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How do I prepare to onboard my customers?
How do I prepare to onboard my customers?

Helpful guidance on the authentication process for Merge customers preparing to onboard customers to their Merge integrations

Updated over a week ago

Integrations can be messy, which is why Merge aims to take the mystery out of them and empower our customers to seamlessly integrate their customers' system with their product! There are, however, some integrations that require a bit more insight from the Merge team or working directly with the underlying system. As such, we want to prepare our customers for what to expect when integrating, which is why we've put together this list!

Self-serve Integrations

These are integrations that do not require Merge customer set up, and you can expect your customer to be able to onboard without needing to reach out to Merge or the third-party platform. For further instruction on how your customer will connect these systems, check out our Authentication Guides!

HRIS Integrations

AlexisHR

Altera Payroll

Workday

BambooHR

Breathe

Dayforce

CharlieHR

ChartHop

Factorial

Freshteam

Zenefits

UKG Ready

HR Cloud

HR Partner

Hibob

Humaans

IntelliHR

JumpCloud

WebHR

Lano

Lucca

Namely

Nmbrs

Officient

Okta

OneLogin

PayCaptain

Paychex

PeopleHR

Personio

Proliant

SAP SuccessFactors

Sage HR

Sapling

SesameHR

Square Payroll

UKG Dimensions

UKG Pro

ATS Integrations

ApplicantStack

Ashby

BambooHR

BizMerlinHR

Breezy`

CATS

Clockwork

Comeet

Cornerstone TalentLink

EngageATS

Eploy

Fountain

Freshteam

Greenhouse

Greenhouse Job Boards

HR Cloud

Homerun

JazzHR

JobScore

Jobsoid

Jobvite

Lano

Lever

Oracle Taleo

Polymer

Recruitee

Recruiterflow

SAP SuccessFactors

Sage HR

SmartRecruiters

TalentLyft

TalentReef

Teamtailor

Workable

Workday

Accounting Integrations

Clear Books

Freshbooks

Microsoft Dynamics 365 Central Management

NetSuite

Quickbooks Online

Sage Business Cloud Accounting

Sage Intact

Zoho Books

Ticketing Integrations

Asana

Azure DevOps

ClickUp

Freshdesk

Front

GitHub Issues

GitLab

Hive

Intercom

Ironclad

Jira

Jira Service Management

Kustomer

Linear

Pivotal Tracker

ServiceNow

Shortcut

Targetprocess

Teamwork

Trello

Wrike

Zendesk

Zoho BugTracker

ZohoDesk

CRM Integrations

Accelo

ActiveCampaign

Affinity

Capsule

Close

Copper

Insightly

Nutshell

Pipedrive

Pipeliner

Salesflare

Teamleader

Teamwork CRM

Vtiger

Zendesk Sell

Zoho CRM

File Storage Integrations

Box

Dropbox

Google Drive

OneDrive

SharePoint

Integrations Requiring Merge Customer Set Up

These are integrations that require set up as a Merge customer in order to allow for your customers to authenticate their third-party platforms systems. Once your organization completes the set up steps, it will become self-serve for your customers!

HRIS

Integration

System 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 for end customers to link

Guide explaining how to set up Google OAuth

Non-Partnership Gusto

Please reach out to [email protected] or over chat to enable this integration.

It will be self-serve after this!

Non-Partnership ADP

Please reach out to [email protected] or over chat to enable this integration.

It will be self-serve after this!

Justworks

Please reach out to [email protected] or over chat to enable this integration.

It will be self-serve after this!

ATS

Integration

System Involvement

TriNet

Guide explains how to get listed as a pre-configured integration in TriNet

CRM

Integration

System 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

Accounting

Integration

System Involvement

Xero

Guide explains how to set up Partner Credentials to allow for end users to link

File Storage

Integration

System Involvement

Google Drive

If you are interested in using your own Google Drive Application, please follow our guide!

Integrations Requiring End User Involvement

These are integrations that will require your customer to engage directly with the third-party platform to acquire credentials necessary to authenticate an integration.

HRIS

Integration

System Involvement

Deel

Requires end users to contact Deel Account Manager in the case API access in unavailable

Explained in guide

ATS

Integration

System Involvement

Recruiterflow

Requires end users to use chat button in lower right to request API key from 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

Integrations That May Require End User Fees

These are integrations that may require your customer to engage directly with the provider to purchase additional functionality to connect to their API. This is our current understanding; we recommend double-checking with the providers to get the latest info!

HRIS

Integration

Requirement

Paylocity

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 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 team for API key access.

There may be a cost associated for end users to retrieve the API Credentials from Humi.

Partnership ADP

There may be a cost associated for end users to access the ADP API

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

ATS

Integration

Requirement

iCIMS

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 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

Accounting

Integration

Requirement

Sage Intacct

Requires end user to directly reach out to team for access.
​
There may be a cost associated for end users to retrieve the Sender ID from Sage Intacct.

Ticketing

Integration

Requirement

Ironclad

Requires end users to contact Ironclad team to purchase API add-on

Integrations with Recommended Merge Guidance

HRIS

Integration

Merge Guidance

Paychex

May present Oath credential permission issues

Guide to ensure we have all necessary credentials

SAP SuccessFactors

Has many steps to generate necessary authentication credentials. It is important to follow the guide exactly for obtaining Client ID and Client Secret.

Guide for end users

UKG Pro

Has very specific permissions. It is important to ensure you are using the Endpoint Subdomain, and not the login URL subdomain in linking flow.

Guide to note the minimum scopes

UKG Ready

Has very specific permissions

Guide to note the minimum scopes

Workday

Requires adding a specific integrations user with selected permissions who will be used to authenticate the integration

ADP

Offers a partnership that requires a set of specific credentials to enable

Guide explaining how to turn on ADP partner credentials in Merge

Gusto

Offers a partnership

Request approval for via this form

Hibob

Recommends creating a Service User instead of leveraging the Access Token API Key

Guide explains how to create a Service User and authenticate via Merge Link

ATS

Integration

Merge Guidance

Paychex

May present Oath credential permission issues

Guide to ensure we have all necessary credentials

SAP SuccessFactors

Has many steps to generate necessary authentication credentials. It is important to follow the guide exactly for obtaining Client ID and Client Secret.

Guide for end users

Workday

Requires adding a specific integrations user with selected permissions who will be used to authenticate the integration

Oracle Taleo

Particular about URL format

https://<zone_name>.taleo.net:443/enterprise

Where zone_name is included in the initial welcome email or can be obtained from Oracle support

Accounting

Integration

Merge Guidance

NetSuite

Guide explains how to create and find your NetSuite Account Credentials to link account within Merge

Ticketing

Integration

Merge Guidance

ServiceNow

Guide explains how to set up a ServiceNow developer instance to link to Merge

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