Merge Help Center

Best Practice Guides

Category Specific Guidance

48 articles

Accessing Customer API Keys

Getting started with Merge

Reconciling Data Across Systems

How do I prepare to onboard my customers?

Testing the Merge API in Postman

End user origin id best practices

What error codes can I expect from Merge and how do I handle them?

Migrating from Teams to Groups

Guide to Field Mappings for Hibob

Best Practices around Groups Object

Workday POST Timeoff Nuances

Hibob: Historical time off data

Identifying Hired Candidates via Merge

Creating Candidates in SAP SuccessFactors

Using Merge's POST Application /change-state

Taleo Job Remote_ID vs Job Code

SmartRecruiters Passthrough Request

Setting up Receiving Webhooks for Greenhouse

Creating a Candidate and Application within Workday

Setting up Third-Party Webhooks for Ashby

Lever Candidate: Mapping the Merge Remote_ID against a Lever Opportunity

Updates to POST /applications (Oct 2024)

Writes and POSTing Data with Merge’s Accounting Unified API

Expense Management Use Cases with Our Accounting Unified API

Understanding the Transactions Object

Accounting Common Models

Building to QuickBooks Desktop

How do I send transactions to accounting platforms?

How to set up a ServiceNow Developer Instance

POST and PATCH Tickets using /meta

Help Desk Integrations with Merge

SalesForce Cloud User Permissions

User vs. Contact in the Ticketing API

How to leverage our Rally Integration

Remote Fields Classes | Ticketing

Remote Fields Classes | CRM

Creating Leads on Pipedrive using Merge

Using Engagements vs. Engagement Types

Using Engagements vs Tasks

Creating Tasks Associated with Accounts on Salesforce

Merge processed File Download

Guide to Merge File Storage Integrations

Why are specific scopes needed for File Storage integrations?

Box - Integration nuances

Sharepoint - Integration nuances

Google Drive - Integration nuances

OneDrive - Integration nuances

Connecting Your Dropbox Account: What to Expect and How It Works