What does a unified integration save you from building?
Merge Unified gives apps a shared set of fields for records that different supported systems represent in different ways. Start with one exact record and one field your feature needs. Check both in the connector you plan to offer.
For example, decide how a contact name should appear in your app. If a customer relies on a custom field, check its mapping and plan before promising to import it.
When does a connected account give you fresh data?
The connection represents one linked external account. Initial sync can take time, and later updates depend on the connector and sync plan. Compare what your customer expects to see immediately with what can wait.
Merge lists a Launch allowance for the first three production Linked Accounts. Test Linked Accounts have separate limits. Check the price for the number of production connections you expect to keep.
What would you verify with two fictional accounts?
Sketch the contact record your app needs in two different CRM systems. Circle one field they share and one your app needs to verify separately.
- Define what counts as connectedSeparate a completed connection from an import that has actually finished.
- Check the resultMark which customer should see each record. If one field arrives blank, decide what your app displays before retrying.