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Get startedAPI referenceImplementation
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
UnifiedAgent HandlerGateway
Resources
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Use cases

Share specific documents

Pull files into your product so that any user can search and share that document

Key models and fields

FoldersGET
name
folder_url
description
FilesGET
name
file_url
description

Typical sync frequency
Highest

Industries

Employee Engagement Software
Team Collaboration Tools
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Sales rep performance

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Source candidates

Built with

1. User authorizes file storage access

Your user authorizes your application to access their file storage service (e.g., Google Drive, Dropbox) via an OAuth or similar authorization flow through Merge Link.

Your Product's Frontend and Merge

2. User selects files with File Picker

Your user uses the File Picker modal after authorizing the integration to select which files and folders they want the ability to access and share.

Your Product's Frontend

3. Pull selected files into your product

Utilize GET /Files and GET /Folders to pull the files and folders selected from File Picker into your product.

Use the File file_url field so that users can easily click to navigate from your product to the selected file.

Your Product's Backend and Merge
Build a fully searchable internal database with Merge

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