Sync customers or suppliers
Read and write contacts to keep your database of customers/suppliers in sync with your customer’s accounting system
Read and write contacts to keep your database of customers/suppliers in sync with your customer’s accounting system
Your user authorizes your application to access their accounting service (e.g., QuickBooks Online, NetSuite) via an OAuth or similar authorization flow through Merge Link.
Utilize the GET /contacts endpoint to fetch the customers/suppliers from your customer’s accounting system.
Match any customers/suppliers that already exist in your backend through identifiers like name, email_address, tax_number, address, and phone_number. If any customers/suppliers cannot be matched automatically, surface a matching UI to your user.
Utilize the POST /contacts endpoint to create any customers/suppliers that exist in your platform, but not your customer’s accounting system.
After the initial reconciliation of customers/suppliers, regularly call the GET /Contacts endpoint using the modified_after query parameter to track updates to contacts, as well as new contacts to keep your tables up to date.
Now your customers can automatically have the most up-to-date list of suppliers or customers in their accounting platform and your product.
Webhooks can be utilized to make this process more efficient.