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 customer/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.