Syncing Data

When syncing data with Merge, we recommend a combination of webhooks and polling.

Save your users' account token
Get the account token from the linking process for an embedded Merge Link. Learn more in our embedded Merge Link guide.
You can also use the Linked Account linked webhook to get the account token. See the example payload on the right and learn how to configure Merge Webhooks in our guide.
To authenticate your API requests to Merge, save your users' account token in your database. You will need the account token to poll for data in step 4.
Sync data when Merge emits a sync notification webhook
We recommend using the Linked Account synced webhooks to manage sync activities at scale. Whenever you receive a sync notification webhook for a Linked Account, start pulling data and kick off the logic in step 3.
Important fields
hook.event	The event type that triggered the webhook. See our webhooks guide for more information.
linked_account.id	The ID of the associated Linked Account.
data.sync_status	Handle edge cases when last_sync_result is FAILED or PARTIALLY SYNCED. See our Help Center article on sync statuses
Create functions for efficiently syncing data
Store the timestamp of when you last started pulling data from Merge as modified_after. Use this timestamp in subsequent API requests to pull updates from Merge since your last sync.
Use the expand parameter to pull multiple models that are related to each other instead of making multiple pulls for related information.
Query Parameters
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GET
/{endpoint}/?modified_after={timestamp}
Only pull data that has been changed or created since your last sync.
For example, you can ask for modified_after=2021-03-30T20:44:18, and only pull items that are new or changed.
---
GET
/{endpoint}/?expand={common_model_name}
Pull related model information with a single API request.
For example, if you are querying for candidates and also want details about associated applications, you can expand=applications, and Merge will return the actual application objects instead of just the application_id.
Sync periodically and poll using /sync-status endpoint
Make a request to our /sync-status endpoint, which returns an array of syncing statuses for all models in a category. See API reference to learn more.
• If status is PARTIALLY SYNCED or DONE , go ahead and retrieve data. If another sync has not started, since the last time you pulled data, there will not be new data.

• If status is SYNCING , continue pinging