Merge Link options

Merge Link is the UI component your end users interact with to connect their integrations. Here are the ways you can deliver it.

Delivery methods


Customization


How each method works

Embedded Merge Link uses a three-step token exchange: your backend creates a link_token, your frontend opens Merge Link with that token, and when the end user finishes, you receive a public_token that your backend swaps for a permanent account_token. For a full walkthrough with code in five backend languages and three frontend frameworks, see the Embedded Merge Link guide.

Magic Link does not use the public_token / account_token swap. Instead, your backend creates a link_token with should_create_magic_link_url=true, receives a magic_link_url in the response, and sends that URL to the end user. After the user authorizes, you retrieve the account token from the Dashboard or via a webhook. See the Magic Link guide for details.