How do I prepare to onboard my customers?
Last updated: November 25, 2025
Overview
Integrations can be complex - Merge helps simplify the process by handling much of the heavy lifting. Still, some integrations require additional setup or coordination. This guide explains what to expect and how to prepare.
Sections
Beta integrations that require Merge enablement: Majority of our integrations are self-serve integrations, but there are a few that are in beta and need to be enabled by the Merge team.
Partnership required: There are a few providers that require Merge customers to apply for partnerships to gain access to their API through Merge.
Merge customer setup required: Additional setup as a Merge customer to enable your customers to authenticate their 3rd party platforms.
End user fees: Some integrations require Merge end users to pay a fee or complete additional setup steps to enable the integration.
End user must reach out to provider: These integrations require the end user to reach out to their point of contact at the third party provider to set up the integration.
HRIS
Beta integrations that require Merge enablement
Beta integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
7shifts | ADP DECIDIUM* | ADP Next Gen* |
ADP RUN* | AllianceHCM | Cezanne HR |
CoolCare | CyberArk | Darwinbox |
Employment Hero | Folks HR | Hailey HR |
HRWorks | Humi | IRIS Cascade |
iSolved | Kenjo | Lattice HRIS |
Leapsome | Oracle HCM | OysterHR |
PayCaptain | Paycom | PingOne |
Planday | Remote | Revolut People |
Simployer | Sage People | SAP Successfactors |
Zelt | Zoho People |
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. |
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 OAuth Application and enable the integration within Merge |
Google Workspace | Merge customers will need to set up a Google OAuth 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. |
End user fees
Integration | Requirement |
Paylocity | Requires end user to directly reach out to the team for API key access. There may be a cost associated with end users to retrieve the API Credentials from Paylocity. Explained in guide |
Keka | Requires end users to contact Keka to purchase API & Webhooks Add-On |
Paychex | Requires end users to contact Paychex team to purchase API add-on ONLY required for payroll |
Humi | Requires end user to directly reach out to the team for API key access. There may be a cost associated for end users to retrieve the API Credentials from Humi. |
ADP (Partnership API) | There may be a cost associated for end users to access the ADP API |
ADP SFTP | Requires end users to purchase ADP's Automatic Export Service in order to automatically send reports on a recurring basis. More information here |
Paycom | There may be a cost associated for end users to access the Paycom API |
Rippling | Requires end users to purchase the Rippling App Management package to access any apps offered in the Rippling App Shop |
Paycor | There may be a cost associated with end users to retrieve the API Credentials from Paycor. |
End user must reach out to provider
Integration | Involvement |
Deel | Requires end users to contact Deel Account Manager in case API access is unavailable Explained in guide |
CoolCare | Requires end users to contact Coolcare for their API key |
Paycom | Requires end users to contact Paycom to get a Client ID and Secret. Also requires end users to ask Paycom to whitelist IP addresses. Explained in guide. |
ATS
Beta integrations that require Merge enablement
Beta Integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
Avature | Bullhorn | Bullhorn Recruitment Cloud |
Crelate | Dayforce | d.Vinci |
Easycruit | Eploy | Flatchr |
Gem | Harbour ATS | iCIMS |
Infinite Brassring | JobAdder | JobDiva |
JobScore | Join | Manatal |
Occupop | Onlyfy | Oracle Fusion - Recruiting Cloud |
Personio Recruiting | Pinpoint | Recruitive |
Taleez | Traffit | Tribepad |
Welcome to the Jungle | Zoho Recruit |
Merge customer setup required
Integration | Involvement |
TriNet | Guide explains how to get listed as a pre-configured integration in TriNet |
End user fees
Integration | Requirement |
iCIMS | Requires end user to directly reach out to the team for API key access. There may be a cost associated for end users to retrieve the API Credentials from iCIMS. |
BreezyHR | Requires end users to contact BreezyHR team to purchase API add-on |
Brassring | Requires end user to directly reach out to team for API key access. There may be a cost associated for end users to retrieve the API Credentials from Brassring. |
Cornerstone TalentLink | There may be a cost associated for end users to access the Cornerstone TalentLink API |
End user must reach out to provider
Integration | Involvement |
Recruiterflow | Requires end users to use the chat button in the lower right to request an API key from the support team |
Jobvite | Requires end users to contact Jobvite support directly in order to obtain API & Secret key |
UKG Pro Recruiting | Requires end users to contact UKG Pro directly to get their client ID and client secret |
Clockwork | Requires end user to contact Clockwork support team to get API access as a Pro Tier - Add-On feature |
Accounting
Beta integrations that require Merge enablement
Beta Integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
Microsoft Dynamics 365 Business Central | Microsoft Dynamics 365 Finance and Operations |
QuickBooks Desktop | Sage Intacct |
Partnership required
Integration | Involvement |
Quickbooks | 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 |
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 do not have a partnership already, get started here. |
End user fees
Integration | Requirement |
Sage Intacct | If you are not an ISV partner, your customers will need their own Web Service Developer License which could incur fees. |
Ticketing
Beta integrations that require Merge enablement
Beta Integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
Aha! | Gladly | Gorgias |
Hubspot Ticketing | Jira Data Center | Rally |
End user fees
Integration | Requirement |
Ironclad | Requires end users to contact the Ironclad team to purchase API add-on |
CRM
Beta integrations that require Merge enablement
Beta Integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
SugarCRM |
Merge customer setup required
Integration | Involvement |
Microsoft Dynamics 365 Sales | Guide explains how to set up an OAuth Application |
Salesforce | Guide explains how to set up an OAuth Application and enable the integration within Merge |
Hubspot | Guide explains how to set up an OAuth Application and enable the integration within Merge |
Knowledge Base (beta category)
Beta integrations that require Merge enablement
Beta Integrations are only available for our Professional and Enterprise customer. The following beta integrations must be enabled by a member of the Merge team.
Confluence |