👥

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

We're pleased to announce the release of the Merge Blog, where you can learn more about Merge and what we do, how we design and build user-centric products, and how we think about APIs and integrations. Subscribe for updates to the blog here, and while you're at it, check out our most recent post from Co-founder Gil Feig, where he shares what Merge is up to for Pride Month. Happy Pride!

New Integration: Paychex 

We are pleased to announce a new integration: Paychex, a leading HR, Payroll, & Benefits provider. With over 680,000+ clients in the US and Northern Europe, Paychex is an excellent addition to your integrations offering that will give your product wide reach. 

If you'd like to enable Paychex, go to Configuration → HRIS → Toggle Paychex. 

API Changes 

• HRIS: We now offer a Java SDK for our Merge HRIS API! To access the SDK, please refer to this repository.
• HRIS.TimeOffBalance - We now support TimeOffBalance, which pulls information about PTO used and PTO balance remaining for a given employee. Please refer to our documentation for more details.

Integration changes

Smartrecruiters - We now support POST actions for Smartrecruiters Candidates with nested applications, RemoteUser, Scorecard, and ScheduledInterviews. For more information, please use the available actions endpoint.

Other Fixes and Improvements

• Fixed bugs related to scraper & improved error messages.
• We've made a number of improvements to our user experience for Writes, including:
• Better error handling and messaging around fields that are relations to other objects.
• Propagating error messages received from the remote system back to the developer.
• Improved data validation to ensure that developers get helpful feedback when building request bodies.
• Minor bug fixes and improvements

‍

We are so excited to announce the launch of a new category: Accounting, available in beta! We currently support 3 integrations: Quickbooks Online, Sage Business Cloud Accounting and Xero.

We are actively working on adding more functionality and integrations for Accounting. Check out our documentation to learn more about what we support for accounting, or contact hello@merge.dev if you'd like to learn more about how to enable this for your organization.

New ATS Integration: Ashby

We are pleased to announce our integration with Ashby, an ATS platform for recruiting teams to manage candidates and applications. Support for both GET and POST methods are included, allowing you to easily create and read information about your candidates, jobs and more. 

API Changes

ATS RemoteUser: Users can now be filtered by email in GET requests. This change has been reflected in our documentation under the GET/users endpoint.

Other Fixes and Improvements

• Added filtering to the Linked Accounts page by complete and incomplete Linked Accounts to better identify and proactively help customers.
• Java instructions have been added to the linking flow.
• Performance improvements for ATS FETCH requests: SAP SuccessFactors, UKG Pro and Zenefits.
• Minor bug fixes and improvements.

‍

We're excited to announce two major additions to our integrations portfolio - Justworks (Merge HRIS) and SmartRecruiters (Merge ATS)! With both of these partners being some of the fastest growing companies in the HR and Recruiting space, we're excited to be able to offer these integrations to our customers. 

If you would like to enable it for your organization, navigate to Configuration → Integrations → HRIS or ATS, and toggle Justworks or SmartRecruiters.

Linking Flow Redesign 

As a company, we highly prioritize the developer and end-user experience when it comes to cross-platform integration authorization. As part of our ongoing design efforts, we've revamped the look and feel of our drop-in integration authorization component, which now features a sleeker design that favors Merge's neutral palette.

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Linking Flow Redesign

As a gateway between many different platforms - each with their own brand and style - Merge strives to design an experience that unobtrusively intermediates connections between products. This is one step along this journey - stay tuned for more design updates to come in the coming weeks!

API Changes

• Integrations Metadata Endpoint - You can now make a request to /api/integrations to programmatically fetch information about the integrations Merge offers.
• ATS POST /Candidate and POST /Application - We're excited to support these endpoints for the following additional integrations: Greenhouse, Lever, SAP Successfactors and Breezy HR.
• ATS.attachment.attachment_type is now fully supported across all integrations

Other Fixes and Improvements 

• We've updated our linking flow for OAuth to include better logging for when an integration encounters bad authorization, which will appear on the Logs page.
• Better error logging and improvements to the user experience for our POST endpoints, especially with regards to missing or incorrect input.
• Fixes to how we handle pagination for certain integrations.
• Fixed documentation to include HRIS Employee.employee_number.
• Fixes to parsing country data.
• Remote data now includes a path_parameters section for any relevant endpoints that have a path parameter.

‍

We're so excited to announce Sync Frequency, which lets Merge users configure the speed at which they prefer to pull data from remote systems. The Sync Frequency toggle can enable a whole new set of use cases for your business where more or less frequent data syncs may be required.

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‍

Sync Frequency

If you would like to try out this feature, click on your profile at the bottom left, click on Configuration → Integrations → Click on any integration → Select your preferred sync frequency.

API Changes

ATS.Attachment - added an attachment_type field to represent types of attachments. This field is an ENUM, with default options including: RESUME, COVER_LETTER, OFFER_LETTER, and OTHER. This change has been reflected on our documentation and all available SDKs.

Integration Improvements

Zenefits - fixed bug for ATS.job to include job.title.

Fixes and Improvements

• More support for Multi-factor authentication in our Linking Flow, to support more integrations.
• Fixed bug that populates urls on Log activity page.
• Enhancements to Linking Flow to improve quality of end-user experience.
• Minor bug fixes and improvements.

‍

Merge is now live with Gusto and Square Payroll through our HRIS API. With these new partners serving hundreds of thousands of businesses worldwide, we think these platforms will be great additions for our customers, especially those seeking to reach small and medium businesses. 

If you would like to enable it for your organization, navigate to Configuration → Integrations → HRIS, and toggle Gusto and Square payroll.

Linking Flow Updates

Linking Flow Updates

One of our core principles at Merge is to provide a seamless authentication experience for our user's users. Over the past few weeks, we've made several improvements to our Linking Flow to improve the user experience and cater to a wider variety of integrations.

• Our authorization linking flow has been updated to include a validation step for credentials for an integration. This new logic allows a user to go back and re-input the correct credentials for the integration if we weren't able to successfully authenticate, or asks them to try again later.
• We've made significant speed updates to our linking flow portal for any integrations that require OAuth authentication.
• We've updated our Linking Flow logic to support multi-factor authentication, which allows us to partner with more vendors. 
• The Linking Flow modal now hides inactive Linked Accounts from the portal.
• We've added logic to enforce Linked Account uniqueness, and updated our documentation to include how we handle multiple tokens generated from the same end_user_origin_id

API Changes 

• HRIS Employee:We've added employee_number to our HRIS Employee Object. This change has been reflected in our documentation and all available SDKs
• ATS Candidate: We've updated the attachments and applications fields to include the full object body, as opposed to just the ID of the relation

Other Fixes and Improvements 

• Linked accounts can now be deleted on the Merge portal
• Fixed a bug with name fields when first or last name is undefined.
• Added some validation around the remote_user_id for our ATS post endpoints to help with checking that the user exists with the ID passed in.
• Updated error messaging around unsupported API methods for some of our objects.
• Fixed bug that allows us to support retrieving large attachment urls.
• Minor UI and bug fixes.

‍

We're thrilled to announce the launch of our new single tenant offering. From speaking with our enterprise users, it was clear that single-tenancy was important to part of offering best-in-class security and industry-specific compliance standards.

If you'd like to find out more about how to enable single tenancy for your organization, check out our blog post or drop us a line at hello@merge.dev!

New integrations: Lano and Wrk

We are pleased to announce two new integrations to our ATS offering - Lano and Wrk.

If you'd like to enable these integrations to optimize your talent management and hiring processes, go to Configuration → ATS → Toggle Lano and Configuration → ATS → Toggle Wrk.

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We're so excited to announce a redesign of our documentation. We pride ourselves on a developer-centric experience, and sensible, beautiful documentation is absolutely critical for our customers and our company.

Check out the newly designed documentation here. To learn more about our thought process behind this change, our designer, Simeon Lee, wrote a blog post on his design process.

New Integrations: UKG Ready and TalentLyft

UKG Ready and TalentLyft are now live through our Merge ATS API! To enable these integrations, go to Configuration -> Integrations -> toggle UKG Ready and TalentLyft.

API Changes

• GET /Candidates - We now offer the ability to filter candidates by first_name, last_name, or email
• POST for Merge ATS API - Remote_user_id is now an optional parameter for all ATS POST endpoints. Please note that certain integrations still require a remote_user_id parameter to be passed in - you can view which integrations require it via our Available Actions endpoint.

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We’re thrilled to share the Merge Help Center with all our users. Customer experience sits at the core of our mission, and we built our Help Center to empower our customers to find the answers to the questions they need conveniently and efficiently.

Find answers to all your questions about Merge here and check out our related blog post.

API Changes

HRIS: We’re adding a new field called start_date to the hris.Employee object. Hire_date will reflect the most recent hire date of an employee, and start_date will reflect when the employee has started at the company. 

IMPORTANT: We will be transitioning all existing values for hire_date to start_date, and hire_date will  reflect the actual date an offer is made. 

This transition will occur on Monday July 26th at 11:59 PM EST.

SDKs: We’ve now added two Elixir SDKs, which you can access for ATS and HRIS. 

Linking Flow: We’ve launched a new linking flow that improves the customer experience by clarifying steps with a more standardized, simplified design across all integrations. Internally, the built-in stylings will allow future non-technical integration engineers to easily create and update linking flow steps.

Other fixes and improvements: 

• Docs enhancements for our webhooks page
• Added welcome banner to Dashboard
• Minor bug fixes and changes

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In order to help streamline issues resolution, we’ve added the ability for users to opt into email notifications about integration issues. This will enable our customers to react quickly to problems when they arise, diagnose what’s going on, and efficiently deliver solutions to their customers. Check out how to configure them here!

Homepage

This has been a big week for the Merge homepage as we’ve launched a whole new piece to the integrations section! Each integration page now includes all the objects supported on the platform, making it faster and easier to understand the capabilities of all our integrations. We’ve also added code snippets to our homepage!

New Integrations: Workday

Merge is now live with Workday through our HRIS API. This integration is a priority for many of our customers, so we’re unbelievably happy to be able to add it to our list of integrations. 

If you would like to take advantage of this offering, navigate to Configuration → Integrations → HRIS, and toggle Workday.

Other fixes and improvements:

• Minor bug fixes and changes
• Small design adjustments to Linking Flow
• API Tester interface improvements

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We’re continuing to add more excellent content to our docs, including our new page highlighting available-actions. This allows our customers to easily understand what functionalities they can access — highlighting all the possibilities that come from integrating with Merge! Check it out here. 

Other fixes and improvements:

-Minor bug fixes and changes

-Design updates for Webhooks 

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We’re thrilled to share that we’ve added webhooks for integration sync status to our platform! Additional configurability for webhooks includes the ability to manage whether you get notified of a completed sync event between Merge and the authenticated integration, or get the latest changed data sent to your receiving server. 

API Changes

Reminder: We added a new field called start_date to the hris.Employee object. Hire_date now reflects the most recent hire date of an employee, and start_date now reflects when the employee has started at the company. 

Other fixes and improvements: 

• Merge Link style change
• Webhooks interface updates to reflect new capabilities

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In addition to our existing documentation about our API, we’ve rolled out a unique Guides section to provide extremely detailed walkthroughs of key aspects customers have requested for information about as they’re getting set up!

Field Supported By Platform Added 

We’ve added information about whether or not a particular action and object is supported on each of our integrations to enable our customers to conveniently understand platform-specific nuances in our Documentation. 

New Pricing Structure

As our customer base has grown, we’ve updated our pricing structure to reflect feedback about ATS, HRIS, and free plans. Rather than simply charging per API call we’ll be pricing according to the following metrics:

HRIS: $0.50 per Employee object per month

ATS: $0.15 per 100 Candidates per month

Free Tier: Up to the first 200 employees or 66,667 candidates

We’re also offering two annual plans to expand the scope of our offering. Check out our new pricing page to see all the perks of our premium plans!

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↕️ Change Application Stages through Merge

We’re happy to announce the release of the /change-stage endpoint for the Applications object! Through this endpoint, you can now update a candidate’s application stage through a PATCH request to our Unified ATS API.

/change-stage is live for the following ATS integrations, with more on the way: Lever, Greenhouse, SmartRecruiters, Teamtailor, BreezyHR.

Review the syntax and request body in our docs!

🖇️ New integration of the week... Officient!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of Officient — check out what our integration has to offer!

✨ Improvements

• Updated Hibob employments mapping
• Gusto remote_id’s migrated to UUIDs

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🪄 Merge Magic Link

Meet Merge Magic Link: a shareable URL that lets your users authorize an integration between your app and their third-party platform - without any front-end setup from you.

Whether you want to onboard your users directly or quickly prove an MVP with real data, Magic Link is the fastest way to get your users integrated through Merge.

Read the announcement blog here

🖇️ New integration of the week... Pivotal Tracker!

We’re incredibly excited to expand our Unified Ticketing API with the addition of Pivotal Tracker — check out more here!

✨ Improvements

• Automatic redaction of disabled fields & scopes from response bodies in API request logs and remote_data
• Initial sync webhooks are now available for all Launch customers
• Updated organization role names
• Production account tokens now visible to “Admin” users
• Support for timestamp filters for Xero Integration
• Support for Partnership Auth for Linear and GitLab

👨‍💻 SDK Updates

• New NodeJS (Javascript) SDK for Ticketing
• Improved Elixir SDK

🐞 Fixes

• Exit button added to Merge Link loading screen

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🖇️ New integration of the week... GitLab!

We’re incredibly excited to expand our Unified Ticketing API with the addition of GitLab — check out more here!

👋 New Get Started Guide

We’ve launched a revamped Get Started Guide to better support new Merge users. We think it provides clarity and a much more st onboarding experience… and check out that mock API tester!

✨ Improvements

• Support for common-model-specific changed-data webhooks for accounting, ticketing, and CRM APIs
• Addition of common model sync frequencies per integration in Integrations docs
• Updated warning modal when converting a test-linked account to production

👨‍💻 SDK Updates

• Released react-merge-link v2.0.0
• Released vue-merge-link v3.0.0

🐞 Fixes

• shouldSendTokenOnSuccessfulLink is now set to true as the default setting for new releases of the Merge Link Component. onSuccess handler is now called immediately when an account is linked instead of when the user closes the link window

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Merge has updated the look and feel of Merge Link! One of our most important interfaces, we’ve improved the appearance and greatly simplified the user experience of our drop-in integration authentication workflow component so that our customers’ end users have a delightful time connecting their products to third-party data providers.

Reminder: New Pricing Structure

As a reminder, we’ve updated our pricing structure to reflect feedback about ATS, HRIS, and free plans. Rather than simply charging per API call we’ll be pricing according to the following metrics:

HRIS: $0.50 per Employee object per month

ATS: $0.15 per 100 Candidates per month

Free Tier: Up to the first 200 employees or 66,667 candidates

We’re also offering two annual plans to expand the scope of our offering. Check out our new pricing page to see all the perks of our premium plans!

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We’ve added two new user roles to give our customers flexibility with permissions in their Merge accounts. Users can now be set up as Admins with or without billing access, allowing teams to make sure employees only have access to data they need and keeping sensitive data private in the Merge dashboard. 

New Integration: Nmbrs

Merge is now live with Nmbrs through our HRIS API. This integration has been an important one for many customers, which is why we’re incredibly excited it’s live for all our users. 

If you would like to take advantage of this offering, navigate to Configuration → Integrations → HRIS, and toggle Nmbrs.

Other fixes and improvements:

• Minor bug fixes and changes
• Addition of Help Center access directly in dashboard 

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🖇️ New integration: Linear

We’re incredibly excited to expand our Unified Ticketing API with the addition of Linear — check out more here.

👋 Now in your Dashboard: API Log Search

We’re ecstatic to introduce Log Search functionality to our Dashboard. You'll be able to search all requests to and from Merge by text, and use filters to sort by any aspect of an API call. It's live now for all users, and you can access it from your Logs Dashboard.

✨ Improvements

• Increased the Merge rate limit for customers on our Grow plan to 400 Requests / Minute / Linked Account
• Support for timestamp filters for Quickbooks

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We’re excited to share that our customers can now POST candidates and jobs directly to Teamtailor via Merge. Many customers identified this as being critical to our use case, so we were more than happy to help!

New Integration: Namely

Merge has added support for Namely to our HRIS API. Our Platform team absolutely crushed this build and provided an amazing turnaround time for our customers who wanted to integrate via Merge with Namely! 

New Integration: Taleo

Taleo has been a massive target on our roadmap and we are thrilled to be able to announce it has officially been added to our ATS API. We’re extremely proud of this one and can’t wait for our customers to start building with it!

Integration Expansion: Greenhouse Job Board API

In addition to the Harvest API, Merge will now be able to support endpoints on the Job Board API on Greenhouse! This will expand the amount of data our users are able to pull from Greenhouse and expand the level of detail they can pull for a candidate. 

Upgraded Logs

In order to create a more positive customer experience with our logs, we’ve completed a number of infrastructure upgrades that have increased the speed at which our users are able to access and interact with their logs!

Issues Endpoint

We are always looking for ways to empower our customers to be proactive with their end users, which is why we’ve added the Issues endpoint! This allows users to hit our API and easily see if there are any linked account issues, notifying them quickly and efficiently about any customer issue. 

Other fixes and improvements:

• SDK upgrades 
• Testing enhancement
• Syncing speed improvements
• Ability to filter Time Off by Type for HRIS API
• Addition of job_code to Job object for ATS API

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We're thrilled to announce Merge has joined the UKG (Ultimate Kronos Group) Technology Partner program! Merge users now have access to integrations with UKG Pro and UKG Ready via Merge's HRIS API.

Support for SAML 2.0 SSO Login

We're excited to announce Merge now supports logging into the Merge Dashboard using SAML 2.0 SSO! Available on our Expand plan, customers are now enabled to use platforms such as Okta to power authentication. We know privacy and security are top of mind for our customers and are excited to support further SSO login functionality.

Merge Link Experience Demo now on our landing page

The Merge Link experience demo is now offered on our home page! Providing a seamless demo experience enables us to showcase how our customers can easily authenticate into over 20+ HRIS, ATS, and Accounting platforms.

Other fixes and enhancements:

• Our Comeet authentication has now been upgraded to support partnerships
• UI fixes in developer portal
• SOAP headers improvement

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🖇️ New integration of the week... Trello!

Say hello to Trello! We’re incredibly excited to expand our Unified Ticketing API with the addition of Trello — check out more here!

✨ Improvements

• Support for Balance Sheets (Quickbooks and Xero), Cash Flow Statements (Quickbooks), and Income Statements (Quickbooks and Xero) for our Unified Accounting API
• Support for Xero Partnership Auth Flow
• Enhanced “Groups” support for AlexisHR and TriNet

👨‍💻 SDK Updates

• Enhanced CRM Go SDK
• remote_fields support on Ruby SDK

🐞 Fixes

• Integration “Wrk” is changing to “Polymer” due to a company rebrand. Integration slug is now “polymer”
• Employee “display_name” now maps to Workday’s “preferred_name” instead of “legal_name”

‍

We're excited to announce in addition to reading Application data, you can now POST Applications directly to Greenhouse via Merge! Customers were increasingly looking to write Applications associated with Candidates to Greenhouse and we're happy to now support this feature.

Other fixes and improvements:

• CSV upload enhancements
• Addition of name to Location object for HRIS API
• Testing improvements
• Java SDK upgrade
• Additional improvements to building integrations quickly and efficiently for our customers :)

‍

We’re incredibly excited to expand our Unified Ticketing API with the addition of our integration with Github Issues! Check out what our integration with Github Issues offers here!

SDK Updates

• Updates to Ruby HRIS/ATS SDK

Other Fixes & Improvements

• Removed linked account tokens from Merge Dashboard for production accounts
• Established Rate Limit Tiers by Pricing Plan (Launch: 100/min; Grow: 200/min; Expand: 600/min)
• Support for POST /attachments for ClickUp integration
• Support for response headers in Passthrough requests
• Support for “Bills” and “Vendor” for Netsuite integration
• Enhanced “Groups” support for UKG Pro, Personio, and Freshteam

‍

We're excited to announce Merge users can now offer our Ceridian Dayforce integration to their customers! The Platform team knocked this one out of the park and we can't wait for our customers to start building with Ceridian Dayforce.

New Integration: Jobvite

This week's update also includes support for our Jobvite integration! This is an amazing addition to our ATS API and we're thrilled to include it amongst our 20+ ATS integrations.

New Integration: Fountain

Our team has been busy building, so we are also announcing our Fountain integration! The Platform team is unstoppable here and really went to bat for our customers who had been asking for this one.

Google Sign-On

We're delighted to now offer Google sign-on to both our login and sign up pages on the Merge website! Seamlessly log in to Merge using your G-suite credentials.

Other fixes & improvements:

• Webhook improvements
• Custom field enhancement
• Display_name field enhancement

‍

We're excited to give our customers more visibility into their linked accounts. Users can now hit our API and easily see a list of all their linked accounts in the organization. This also includes the account status which can be filtered by complete, incomplete, or re-link needed! It also enable our users to conveniently see what the supported common models are for a given integration, so we're recommending using this endpoint for new customers who need to understand the available actions for a given platform.

Bamboo OpenID Connect

Supporting as many customers as possible is of the utmost importance to us, which is why we're so happy we've been able to build support for authentication via Bamboo OpenID for BambooHR! We could not be more excited to be partnered with BambooHR and continue to provide a seamless integration experience for their customers.

Lever Partner Credentials

We're so happy our end users can now authenticate as a Lever Partner in Merge! Many of Merge's customers are Lever Partners and we're thrilled to offer more support for our ATS users. Being good partners to the platforms we integrate is integral to our company ethos, which is why supporting this means so much to us.

New Endpoint: GET /api/organizations/integrations

Many of our customers wanted the ability to pull the integrations they're supporting, so we've created an endpoint for new integrations specific to individual organizations! This will allow customers to pull metadata about integrations they've opted into Beta for or to filter out integrations they've disabled.

Other

• SDK updates
• Organization setting improvements
• Merge Link enhancements
• Additional tooltips
• Writes improvements for Lever
• Ability to use API Tester for Test Linked Accounts
• Fix issues with disabled admins

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New week, new integration! We’re happy to announce the addition of ServiceNow to our Unified Ticketing API.

Check out what our integration with ServiceNow offers here!

Alternate Authentication Paths in Linking Flow

We’re adding a feature that allows your end-user to decide whether to authenticate their system using Basic Auth or Oauth. The platforms that currently have this enabled are: BambooHR and SmartRecruiters.

The end-user can find this optionality when going through the link flow, as shown below:

Other Fixes & Improvements

• Support for “Purchase Orders” and “Items” for Netsuite integration
• Support for “Currency” for Invoice lines across integrations
• Expanded field support for Xero integration
• Support for “VendorCredit” object for Xero integration
• Enabled API-key authentication fallback for SmartRecruiters integration
• Enabled Partnership OAuth 2.0 authentication for SmartRecruiters integration
• HRIS Workday and Oracle Taleo optimizations

‍

We are honored to announce our $15 million Series A funding round led by Addition, with participation from our existing investor NEA! We're excited to continue to grow our talented team, offer more feature-rich integrations, expand to more categories, and establish more strategic partnerships! Check out more on TechCrunch!

New Help Center Articles

Providing more documentation and instructions to authenticate in Merge Link has been extremely valuable for our customers! We are thrilled to now offer help center articles for:

• Workday
• UKG Pro
• UKG Ready
• SAP SuccessFactors
• Paychex
• TriNet

Other

• Created work email and personal email filter for HRIS /employees
• Minor bug fixes and changes
• Integrations management typeahead on enter now enabled
• Log sidebar now allows copy + paste for URL and company name, and displays full URL on hover

‍

We just added syncing optimizations for SmartRecruiters! Pulling and syncing millions of candidates will be significantly faster for all of our customers.

New Help Center Articles

Webhook Failures

Other

• Name parsing improvement
• Async task executions enhancements
• Addition of employee_id to Employment
• Pass-through Docs update
• Support for pulling SSN for Employees on Justworks
• Resolved UI bug for dropdown Issues mute menu
• Sorting for effective_date on Employment

‍

We’re incredibly excited to expand our ATS API with the addition of our integration with Eploy! Check out what our integration with Eploy offers here!

New Integration: Jira Service Management

It doesn’t stop there! We’re also happy to announce our integration with Jira Service Management to strengthen our Unified Ticketing API. Check out what our integration with Jira Service Management offers here!

Support for Hibob Service User Authentication

We will be enabling Hibob service user authentication as the default in Merge Link on June 6th! We will continue to use API-key based auth as a fallback if users are unable to connect with a service user.

Other Fixes & Improvements

• Support for Quickbooks Partnership authentication
• Support for expanding “vendor” field on “VendorCredit” object
• Enhanced Remote Field capabilities
• Support for SAP SAML
• Enabled API-key authentication fallback for BambooHR
• Expanded support for "recruiters" on the "Jobs" object

‍

We're thrilled to announce our newest Accounting integration, Zoho Books! The team has been working tirelessly to add more Accounting integrations and we're pleased to now offer Zoho Books to our customers using the Accounting API!

New Integration: BizMerlinHR

The Platform team has been super busy building, and we're excited to announce an addition to our ATS API with BizMerlinHR. Our customers can now offer BizMerlinHR in their suite of ATS integrations! We're delighted to be partnering with BizMerlinHR!

New Integration: ChartHop

This week's update also includes a third integration, support for ChartHop! This is a wonderful addition to our HRIS API and we're ecstatic to include it amongst our 25+ HRIS integrations. We're excited for our partnership with Charthop!

SDK Updates

• Java SDK

Other fixes and enhancements:

• Addition of employee_id to Employment object for HRIS API
• Webhook logging improvements
• Request and Response Headers now visible in our API Tester
• Improved mobile responsiveness in navigation bars
• Enabled concurrency in more integrations

‍

We have officially launched 100 Integrations and counting... with the addition of TalentReef to expand our Unified ATS API! We’re incredibly proud to power integrations foundational to our customer’s products, and only plan to continue to build more! Check out what our integration with TalentReef offers here.

New Integration: PeopleHR

It doesn’t stop there! We have also built another new Integration with the addition of PeopleHR to our Unified HRIS API. Check out what our integration with PeopleHR offers here!

SDK Updates

• Enabled ‘gzip’ request encoding for Java SDK
• Java ATS and HRIS SDK’s updated to version 1.4.0

Other fixes & improvements:

• JazzHR receiving webhooks support
• New “Vendor Credits” model in Accounting API
• Support for “Time Off” and “Time Off Balance” models for JustWorks integration
• Support for auto-filled Linked Account credentials in 
• headers
• of authenticated pass-through requests
• Enhanced UX for non-API based ADP integration
• Enhanced logs security
• Cornerstone TalentLink query optimizations

‍

It always thrills us to expand the number of ATSs our customers are able to easily integrate with, so we're happy to announce the addition of CATS to our ATS API!

New Integration: AlexisHR

Integrations just might be our favorite thing, which is why our Platform team has been hard at work on our AlexisHR integration. This is one of their best and we're excited for customers to start using it!

Control Which Common Models You Sync

Data security is a massive priority here at Merge and we know it is for our customers too. We're grateful we've built trust with our customers who pass massive amounts of data via Merge every day. Toggling common models so that our customers only sync data they need and don't store any additional data has been a big wishlist item of ours and our users for a while, and it's officially here!

You can check out the Common Models tab in our Configuration section and set what common models you want to sync via Merge!

Merge Link Subdomain Prefixes and Suffixes

For integrations where a customer inputs a subdomain during the linking flow, we now show the expected prefix and suffix for the URL the customer would get the subdomain from. We also validate that the customer's input doesn't contain a prefix or suffix, which simplifies the linking flow!

Help Center

New TriNet articles: We've updated our documentation to include instructions for both developers and TriNet customers so that our customers are aware of how they can become listed as official TriNet integrations, and our end users are able to understand exactly what they need to do to generate credentials!

SDK Updates

Java SDK HRIS + ATS

PHP SDK HRIS + ATS

C# SDK Accounting

Other

• Benefits supported on Paychex
• Benefits supported on Paylocity
• Departments supported on Personio
• Improvements around rate limiting
• Optimized timestamp filters for SAP
• Updated UI for converting Production Linked Accounts to Test Linked Accounts
• Updated limit of Test Linked Accounts to exclude Production Linked Accounts
• Blocked reuse of incomplete Test Linked Accounts
• Added model counts for customers on Grow or Expand

‍

We’re incredibly excited to expand our Ticketing API with the addition of our integration with Hive! Check out what our integration with Hive offers here!

New Integration: Sesame

We’re also proud to announce the addition of our integration with Sesame to our Unified HRIS API! The Platform Team has been diligent in listening to our customer’s integration requests and building them out. Check out what our integration with Sesame offers here!

New Feature: Display Requested Data Screen in Merge Link

We’ve gathered a lot of feedback from our customers and came up with a new feature to further our core tenant of Transparency and provide value to the end-users. You can decide whether to display the data screen and be as transparent as possible to your users about the use of their data.

For more information on our new feature, please read our blog post written by Fed!

SDK Updates

• Enhanced Python SDK

Other fixes & improvements:

• Support for deleting Webhooks in the Merge front-end portal
• Optionality to display Requested Data Screen in Merge Link

‍

Workday ATS was on our list of holiday gifts and the Merge Platform delivered this present well ahead of schedule! We're thrilled to share beta access with our customers.

New Writes Functionality

We will be making a significant update to how we handle writes next week on 12/14/21 that will enable feature-rich writes, programmatic validation, better de-bugging, and integration-specific fields. The shape of request and response bodies will be changing to accommodate these features

The update we’re making will not break any existing writes and we will maintain support for them. However, if you want to access new writes and features associated with them as we continue to enhance this offering, you will need to update your SDK to handle the changes. We also recommend pinning your current SDK version in light of this change.

SDK Updates

Go SDK HRIS

Python SDK HRIS

Other

• Improved handling for large log response bodies
• Support for deductions, earnings, and taxes on Employee Payroll Run for Paylocity
• Reflecting disabled common models in sync-status

‍

We're excited to announce that we have added two new common models to our HRIS integrations: Pay Group and Bank Info! The Bank Info object is used to represent the Bank Account information for an Employee, while the Pay Group object is used to represent Pay Group information to which an employee belongs. Both are often referenced with an Employee object of an integration.

New Integration: Freshteam ATS

The team is thrilled to announce that in addition to Freshteam HRIS, we now support Freshteam for ATS! Our customers can now offer both HRIS and ATS integrations for Freshteam!

New Writes Functionality

Significant updates to how we handle writes was made on 12/14/21! This update enables feature-rich writes, programmatic validation, better de-bugging, and integration-specific fields. The shape of request and response bodies has changed to accommodate these features.

Check out this new guide on our new writes functionality!

The update we made will not break any existing writes and we will maintain support for them. However, if you want to access new writes and features associated with them as we continue to enhance this offering, you will need to update your SDK to handle the changes. We also recommend pinning your current SDK version in light of this change!

New Case Study: Hirebeat

We launched our new case study with the recruiting wizards HireBeat! Click here learn whyand the team at HireBeat trust Merge to handle their ATS integrations strategy.

SDK Updates & Latest Versions

Java ATS: 1.2.1

Java HRIS: 1.1.1

Python ATS 1.2

NodeATS 1.2

JavaScript HRIS: 1.0.10

Other

• Rate limiting improvements for BambooHR
• Quickbooks improvements
• Xero improvements
• Workday HRIS/ATS improvements (bug fixes + added common models)
• Enhanced inclusion of multi-category integrations in the dashboard
• Enabled configuration toggles for beta integrations
• Deprecated hire_date for the Employee common model

‍

Merge API has officially launched our Unified CRM API! We’re very excited in this new category and powering a new range of B2B integrations.

We have over 15 integrations with platforms, some of which are listed below:

• Salesforce
• Hubspot
• Pipedrive
• Copper
• Capsule
• Close
• Salesflare

For further information on our Unified CRM API, please read our blog post written by Shensi!

New Integration: Lucca

We’re incredibly excited to expand our HRIS API with the addition of our integration with Lucca! Check out what our integration with Lucca offers here!

SDK Updates

• Merge TypeScript SDK for all categories, including CRM
• Python SDK for CRM

Other fixes & improvements:

• “Request Integrations” button under Products section on Merge’s homepage
• Enhanced Authentication method for Jira
• POST Ticket for the Front and Wrike platforms
• Sync-time optimizations for non-API integrations
• Enhanced error messaging for our non-API based integrations
• Support for EU single tenant instances

‍

New Integration: BambooHR ATS

‍

Christmas came early this year as our Platform and Engineering Teams wrapped up our new ADP integration! We can’t wait to share beta access with our customers!

New Integration: BambooHR ATS

The team is also excited to launch BambooHR for ATS! Our customers can now offer both HRIS and ATS integrations for BambooHR.

New Integration: Factorial

As if two integrations were not enough, we also added support for Factorial! Our customers can now offer Factorial in their suite of nearly 30 HRIS integrations!

New Linked Account Detail Page

We're excited to launch a more comprehensive way to see details about your linked accounts in your Merge dashboard! Easily resync an account, find account tokens, and manage your linked account settings in one place. We have plans to add even more capabilities on this page, so stay tuned for more updates!

SDK Updates & Latest Versions

• Java ATS: 1.2.2
• Java HRIS: 1.2.2

Other

• Updates to BreezyHR to include all job stages

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We’re incredibly excited to expand our HRIS API with the addition of our integration with CharlieHR! Check out what our integration with CharlieHR includes here!

SDK Updates

• Ruby SDK for Ticketing API

Other fixes & improvements:

• Optimized Altera Payroll integration
• Added support for InterviewDeleted receiving webhooks in Lever
• Added file_url support for Attachments in Fountain
• Added subtasks field to Ticket object
• Added Paygroups for integrations with ADP and UKG Ready
• Added automatic resyncs for Test Linked Accounts if they fail initial sync
• Enhanced Ticketing API Common Model, which now support both internal comments and customer-facing messages

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Ready for a sweet new integration? We’re excited to announce the addition of Netsuite as our latest Accounting integration!

New Case Study: Ramp

Want to learn more about how you can use Merge to improve your own product? In our newest case study, Product Manager Molly Liu talks about how Merge allows Ramp to focus on what matters, and save time on everything else. You can read more here!

New Ticketing API Updates:

• Added support for OAuth and partnership authentication for Front
• Added support for partnership authentication for Intercom
• Added support for POST /tickets for Teamwork
• Update POST /tickets for Jira to include epic tickets and sub-task tickets
• Update POST /tickets for Intercom to include existing contact

Other fixes and enhancements:

• Added support for GET /offers for Workable
• Added new GET /webhook-receivers endpoint
• Added webhook_listener_url to GET /account-details for receiving webhooks
• Optimized timestamps for UKG Pro integration
• Optimized POST /Candidates, POST /Attachments and GET /Jobs for Oracle Taleo by migrating to the Bulk API. This allows for improved performance when handling large amounts of data.

‍

New Integration: Freshbooks

‍

The new year brings a new addition to our suite of Accounting integrations! We’re thrilled that our customers can now test out our Freshbooks integration!

Receiving Webhooks

We’re excited to announce that Merge now receives third-party webhooks! Rather than waiting for an integration to resync to catch a change, Merge will now receive webhooks in real time.

Accounting Webhooks

We have also added webhooks functionality for our Accounting integrations! Use webhooks when you want Merge to send POST requests to your API with updates regarding your data.

SDK Updates & Latest Versions

• C# HRIS: 1.0.1
• Java ATS: 1.2.3
• Java SDK now has ModelRawJson alternatives that allow arbitrary JSON payloads to be set for for dynamic types

Other

• Updated alert when demo data is turned on
• Detailed linked account page can now show demo data if turned on
• JazzHR integration enhancements

‍

Merge API has officially launched our Project Management and Ticketing API and we could not be more stoked! We have over 10 integrations with platforms such as Asana, Jira, Zendesk, and Freshdesk.

For further information on our Unified Ticketing API, please read our blog post written by Shensi!

Check us out on Product Hunt!

New Integration: Altera Payroll

We’re so excited to expand our Payroll API with the addition of our Altera Payroll integration! The Platform team has been working hard growing our HRIS offering and we can’t wait for what else is in store this quarter!

New Integration: UKG Pro Recruiting

We’re also excited to announce the addition of UKG Pro Recruiting to our suite of ATS Integrations. Take a look at what our integration with UKG Pro Recruiting includes here!

Programmatic Variables in Pass-through Requests

Many APIs require linked account-specific credentials to be included in the request, which is why we are excited to announce the functionality to include programmatic variables in our authenticated pass-through requests!

Merge Rate Limits

API requests to Merge’s Unified API will now rate limited to 100 / minute per Linked Account (as identified by the account_token attached to the request).

Some endpoints may have different rate limits as specified throughout the API reference on our documentation page. The limits will be slowly rolled out over the next month. Please let us know if you have any further questions!

SDK Updates & Latest Versions:

• Ruby Accounting SDK
• HRIS Typescript SDK
• Python Ticketing SDK
• Node Ticketing SDK

Other fixes and enhancements:

• Optimizations to Gusto integration
• Improved filter parameters in GET /issues endpoint (first_incident_time_before, first_incident_time_after, last_incident_time_before, last_incident_time_after)

‍

We’re excited to announce that we have updated our Developer Documentation to include the endpoints and fields referenced by each of our integrations across ATS, HRIS, Accounting!

SAP SuccessFactors Support for Bank-Info Endpoint

Our customers can now use our Bank-Info endpoint to retrieve information from SAP SuccessFactors on the Bank Account information for an Employee!

SDK Updates & Latest Versions

• HRIS: we have made significant updates across the majority of our HRIS SDKs and encourage our customers to update to the latest versions!

Other

• Added support for multi-part/form data for Passthrough requests
• Common model endpoints updated to Pay-Groups and Time-Off-Balances

‍

‍

Questions about how to most efficiently pull data from Merge? Check out our new Data Syncing Guide in our developer documentation!

SDK Updates & Latest Versions

• HRIS: Typescript SDK 1.2.2

Other

• Updated remote_data mapping for Workday
• Updated UI to notify for duplicate linked accounts
• Improved handling of null remote_data
• Added UKG Pro employee enrollment data
• Added work location for BambooHR
• Added tracking category relation on the JournalLine model

‍

We’re excited to announce the addition of intelliHR to our suite of HRIS integrations! As if one new HRIS integration wasn’t enough, our Platform Team also built out support for Proliant as well!

New ADP Partnership GuideLooking to set up your ADP integration but confused how to find your full partnership credentials? Take a look through our newly revamped ADP Partnership Guide for step by step directions on how to get set up!

SDK Updates & Latest Versions:

• Accounting Node 1.0.8

Other fixes and enhancements:

• Added support for POST /Employees for Namely
• Added support for POST /Attachments for SmartRecruiters and Workable
• Added integration name field to webhook payloads

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In addition to SAP SuccessFactors, we’ve now added the /Groups Common Model for Workday, and have more integrations on the roadmap! We know our customers may use a variety of different fields to group or organize employees within their organization, that may not be reflected in /Teams!

Expanded Support for POST/ Attachments

We’re excited to announce more writes support for the /Attachments object! So far TeamTailor and Workable have been completed, with SmartRecruiters, Workable, & Taleo on the roadmap. Stay tuned 👀

SDK Updates & Latest Versions:

• Node SDK Readmes
• HRIS Ruby SDK 2.0.0

Other fixes and enhancements:

• Documented
• Workable integration optimizations

‍

In addition to read functionality, you can now POST /journal-entries to our Accounting API! Our Platform team is so excited to continue to expand our Accounting API for our customers! We can’t wait to share more writes functionality soon!

New Endpoint: Ignore Candidate/Employee

We’re excited to add the capability to ignore both Candidates and Employees you may not want to sync.

Use POST /candidates/ignore/{model_id} and POST /employee/ignore/{model_id} to ignore a specific row based on the model_id in the url.

SDK Updates & Latest Versions:

• Node HRIS SDK 1.2.3
• Java HRIS & ATS SDK 1.3.0
• Go HRIS SDK 1.2.0

Other fixes and enhancements:

• Help center articles on: Field Scopes and ADP Partner Credentials
• Merge is now an integration in the Greenhouse Marketplace!
• Optimization of our internal databases

‍

Score a win for your ATS suite of platforms with our new Jobscore integration!

New Integration: Clear Books

New accounting integrations? It’s a clear win in our books!

New Developer Documentation: Merge Writes

We are excited to announce the launch of extensive documentation around writing data to third-party platforms! You can create new entities in your end users’ Linked Accounts by using Merge writes. Click here to read an overview and here to learn more about sending POST requests for nested writes!

You can also find details here on Merge’s new /meta endpoint, which helps you dynamically fetch model field names, types, and other metadata used for making writes to a given integration or Linked Account.

Groups Common Model for SAP SuccessFactors

Since customers may use a variety of different fields to group or organize employees outside of what we mapped to our Teams endpoint, we have now added a new /groups endpoint to represent additional grouping information pertaining to an employee.

Expenses Common Model for Quickbooks

We have also added a new /expenses endpoint to represent a company's expenses!

SDK Updates & Latest Versions:

• HRIS Java SDK 1.3.1
• HRIS Node SDK 1.2.5
• Add C# SDK for Nuget
• Changed enum to string in Golang SDK

Other fixes and enhancements:

• SmartRecruiters optimizations
• Workday optimizations
• Taleo optimizations

‍

We’re so excited to be offering Cornerstone TalentLink in our suite of ATS Integrations! Shout out to the Platform team for their amazing work on building this new integration.

Public Postman Workspace

Looking for the fastest way to test out our APIs once you have a Linked Account connected? You can now access our Public Postman Workspace directly from our Developer Documentation!

Field Scopes Documentation

We recently announced field scopes: the ability to customize the syncing of Merge's standardized data model across all HRIS, ATS, and Accounting platforms. Now you can review Merge’s API Documentation on each common model and field directly in your Merge Dashboard as you are adjusting the scopes!

Updated Accounting API

Our team has made some notable updates to our Accounting API, including the addition of a new Expense Common Model, which is used to represent a company's expenses, as well as the ability to POST Invoices!

SDK Updates & Latest Versions:

• Accounting Python SDK 1.0.1
• HRIS Node SDK 1.2.4
• ATS JavaScript 1.0.8

Other fixes and enhancements:

• Custom fields re-ordered in Merge Link
• POST/Employees support
• POST/Candidate for Workable
• Added RemoteUser for Ashby
• Updated security page

‍

Breathe easy by integrating with Merge! The Platform team is thrilled to add Breathe as our 30th HRIS Integration!

Pass-through Multipart Requests

We added the multipart_form_data object as a parameter in the body of the request to Merge so that users can upload files as part of a multipart pass-through request!

SDK Updates & Latest Versions:

• Accounting Node SDK 1.0.4
• Accounting C# SDK 1.0.1
• Accounting Python SDK 1.0.2
• Go HRIS SDK 1.2.2

Other fixes and enhancements:

• Updated Merge Dashboard navigation
• Quickbooks Bills now associated with the Invoice object
• Updated Oracle Taleo Integration

‍

We’re thrilled to introduce field scopes: the ability to customize the syncing of Merge's standardized data model across all HRIS, ATS, and Accounting platforms! We know end users may want to sync only specific fields on certain models, so we’re excited to offer this feature in the Configuration section of the Merge Dashboard.

Paylocity Marketplace Partners

Paylocity Marketplace partners can now input their org-level credentials and speed up the process for their end users to integrate with Paylocity via Merge Link! We’re excited to offer Paylocity partners a more optimized authentication flow!

SDK Updates & Latest Versions

• Accounting Node SDK 1.0.2

Other

• Using test-API keys now results in test-linked-accounts
• UKG Pro benefits have been updated to include current enrollment data

iframe Embed

published

https://demo.arcade.software/WvlOhnACPC7z23jYc6zf/

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↕️ Change Application Stages through Merge

We’re happy to announce the release of the /change-stage endpoint for the Applications object! Through this endpoint, you can now update a candidate’s application stage through a request to our Unified ATS API.

/change-stage is live for the following ATS integrations, with more on the way: Lever, Greenhouse, SmartRecruiters, Teamtailor, BreezyHR.

Review the syntax and request body in our docs!

🖇️ New integration of the week... Officient!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of Officient — check out what our integration has to offer!

✨ Improvements

• Updated Hibob employments mapping
• Gusto remote_id’s migrated to UUIDs

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🚀 Launching Directory (SCIM) Integrations

We’re thrilled that directory systems are now included as part of our HRIS Unified API!

Starting today, you can integrate with: Okta, OneLogin, JumpCloud, and Google Workspace through our Unified API.

Get an overview of the updates we made to our API in the announcement blog!

💸 Build an entire transaction history

Meet our new Transactions Model. Live now for Netsuite and Quickbooks Online, Transactions gives you the flexibility to ingest transaction info from some of the largest accounting providers and transform it into whatever your users need. 

Transactions cover every possibility your use case requires. Pulling this object allows you to reference related Accounts, Contacts, and Items to build up complex views and histories for your users.

Explore the new model in our docs.

🎟️ New integration: ZohoDesk

We’re incredibly excited to add another integration to our Unified Ticketing API with the launch of ZohoDesk — check out more here!

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🥵 (Another!) New Integration: Zoho Bug Tracker

Yes…we’ve got more! You can now integrate with Zoho Bug Tracker via our Unified Ticketing API!

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✨ Improvements

• Issues in Merge Dashboard are no longer raised for disabled common model scopes
• Updated required fields in documentation for POST Tickets
• Updated UI in Issues dashboard

👨‍💻 SDK Updates

• Added Groups common model support for NodeJS SDK

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🖇️ New integration of the week... KekaHR!

We’re incredibly excited to add another integration to our HRIS Unified API with the launch of KekaHR — check out more here!

👨‍💻 Complete Category SDK: Typescript

We’re thrilled to launch the first of our Complete Category SDKs: Typescript v2.0. v2.0 combines all five of our API categories into a single SDK and includes:

• Request properties as objects
• A CHANGELOG.md, which details changes between versions
• much, much more

Whether you're just starting with Merge, or already have your use case out — this is the SDK you want to base your build off of.

Download it from npm now.

Important: This SDK version is a major overhaul and is not backward compatible with older SDKs.

✨ Improvements

• New Merge Magic Link Guide to let your customers connect without any front-end code
• Optimized ClickUp and Zoho Bug Tracker Ticketing integrations for faster sync times
• Enhanced support for POST /tickets for Asana
• Support for international date formats in logs dashboard

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🖇️ New integration of the week: Azure DevOps

New week, new integration! We’re happy to announce the addition of Azure DevOps to our Ticketing Unified API — check out more here!

🤝 Engagement Objects for CRM

Have you been looking for your app to log activities in your users’ CRM of choice? Meet our Engagement Models for Salesforce, HubSpot, and more. 

Two models, Engagement and Engagement-Type, allow you to read and write data relating to any historical interaction with a customer. Through both, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, or any other form of communication.

• Engagement
• Engagement Type

👯 Duplicate Production Linked Account Detection

We’re excited to launch duplicate account detection to automatically prevent issues stemming from duplicate linked accounts, such as third-party rate limiting! This feature also enables customers to provide the exact experience that they want for their end users based on three available scenarios.

To learn more and get started, you can enable the setting in your dashboard here!

✨ Improvements

• New normalized fields for Credit Notes and Purchase Orders for our Accounting Unified API

👨‍💻 SDK Updates

• Enhanced Python and Node TypeScript SDK to include /change-stage endpoint
• PHP SDK for Ticketing API

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🖇️ New integration of the week: Sage Intacct

We’re incredibly excited to add another integration to our Accounting Unified API with the launch of Sage Intacct — check out more here!

✅ Tasks for CRM

Last week, we announced the addition of our Engagement and Engagement Type models to enable you to read and write data relating to historical interactions with a customer. But now, how do you access any actions or to-do’s related with that customer within the CRM?

As a powerful complement to our engagement models, we are excited to announce the launch of our new Tasks Model to represent any CRM-specific to-do’s.

Through all three models, you’re empowered to construct fully illustrative reports of any activity in a CRM, whether they’re calls, meetings, emails, upcoming plans, or more.

Definitely check out the model in our docs below!

• Tasks Model

✨ Improvements

• Support for the /change-stage endpoint for Workable and Fountain

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🖇️ New integration of the week: Zoho CRM

We’re incredibly excited to expand our CRM Unified API with the addition of Zoho CRM — check out more here!

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👨‍💻 Java SDK 2.0

We’re thrilled to launch another complete category SDK with the addition of a complete rewrite of our Java SDK (Kotlin / JVM)!

• Combines all 5 API categories into 1 SDK
• Supports request properties as objects
• Includes a 'CHANGELOG.md', which details changes between versions
• And much more!

Important: This SDK version is a major overhaul and will not be backwards compatible with older SDKs.

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✨ Improvements

• Support for third-party receiving webhooks for real-time updates in Jira Software and ClickUp
• Support for job_posting_urls sub-object within our jobs common model object
• Expanded coverage and support for Sage Intact
• Enhanced Ashby API integration support

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👨‍💻 Additional SDK Updates

• Ruby SDK for Ticketing and CRM Unified APIs
• Updated Go HRIS SDK

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🖇️ New integration of the week: ActiveCampaign

We’re incredibly excited to expand our CRM Unified API with the addition of ActiveCampaign — check out more here!

🩹 Update Customer Opportunities through Merge

We’re happy to announce the release of the PATCH /opportunities/{id} endpoint for the Opportunities object! You can now update items such as opportunity status, description, or deal value programmatically through a PATCH request to our Unified CRM API.

This new endpoint is live for the following CRM integrations, with more on the way: Capsule, HubSpot, ZohoCRM.

Review the syntax and request body in our docs!

🪵 Webhook Logs Dashboard

We’re ecstatic to continue enhancing our tooling by adding a new capability to our revamped logs dashboard. Webhook logs are now live in your dashboard!

Gain full visibility into all webhooks sent, filterable by any event, integration, and more. Check out the GIF below and start combing through webhooks from your dashboard here!

✨ Improvements

• Support for POST/Employees for Paylocity

👨‍💻 Additional SDK Updates

• C# SDK to allow for null values in next_sync_start to test the /sync-status endpoint
• Enhanced support for Expand parameter in our multi-category Python SDK

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🖇️ New integration of the week: Ironclad

New week, new integration! We’re happy to announce the addition of Ironclad to our Ticketing Unified API — check out more here!

🖇️ Another one: UKG Dimensions

And it doesn’t stop there! We’re incredibly excited to expand our HRIS Unified API with the addition of UKG Dimensions — check out more here!

🎟️ Update Tickets through Merge

We’re thrilled to announce the release of our newest PATCH endpoint for our Ticketing API! You can now update items such as status, descriptions, due dates, and completion dates for your tickets programmatically through Merge.

This new endpoint is live for the following ticketing integrations, with more on the way: Asana, ClickUp, Jira Software, Trello, and Zendesk.

Review the syntax and request body in our docs!

✨ Improvements

• Support for Zendesk and Workable third party receiving webhooks for real-time updates
• Support for currency field for Balance Sheet, Income Statement, and Cash Flow Statement
• Support for Payments for NetSuite
• Support for Users ‘avatar’ for Asana, Jira Software, ClickUp, Zendesk, Trello, and Linear

👨‍💻 SDK Updates

• Multi-Category Python SDK with Forking Templates
• Support to enable unsupported filetypes for passthrough with GZIP and base64 encode

🖇️ New integration of the week: Teamleader CRM

We’re incredibly excited to add another integration to our CRM Unified API with the launch of Teamleader CRM — check out more here!

✨ Improvements

• Support for ticket_url and priority fields for Ticket object for Asana, ClickUp, Jira, Trello, and Zendesk
• Enhanced support for POST/Opportunities for Capsule, Hubspot, and Pipedrive, with more on the way

👨‍💻 SDK Updates

• Updates to C# SDK to include null next_sync_start dates published to Nuget

🥳 Revamped Product Onboarding Flow

We’re ecstatic to announce a complete overhaul of our Get Started flow within the Merge Dashboard! We’ll guide you from the beginning steps of creating a Sandbox to test our API with, to how to make an API request to Merge, to how to use our SDKs, to finally how to easily embed our Merge Link to your app.

Please check out our new Onboarding Guide here, and leverage our guidance to get started as quickly as possible!
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🖇️ New integration of the week: Zendesk Sell

We’re incredibly excited to expand our CRM Unified API with the addition of Zendesk Sell — check out more here!
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✨ Improvements

• Support for new ticket status enums such as IN_PROGRESS and ON_HOLD for POST and PATCH / Tickets for Asana, ClickUp, Jira, Trello, and Zendesk
• Support for POST/Comments for Ironclad
• Support for TrackingCategory and Account hierarchies through parent fields within objects
• Support for OAuth for Pipedrive, Zendesk Sell, Zoho CRM, and Teamleader
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👨‍💻 Additional SDK Updates

• Updates to Python SDK

🖇️ New integration of the week: Wave Financial

New week, new integration! We’re happy to announce the addition of Wave Financial to our Accounting Unified API — check out more here!

🖇️ Double Trouble:  Microsoft Dynamics 365 Business Central

Double trouble - we’re incredibly excited to add another integration to our Accounting Unified API with the launch of Microsoft Dynamics 365 Business Central — check out more here!

🖇️ Triple Threat: Teamwork CRM

It doesn’t stop there! We’re very happy to announce the addition of Teamwork CRM to our CRM Unified API  — check out more here!

🖇️ Fourth Integration of the week: Kustomer

Can’t stop, won’t stop! We’re ecstatic to announce the addition of Kustomer to our Ticketing Unified API  — check out more here!

✨ Improvements

• Support for employment_status for Lucca HR

👨‍💻 SDK Updates

• Support for PDF Responses for Ruby SDK

🖇️ Merge’s 130th Integration: Microsoft Dynamics 365 Sales

Our team has been hard at work Q3 to build as many requested integrations to support use cases among all our offered categories. We’re incredibly proud to announce the addition of our 130th integration, Microsoft Dynamics 365 Sales, to our CRM Unified API — check out more here!

We want to express our gratitude to everyone who has helped Merge grow to where we are today, from our customers who identify their integration needs, to our Platform and Engineering teams who build them — it couldn’t be possible without everyone’s contributions! 🙂

🖇️ And we’re not done: Gorgias

We’re very excited to add our 131st integration as well, with the offering of Gorgias through our Ticketing Unified API — check out more here!

✨ Improvements

• Enhanced support to represent removed tags, assignees, and collaborators on tickets

👨‍💻 SDK Updates

• Enhanced multi-category Python SDK
• Support for Expand Parameter in multi-category Typescript SDK

⛑️ Auto-Resolving Issues Management

Merge’s Issues Dashboard now automatically detects when an issue is resolved, and reflects that updated status right in the Dashboard. After an issue is formed, Merge will continue to monitor subsequent syncs to detect if there have been any changes to the detected issue and resolve it.

No more crowded issues dashboard, your Customer Success teams can now be confident the issues that remain in the dashboard are the only ones to focus on.

🖇️ New Integration #1: Pipeliner

New week, new integrations! We’re happy to announce the addition of Pipeliner to our CRM Unified API — check out more here!

🖇️ New Integration #2: Help Scout

We’re incredibly excited to add another integration to our Ticketing Unified API with the launch of Help Scout — check out more here!

🖇️ New Integration #3: Insightly

On a roll - we’re very happy to announce the addition of Insightly to our CRM Unified API  — check out more here!

🖇️ It’s another Four-Peat: Gladly

Our team’s hard at work to make sure we provide the best coverage in integration offerings! We’re incredibly excited to announce the addition of Gladly to our Ticketing Unified API  — check out more here!

✨ Improvements

• Support for GET/Groups for BambooHR
• Support for POST/Invoices for Netsuite and Microsoft Dynamics 365
• Support for OAuth linking for Salesforce

👨‍💻 SDK Updates

• Consolidated Accounting SDKs updated to include Parent Account tracking
• Go Ticketing SDK

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🔥 15 New Integrations in 7 Days

Our team is on FIRE, and we literally cannot stop building! We’ve released more than 2 new integrations per day for the last week - to expand ALL of our Unified APIs.

Check out what we’ve released this week:

• HRIS: PayCaptain
• ATS: Personio Recruiting, Recrutitive, HarbourATS
• Accounting: Moneybird, FreeAgent
• Ticketing: Salesforce Service Cloud,Re:amaze, Basecamp, Height, Freshservice
• CRM: Nutshell, Keap, Affinity, Vtiger

🤑 Expanded Accounting Writes Support

We've been hard at work to make sure our Unified API’s are able to support any potential use case and help expand the potential functionalities of your product. We’ve recently released POST support for: Contacts, Invoices for Accounts Payable, Journal Entries, Purchase Orders, and Payments.

This, coupled with our current POST support for Accounts, Invoices for Accounts Receivables, and Expenses, will now allow you to leverage our Accounting Unified API for any related use case!

✨ Improvements

• Support for several new query parameters for our Ticketing Unified API, including filtering for tickets on status, due_date, and tags
• Support for POST/Employees for UKG Pro and IntelliHR
• Resolution of email functionality for issues notification within dashboard

👨‍💻 SDK Updates

• Enhanced support for AnyType conversion for Ruby SDK

🖇️ New Integration #1: Help Scout

New week, new three-peat of integrations! We’re happy to announce the addition of Help Scout to our Ticketing Unified API — check out more here!

🖇️ New Integration #2: Accelo

We’re incredibly excited to expand our CRM Unified API with the addition of Accelo — check out more here!

🖇️ New Integration #3: BizMerlinHR

We’re also excited to expand our ATS Unified API with the addition of BizMerlinHR — check out more here!

✨ Improvements

• Ability to sort Issues by “Updated” and “Created” times
• Support for PATCH/Tickets for Freshdesk
• Support for POST/Candidates for Workable
• Support for country_subdivision in Address to capture state or region
• Support for real-time receiving webhooks for Freshdesk
• Updated required fields for POST/Candidate and POST/Application for SAP SuccessFactors
• Enhanced Netsuite integration with a fix around pagination

👨‍💻 SDK Updates

• Enhanced consolidated Python SDK

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✨ Improvements

• Support for Email as a query parameter for GET/users
• Support for Creator field for Tickets
• Support for POST/opportunities and POST/engagements for Vtiger
• Support for GET/purchase-orders for Microsoft Dynamics 365
• Support for multiple entities for Sage Intact
• Enhanced Merge Link UI to show full fixed base URL subdomain
• Enhanced API Docs to denote features available for signed customers only
• Enhanced SmartRecruiters integration to resolve issue around files to URL

👨‍💻 SDK Updates

• Support for Groups in PHP SDK

✨ Improvements

• Support for PATCH/Tickets for Azure Devops
• Support for ‘creator’ field in Tickets
• Support for exchange_rate and company in Journal Entries
• Support for Third Party Receiving Webhooks for Contacts from Hubspot
• Enhanced filtering for Issues Dashboard around Organization
• Support for GET/Tags and POST/Candidates for Cornerstone Talent Link
• Support for Basic Auth for Zendesk Sell
• Support for both REST and SOAP passthrough requests for Netsuite
• Support for “integration_params” in all categories
• Enhanced demo linking flow in our “Get Started” Guide
• Resolved integration logo images within Configurations for EU multi-tenant instance
• Enhanced API Tester to handle larger API response sizes
• Auto-expanding of ADP Partnership linking directions in Merge Linking Flow
• Placement on Sage Intact Marketplace
  ‍

👨‍💻 SDK Updates

• Enhanced Ticketing SDKs to capture more query parameters for tickets, integration_params and linked_account_params for POST models, and more queries for users
• Enhanced PHP SDK

✨ Improvements

• Support for Merge Link Configurations so end-user can choose if account is a sandbox, the region their environment is from, etc.
• Support for Freshdesk Third Party Receiving webhooks to pull real-time changes in priority field for Tickets
• Support for biweekly and semi-monthly differentiation in pay_frequency and pay_period for Namely
• Support for payments on Invoices for Netsuite
• Support for Exchange Rate on Transactions for Netsuite
• Support for subsidiaries for Netsuite
• Auto-expanding linking directions for ADP Partnership in Link
• Enhanced support for Zendesk OAuth
• Enhanced Lever OAuth flow to take into account end-user permission configurations
• Enhanced security by updating account tokens for linked accounts converted from test to production

👨‍💻 SDK Updates

• Enhanced Ruby SDK to support expand functionality
• Enhanced PHP SDK

✨ Improvements

• Support for POST/Tickets for Gladly and Kustomer, with ability to create a new Contact
• Support for conditional query parameters for Ticketing /meta endpoint throuhg anyOf field
• Support for remote_created_after/before and remote_updated_after/before query parameters for GET/Tickets
• Support for Exchange Rate on all transaction related objects, including Invoices, Journal Entries, Payments, Purchase Orders, and Vendor Credits
• Support for POST/Application for existing candidates for Workable
• Support for posting URLs and Tags for POST/Candidates for Workable
• Support for capturing Evergreen Jobs in GET/Jobs for Workday
• Enhanced Issues Notification emails to include Linked Account information such as End User Organization Name, End User Email Address, End User Origin ID, and Linked Account ID
• Enhanced API Documentation to surface help text for relational fields
• Enhanced Merge signup and login page design

👨‍💻 SDK Updates

• Node Legacy Fetch support for our consolidated Typescript SDK

🖇️ New Integration of the week: Bitbucket

We’re incredibly happy to announce the addition of Bit Bucket to our Ticketing Unified API — check out more here!

🔍 Enhanced Issues Dashboard and API

We have been focusing heavily on improving our Issues Management in the past quarter. We have completely revamped our Logs and Issues Dashboard, and just released new detection around Missing Permissions that we will continue to refine and improve.

We are thrilled to announce support for surfacing Missing Permission issues with the Dashboard and Issues endpoint for UKG Pro and BambooHR

Check out the example screenshot below to see how these new features will appear in your Dashboard. We can’t wait to hear your feedback on these enhancements!

‍

🤝 Expanded CRM support around Accounts

We are always looking for ways to build out Unified API to support and expand any potential use case or functionality of your product. We’ve recently released our PATCH/Accounts support for: Hubspot, Pipedrive, Zendesk Sell, and Zoho CRM.

This, coupled with our current support around POST/Accounts will allow you to create and update accounts within your customer’s CRM system.

‍

✨ Improvements

• Support for POST/Purchase-Orders for NetSuite and Quickbooks Online
• Support for exchange_rate for Transaction related objects for Xero
• Support for ticket_url in response for POST/Ticket to Linear
• Support for posting Tags for POST/Candidates for Ashby
• Support for Groups Object, with types = TEAM and DEPARTMENT for Rippling
• Enhanced API docs for /meta endpoint around supported fields
• Enhanced Merge Link to prevent browser from blocking pop-ups in single-integration flow

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👨‍💻 SDK Updates

• Enhanced Python ATS SDK and consolidated Kotlin SDK

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🖇️ New Integration of the week: Dixa

New week, new integration! We’re incredibly happy to announce the addition of Dixa to our Ticketing Unified API — check out more here!

✨ Improvements

• Support for PATCH/Accounts for Close, Capsule, and Copper
• Support for Issues Notification Webhooks from Merge that can be set up in Configurations
• Support for passing in Jira markdown in description for POST/Tickets
• Support for POST/Candidates for Comeet
• Support for Groups for our Non-Partnership ADP Integration
• Enhanced Duplicate Linked Account Detection to account for case of same API Key for different categories
• Updated Authentication Field Descriptions in Link for TriNet
• Updated Payment Enforcement procedures to lock dashboard for organization that fail to pay bill
• Enhanced /linked-account endpoint documentation to reflect endpoint is category agnostic by default
• Enhanced API Documentation to reference /meta endpoint for POST requests
• Enhanced API Documentation to include sub-objects in the Field Support by Platform

✨ Improvements

• Support for GET/Activities for Ashby
• Support for POST/Candidates for tags for Ashby
• Support for Provider Name for GET/Benefits for UKG Pro
• Support for Ticket Creation third-party receiving webhooks for Freshdesk
• Updated remote_data mapping for GET/Interviews for Ashby
• Support for OAuth authentication for Github
• Support for our Premium Feature - Selective Syncs by Ticket Date for Trello and Clickup

👨‍💻 SDK Updates

• Updated Multi-Category Typescript SDK to include recent Accounting, Ticketing, and CRM API development

⛑️ Issues Webhooks

Merge can now programmatically notify you for when an Issue is generated for a Linked Account! You can now get real-time updates on when Merge detects issues such as Missing Permissions or Invalid API Key, and surface them to your impacted end-customers.

You can configure these Linked Account Issues Webhooks on your Configurations page here!

✨ Improvements

• Support for the Collections Object in Ticketing API
• Support for filtering on Groups “Type” on the GET/Groups endpoint

👨‍💻 SDK Updates

• Enhanced Kotlin SDK
• Refreshed multi-category TypeScript SDK
• Generated Rust HRIS SDK

✨ Improvements

• Support for a new Collection Object that encompasses the current Projects model, and additionally maps to new concepts such as Lists and Spaces for our Ticketing API
• Support for email_addresses and phone_numbers for GET/Contacts for HubSpot
• Support for Exchange Rates on transaction-related common model objects such as Invoices, Journal Entries, Payments, and Purchase Orders for Quickbooks Online
• Support for sync filtering by date for Clickup and Trello for Premium Selective Syncs feature

👨‍💻 SDK Updates

• Updated Consolidated TypeScript SDK 2.0.6

🪝

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

🖇️

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

🖇️

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

🎉

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

✨

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

‍

🔭

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

📄

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

✨

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

‍

✨

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

🎉

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

• 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!)

✨

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

🔈

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

🖇️

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

✨

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

⚠️

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 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

💥

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

• 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

✨

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

🖇️

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

🤖

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