For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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Get startedAPI referenceImplementation
    • Overview
    • Introduction
    • Unified API
    • Linked Account
    • Merge Link
    • Use cases
      • Analyze compensation
      • Analyze payroll runs
      • Analyze project status
      • Analyze spend
      • Assign trainings
      • Auto provision
      • Automate gifts
      • Candidate journey recruiters
      • Candidate journey
      • Candidate matchmaking
      • Career development
      • Collect security evidence
      • Contact information
      • Create invoices
      • Create purchase orders
      • Customer payment reconciliation
      • Deal notifications
      • Employee analysis (GRC)
      • Enrich compliance data
      • Financial analysis
      • Forecast revenue
      • Headcount planning
      • Historical payroll
      • Internal database
      • Onboard and offboard
      • Opportunity recommendations
      • Org chart
      • Sales rep performance
      • Share specific documents
      • Source candidates
      • Source leads
      • Surface open jobs
      • Surface screening questions
      • Sync customers or suppliers
      • Sync expenses
      • Talent pool visibility
      • Track compliance
      • Track contracts
      • Track security controls
      • Train AI accounting
      • Train AI ATS
      • Train AI CRM
      • Train AI HRIS
      • Train AI ticketing
      • Upload contracts file
      • Vendor reconciliation
UnifiedAgent HandlerGateway
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Use cases

Auto-provision and de-provision

Automatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on their department, team, or other factors. Revoke access if those parameters change.

Key models and fields

EmployeesGET
job_title
manager
LocationsGET
name
EmploymentsGET
job_title
GroupsGET
name

Key features

  • Field Mappings

Typical sync frequency
Daily

Industries

Security and Compliance Software
Learning/Training Platforms
SaaS Procurement
Spend Management

See this use case in action:

Ramp logo
Case study

How Ramp saves countless engineering hours with Merge

Opal logo
Case study

How Opal Makes Permissions Intuitive with Merge

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Previous

Assign trainings

Next

Automate gifts and messages

Built with

1. See previous use case

You have already followed the Onboard Employees use case to ingest Employee data into your system.

  • This Workflow will assume Employee data from Merge is being synced in your backend.
Onboard employees use case

2. Write provisioning logic

In your backend, write logic to assign permissions in your system. Logic can be built based on fields such as:

  • job_title
  • manager
  • In the Group Object type=DEPARTMENT or BUSINESS_UNIT
  • work_location or home_location
  • termination_date
Products backend

Use Webhooks to be notified when an Employee model is Created or Updated in Merge’s system.

Field Mapping should be used if you wish to pull in fields not part of Merge’s Common Models, such as custom fields.

3. Reflect changes to your users

Reflect changes for changed employees in your app’s frontend, by either removing them from your system or revoking permissions. Look for changes in the above fields.

Products frontend

4. Ensure your user's security

With permissioning logic handled, your app can deprovision exiting employees to safeguard company data, prevent unauthorized access, and maintain compliance, reducing security risks and administrative overhead.

Products frontend
Get started auto and de-provisioning with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.


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Related use cases

HRIS

Onboard and offboard

Automate bringing an employee population into your application...

HRIS

Org chart

Track employee promotions, give org level visibility, and create employee...