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Merge API Basics
HR, Payroll, and Directory (HRIS)
Recruiting (ATS)
Accounting
Ticketing
CRM
Marketing Automation
File Storage
Supplemental Data
Overview
Common Models
Accounts
GET
/accounts
POST
/accounts
GET
/accounts/{id}
PATCH
/accounts/{id}
GET
/accounts/meta/patch/{id}
GET
/accounts/meta/post
GET
/accounts/remote-field-classes
Contacts
GET
/contacts
POST
/contacts
GET
/contacts/{id}
PATCH
/contacts/{id}
POST
/contacts/ignore/{model_id}
GET
/contacts/meta/patch/{id}
GET
/contacts/meta/post
GET
/contacts/remote-field-classes
Engagement Types
GET
/engagement-types
GET
/engagement-types/{id}
GET
/engagement-types/remote-field-classes
Engagements
GET
/engagements
POST
/engagements
GET
/engagements/{id}
PATCH
/engagements/{id}
GET
/engagements/meta/patch/{id}
GET
/engagements/meta/post
GET
/engagements/remote-field-classes
Leads
GET
/leads
POST
/leads
GET
/leads/{id}
GET
/leads/meta/post
GET
/leads/remote-field-classes
Notes
GET
/notes
POST
/notes
GET
/notes/{id}
GET
/notes/meta/post
GET
/notes/remote-field-classes
Opportunities
GET
/opportunities
POST
/opportunities
GET
/opportunities/{id}
PATCH
/opportunities/{id}
GET
/opportunities/meta/patch/{id}
GET
/opportunities/meta/post
GET
/opportunities/remote-field-classes
Stages
GET
/stages
GET
/stages/{id}
GET
/stages/remote-field-classes
Tasks
GET
/tasks
POST
/tasks
GET
/tasks/{id}
PATCH
/tasks/{id}
GET
/tasks/meta/patch/{id}
GET
/tasks/meta/post
GET
/tasks/remote-field-classes
Users
GET
/users
GET
/users/{id}
POST
/users/ignore/{model_id}
GET
/users/remote-field-classes
Custom Objects
Custom Object Classes
GET
/custom-object-classes
GET
/custom-object-classes/{id}
Custom Objects
GET
/custom-object-classes/{custom_object_class_id}/custom-objects
POST
/custom-object-classes/{custom_object_class_id}/custom-objects
GET
/custom-object-classes/{custom_object_class_id}/custom-objects/{id}
GET
/custom-object-classes/{custom_object_class_id}/custom-objects/meta/post
GET
/custom-object-classes/custom-objects/remote-field-classes
Association Types
GET
/custom-object-classes/{custom_object_class_id}/association-types
POST
/custom-object-classes/{custom_object_class_id}/association-types
GET
/custom-object-classes/{custom_object_class_id}/association-types/{id}
GET
/custom-object-classes/{custom_object_class_id}/association-types/meta/post
Associations
GET
/custom-object-classes/{custom_object_class_id}/custom-objects/{object_id}/associations
PUT
/custom-object-classes/{source_class_id}/custom-objects/{source_object_id}/associations/{target_class_id}/{target_object_id}/{association_type_id}
Linked Account
Account Details
Account Token
Delete Account
Issues
Linked Accounts
Link Token
Field Mapping
Data Management
Scopes
Beta
Force Resync
Passthrough
Async Passthrough
Sync Status
Ignore Model
Org Management
Generate Key
Regenerate Key
Audit Trail
GET
/account-details
https://api.merge.dev/api/crm/v1
/account-details
US
EU
APAC
Get details for a linked account.
Previous
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Next Up
Account Token
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Merge ATS
Activities
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Tags
Users
Merge HRIS
Bank Info
Benefits
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Employee Payroll Runs
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Groups
Locations
Pay Groups
Payroll Runs
Time Off
Time Off Balances
Timesheet Entries
Merge Accounting
Accounting Periods
Accounts
Addresses
Attachments
Balance Sheets
Bank Feed Accounts
Bank Feed Transactions
Cash Flow Statements
Company Info
Contacts
Credit Notes
Employees
Expenses
General Ledger Transactions
Income Statements
Invoices
Items
Journal Entries
Payments
Phone Numbers
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Tax Rates
Tracking Categories
Transactions
Vendor Credits
Merge Ticketing
Accounts
Attachments
Collections
Comments
Contacts
Roles
Tags
Teams
Tickets
Users
Merge CRM
Accounts
Contacts
Engagement Types
Engagements
Leads
Notes
Opportunities
Stages
Tasks
Users
Merge Marketing Automation
Actions
Automations
Campaigns
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Emails
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Lists
Messages
Templates
Users
Merge File Storage
Drives
Files
Folders
Groups
Users
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