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Best Practice Guides

Best Practice Guides

Category Specific Guidance

By Matthew and 9 others10 authors37 articles

General

Accessing Customer API Keys

Getting Started With Merge

Reconciling Data Across Systems

Integration Onboarding Characterization

Testing the Merge API in Postman

End User Origin Id Best Practices

HRIS

Accessing Time Off Data from Workday

Using Groups and Teams in Merge

Migrating from Teams to Groups

Rippling Field Support

Guide to Field Mappings for Hibob

Best Practices around Groups Object

ATS

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

Accounting

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

Ticketing

How to set up a ServiceNow Developer Instance

Using /meta for POST Tickets

Help Desk Integrations with Merge

POST/Tickets for Ironclad

SalesForce Cloud User Permissions

Using POST and PATCH /tickets for ServiceNow

User vs. Contact in the Ticketing API

How to leverage our Rally Integration

Remote Fields | Ticketing

CRM

Remote Fields | CRM

Creating Leads on Pipedrive using Merge

Using Engagements vs. Engagement Types

Using Engagements vs Tasks

Creating Tasks Associated with Accounts on Salesforce

File Storage

File Storage Update Expectations