Category Specific Articles

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

18 articles in this collection
Written by Tara Pichumani, Michelle Krameisen, Pritak Patel and 4 others

HRIS

What is the difference between Teams and Groups?

The difference between Merge's Groups and Teams Common Models

Written by Jemma Baus
Updated over a week ago

Time Off on Workday

Setting up access to Workday's Time Off endpoints

Written by Pritak Patel
Updated over a week ago

ATS

ATS Hired Stage

How to identify candidates that have been hired in an ATS

Written by Michelle Krameisen
Updated over a week ago

How to Create Candidates in SAP SuccessFactors

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

Written by Yash Gogri
Updated over a week ago

Accounting

Writes and POSTing Data with Merge’s Accounting Unified API

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

Written by Ria Garg
Updated over a week ago

Expense Management Use Cases with Our Accounting Unified API

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

Written by Ria Garg
Updated over a week ago

Transactions Object

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

Written by Yash Gogri
Updated over a week ago

Ticketing

Setting Up Merge Webhook Receivers - Zendesk

How to set up third-party receiving webhooks for Zendesk

Written by Yash Gogri
Updated over a week ago

Help Desk Integrations with Merge

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

Written by Tara Pichumani
Updated over a week ago

Using /meta for POST Tickets

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

Written by Yash Gogri
Updated this week

SalesForce Cloud User Permissions

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

Written by Yash Gogri
Updated over a week ago

How to set up ServiceNow Developer Instance

How to setup a ServiceNow Developer account to link to Merge

Written by Yash Gogri
Updated over a week ago

Setting Up Merge Webhook Receivers - JIRA Software

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

Written by Yash Gogri
Updated over a week ago

Setting Up Merge Webhook Receivers - Freshdesk

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

Written by Yash Gogri
Updated over a week ago

How to POST/Tickets for Ironclad

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

Written by Yash Gogri
Updated over a week ago

CRM

When should I use Engagements vs. Engagement Types?

Differences between Engagement and Engagement Types

Written by Kevin Zhang
Updated over a week ago

When should I use Engagements vs Tasks?

Differences between Engagements common model and the Tasks common model

Written by Kevin Zhang
Updated over a week ago

Do you include support for Activities?

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

Written by Kevin Zhang
Updated over a week ago