What integrations require Merge customer set up and/or partnerships?
Last updated: January 9, 2026
Overview
Some integrations require additional configuration within Merge before your customers can authenticate with their third-party platforms. Additionally, a few providers require Merge customers to apply for a partnership in order to access their APIs through Merge. This article outlines everything you need to know so you can get set up smoothly and successfully!
HRIS
Merge customer setup required
Integration | Involvement |
TriNet | Guide explains how to get listed as a pre-configured integration in TriNet |
Microsoft Entra ID | Guide explains how to set up a Web Application and enable OAuth within Merge |
Google Workspace | Merge customers will need to set up a Google Web App + enable Partner Configurations in order to allow end customers to link Guide explaining how to set up Google OAuth |
Non-Partnership ADP | This is an SFTP-based integration. Please reach out to [email protected] or over chat to enable this integration. |
Partnership required
Integration | Involvement |
ADP (all products) | Requires a partnership. Please reach out to your Merge CSM for more information. If you have a partnership in place, you can follow this guide on how to set up your partner credentials. |
Rippling | Requires a partnership. Guide explains how to apply for a Rippling partnership and be added to the App Shop. |
Gusto | Requires a partnership. Guide explains how to apply to become an approved integration partner with Gusto . |
Lattice HRIS | Requires a Lattice partnership. Please reach out to [email protected] or your CSM to get more information |
Paychex | If pay data is needed, then a partnership is recommended. |
Accounting
Merge customer setup required
Integration | Involvement |
Sage Intacct | While not required, it is recommended that you become an ISV partner. If you are a partner, follow this guide on how to add your partner credentials to Merge. If you are not an ISV partner, your customers will need their own Web Service Developer License which could incur fees. If you do not have a partnership already, get started here. |
Partnerships required
Integration | Involvement |
QuickBooks Online | The Merge customer is required to use their own app. Guide explains how to set up Partner Credentials to allow end users to link |
Xero | The Merge customer is required to use their own app. Guide explains how to set up partner credentials to allow end users to link |
ATS
Merge customer setup required
Integration | Involvement |
TriNet | Guide explains how to get listed as a pre-configured integration in TriNet |
CRM
Merge customer setup required
Integration | Involvement |
Microsoft Dynamics 365 Sales | Guide explains how to set up a Web Application |
Salesforce | Guide explains how to set up a Web Application and enable OAuth within Merge |
Hubspot | Guide explains how to set up a Web Application and enable OAuth within Merge |
Ticketing
No integrations currently require Merge customer setup or partnership
File Storage
No integrations currently require Merge customer setup or partnership