Merge

Yash Gogri

Tara Pichumani

Pritak Patel

Category Specific Guidance (HRIS, ATS, Accounting, Ticketing, CRM)

Category Specific Articles

The difference between Merge's Groups and Teams Common Models

What is the difference between Teams and Groups?

Setting up access to Workday's Time Off endpoints

Time Off on Workday

How to migrate from using the Teams Common Model to the Groups Common Model

Migrating from Teams to Groups

Jemma Baus

Michelle Krameisen

HRIS

How to Change an Application's Job Interview Stage using POST Application / change-state

Best Practice for POST Application / change-state

How to troubleshoot a POST Candidate Error

Troubleshooting POST Candidate

How to identify candidates that have been hired in an ATS

ATS Hired Stage

Example of how to write nested POST requests with creating an Candidate with resume attachments

How to Create Candidates in SAP SuccessFactors

Learn how an Accounting Unified API is able to support a wide array of use cases dependent on POSTing data

Writes and POSTing Data with Merge’s Accounting Unified API

Expense management companies can to POST payments, invoices, bills, and expenses to their customer’s accounting system of choice.

Expense Management Use Cases with Our Accounting Unified API

What types of transactions can be captured with the Transactions Object?

Transactions Object

Ria Garg

Accounting

How to set up third-party receiving webhooks for Zendesk

Setting Up Merge Webhook Receivers - Zendesk

How to create tickets directly in ServiceNow using POST/Ticket

How to POST/Ticket for ServiceNow

Allow your users to have access to Zendesk, Intercom, Salesforce Service Cloud, Gorgias, Help Scout, Freshdesk, Zoho Desk, and more

Help Desk Integrations with Merge

How to programmatically surface required fields and build dynamic UIs for POST/Tickets

Using /meta for POST Tickets

Permissions (Easy + Granular Set ups) to integrate with our Ticketing API

SalesForce Cloud User Permissions

How to setup a ServiceNow Developer account to link to Merge

How to set up ServiceNow Developer Instance

Setting up real-time webhooks for new & updated Jira Software Issues

Setting Up Merge Webhook Receivers - JIRA Software

How to set up real-time third party webhooks from Freshdesk

Setting Up Merge Webhook Receivers - Freshdesk

Difference between User and Contact in Ticketing

What is the difference between a User and a Contact in your Ticketing API?

How to create a workflow in Ironclad using our POST/Tickets and /meta endpoint

How to POST/Tickets for Ironclad

Ticketing

Differences between Engagement and Engagement Types

When should I use Engagements vs. Engagement Types?

Differences between Engagements common model and the Tasks common model

When should I use Engagements vs Tasks?

Explaining the breakdown of CRM activities into Engagements, Engagement Types, and Tasks