# Merge Help Center ## General ### Tenancy - [Which multi-tenants does Merge offer?](https://help.merge.dev/articles/10047460-which-multi-tenants-does-merge-offer-and-where-are-they-based) - [APAC multi-tenant frequently asked questions (FAQ)](https://help.merge.dev/articles/9504987-apac-multi-tenant-frequently-asked-questions-faq) - [US multi-tenant frequently asked questions (FAQ)](https://help.merge.dev/articles/7940252-us-multi-tenant-frequently-asked-questions-faq) - [EU multi-tenant frequently asked questions (FAQ)](https://help.merge.dev/articles/6480050-eu-multi-tenant-frequently-asked-questions-faq) ### Billing - [Which linked accounts am I billed for?](https://help.merge.dev/articles/9628111-which-linked-accounts-am-i-billed-for) - [Launch plan FAQs, self serve with Merge](https://help.merge.dev/articles/6641605-launch-plan-faqs-self-serve-with-merge) - [Merge's billing cadence and standard payment terms](https://help.merge.dev/articles/5518533-merge-s-billing-cadence-and-standard-payment-terms) - [Adding a credit card to Merge](https://help.merge.dev/articles/5491363-adding-a-credit-card-to-merge) ### Users and organizations - [How to invite users to your organization?](https://help.merge.dev/articles/7225536-how-to-invite-users-to-your-organization) - [What are Merge's role-based access controls (RBAC)?](https://help.merge.dev/articles/5389520-what-are-merge-s-role-based-access-controls-rbac) - [How do I set up SAML for my Merge organization?](https://help.merge.dev/articles/1031489024-how-to-set-up-saml-for-your-merge-organization) ### Security and privacy - [What is "Redact Unmapped Data"?](https://help.merge.dev/articles/8358419-what-is-redact-unmapped-data) - [Merge Trust Center](https://help.merge.dev/articles/6882636-merge-trust-center) - [What Is Merge's log and data retention policy?](https://help.merge.dev/articles/6871253-what-is-merge-s-log-and-data-retention-policy) - [How to use Content Security Policy (CSP) with Merge](https://help.merge.dev/articles/5924787-how-to-use-content-security-policy-csp-with-merge) - [Merge Unified data encryption and storing standards](https://help.merge.dev/articles/5389408-merge-data-encryption-and-storing-standards) - [How do I access Merge's SOC 2 report?](https://help.merge.dev/articles/4502060014-how-to-access-merge-s-soc-2-report) - [How do I rotate Production Access Keys?](https://help.merge.dev/articles/6121544562-how-to-rotate-production-access-keys-without-downtime) ### Support - [How do I contact Merge Support?](https://help.merge.dev/articles/7321476-contacting-merge-support) ## Features ### Merge Link - [Can I white-label Merge's authentication guides?](https://help.merge.dev/articles/9683479-can-i-white-label-merge-s-authentication-guides) - [How do I change requested scopes for OAuth integrations?](https://help.merge.dev/articles/9628044-how-do-i-change-requested-scopes-for-oauth-integrations) - [Enabling your users to edit or update their integration with Merge Link](https://help.merge.dev/articles/8843969-enabling-your-users-to-edit-or-update-their-integration-with-merge-link) - [Integration metadata endpoint](https://help.merge.dev/articles/5702420-integration-metadata-endpoint) - [Customizing the integrations shown to your customers](https://help.merge.dev/articles/5389829-customizing-the-integrations-shown-to-your-customers) - [What is the difference between the link token, public token, account token, and access token?](https://help.merge.dev/articles/5389539-what-is-the-difference-between-the-link-token-public-token-account-token-and-access-token) - [Disabling integrations on Merge Link](https://help.merge.dev/articles/5389525-disabling-integrations-on-merge-link) - [Merge Link Localization](https://help.merge.dev/articles/9612167-merge-link-localization) - [Selective Sync](https://help.merge.dev/articles/9113654-selective-sync) - [Merge Link white labeling and customization options](https://help.merge.dev/articles/4933576994-merge-link-customization) ### API - [What is shell data filtering?](https://help.merge.dev/articles/9713879-what-is-shell-data-filtering) - [Are Merge's APIs versioned?](https://help.merge.dev/articles/9686125-are-merge-s-apis-versioned) - [What is Merge's global API rate limit?](https://help.merge.dev/articles/9150563-what-is-merge-s-global-api-rate-limit) - [The show_enum_origins query parameter](https://help.merge.dev/articles/8950958-show-enum-origins-query-parameter) - [SCIM Identity Providers supported by Merge](https://help.merge.dev/articles/8380951-scim-integrations-supported-by-merge) - [How is Merge data sorted?](https://help.merge.dev/articles/7170162-how-is-merge-data-sorted) - [Maximum page_size from Merge response](https://help.merge.dev/articles/6963342-maximum-page-size-from-merge-response) - [Using PATCH endpoints in Merge](https://help.merge.dev/articles/6561287-using-patch-endpoints-in-merge) - [Max payload size recommendations](https://help.merge.dev/articles/6271002-max-payload-size) - [The Merge ID](https://help.merge.dev/articles/6270133-the-merge-id) - [The modified_after query parameter](https://help.merge.dev/articles/6188145-the-modified-after-timestamp) - [Using the Expand parameter](https://help.merge.dev/articles/6153657-using-the-expand-parameter) - [Understanding Access Control Lists (ACLs)](https://help.merge.dev/articles/10593571-understanding-access-control-lists-acls) ### SFTP - [How do I troubleshoot SFTP integrations?](https://help.merge.dev/articles/9510000-how-do-i-troubleshoot-sftp-integrations) - [Secure File Transfer Protocol - SFTP](https://help.merge.dev/articles/9054729-secure-file-transfer-protocol-sftp) ### Webhooks - [Webhooks Migration Guide](https://help.merge.dev/articles/8426389-webhooks-migration-guide) - [Issues webhooks](https://help.merge.dev/articles/6906816-issues-webhooks) - [Automatic webhook retries](https://help.merge.dev/articles/5720975-automatic-webhook-retries) - [Merge Webhook Signatures](https://help.merge.dev/articles/5614281-merge-webhook-signatures) - [Editing or deleting webhooks](https://help.merge.dev/articles/5389662-editing-or-deleting-webhooks) - [Creating webhooks in Merge](https://help.merge.dev/articles/5389453-creating-webhooks-in-merge) - [Managing webhooks across environments](https://help.merge.dev/articles/4650814887-managing-webhooks-across-environments) - [Best practices for implementing Merge webhooks](https://help.merge.dev/articles/9756386733-best-practices-for-implementing-merge-webhooks) ### Supplemental Data - [Guide to overriding Common Model fields](https://help.merge.dev/articles/8593316-guide-to-overriding-common-model-fields) - [Remote Fields Classes](https://help.merge.dev/articles/7940316-remote-fields-classes-overview) - [Rate limiting with Passthrough requests](https://help.merge.dev/articles/7926719-rate-limiting-with-passthrough-requests) - [Integration Wide Field Mapping Frequently Asked Questions (FAQ)](https://help.merge.dev/articles/7251445-integration-wide-field-mapping-frequently-asked-questions-faq) - [Supported Integrations for Integration-Wide Field Mapping](https://help.merge.dev/articles/7236095-supported-integrations-for-integration-wide-field-mapping) - [Accessing Original Data with remote_data](https://help.merge.dev/articles/6365567-accessing-original-data-with-remote-data) - [Different Types of Supplemental Data](https://help.merge.dev/articles/5779316-different-types-of-supplemental-data) - [Deleted Data Detection](https://help.merge.dev/articles/5392795-deleted-data-detection) - [Guide on creating Field Mappings](https://help.merge.dev/articles/5129286502-field-mapping-guide) - [Suggested approaches to reading custom fields](https://help.merge.dev/articles/6290701373-handling-custom-fields) - [Passthrough and Async Passthrough guide](https://help.merge.dev/articles/6520444519-passthrough-and-async-passthrough-guide) ### SDKs - [Advanced Ruby SDK migration guide](https://help.merge.dev/articles/9397495-advanced-ruby-sdk-migration-guide) - [Advanced Go SDK migration guide](https://help.merge.dev/articles/8500081-advanced-go-sdk-migration-guide) - [Advanced Java SDK migration guide](https://help.merge.dev/articles/8229535-advanced-java-sdk-migration-guide) - [Advanced Node SDK migration guide](https://help.merge.dev/articles/8229417-advanced-node-sdk-migration-guide) - [Advanced Python SDK Migration Guide](https://help.merge.dev/articles/8229265-advanced-python-sdk-migration-guide) - [Using Merge SDKs](https://help.merge.dev/articles/7992820-using-merge-sdks) ## Linked Account management ### Issues - [Relinking a Linked Account](https://help.merge.dev/articles/7208194-relinking-a-linked-account) - [Detailed error messaging](https://help.merge.dev/articles/7131146-detailed-error-messaging) - [What does Relink Needed mean?](https://help.merge.dev/articles/6461253-what-does-relink-needed-mean) - [Explaining Incomplete Linked Accounts](https://help.merge.dev/articles/5468215-explaining-incomplete-linked-accounts) - [Viewing Issues in the Merge Dashboard](https://help.merge.dev/articles/5410376-viewing-issues-in-the-merge-dashboard) - [Issue tracking](https://help.merge.dev/articles/5389726-issue-tracking) ### Logs - [Merge's error codes within Logs](https://help.merge.dev/articles/6872104-merge-s-error-codes-within-logs) - [Searching logs within the Merge Dashboard](https://help.merge.dev/articles/5734832-searching-logs-within-the-dashboard) - [Understanding values in logs](https://help.merge.dev/articles/5389715-understanding-redacted-values-in-logs) ### General - [Why is my Linked Account Idle?](https://help.merge.dev/articles/6882751-why-is-my-linked-account-idle) - [Linked Account IDs](https://help.merge.dev/articles/6662575-linked-account-ids) - [Duplicate production Linked Accounts](https://help.merge.dev/articles/6463873-duplicate-production-linked-accounts) - [Linked Account statuses and the /account-details endpoint](https://help.merge.dev/articles/6074068-linked-account-statuses-and-the-account-details-endpoint) - [Validating Linked Account credentials](https://help.merge.dev/articles/5734846-validating-linked-account-credentials) - [What is a Merge Linked Account?](https://help.merge.dev/articles/5518566-what-is-a-merge-linked-account) - [Linking multiple Linked Accounts in a single API category](https://help.merge.dev/articles/5389804-linking-multiple-linked-accounts-in-a-single-api-category) - [Deleting a Linked Account](https://help.merge.dev/articles/5388451-deleting-a-linked-account) - [Merge Audit Trail: Enhancing Security & Compliance](https://help.merge.dev/articles/8813877-merge-audit-trail-enhancing-security-compliance) ### Scopes - [What are Common Model Scopes?](https://help.merge.dev/articles/5950052-what-are-common-model-scopes) - [Scopes minimization](https://help.merge.dev/articles/6179608783-scopes-minimization) ### API Tester - [API Tester + Mock Sandbox](https://help.merge.dev/articles/8614547-api-tester-mock-sandbox) ### Syncing - [What are Merge's sync statuses?](https://help.merge.dev/articles/8184193-what-are-merge-s-sync-statuses) - [How do I resync an account on demand?](https://help.merge.dev/articles/5388905-how-do-i-resync-an-account-on-demand) - [Checking the Sync Status of my integrations](https://help.merge.dev/articles/5388486-checking-the-sync-status-of-my-integrations) - [Merge sync frequencies](https://help.merge.dev/articles/5388387-merge-sync-frequencies) ## Authentication guides ### HRIS - [Justworks - How do I link my account?](https://help.merge.dev/articles/8358999-justworks-how-do-i-link-my-account) - [Lucca - How do I link my account?](https://help.merge.dev/articles/10698718-lucca-how-do-i-link-my-account) - [PayFit - How do I link using an API key?](https://help.merge.dev/articles/10159985-payfit-how-do-i-link-using-an-api-key) - [Workday - How do I link using OAuth?](https://help.merge.dev/articles/9891389-workday-how-do-i-link-using-oauth) - [Darwinbox - How do I link using an API key?](https://help.merge.dev/articles/9681620-darwinbox-how-do-i-link-using-an-api-key) - [Breathe - How do I link my account?](https://help.merge.dev/articles/9663298-breathe-how-do-i-link-my-account) - [Namely - How do I link my account?](https://help.merge.dev/articles/9450063-namely-how-do-i-link-my-account) - [SAP SuccessFactors - How do I send HRIS data via SFTP?](https://help.merge.dev/articles/9216620-sap-successfactors-how-do-i-send-hris-data-via-sftp) - [Workday - What permissions do I need for HRIS data?](https://help.merge.dev/articles/9176420-workday-what-permissions-do-i-need-for-hris-data) - [Workday - How do I send HRIS data via SFTP?](https://help.merge.dev/articles/8694660-workday-how-do-i-send-hris-data-via-sftp) - [HiBob - How do I send HRIS data via SFTP?](https://help.merge.dev/articles/8568312-hibob-how-do-i-send-hris-data-via-sftp) - [CyberArk - How do I link my account?](https://help.merge.dev/articles/8545851-cyberark-how-do-i-link-my-account) - [ChartHop - How do I link my account?](https://help.merge.dev/articles/7868923-charthop-how-do-i-link-my-account) - [Paylocity - How do I link to a partnered organization?](https://help.merge.dev/articles/7224778-paylocity-how-do-i-link-to-a-partnered-organization) - [Paycor - How do I link my account?](https://help.merge.dev/articles/7183529-paycor-how-do-i-link-my-account) - [Charlie - How do I link my account?](https://help.merge.dev/articles/7170306-charlie-how-do-i-link-my-account) - [BambooHR - How do I configure a custom access level for user provisioning?](https://help.merge.dev/articles/7156527-bamboohr-how-do-i-configure-a-custom-access-level-for-user-provisioning) - [Okta - How do I link my account?](https://help.merge.dev/articles/7129484-okta-how-do-i-link-my-account) - [TriNet HR Platform - How do I link with my API key?](https://help.merge.dev/articles/6974319-trinet-hr-platform-how-do-i-link-with-my-api-key) - [Dayforce HCM - How do I link my account for HRIS?](https://help.merge.dev/articles/6971482-dayforce-hcm-how-do-i-link-my-account-for-hris) - [Microsoft Entra ID - How do I link my account?](https://help.merge.dev/articles/6930885-microsoft-entra-id-how-do-i-link-my-account) - [PeopleHR - How do I link my account?](https://help.merge.dev/articles/6634325-peoplehr-how-do-i-link-my-account) - [Deel - How do I link my account?](https://help.merge.dev/articles/6602805-deel-how-do-i-link-my-account) - [BambooHR - How do I link using OAuth?](https://help.merge.dev/articles/6597267-bamboohr-how-do-i-link-using-oauth) - [Humaans.io - How do I link my account?](https://help.merge.dev/articles/6593197-humaans-io-how-do-i-link-my-account) - [Gusto - How do I link my demo account?](https://help.merge.dev/articles/6362636-gusto-how-do-i-link-my-demo-account) - [HiBob - How do I link my account with a Service User?](https://help.merge.dev/articles/6361857-hibob-how-do-i-link-my-account) - [Workday Permissions - Specific Functional Areas and Parent/Subdomain Breakdown](https://help.merge.dev/articles/6271007-workday-permissions-specific-functional-areas-and-parent-subdomain-breakdown) - [ADP Workforce Now - How do I link using a practitioner role?](https://help.merge.dev/articles/6057766-adp-workforce-now-how-do-i-link-using-a-practitioner-role) - [TriNet - How do I link my account?](https://help.merge.dev/articles/5708552-trinet-how-do-i-link-my-account) - [Workday - How do I link my account with an Integration System User (ISU)?](https://help.merge.dev/articles/5699428-workday-how-do-i-link-my-account-with-an-integration-system-user) - [UKG Pro - How do I link my account?](https://help.merge.dev/articles/5696209-ukg-pro-how-do-i-link-my-account) - [UKG Ready - How do I link my account?](https://help.merge.dev/articles/5696149-ukg-ready-how-do-i-link-my-account) - [Paychex - How do I link my account?](https://help.merge.dev/articles/5695872-paychex-how-do-i-link-my-account) - [Paylocity - How do I link using OAuth?](https://help.merge.dev/articles/5684438-paylocity-how-do-i-link-using-oauth) - [SAP SuccessFactors - How do I link my account?](https://help.merge.dev/articles/5535520-sap-successfactors-how-do-i-link-my-account) - [Nmbrs - How do I link my account?](https://help.merge.dev/articles/5524813-nmbrs-how-do-i-link-my-account) - [Freshteam - How do I link my account?](https://help.merge.dev/articles/5446118-freshteam-how-do-i-link-my-account) - [Sage HR - How do I link my account?](https://help.merge.dev/articles/5445898-sage-hr-how-do-i-link-my-account) - [JazzHR - How do I link my account?](https://help.merge.dev/articles/5442060-jazzhr-how-do-i-link-my-account) - [Kallidus - How do I link my account?](https://help.merge.dev/articles/5436556-kallidus-how-do-i-link-my-account) - [BambooHR - How do I link using an API key?](https://help.merge.dev/articles/5431279-bamboohr-how-do-i-link-using-an-api-key) - [HR Partner - How do I link my account?](https://help.merge.dev/articles/5431085-hr-partner-how-do-i-link-my-account) - [Personio - How do I link my account?](https://help.merge.dev/articles/5398772-personio-how-do-i-link-my-account) - [SAP SuccessFactors - Service User Setup](https://help.merge.dev/articles/8346126-sap-successfactors-service-user-setup) - [UKG Pro Workforce Management - How do I link my account?](https://help.merge.dev/articles/5776959-ukg-dimensions) - [Lattice HRIS - How do I link using OAuth?](https://help.merge.dev/articles/8308564713-lattice-hris-how-do-i-link-using-oauth) - [SAP SuccessFactors - How do I set up my connection with specific permissions for an HRIS integration?](https://help.merge.dev/articles/9720391734-sap-successfactors-how-do-i-set-up-my-connection-with-specific-permissions-for-an-hris-integration) - [ADP - Integration overview](https://help.merge.dev/articles/2421834796-adp-integration-overview) - [Workday - How do I filter the Employees being synced from my Workday account?](https://help.merge.dev/articles/1938183307-workday-how-do-i-filter-the-employees-being-synced-from-my-workday-account) - [JumpCloud - How do I link using an API key?   ](https://help.merge.dev/articles/4280029521-jumpcloud-how-do-i-link-using-an-api-key) - [HiBob - How do I link using OAuth?](https://help.merge.dev/articles/1525990505-hibob-how-do-i-link-using-oauth) - [7shifts - How do I link my account?](https://help.merge.dev/articles/9492530923-7shifts-how-do-i-link-my-account) - [Employment Hero - How do I link my account?](https://help.merge.dev/articles/7541650918-employment-hero-how-do-i-link-my-account) - [PrismHR - How do I link using a web service user?](https://help.merge.dev/articles/4302588132-prismhr-how-do-i-link-using-a-web-service-user) - [iTrent - How do I link my account?](https://help.merge.dev/articles/8138871408-itrent-how-do-i-link-my-account) ### ATS - [Dayforce HCM - How do I link my account for ATS?](https://help.merge.dev/articles/10581468-dayforce-hcm-how-do-i-link-my-account-for-ats) - [Jobvite - How do I link my account?](https://help.merge.dev/articles/10521750-jobvite-how-do-i-link-my-account) - [Pinpoint - How do I link my account?](https://help.merge.dev/articles/9450527-pinpoint-how-do-i-link-my-account) - [UKG Pro Recruiting - How do I link my account?](https://help.merge.dev/articles/9251663-ukg-pro-recruiting-how-do-i-link-my-account) - [Workday - What permissions do I need for ATS data?](https://help.merge.dev/articles/9176442-workday-what-permissions-do-i-need-for-ats-data) - [Clockwork - How do I link my account?](https://help.merge.dev/articles/9105602-clockwork-how-do-i-link-my-account) - [Eploy - How do I link my account?](https://help.merge.dev/articles/8909116-eploy-how-do-i-link-my-account) - [Occupop - How do I link my account?](https://help.merge.dev/articles/8909075-occupop-how-do-i-link-my-account) - [Workday - How do I send ATS data via SFTP?](https://help.merge.dev/articles/8568320-workday-how-do-i-send-ats-data-via-sftp) - [Cornerstone TalentLink - How do I link my account?](https://help.merge.dev/articles/8558429-cornerstone-talentlink-how-do-i-link-my-account) - [Lever - How do I link my sandbox account?](https://help.merge.dev/articles/6250014-lever-how-do-i-link-my-sandbox-account) - [Oracle Taleo - How do I link my account?](https://help.merge.dev/articles/6203570-oracle-taleo-how-do-i-link-my-account) - [SmartRecruiters - How do I link my account?](https://help.merge.dev/articles/5528423-smartrecruiters-how-do-i-link-my-account) - [Teamtailor - How do I link my account?](https://help.merge.dev/articles/5442416-teamtailor-how-do-i-link-my-account) - [TalentLyft - How do I link my account?](https://help.merge.dev/articles/5442415-talentlyft-how-do-i-link-my-account) - [Workable - How do I link my account?](https://help.merge.dev/articles/5442252-workable-how-do-i-link-my-account) - [Recruiterflow - How do I link my account?](https://help.merge.dev/articles/5442138-recruiterflow-how-do-i-link-my-account) - [Tellent by Recruitee - How do I link my account?](https://help.merge.dev/articles/5442135-tellent-by-recruitee-how-do-i-link-my-account) - [Lever - How do I link using an API key?](https://help.merge.dev/articles/5442133-lever-how-do-i-link-using-an-api-key) - [Homerun - How do I link my account?](https://help.merge.dev/articles/5442129-homerun-how-do-i-link-my-account) - [Greenhouse - How do I link my account?](https://help.merge.dev/articles/5431484-greenhouse-how-do-i-link-my-account) - [Ashby - How do I link my account?](https://help.merge.dev/articles/5431238-ashby-how-do-i-link-my-account) - [ApplicantStack - How do I link my account?](https://help.merge.dev/articles/5431188-applicantstack-how-do-i-link-my-account) - [Bullhorn Recruitment Cloud - How do I link my account?](https://help.merge.dev/articles/8712408633-bullhorn-recruitment-cloud-how-do-i-link) - [Gem - How do I link my account?](https://help.merge.dev/articles/2663629743-gem-how-do-i-link-my-account) - [Asymbl - How do I link my account?](https://help.merge.dev/articles/4362113487-asymbl-how-do-i-link) ### Accounting - [NetSuite - How do I link my account with Bank Feeds?](https://help.merge.dev/articles/10160018-netsuite-how-do-i-link-my-account-with-bank-feeds) - [Sage Intacct - How do I link without my own Web Services Developer license?](https://help.merge.dev/articles/8971724-sage-intacct-how-do-i-link-without-my-own-web-services-developer-license) - [Sage Intacct - How do I link with my own Web Services Developer license?](https://help.merge.dev/articles/8857923-sage-intacct-how-do-i-link-with-my-own-web-services-developer-license) - [QuickBooks Online - How do I link my account?](https://help.merge.dev/articles/8594517-quickbooks-online-how-do-i-link-my-account) - [Xero - How do I link my account?](https://help.merge.dev/articles/8594162-xero-how-do-i-link-my-account) - [NetSuite - How do I link my account?](https://help.merge.dev/articles/7792671-netsuite-how-do-i-link-my-account) - [Microsoft Dynamics 365 Business Central - How do I link my account?](https://help.merge.dev/articles/6930921-microsoft-dynamics-365-business-central-how-do-i-link-my-account) - [Connecting to an Oracle Fusion Cloud sandbox account](https://help.merge.dev/articles/6726244941-connecting-to-an-oracle-fusion-cloud-sandbox-account) ### Ticketing - [Wrike - How do I link using OAuth?](https://help.merge.dev/articles/11014521-wrike-how-do-i-link-my-account) - [Linear - How do I configure super admin access?](https://help.merge.dev/articles/11011301-linear-how-do-i-configure-super-admin-access) - [Freshservice - How do I connect using a custom domain?](https://help.merge.dev/articles/10136211-freshservice-how-do-i-connect-using-a-custom-domain) - [Trello - How do I link using an API key?](https://help.merge.dev/articles/8757597-trello-how-do-i-link-my-account) - [Freshdesk - How do I link my account?](https://help.merge.dev/articles/8695156-freshdesk-how-do-i-link-my-account) - [Intercom - How do I link my account using OAuth?](https://help.merge.dev/articles/8594482-intercom-how-do-i-link-my-account) - [ServiceNow - How do I link my account?](https://help.merge.dev/articles/8590199-servicenow-how-do-i-link-my-account) - [Github - How do I link my account?](https://help.merge.dev/articles/8562560-github-how-do-i-link-my-account) - [Jira Data Center - How do I link using OAuth?](https://help.merge.dev/articles/4498773518-jira-data-center-how-do-i-link-using-oauth) - [Jira Data Center - How do I link using a Personal Access Token?](https://help.merge.dev/articles/5652284849-jira-data-center-how-do-i-link-using-a-personal-access-token) - [Jira Data Center - How do I link using username and password?](https://help.merge.dev/articles/2547042967-jira-data-center-how-do-i-link-using-username-and-password) - [Salesforce Service Cloud - What permissions do I need?](https://help.merge.dev/articles/6802297-salesforce-cloud-user-permissions) - [Zendesk - How do I link using OAuth?](https://help.merge.dev/articles/9426660839-zendesk-how-do-i-link-using-oauth) - [Trello - How do I link using OAuth?](https://help.merge.dev/articles/1043496542-trello-how-do-i-link-using-oauth) - [Front - How do I link using OAuth?](https://help.merge.dev/articles/3955358706-front-how-do-i-link-using-oauth) - [Jira - How do I link using OAuth?](https://help.merge.dev/articles/9781816783-jira-how-do-i-link-using-oauth) ### CRM - [Zoho CRM - How do I link my account using OAuth?](https://help.merge.dev/articles/9458162-zoho-crm-how-do-i-link-my-account-using-oauth) - [HubSpot - How do I link my account?](https://help.merge.dev/articles/8594597-hubspot-how-do-i-link-my-account) - [Salesforce - How do I link my account with security token and organization ID?](https://help.merge.dev/articles/6594829-salesforce-how-do-i-link-my-account) - [Salesforce - How do I link my account with OAuth?](https://help.merge.dev/articles/4723086137-salesforce-how-do-i-link-my-account-with-oauth) - [Pipedrive - How do I link using an API key?](https://help.merge.dev/articles/2480814671-pipedrive-how-do-i-link-using-an-api-key) - [Pipedrive - How do I link using OAuth?](https://help.merge.dev/articles/3166803902-pipedrive-how-do-i-link-using-oauth) ### File Storage - [SharePoint - How do I configure super admin access?](https://help.merge.dev/articles/10744024-sharepoint-how-do-i-configure-super-admin-access) - [Sharepoint - How do I link my account?](https://help.merge.dev/articles/8584558-sharepoint-how-do-i-link-my-account) ### Knowledge Base - [Confluence - How do I link using OAuth?](https://help.merge.dev/articles/1677960869-confluence-how-do-i-link-using-oauth) - [Notion - How do I link using OAuth?](https://help.merge.dev/articles/7216440666-notion-how-do-i-link-my-account) ## Partnerships - [Linear - How do I set up my partner credentials?](https://help.merge.dev/articles/10573779-linear-how-do-i-set-up-my-partner-credentials) - [Gusto - How do I set up my integration?](https://help.merge.dev/articles/10354314-gusto-how-do-i-set-up-my-integration) - [QuickBooks Online - How do I set up partner credentials?](https://help.merge.dev/articles/9833261-quickbooks-online-how-do-i-set-up-partner-credentials) - [Zelt - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/9493553-zelt-how-do-i-set-up-my-partner-credentials-for-oauth) - [Zoho CRM - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/9458238-zoho-crm-how-do-i-set-up-my-partner-credentials-for-oauth) - [Rippling - How do I set up my integration?](https://help.merge.dev/articles/9265388-rippling-how-do-i-set-up-my-integration) - [Deel - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/7988048-deel-how-do-i-set-up-my-partner-credentials-for-oauth) - [Dropbox - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/7967442-dropbox-how-do-i-set-up-my-partner-credentials-for-oauth) - [Hubspot - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/7113349-hubspot-how-do-i-set-up-my-partner-credentials-for-oauth) - [Salesforce - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/7035731-salesforce-how-do-i-set-up-my-partner-credentials-for-oauth) - [Xero - How do I set up my partner credentials?](https://help.merge.dev/articles/6802115-xero-how-do-i-set-up-my-partner-credentials) - [Microsoft Dynamics 365 Business Central - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6767443-microsoft-dynamics-365-business-central-how-do-i-set-up-my-partner-credentials-for-oauth) - [Google Workspace - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6609569-google-workspace-how-do-i-set-up-my-partner-credentials-for-oauth) - [Microsoft Entra ID - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6535182-microsoft-entra-id-how-do-i-set-up-my-partner-credentials-for-oauth) - [Freshteam - How do I become a partner?](https://help.merge.dev/articles/6235926-freshteam-how-do-i-become-a-partner) - [Paylocity - How do I become a partner?](https://help.merge.dev/articles/5953188-paylocity-how-do-i-become-a-partner) - [TriNet - How do I list my organization as a pre-configured integration?](https://help.merge.dev/articles/5783867-trinet-how-do-i-list-my-organization-as-a-pre-configured-integration) - [Lever - How do I enable my partner credentials for OAuth?](https://help.merge.dev/articles/5683609-lever-how-do-i-enable-my-partner-credentials-for-oauth) - [How does Merge work with API partners?](https://help.merge.dev/articles/5681158-how-does-merge-work-with-api-partners) - [BambooHR - How do I set up OpenID Connect?](https://help.merge.dev/articles/5662387-bamboohr-how-do-i-set-up-openid-connect) - [CezanneHR - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6705624657-cezannehr-how-to-create-a-cezannehr-oauth-app) - [Bullhorn Recruitment Cloud - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/1974911577-bullhorn-recruitment-cloud-how-do-i-set-up-my-partner-credentials-for-oauth) - [Atlassian - How do I set up my partner credentials?](https://help.merge.dev/articles/9111358716-atlassian-partnership) - [Google Drive - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/11370271-google-drive-how-do-i-set-up-my-partner-credentials-for-oauth) - [SharePoint & OneDrive - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/2543780893-sharepoint-onedrive-partnership) - [Notion - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6073479086-notion-partnerships) - [Box - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/9250695212-setting-up-box-developer-app-for-merge-integration) - [Asymbl - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/6873693044-asymbl-how-do-i-set-up-my-partner-credentials-for-oauth) - [Greenhouse - How do I set up my partner credentials?](https://help.merge.dev/articles/7586629903-greenhouse-how-do-i-set-up-my-partner-credentials) - [Pipedrive - How do I set up my partner credentials?](https://help.merge.dev/articles/4587739678-pipedrive-how-do-i-set-up-my-partner-credentials) - [Intercom - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/2326705607-intercom-how-do-i-set-up-my-partner-credentials-for-oauth) - [Front - How do I set up my partner credentials for OAuth?](https://help.merge.dev/articles/1676650650-front-how-do-i-set-up-my-partner-credentials) ## Integrations - [ADP (non-partnership) null objects and fields](https://help.merge.dev/articles/6672779-adp-non-partnership-null-objects-and-fields) - [Enabling TimeOff Data for Workday](https://help.merge.dev/articles/6346812-enabling-timeoff-data-for-workday) - [Beta integrations](https://help.merge.dev/articles/5735015-beta-integrations) - [Requesting new Merge API fields](https://help.merge.dev/articles/5585929-requesting-new-merge-api-fields) - [Requesting new integrations](https://help.merge.dev/articles/5389538-requesting-new-integrations) - [Merge integrations](https://help.merge.dev/articles/4571628-merge-integrations) - [Can I get access to sandbox accounts?](https://help.merge.dev/articles/3973823944-using-merge-integration-sandboxes) ### Third-Party Webhooks - [QuickBooks Online - How do I set up third-party webhooks?](https://help.merge.dev/articles/9527556-quickbooks-online-how-do-i-set-up-third-party-webhooks) - [Xero - How do I set up third-party webhooks?](https://help.merge.dev/articles/9527604-xero-how-do-i-set-up-receiving-webhooks) - [Linear - How do I set up third-party webhooks?](https://help.merge.dev/articles/10522223-linear-how-do-i-set-up-third-party-webhooks) - [Lever - How do I set up third-party webhooks?](https://help.merge.dev/articles/8182834-setting-up-automatic-lever-webhook) - [JazzHR - How do I set up third-party webhooks?](https://help.merge.dev/articles/8400669-setting-up-receiving-webhooks-in-jazzhr) - [Dixa - How do I set up third-party webhooks?](https://help.merge.dev/articles/9118976-setting-up-receiving-webhooks-for-dixa) - [Intercom - How do I set up third-party webhooks?](https://help.merge.dev/articles/8959178-setting-up-receiving-webhooks-for-intercom) - [Front - How do I set up third-party webhooks?](https://help.merge.dev/articles/9135036-setting-up-receiving-webhooks-for-front) - [Ashby - How do I set up third-party webhooks?](https://help.merge.dev/articles/9105461-setting-up-third-party-webhooks-for-ashby) - [Greenhouse - How do I set up third-party webhooks?](https://help.merge.dev/articles/8012153-setting-up-receiving-webhooks-for-greenhouse) ## Best practice guides ### General - [What error codes can I expect from Merge and how do I handle them?](https://help.merge.dev/articles/9660257-what-error-codes-can-i-expect-from-merge-and-how-do-i-handle-them) - [End user origin id best practices](https://help.merge.dev/articles/8032943-end-user-origin-id-best-practices) - [Getting started with Merge](https://help.merge.dev/articles/6323407-getting-started-with-merge) - [Reconciling Data Across Systems](https://help.merge.dev/articles/6270169-reconciling-data-across-systems) - [How do I prepare to onboard my customers?](https://help.merge.dev/articles/5758382-how-do-i-prepare-to-onboard-my-customers) - [Testing the Merge API in Postman](https://help.merge.dev/articles/5734854-testing-the-merge-api-in-postman) - [Accessing Customer API Keys](https://help.merge.dev/articles/5450096-accessing-customer-api-keys) - [How to securely implement POST Attachment](https://help.merge.dev/articles/3599110626-post-attachment) - [What integrations require Merge customer set up and/or partnerships? ](https://help.merge.dev/articles/4584465395-what-integrations-require-merge-customer-set-up-and-or-partnerships) - [What integrations require end user fees and/or provider involvement?](https://help.merge.dev/articles/7371653054-what-integrations-require-end-user-fees-and-or-provider-involvement) - [Which integrations are self-serve, and which are not?](https://help.merge.dev/articles/2963696907-which-integrations-are-self-serve-and-which-are-not) - [Testing Merge linking using CodeSandbox](https://help.merge.dev/articles/4575048411-testing-merge-linking-using-codesandbox) - [Bulk writes](https://help.merge.dev/articles/2881013212-bulk-writes) - [Bulk writes implementation recommendations](https://help.merge.dev/articles/3167128062-bulk-writes-implementation-recommendations) - [Initial sync overview and best practices](https://help.merge.dev/articles/2988671375-initial-sync-overview-and-best-practices) - [Implementing Merge with an AI coding agent - Merge Link](https://help.merge.dev/articles/8923037398-coding-agent-implementation-prompts-merge-link) - [Implementing Merge with an AI coding agent - Sync triggers](https://help.merge.dev/articles/4526811674-implementing-merge-with-an-ai-coding-agent-ync-triggers) - [How to implement a modular passthrough system within your Merge implementation](https://help.merge.dev/articles/8575212528-how-to-implement-a-modular-passthrough-system-within-your-merge-implementation) ### HRIS - [Hibob: Historical time off data](https://help.merge.dev/articles/10725619-hibob-historical-time-off-data) - [Workday POST Time Off nuances](https://help.merge.dev/articles/8839790-workday-post-timeoff-nuances) - [Best Practices around Groups Object](https://help.merge.dev/articles/8260589-best-practices-around-groups-object) - [Migrating from Teams to Groups](https://help.merge.dev/articles/7170465-migrating-from-teams-to-groups) - [Guide to Field Mappings for Hibob](https://help.merge.dev/articles/7126426-guide-to-field-mappings-for-hibob) - [Work Location fields in iSolved: What to know and how Merge handles duplicates](https://help.merge.dev/articles/5392958294-work-location-fields-in-isolved-what-to-know-and-how-merge-handles-duplicates) - [Workday - Syncing calculated fields with Selective Sync](https://help.merge.dev/articles/11102908-workday-how-do-i-sync-calculated-fields) - [Uniquely identifying Employees in HRIS Integrations](https://help.merge.dev/articles/5281293189-uniquely-identifying-employees-in-hris-integrations) - [SAP SuccessFactors - Syncing additional fields with Selective Sync](https://help.merge.dev/articles/3785095186-sap-successfactors-syncing-additional-fields-with-selective-sync) - [Workday Field Mapping guide](https://help.merge.dev/articles/10235785-workday-field-mapping-guide) - [Microsoft Entra ID - Syncing additional fields with Selective Sync](https://help.merge.dev/articles/1098996252-microsoft-entra-id-syncing-additional-fields-with-selective-sync) ### ATS - [Updates to POST /applications (Oct 2024)](https://help.merge.dev/articles/10012366-updates-to-post-applications-oct-2024) - [Lever candidate: Mapping the Merge remote_id against a Lever opportunity](https://help.merge.dev/articles/9368436-lever-candidate-mapping-the-merge-remote-id-against-a-lever-opportunity) - [Creating a Candidate and Application within Workday](https://help.merge.dev/articles/8400765-creating-a-candidate-and-application-within-workday) - [Oracle Taleo - job remote_id vs job code](https://help.merge.dev/articles/7881292-taleo-job-remote-id-vs-job-code) - [Using Merge's POST /application/{id}/change-stage](https://help.merge.dev/articles/7053581-using-merge-s-post-application-change-state) - [SmartRecruiters Passthrough request](https://help.merge.dev/articles/6706339-smartrecruiters-passthrough-request) - [Creating candidates in SAP SuccessFactors](https://help.merge.dev/articles/6654057-creating-candidates-in-sap-successfactors) - [Identifying hired candidates via Merge](https://help.merge.dev/articles/6425152-identifying-hired-candidates-via-merge) - [Workday - How to POST an application with source](https://help.merge.dev/articles/2804206026-workday-post-application-source) - [iCIMS - How to POST Applications and Candidates with source](https://help.merge.dev/articles/9927139586-icims-post-application-candidate-source) ### Accounting - [How do I send transactions to accounting platforms?](https://help.merge.dev/articles/10492651-how-do-i-send-transactions-to-accounting-platforms) - [Accounting Common Models](https://help.merge.dev/articles/7981447-accounting-common-models) - [Expense management use cases with our Accounting Unified API](https://help.merge.dev/articles/6651382-expense-management-use-cases-with-our-accounting-unified-api) - [Writes and posting data with Merge's Accounting Unified API](https://help.merge.dev/articles/6651364-writes-and-posting-data-with-merge-s-accounting-unified-api) - [Understanding the Transactions common model](https://help.merge.dev/articles/6439391-understanding-the-transactions-object) - [Posting expenses to Xero](https://help.merge.dev/articles/4234031730-posting-expenses-to-xero) - [NetSuite - Updating your NetSuite Bank Feeds bundle](https://help.merge.dev/articles/7981021445-netsuite-updating-your-netsuite-bank-feeds-bundle) - [Idempotency for accounting POST requests](https://help.merge.dev/articles/3428903208-idempotency) - [Posting contacts with Merge's Accounting Unified API](https://help.merge.dev/articles/3803104115-posting-contacts-with-merge-s-accounting-unified-api) - [How to use query parameters in Merge’s Accounting API](https://help.merge.dev/articles/4425338464-how-to-use-query-parameters-in-merge-s-accounting-api) ### Ticketing - [How to leverage our Rally Integration](https://help.merge.dev/articles/7985384-how-to-leverage-our-rally-integration) - [Remote Fields Classes | Ticketing](https://help.merge.dev/articles/7940338-remote-fields-classes-ticketing) - [User vs. Contact in the Ticketing API](https://help.merge.dev/articles/7204337-user-vs-contact-in-the-ticketing-api) - [Help Desk Integrations with Merge](https://help.merge.dev/articles/6657123-help-desk-integrations-with-merge) - [POST and PATCH Tickets using /meta](https://help.merge.dev/articles/6578026-post-and-patch-tickets-using-meta) - [How to set up a ServiceNow Developer Instance](https://help.merge.dev/articles/6434216-how-to-set-up-a-servicenow-developer-instance) - [Ticketing Access Control List (ACLs)](https://help.merge.dev/articles/10333658-ticketing-access-control-list-acls) - [Live Search for Ticketing](https://help.merge.dev/articles/10226830-live-search-for-ticketing) - [Setting Up ServiceNow Scopes and Roles for Non-Admin Integrations](https://help.merge.dev/articles/8660564895-setting-up-servicenow-scopes-and-roles-for-non-admin-users) - [Configuring ServiceNow ACLs to Allow Ticket Tag Updates via API](https://help.merge.dev/articles/1491194104-servicenow-tags-permissions-guide) - [Linear integration nuances (permissions)](https://help.merge.dev/articles/6120922305-linear-integration-nuances-permissions) - [Zendesk integration nuances (permissions)](https://help.merge.dev/articles/2158241893-zendesk-integration-nuances-permissions) - [Asana integration nuances (permissions)](https://help.merge.dev/articles/3341971948-asana-integration-nuances-permissions) - [Jira integration nuances (permissions)](https://help.merge.dev/articles/4631253510-jira-integration-nuances-permissions) - [Ticketing Permissions Guide](https://help.merge.dev/articles/4621908820-ticketing-permissions-guide) ### CRM - [Creating tasks associated with accounts in Salesforce](https://help.merge.dev/articles/7996505-creating-tasks-associated-with-accounts-on-salesforce) - [Remote Fields Classes | CRM](https://help.merge.dev/articles/7829582-remote-fields-classes-crm) - [Creating leads in Pipedrive using Merge](https://help.merge.dev/articles/7438024-creating-leads-on-pipedrive-using-merge) - [Using Engagements vs Tasks](https://help.merge.dev/articles/6464180-using-engagements-vs-tasks) - [Using Engagements vs. Engagement Types](https://help.merge.dev/articles/6464117-using-engagements-vs-engagement-types) - [CRM Access Control List (ACLs)](https://help.merge.dev/articles/10408882-crm-access-control-list-acls) ### File Storage - [Guide to Merge File Storage integrations](https://help.merge.dev/articles/8319260-guide-to-merge-file-storage-integrations) - [What scopes are required for file storage integrations?](https://help.merge.dev/articles/9280406-why-are-specific-scopes-needed-for-file-storage-integrations) - [File Storage Access Control Lists (ACLs)](https://help.merge.dev/articles/10439047-file-storage-access-control-list-acls) - [Implementing ACL-aware embeddings using Merge’s File Storage API](https://help.merge.dev/articles/4066107080-how-do-i-respect-acls-when-using-merge-s-file-storage-data-in-a-rag-pipeline) - [Connecting your Dropbox account: What to expect and how it works](https://help.merge.dev/articles/11362067-connecting-your-dropbox-account-what-to-expect-and-how-it-works) - [What access level should I choose (File Storage)?](https://help.merge.dev/articles/3955033020-file-storage-what-access-level-should-i-choose) - [SharePoint - How do I work around SharePoint Group limitations?](https://help.merge.dev/articles/5325661559-how-do-i-work-around-sharepoint-groups-limitations) - [SharePoint - How do I set up an admin user with access to just a few Sites?](https://help.merge.dev/articles/9940843653-sharepoint-how-do-i-set-up-an-admin-user-with-access-to-just-a-few-sites) - [File Picker vs Selective Sync](https://help.merge.dev/articles/4554253957-file-picker-selective-sync) - [Direct file download](https://help.merge.dev/articles/10644317-direct-file-download) ### Knowledge Base - [Guide to Merge Knowledge Base integrations](https://help.merge.dev/articles/3315821047-guide-to-merge-knowledge-base-integrations) - [Implementing ACL-aware embeddings using Merge’s Knowledge Base API](https://help.merge.dev/articles/5847972739-how-do-i-respect-acls-when-using-merge-s-knowledge-base-data-in-a-rag-pipeline) - [Knowledge Base Access Control Lists (ACLs)](https://help.merge.dev/articles/2428505877-access-control-list-acls-knowledge-base) - [Implementing Customer-Managed Access Control Lists (ACLs) for Knowledge Base](https://help.merge.dev/articles/1505926756-implement-knowledge-base-access-control-list-acls) ## Debugging guides - [How do I enable third-party cookies in my browser?](https://help.merge.dev/articles/9660563-how-do-i-enable-third-party-cookies-in-my-browser) - [How do I set up a search to retrieve all Transaction Types in my NetSuite account?](https://help.merge.dev/articles/9420677-how-do-i-set-up-a-search-to-retrieve-all-transaction-types-in-my-netsuite-account) - [Why am I missing department data from Paylocity?](https://help.merge.dev/articles/9208769-why-am-i-missing-department-data-from-paylocity) - [Debugging Salesforce accounts with invalid_grant errors](https://help.merge.dev/articles/9077062-debugging-salesforce-accounts-with-invalid-grant-errors) - [Common issues with BambooHR](https://help.merge.dev/articles/7967609-common-issues-with-bamboohr) - [Understanding reasons Merge Link failed](https://help.merge.dev/articles/7257517-understanding-reasons-merge-link-failed) - [Workday common problems](https://help.merge.dev/articles/7203903-workday-common-problems) - [Troubleshooting POST Candidate](https://help.merge.dev/articles/7061007-troubleshooting-post-candidate) - [Common issues with UKG Pro](https://help.merge.dev/articles/6698965-common-issues-with-ukg-pro) - [Common Issues with SAP SuccessFactors](https://help.merge.dev/articles/6695242-common-issues-with-sap-successfactors) - [Null field responses](https://help.merge.dev/articles/6270153-null-field-responses) - [Troubleshooting CORS errors](https://help.merge.dev/articles/5460679-troubleshooting-cors-errors) - [HiBob - troubleshooting "No Fields Found" in Field Mappings](https://help.merge.dev/articles/3614510913-troubleshooting-no-fields-found-in-hibob-field-mappings) - [Common issues with Jira](https://help.merge.dev/articles/3142447707-common-issues-with-jira) - [How to debug using the Merge Dashboard](https://help.merge.dev/articles/2753002534-how-to-debug-using-the-merge-dashboard) - [SAP SuccessFactors - Debugging missing permissions for invalid property names on /EmpJob](https://help.merge.dev/articles/3521538815-sap-sf-permissions) - [Troubleshooting webhooks](https://help.merge.dev/articles/4883145267-troubleshooting-webhooks) ## Services guides - [Asymbl: POST Workflow and Samples](https://help.merge.dev/articles/2543564403-asymbl-writes) - [Workday - POST Employee Deductions](https://help.merge.dev/articles/5690543031-Workday%20-%20POST%20Employee%20Deductions) - [Oracle Recruiting Cloud - How do I link my account?](https://help.merge.dev/articles/9528246274-oracle-recruiting-cloud-how-to-link-an-account) - [Gusto - How do I set up Merge to connect to a Gusto sandbox?](https://help.merge.dev/articles/1064405108-gusto-how-do-i-set-up-merge-to-connect-to-a-gusto-sandbox) - [Lattice HRIS - How do I set up my partner credentials?](https://help.merge.dev/articles/4048292029-lattice-hris-how-do-i-set-up-my-partner-credentials) - [POSTing TimeOff in Oracle HCM](https://help.merge.dev/articles/8175445618-posting-timeoff-in-oracle-hcm) - [Understanding data filtering options with Merge](https://help.merge.dev/articles/4376048505-understanding-data-filtering-options-with-merge) - [AH Test](https://help.merge.dev/articles/5233468086-ah-test)