Field Associations

The Field Associations page is used by all import formats to associate the columns in the data that is being imported with the columns inside TRAK.

Import Field Associations

Note:Note that only part of the data will be imported for preview purposes only.
Hints:Before continuing, confirm that the data in the grid is formatted correctly. The scroll bars may be used to confirm that the columns are formatted correctly and to edit the associations.
If the columns do not appear correctly, reconfigure the previous pages so the data does appear correctly.

Overview of the page

This page has several different areas:

1.The light blue area of the grid is non-editable data.

2.The white area shows which TRAK fields must be associated with the imported data.

3.The list to the far right shows fields that may be imported. These categories include Required, Calculation, and Information.

List of fields

Below is a categorized list of fields that may be imported from the client data file:

Note:The maximum size for each field is shown only when relevant.


Field Name


Max size

Required Fields

The following two fields are required for importing client data.

First Name

First name of the client.        


Last Name

Last name of the client


Calculation Fields

The following fields are used for paycheck calculations. Depending upon the configuration of the Employer File, fields may not be listed (e.g. second qualified plan contributions).


Per paycheck income for the client. If the income from the data file represents more then one paycheck, it may be manipulated on the next page.


Pay Per Year

How many paychecks per year. This field can be used to override the pay per year configured in the Employer File editor. If imported, additional prompts will appear in the import wizard.


Add Income

Any additional income that the client receives. See the Paycheck help for information regarding this field.        


Federal Status

The client's federal filing status. Should be either 'Married' ('M') or 'Single' ('S').


Federal Allow

Number of federal allowances the client is filing if prior to 2020.        


Federal Add Deductions

Additional deductions for withholding.


Federal Multiple Jobs or Spouse Works

Configures the client record Federal withholding to adjust for more than one job or for a working spouse.


Federal W-4 Prior to 2020

Determines if the individual client record's W-4 to be configured prior to 2020.  First letter of value should be a "T" or "F" (for "TRUE" or "FALSE", respectively). Value is not case sensitive. .


Add Federal Tax

Any additional federal tax that the client is paying per paycheck.


State Status

The client's state filing status. Should correspond to the filing status in the Paycheck calculator (either the full name selected on the left of the Paycheck Calculator abbreviation or the right).


State Allow        

Number of state allowances the client is claiming.


Add State Tax

Any additional state tax paid by the client per paycheck.


Local Tax

Local tax values can be imported if, in the employer file, the local tax is configured to prompt for the value. If local taxes are to be imported, the field name will be the name of the local tax entered in the employer file editor with "[LOCAL TAX]" added as a suffix.


Sec 125

Value for the client's total Section 125 contributions.


QualifiedPlan_1_Dollar or QualifiedPlan_1_Percent

Contributions to the primary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the employer file.


Qualified Plan_2_Dollar or Qualified Plan_2_Percent

Contributions to the secondary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the secondary retirement plan in the employer file.


Percent of Income

Assigns the client's percent of income used in the Gap Analysis and Quick Gap calculator (not used in the Participant Gap report).


Employee Class

For custom retirement plans with Employee Class selected as the Profit Sharing Method, this column should match the name of the employee class. This will associate the participant with the class related to the profit sharing rate.


After Tax Deduct

Paycheck reductions on an after tax deduction basis.


Current Balance

Current balance of the participant's qualified plan.



Client's date of birth.



Client's date of employment.


Retire Date or Retire Age

Only one may be configured. A default value for retire age may be set on the Defaults page. (Click here to see an example in the Defaults Values page).



This is a projected income for an optional defined benefit account. The value may be in today's dollar (and increased annually until retirement) or value at retirement (with no pre-retirement adjustments) as configured in the Participant Gap Analysis Report Configuration Editor's Defined Benefit Account tab. It can only be used in the Participant Gap Analysis Report.


QualifiedPlan_1_RothDollar or QualifiedPlan_1_RothPercent

Contribution to the Roth account.



Balance for the Roth account.



Gender of person. First letter of value should be a "F" or "M" (for "female" or "male", respectively). Value is not case sensitive.



Determines if Social Security is to be included in the illustration on an individual basis.  First letter of value should be a "T" or "F" (for "TRUE" or "FALSE", respectively). Value is not case sensitive. This imported value affects individual files but is not considered in the Batch Gap calculator.


Act #n Name,

Act #n Balance

Act #n Contribution

Act #n Contribs. per Year

Imports fields for additional accounts. The number of additional accounts is configured on the Data Formats tab.

Note that these additional accounts are not taken into consideration in the Batch Processing reports, but are available in the Quick Gap and Gap Analysis calculators.



Allows for automatic increases to the contribution.


Information Fields


Social Security Number. May be used to identify client to merge imported data.



Client's address.



Client's city.



Client's state. Note that this is their state of residence, and note the state for state tax withholding calculations (that is configured in the employer file).



Client's zip code.


Home Phone

Client's home phone number.


Mobile Phone

Client's cell phone number.



Client's fax number.


Work Phone

Client's work phone number.



Client's email address.


Spouse Name

Client's spouse's name.