This article outlines some of the first steps your organization can take to start your Merge experience! Be sure to follow the hyperlinks for more in depth explanations of each concept.
Test Linked Accounts
When testing with Merge, be sure to use test linked accounts rather than production linked accounts
Test linked accounts are not billed!
Use a Test Access Key to set up a test linked account, rather than the Production Access Key
Test linked accounts will start the initial sync automatically, but subsequent syncs will need to be triggered manually from the Merge dashboard
You can convert a test account to a production from the Linked Accounts dashboard
Postman
Be sure to check out Merge’s Public Workspace to test API calls
Authorization
Use your Production/Test Access Key as the “Bearer token”
Use your Account token as the “X-Bearer-Token”
Syncing Strategies
Modified_after timestamp filter
Be sure to incorporate the modified_after filter to decrease sync times and payload size
Webhooks
Merge offers webhooks on top of all of our integrations to notify you when there are changes to your data
Expand
The expand parameter is a great tool to retrieve nested data while limiting the total number of API calls
Endpoints
Returns data on the sync status of a linked account
Returns available operations for an integration
Returns meta-data about a specific integration
Troubleshooting Tools
Running ledger of your calls to Merge, and Merge’s calls to your third party
Searchable and filterable
Alerts for common API issues including bad API keys, missing credentials, and rate limits
Configure email alerts from the Settings page
Supplemental Data
Use when Merge is hitting an endpoint, but not storing all the information you need
Returns the entire, unformatted response from the third party API
Use when you want to hit an endpoint that Merge does not currently query
Provide the path, method, headers, and body, and Merge will handle authentication
Merge offers a growing library of pre-written pass through requests to signed customers