspace users for GET /Users for Asana
• Added reliability enhancements to GET /Tickets for Asana
• Added reliability enhancements to GET /Tickets for Dixa
• Support for groups in GET /Collections for Gitlab
• Support for “parent_collection” in GET /Collections for GitLab
• Support to filter tickets by modified_date for GET /Tickets for Intercom
• Added reliability enhancements to GET /Accounts and GET /Contacts for Intercom
• Expanded functionality for automatic webhooks for accounts that connect through alternate domains for Jira
• Support for workflows in GET /Collections for Shortcut
• Support to filter tickets by modified_date for GET /Tickets for Zendesk

🎮    Merge Link & Dashboard

• Improvements to API Tester UI
• Improvements to File Picker UI
• New Audit Trail event type tracking of when a Test Linked Account is converted to Production
• New ”Data Access” section in Get Started flow
• Improved UX of setting Scopes in Dashboard
• General Dashboard UI improvements
• Better issue creation for Salesforce accounts

📄    Docs

• Updated files/{id}/download example response
• Improved accuracy of meta support by integration

🔄    Sync performance

• All Scopes are now turned off by default for new customers
• Improved reliability of common model synced webhook
• Improved accuracy of changed data webhook
• Improved reliability of deleted data detection
• Enhanced Contact objects for Quickbooks Online
• Improved reliability of file upload

🖇️

Integrations

We are excited to announce Remote is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

✨

Improvements

🤝    ATS

• Added reliability enhancements for “email_addresses” and “phone_numbers” in GET /Candidates for iCIMs

🏆    CRM

• Support for “street_1” and “postal_code” in POST /Contacts for HubSpot
• Added reliability enhancements for deleted data for HubSpot
• Added reliability enhancements for “session_id” for POST /Custom Objects for Salesforce
• Support for PATCH /Contacts without “email_address” for Salesforce

🏠    HRIS

• Support for “effective_date” for GET /Employment for Personio (note: “effective_date” is populated based on the date when Merge sees “job_title” or “pay_rate” change)
• Updated “employment_status” to “PENDING” for employees with a future start date for GET /Employees for BambooHR, Justworks, Personio and Workday
• Support for GET /Timesheet Entries for BambooHR, Personio, and TriNet HR Platform
• Updated Zenefits to TriNet HR Platform
• Support for GET /Groups for Sesame

🎟️    Ticketing

• Support for “reporters” as Users in GET and POST /Tickets for Jira Service Management
• Added reliability enhancements “name” GET /Tickets for Intercom

🎮    Merge Link & Dashboard

• Improvements to typeahead components in Dashboard
• Improvements to integrations page in Dashboard
• Updates to Merge Link configuration in Dashboard
• UI enhancements to Logs and Issues in Dashboard
• UI enhancements to Audit Trail and API Tester
• General Dashboard UI improvements
• General Merge Link UI improvements

🔄    Sync performance

• Improvements to calculation of “is_initial_sync” field for Common Model synced webhook
• Improvements to reliability of Linked Account synced webhook
• Improvements to /sync-status ”is_initial_sync” field calculation

✨

Improvements

💰    Accounting

• Support to POST /Invoices with existing invoice numbers for Xero
• Support for “contacts” in POST /Journal Entries for Sage Intacct

🤝    ATS

• Support for GET /Users for Pinpoint
• Support for “hiring_managers” and “recruiters” on GET /Jobs for Pinpoint
• Updated remote date to include “StartDate” for GET /Applications for SAP SuccessFactors
• Added reliability enhancements to POST /Candidates for Workday
• Added performance enhancements for large linked accounts for SAP SuccessFactors

🏆    CRM

• Support for “address” in POST /Contacts for Hubspot

📁    File Storage

• Resolved issues with missing files and folders in File Picker for Sharepoint

🏠    HRIS

• Updated logic for rehired employees to have an “active” status for GET /Employees for Insperity Premier
• Enhancements to shell employee records in GET /Employees for Proliant

🎟️    Ticketing

• Added webhook support for Conversation.deleted, Conversation.user.created, Conversation.admin.single.created, Conversation.user.replied, Conversation.admin.replied, Conversation.admin.noted, Conversation_part.redacted events for Intercom
• Enhancements to “updated_date” for GET /Comments for Jira
• Enhancements to POST /Tickets for tickets without custom fields for Jira

🎮    Merge Dashboard and Link

• Improvements to detection of deleted data
• Merge Link improvements
• Improvements to Audit Trail UI
• Added Field Mapping change event types for filtering in Audit Trail
• Links to linked account page added to Audit Trail events
• Improvements to Field Mapping UI in Dashboard
• Improvements to Webhook Logs UI in Dashboard
• Improvements to Advanced Configuration UI in Dashboard

👨‍💻

SDK Updates

• Updated Advanced Python SDK to v1.0.7
• Updated Advanced Java SDK to v1.0.6
• Updated Advanced Node SDK to v1.0.6
• Updated Advaned Go SDK to v1.0.6

🔭

New “View” and “Edit” mode for Scopes

We’ve added an enhancement to our Scopes feature in the Dashboard. You can now toggle to “view” or “edit” mode to easily see your current Scopes settings and make changes to them.

✨

Improvements

💰    Accounting

• Added reliability enhancements to bill line items for exchange rate and total amount for GET /Invoices for Sage Intacct
• Added specific error messaging for null memos in POST /Invoices for NetSuite
• Added null handling for GET /Invoices for NetSuite

🤝    ATS

• Support for “source” in POST /Application for Cornerstone TalentLink
• Added reliability enhancements to remote_id in GET /Applications for JazzHR
• Added reliability enhancements to remote_id in GET /Jobs for JazzHR
• Added error messaging for missing permissions for GET /Jobs for SAP SuccessFactors

🏆    CRM

• Support for emails in GET /Engagements for Salesforce
• Added reliability enhancements to POST /Leads for Salesforce

📁    File Storage

• Added reliability enhancements to mime_type for GET /Files for Box

🏠    HRIS

• Added reliability enhancements to Employees and Employments for ChartHop
• Enhancements to “preferred_name” in GET /Employee for Okta
• Enhancements to employees without managers in GET /Employee for Workday
• Added reliability enhancements to “employment_type” in GET /Employment for UKG Pro
• Updated authentication to support clients from India for Zoho People
• Removed malformed Employee objects for Proliant

🎟️    Ticketing

• Enhancements to POST /Comments for Azure DevOps
• Added performance enhancements to speed up syncs for GET /Tickets for Front
• Enhancements to “updatedDate” for GET /Tickets for Jira

🎮    Merge Dashboard and Link

• API Tester now supports adding to POST request body
• Merge Link UI/UX improvements

🔄 Sync performance

• Improved logic for determining is_initial_sync value (see /sync-status)
• Improved reliability of sync completed webhook

📄    Docs

• Updated SDK code snippets for passthrough

✨

Improvements

💰    Accounting

• Resolved issues with null line item IDs for POST /Invoice for Quickbooks
• Support for “status” on GET /Invoice for Sage Business Cloud
• Support for PATCH /Invoice for Sage Intacct
• Updated error messaging to more accurately include permission errors in Sage Intacct
• Updated linking to not require unnecessary permissions for Sage Intacct
• Enhancements to "tracking_categories" for POST /Journal Entries for Xero

🤝    ATS

• Added reliability enhancements to “file_name” for POST /Attachment for Cornerstone TalentLink
• Support for non-resume file types in GET /Attachments for Lever

🏠    HRIS

• Added reliability enhancements for Gusto
• Support for "pay_rate" and "pay_period" for GET /Employment for Insperity Premier
• Added reliability enhancements for “preferred_name” in GET /Employee for Okta
• Updated error messaging for missing permissions for GET /Bank Info for Paycor
• Added reliability enhancements to “employment_type” for GET /Employments for UKG Pro
• Enhancements to earnings in Employee Payroll Run for UKG Pro
• Support for “manager” when an employee has multiple managers for GET /Employee for Workday

🎟️    Ticketing

• Updated “status” in GET /Ticket to more accurately reflect what’s returned from Jira Service Management
• Support to edit tags in PATCH /Ticket for Zendesk

🎮    Merge Dashboard and Link

• Improvements to logs filtering in Dashboard
• Improvements to Field Mapping UX in Dashboard
• Improvements to Merge Link reliability
• Improvements to Merge Link UI
• Enhancements to Deel linking flow

🔄 Sync performance

• Improvements to Linked Account Synced webhook functionality

📄    Docs

• Added Typescript code snippets in Docs

🖇️

Integrations

Cezanne HR and HeavenHR 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

• Enhancements to “transaction_date” for POST /Journal Entries for Xero

🤝    ATS

• Enhancements to "status" for GET /Jobs for SAP SuccessFactors
• Support for GET /Jobs for Oracle Recruiting Cloud
• Support for "email_addresses" on GET /Candidate for Oracle Recruiting Cloud
• Enhancements to Oracle Recruiting Cloud

🏠    HRIS

• Enhancements to GET /Employee Payroll Run for UKG Pro
• Enhancements to “work_location” for GET /Employee for Okta

🎟️    Ticketing

• Added more detailed error messaging to indicate "team" is required for POST /Ticket in Linear
• Ticketing Remote Fields in beta

📄    Docs

• Updated field support by integration section on Common Model / endpoint docs pages
• Docs UI improvements

🎮    Merge Dashboard

• Dashboard Billing page UI improvements

🖇️

Integrations

Kenjo for HRIS and Pinpoint and Occupop for ATS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

🔭

New Scopes API endpoint in beta

We have just released a new Scopes API endpoint to control data access programmatically at an org or Linked Account level. By hitting this endpoint, you can pull your current Scope settings both at the org and Linked Account level and change your Linked Account Scopes.

You can learn more about Scopes here.

This feature is currently in beta and available to those on a Professional or Enterprise plan. Please reach out to your Customer Success Manager if you’re interested.

✨

Improvements

💰    Accounting

• Support for POST /Accounts for Xero

🤝    ATS

• Added more detailed error messaging for posting the same attachment for a given candidate for POST /Attachments for Lever

🏆    CRM

• Improved syncing of custom objects for Salesforce

📁    File Storage

• Support for non-admins to link accounts for Google Drive
• Support for non-admins to link accounts for Box

🏠    HRIS

• Updated POST /Timeoff to respect more 3rd party TimeOff restrictions set in Workday
• Updated logic to more accurately reflect employee changes for GET /Groups for JumpCloud
• Support for GET /Bank Info for Paycor
• Support for “Street” and “City” in GET /Locations for Freshteam

📄    Docs

• Updated description of Groups object
• Clearer display of integration status in Docs

🎮    Merge Dashboard & Link

• Merge Link Field Mapping UI improvements
• General Link UI improvements
• Clearer display of integrations in Merge Link for test accounts
• API Tester UI improvements
• Improvements to Issues UI
• Improvements to detecting deleted data in 3rd party platforms

🧑‍💻

SDK Updates

• Updated Python SDK to v1.0.5
• Updated Node SDK to v1.0.5

🔭

Linked Account Scopes in Dashboard

You can easily set granular permissions for all your Common Models and fields for each linked account. Based off your customers’ data security and use case requirements, you can now configure and customize scopes at the linked account level through the Merge Dashboard.

This feature is available on our Professional and Enterprise plans. You can learn more here.

✨

Improvements

💰    Accounting

• Enhancements to accurately return “classification” in GET /Accounts for NetSuite
• Added validation and more detailed error messaging for “types” field for POST /Accounts for Quickbooks Online
• Support for “parent_category” for departments in GET /Tracking Categories for Quickbooks Online
• Enhancements to support large accounts for GET /Balance Sheets for Quickbooks Online
• Enhancements on POST /Expense for Xero

🤝    ATS

• Support for GET /Attachments, GET /Candidates, GET /User, GET /Job Interview Stage for Oracle Recruiting Cloud
• Support to sync data after a selected start date to support large accounts for Oracle Recruiting Cloud

🏠    HRIS

• Enhancements to return an employee’s manager when the manager is removed for GET /Employees for Ceredian Dayforce
• Support for “preferred_name” for GET /Employees for TriNet

🎟️    Ticketing

• Improvements to Ticketing sync speeds

📄    Docs

• Updated CRM sub-model example responses in Docs
• Updated SDK snippets in Get Started in Docs

🎮    Merge Dashboard & Link

• Improved Linked Account page UI in Dashboard
• Enhancements to JustWorks Service account setup page in Merge Link

🎨

Customizable Link is now available in Open Beta

Have control over how Merge Link appears to your customers now with Customizable Link, now available on our enterprise plan in open beta. You can customize themes, including fonts, button backgrounds and text colors on Merge Link. You can also replace our default help center articles with your own for any integration within Merge Link.

Customizable Link offers greater control over Merge Link, allowing you to align the component with your brand and share important information seamlessly in the linking flow process.

🪝

Multiple Webhook types now can send to a single URL

Rather than having to associate individual webhooks to separate URLs, you are now able to select different webhook types to send to a single URL. This means you’ll now be notified  in a single place.

✨

Improvements

💰    Accounting

• Support for “remote_id” for GET /Tax Rate for Xero

🤝    ATS

• Enhancements to “status”, “remote_created_at” and “remote_updated_at” for GET /Jobs for JobAdder

📁    File Storage

• Improvements to File Picker UI

🏠    HRIS

• Support for “employee_number” for GET /Employees for Insperity
• Support for “username” GET /Employees for SAP SuccessFactors; note that it will only populate if the employee has a start date
• Added logic to update an employee’s groups when an employee charges departments for GET /Employees for Zoho People

📄    Docs

• Improvements to SDK pages UX in Docs

🎮    Merge Dashboard & Link

• Improvements to detecting deleted data in 3rd party platforms
• Enhancements to Common Model page UI in Dashboard
• Improvements to HiBob linking flow
• Improvements to sync status accuracy
• Improvements to Dashboard UI

🪝

Linked Account synced webhook and Linked Account deleted webhook

Linked Account synced and Linked Account deleted are new webhooks to accurately notify you when certain actions are taken with a specific Linked Account. This is now available to all customers.

• The Linked Account synced webhook will notify you when all Common Models are done syncing.
• The Linked Account deleted webhook will notify you when a Linked Account has been deleted.

We have also added a new field "account_type” to our webhooks that allow you to differentiate when it’s a Production or Test Linked Account.

🖇️

Integrations

IRIS Cascade is now available in beta for our HRIS Unified API. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.

✨

Improvements

💰    Accounting

• Support for “purchase_orders” on POST /Invoices for NetSuite
• Support for POST /Expenses for NetSuite
• Enhancements to tracking categories to populate correctly for POST /Expenses for Quickbooks
• Enhancements to POST /Purchase Orders for Quickbooks
• Support for transfers in GET /Transactions for Sage Intacct
• Support for POST /Contacts for Sage Intacct
• Support for POST /Payments for Sage Intacct
• Support for POST /Purchase Orders for Sage Intacct

🤝    ATS

• Support for POST /Application Change Stage for BambooHR

🏆    CRM

• Added “owner” field on GET /Contacts for Hubspot, Pipedrive, Salesforce, and ZohoCRM

📄    Docs

• Enhancements to Docs UI

🎮    Merge Dashboard & Link

• Enhancements to Webhook UI in Dashboard
• Improvements to Field Mapping functionality in Merge Link

✨

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

✨

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

✨

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

📁

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

• Updated Typescript SDK to v3.2.2‍
• Updated Java HRIS SDK to v1.4.2

‍

🖇️

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

✨

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

🎮

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

• Updated PHP ATS SDK to v1.0.2
• Updated PHP HRIS SDK to v2.0.1
• Updated PHP Ticketing SDK to v1.0.1

✨

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

• Updated C# Accounting SDKs to v1.1.1
• Updated C# HRIS SDKs to v2.1.0
• Updated C# CRM SDKs to v1.0.1
• Updated Go Accounting SDKs to v1.3.0
• Updated Go CRM SDKs to v1.3.0
• Updated Go Ticketing SDKs to v1.3.0
• Updated Go HRIS SDKs to v1.3.0
• Updated Typescript SDK to v3.2.0

✨

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

• Updated Ruby HRIS SDK to v3.2.0
• Updated Ruby ATS SDK to v3.0.1
• Updated Ruby Ticketing SDK to v1.0.8
• Updated Ruby Accounting SDK to v1.0.4

🤖

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.

Try it out now!

🖇️

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

🖇️

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

✨

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

👨‍💻

SDK Updates

• Updated Kotlin SDK to v2.0.8
• Updated Typescript SDK to v3.1.0

✨

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

✨

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!

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!

✨

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

• Refreshed Typescript SDK
• Enhanced PHP SDK
• Published Accounting Go SDK

🖇️

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

• Typescript SDK 3.0
• Go Ticketing SDK

🪝

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!

🖇️

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