Merge

Select this option to update the records with the new changes and create any new records. The system does not update any information in records with a Matched or Posted status. The load log file contains information about any transactions that were not loaded. The Merge mode does not delete any records in the database.

Table 15. Example of Load In Merge Mode  

Entity A - Existing Records

Load File for Entity A

Entity A After Load in Merge Mode

Record 1

N/A

Record 1

Record 2 - Matched

New Record 2

Record 2 - Matched (not affected by load process)

Record 3

N/A

Record 3

Record 4 - Posted

New Record 4

Record 4 - Posted (not affected by load process)

Record 5

New Record 5

New Record 5

N/A

New Record 6

New Record 6