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!
We’ve released a new AR/AP selective sync filter, enabling you to specify only AR or AP invoices and payments. Applying these filters will optimize sync times and only pull relevant data specific for your use case.
This is in beta and available for Enterprise customers. Please reach out to your customer support manager to get access and learn more.
Onlyfy for ATS is now available in beta! Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We’ve added a brand new Common Model to our Accounting API: Employees is now in beta. This enables you to pull in individuals who work for the company of the linked account. This model contains both contractors and full time employees. We’ve rolled out support for Netsuite, Quickbooks, and Xero. Reach out to your customer support manager with any questions or support@merge.dev!
Manatal for ATS is now available in beta! Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Remote Fields is now supported for NetSuite and Sage Intacct across key Common Models, including Journal Entry, Invoice, Payment, Contact, and more.
You’ll now be able to:
We’ll continue to roll out additional capabilities and integration support. This feature is currently in beta. If you’re interested in getting access, reach out to your CSM.
We now surface SFTP-specific errors directly in our dashboard (under Issues). This provides you guidance on what the exact issue is when an SFTP does not successfully upload, making it easier to troubleshoot. The 4 types of errors that are surfaced are:
You can learn more about SFTP here.
ADP Run (HRIS), Easycruit (ATS), Gem (ATS), and Welcome to the Jungle (ATS) are now available in beta! Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Merge now automatically detects and hides newly created shell data records, ensuring incomplete data doesn’t appear anymore.
Shell data records are objects where most fields are null except metadata (e.g., IDs and timestamps). Shell data can be temporarily created due to the ordering of model syncs.
If you do need shell data records, be sure to include the query parameter include_shell_data=True when requesting data.
Shell object references will still be returned on any related non-shell objects, even without including the include_shell_data=true parameter (e.g., the UUID for a shell Location object will still display on a corresponding non-shell Employee object).
You can learn more here! If you have any further questions, please reach out to your CSM or support@merge.dev.
Give your customers the option to securely transfer files and CSV reports between third-party platforms and Merge.
Learn more about how Merge SFTP can help your customers sync data via files automatically or manually here.
Note: if you’re interested in this feature, please reach out to your CSM to get access as it is in beta for professional and enterprise customers.
Taleez for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Traffit for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Darwinbox for HRIS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Automatically white-label all Merge help guides with the click of a button, creating a seamless experience for your customers.
Go to the Merge Dashboard settings, upload your logo, and pick a subdomain. All links in Merge Link will magically redirect to your selected subdomain, removing all references to Merge. This feature is available on our Enterprise plan.
Note if you have any overridden guide links they will still take priority and work as expected.
Merge Link is now available in German. Your customers can now connect to any of Merge’s 200+ integrations in their native language.
Learn more on how to automatically translate your product integrations’ auth flow for international customers. This feature is available on our Enterprise Plan.
We will be supporting more languages in the near future. If you are an Enterprise customer and have any requests, please let your Customer Support Manager know.
Sage People for HRIS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Zelt HR for HRIS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Avature for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Merge is continuing to expand globally to securely support you and your customers’ data residency requirements. We now offer a multi-tenant option in the Asia-Pacific (APAC) region which allows you to store data in AWS data centers in Singapore.
Available to all customers, simply create an account here, or, when creating an account on our default sign-up page, select the USA dropdown and click on APAC
The File Picker feature is officially available for all File Storage category users. File Picker is built into our embedded Merge Link component and provides a user-friendly interface for your customers to browse and select files and folders in their connected File Storage account.
Learn more about it in our docs.
Your customers can now apply Selective Sync filters for Google Drive folders and drives that they want to sync. Note that this is available in beta. Please reach out to your customer support manager or support@merge.dev with any questions.
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We’re excited to announce that we’ve entered into a formal partnership with Rippling—a leading workforce management system—which will allow clients to integrate their products to Rippling via Merge!
Merge is the first unified API solution to formally partner with Rippling and we see this as a big milestone in supporting our clients’ HRIS integration needs.
Read more about it here and please reach out to your dedicated Customer Support Manager or support@merge.dev if you have any questions!
For admin-required HR & ATS integrations, an initial screen will now appear in Merge Link to inform your users they must be an admin of that third-party platform to successfully link. There is also a Magic Link URL that your user can share with the relevant admin, improving the overall user experience auth process!
Field Mapping is a flagship feature, enabling you and your customers to map custom data to Merge’s Common Models. We’ve expanded it’s functionality, making it even more powerful and intuitive.
These features are all now available on our Professional and Enterprise plans. Try them out today and let us know if you have any feedback!
We are continuing to add enhancements to Field Mapping. We released a new enhancement that allows you to write JMESPath queries to access specific values from a list of objects. This will allow you to map any custom fields in a list format to Merge’s Common Models.
Learn more with this Help Center article.
JobDiva and HaileyHR are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We’re continuing to invest in our Field Mapping feature, and have pushed out new functionality to help you identify the best remote field from a customer’s account to leverage!
We now show the coverage percentage of each remote field, which is a calculation of how often the specific field is returned with a non-null value across that individual linked account.
For example, if you’re looking to map a specific field mapping for our Employee Object, we will show the coverage for each remote field available for mapping, and how often it is a non-null value for Employees.
This enhancement will give you more confidence that you are mapping the correct and most valuable field from a third-party system for a given field mapping!
Access it through the Linked Accounts view in our Dashboard, under the Field Mappings tab.
Jira Data Center for ticketing is now available in beta! Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Give control to your users!
You can now allow users control over their Scopes during the linking flow simply mark the model or field as optional in Dashboard.
Models and fields that are marked as optional will be enabled by default but able to be disabled by your users prior to connecting.
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As part of our expanding our Field Mapping capabilities, you can now set a third-party field to be mapped and defaulted as Merge’s Common Model. This can be specified at the linked account AND the org level.
As part of this launch, there have been major UX enhancements in how to configure your Field Mapping settings in our Dashboard.
Note that this is only available to our pro and enterprise customers. If you’re interested in learning more, feel free to reach out to your customer support manager!
Oracle HCM is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We are super excited to announce the Job Posting Common Model! You can now retrieve the external job board announcements for a specific Job opening.
We have also added “type” on Jobs. It’s now easier to distinguish between Requisitions, Profiles, and Postings.
Tribepad for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We are excited to announce Remote is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We’ve added an enhancement to our Scopes feature in the Dashboard. You can now toggle to “view” or “edit” mode to easily see your current Scopes settings and make changes to them.
Cezanne HR and HeavenHR are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Kenjo for HRIS and Pinpoint and Occupop for ATS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We have just released a new Scopes API endpoint to control data access programmatically at an org or Linked Account level. By hitting this endpoint, you can pull your current Scope settings both at the org and Linked Account level and change your Linked Account Scopes.
You can learn more about Scopes here.
This feature is currently in beta and available to those on a Professional or Enterprise plan. Please reach out to your Customer Success Manager if you’re interested.
You can easily set granular permissions for all your Common Models and fields for each linked account. Based off your customers’ data security and use case requirements, you can now configure and customize scopes at the linked account level through the Merge Dashboard.
This feature is available on our Professional and Enterprise plans. You can learn more here.
Have control over how Merge Link appears to your customers now with Customizable Link, now available on our enterprise plan in open beta. You can customize themes, including fonts, button backgrounds and text colors on Merge Link. You can also replace our default help center articles with your own for any integration within Merge Link.
Customizable Link offers greater control over Merge Link, allowing you to align the component with your brand and share important information seamlessly in the linking flow process.
Rather than having to associate individual webhooks to separate URLs, you are now able to select different webhook types to send to a single URL. This means you’ll now be notified in a single place.
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Linked Account synced and Linked Account deleted are new webhooks to accurately notify you when certain actions are taken with a specific Linked Account. This is now available to all customers.
We have also added a new field "account_type” to our webhooks that allow you to differentiate when it’s a Production or Test Linked Account.
IRIS Cascade is now available in beta for our HRIS Unified API. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Zoho People is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We are super excited to announce the Roles Common Model! You can now restrict end-user access to tickets depending on the restrictions set in the native 3rd-party ticketing platform.
We have also added “Access_level” on Collections. You can now restrict ticket access based on Collection access level and users associated with a collection. Let us know if you have any feedback!
Employment Hero and Humi for HRIS are now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Mock Sandbox and Inbound Request API Tester is now available in beta. Now you can test any Merge integration with mock data before deploying them in production to your customers. With Mock Sandbox and API Tester, you can see Merge's normalized responses, reducing the need to have third-party sandbox access.
We are starting with all HRIS integrations but will continue to expand to other categories soon!
Try it out now and checkout our Help Center article to learn more.
Cyberark for HRIS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
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Payments Update: We have updated our Payment model with "apply_to_lines" that will support applying a singular payment to multiple transactions. This update will improve our Accounts Payable use case. This change is applicable to Xero, Sage Intacct, QBO and Netsuite, with Zoho Books, Microsoft Dynamics, and Freshbooks coming later!
As part of this update we will be eventually deprecating top level “invoice”, “journal_entry” and “credit_note” fields on GET/Payments. These fields will remain on POST/ Payments until a future date.
Our new Merge Webhooks, Account Linked and Common Model Synced, are improved webhooks to accurately and reliably notify you when initial and following syncs are complete, ensuring that data is ready to be pulled.
Easily see and compare which features, such as deleted data and webhooks, are supported for each integration in our docs! The “Supported Integrations Features” table has filtering functionality so you can just look at what integrations and Common Models you care about. Check it out!
Bullhorn for ATS is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
Hubspot Ticketing for Ticketing is now available in beta. Please reach out to your Customer Support Manager if you’d like to get access and provide feedback.
We are so excited to continue to enhance our Integrations Management features, giving you full visibility and control over your customers’ integrations.
Audit Trail is now available for Enterprise customers. Merge Dashboard Admins will now have a clear record of security-sensitive actions taken by any member of your Merge org. This feature enhances our existing security features.
We also have enhanced our Issues feature within our dashboard. Our Issues’ logic has been refined, and is now even more accurate. The improved user interface is easier to understand as it surfaces up relevant issues specific to fields. Relevant issues also now are surfaced at the top of a linked account view.
It is available to everyone so be sure to check it out!
Access exactly what data you or your customers need without any limitations. You can now map any data to a field you define, helping you unlock any use case, deliver the extensibility that enterprise customers expect, and create a white-glove onboarding experience to your customers.
Learn more on how to get started in our docs!
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Find what you need in our docs and dashboard now with search! Simply just type in the search bar what you’re looking for and it’ll return the relevant documents in seconds.
We’ve also released “Ask Merge AI” as part of this search. Input any question—from something simple like “What is a linked account?” to something more complex like “Can you write me code using the Python SDK to get open opportunities?”—and you’ll receive the answer you need in seconds.
Check out the demo below to see it in action and try it out for yourself in the docs!
Oracle Recruiting Cloud for ATS is now available in limited beta. Please reach out to your Customer Support Manager if you’d like to be a close design partner and provide feedback.
We’re so excited to be releasing our Advanced SDKs for Python, Java, Node, and Go to speed up your backend integration with Merge!
We encourage you to start migrating to our Advanced SDKs for faster turnaround times on any issue, improved developer interface for request/response classes, access to our latest categories, and a more comprehensive test suite.
The legacy versions (complete category and single category versions) of our Python, Node, Java, and Go SDKs will continue to work but after February 2024, we’ll no longer make updates or bug fixes to the deprecated SDKs.
Please check out our Help Center and docs to learn more and get started with comprehensive migration guides.
Async passthrough allows you to retrieve the response at a later time. We built this feature since third-party response times differ and can cause delays for when calling passthrough requests.
With async passthrough you won't have to wait for a response before calling other requests or endpoints! We’ll also notify you through a webhook when your response is ready.
Learn more here.
We are super excited to announce two new HRIS common models to expand our benefits capabilities: Employer Benefits and Dependents.
With these new Common Models, customers can now unlock use cases such as determining the count of an employees’ dependents and the nature of their relationship and retrieving information on the benefit plans offered by a company.
Take a look at the docs and let us know if you have any questions or feedback! We’ll be planning to expand integration coverage for these Common Models.
Our 7th Unified API category, File Storage, is now widely available.
File Storage currently supports 5 integrations: Google Drive, Dropbox, Box, SharePoint, and OneDrive.
Access real-time, normalized data for files, folders, drives, to power different use cases such as automatically uploading and downloading documents or searching for a specific file!
Some major enhancements to File Storage, thanks to feedback from our beta customers, are:
Try it out now using our developer docs here! If you’re interested in discussing your specific use case and how Merge can support it, you can talk to someone here.
Sage Intacct integration is now available in beta. If you’re interested, please reach out to your Customer Support Manager or support@merge.dev to have someone turn it on for you to access.
Take a look at our initial support for Models and Fields in our docs.
• Updated Python SDK to v2.3.0
The Merge Dashboard has gone through major enhancements to provide full visibility and control into each of your linked accounts.
Maintaining integrations is much more time consuming than the initial build, which is why we're excited about announcing our comprehensive suite of tools: Integrations Management.
Enhancements that we've made in the Merge Dashboard include:
We have more improvements coming soon so keep an eye out! If you're interested in learning how to better use the Merge Dashboard to mange your integrations, sign up for our webinar on July 11, 2023 at 10am PT / 1pm ET.
Please note that BizMerlinHR has been rebranded as ClayHR under the HRIS Unified API.
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.
We’re excited to expand our Ticketing Unified API with the addition of Rally which is now available in beta!
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!
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.
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.
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.
We’re excited to expand our Ticketing Unified API with the addition of Aha!, which is currently in beta.
• Updated Typescript SDK to 3.0.10
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.
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.
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!
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!
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.
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.
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!
We’re excited to expand our HRIS Unified API with the addition of Paycor, which is currently in beta.
We are so excited to announce our newest Unified API category: Marketing Automation, which is now available in beta.
Marketing Automation is being released with 11 integrations: HubSpot Marketing Hub, Klaviyo, Mailchimp, ActiveCampaign, Customer.io, MessageBird, GetResponse, SendGrid, Podium, Sendinblue, and Keap!
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Learn more from our developer docs here!
We’re also excited to expand our CRM Unified API with the addition of SugarCRM — check it out here!
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We’re incredibly excited to expand our HRIS Unified API with the addition of PingOne — check out our integration!
We’re incredibly excited to expand our ATS Unified API with the addition of JobAdder — check out more here!
Merge now offers the ability to create third-party webhooks without manual setup from your customer. Merge automatically configures the webhooks for select providers, which means you can get instant updates without reliance on sync times for your Linked Accounts.
Automatic webhooks are currently supported for major ticketing integrations such as ClickUp, Trello, Zendesk, Freshdesk, and Linear
Check out our beta launch here, and please reach out if you have any questions!
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We’re extremely happy to announce the addition of a highly requested integration, iCIMS, to our ATS Unified API — check out more here!
We’re incredibly excited to expand our HRIS Unified API with the addition of 7Shifts — check out more here!
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!
New week, new integration! We’re incredibly happy to announce the addition of Dixa to our Ticketing Unified API — check out more here!
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We’re incredibly happy to announce the addition of Bit Bucket to our Ticketing Unified API — check out more here!
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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!
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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.
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