Merge

Linked Account Management

What is a Merge Linked Account?

Linked Account IDs

Merge supports linking an unlimited number of integrations for each end user.

Linking Multiple Linked Accounts in a Single API Category

Validating Linked Account credentials

How to delete a Linked Account & what happens

Deleting a Linked Account

Reference the "status" field in the GET /account-details endpoint to know whether an account is successfully linked

Linked Account Statuses and the /account-details Endpoint

Detecting and preventing duplicate production linked accounts

Duplicate Production Linked Accounts

An overview of Merge's "Idle" sync status

Why is my Linked Account Idle?

Advanced Field Mapping with JMESPath

Learn how to use JMESPath to fetch custom data from your system

Advanced Mapping Guide

General

Information on the <redacted> result for API logs

Understanding <redacted> Values in Logs

In-depth API Log search criteria in the Merge Dashboard

Searching Logs within the Dashboard

Merge Inbound and Outbound Log Error Codes and Troubleshooting Tips

Merge's Error Codes within Logs

Logs

Explanation of Issues in the Merge Dashboard

Viewing Issues in the Merge Dashboard

An explanation of Merge issues with invalid login credentials, missing permissions, bad API key, and hit rate limit

Issue Tracking

Explanation of Incomplete Linked Account and Resolution

Explaining Incomplete Linked Accounts

What is Detailed Error Messaging and where is it supported?

Detailed Error Messaging

An overview of Merge's Relink Needed status

What does Relink Needed mean?

Guidance on setting up a relinking flow via API and Magic Link

Relinking a Linked Account

Issues

Using Merge's force resync endpoint and dashboard functionality

How do I resync an account on demand?

Information on the Sync Status via the Linked Accounts section of the Merge dashboard

Checking the Sync Status of my integrations

Merge Sync Frequencies

An overview of Merge's Linked Account sync statuses

What are Merge's sync statuses?

Syncing

Control which Common Models and fields you sync from your customers

What are Common Model Scopes?

Scopes

An overview of the Merge API Tester and Mock Sandbox

API Tester + Mock Sandbox

API Tester

Create a custom design with text, images, and links

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