A Linked Account is a live end-user account!

For example, let's say a company is a Merge customer who has completed its integration with Merge’s Unified API. That company's customer is leveraging Merge’s platform to integrate their systems. The company's customer, or end-user, is considered to be a Linked Account!

To add a test Linked Account, navigate to the Linked Accounts section of the Merge Dashboard. Click on Test Linked Accounts > + Add test account.

The following 3rd party platforms offer free trials:

HRIS

Hibob

BambooHR

ATS

Teamtailor

Accounting

Quickbooks Online

Ticketing

Asana


CRM

HubSpot

Follow the instructions in the linking flow to properly authenticate the test account!

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