Merge: development features and setup

Overview

Merge is suited to a product that needs to connect to many systems in one category, such as several HR or CRM systems, without building a separate connector for each provider. It provides a unified API layer and maps fields to shared schemas. Before promising a customer a complete integration, check which objects and permissions are available from their specific provider. A system's logo does not mean every action on its screen is available.

Features

• A unified API for common system categories
• Connects products and agents to customer systems
• Maps shared fields across different providers

Business uses

• A product that needs to read employees from several HR systems
• An agent that writes a task to a CRM based on the customer's system

Getting started

• Choose one category and one provider for testing.
• Map the critical fields against a real record after removing identifiers.
• Check for missing permissions, empty fields, and repeated syncs.

What to check

• Check the available actions for each provider before making a customer commitment.
• Keep customer accounts separate and check how to disconnect them.