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The Retirement Analysis Kit Help File

The Data Merge Config tab controls which fields in the TRAK database are to be updated if client data is found in the database.

Import Data Merge Configuration

Note:This page is available only if the configuration of the Import Action page is to update existing records .

Update all fields when data is imported

If the client is found, all fields that are selected to be imported will be updated.

Update only selected fields when record exists

If the client is found, only the selected (checked) fields in the list will be updated.