What does the option Update merged record do?

The Update merged records option is available once your full migration is completed. It allows you to enhance existing records in your new CRM by adding additional information from matching records in your source CRM.

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If your full migration report (click View Details) includes "Existing records," it typically indicates one of the following scenarios:

  • Some data already existed in the new CRM before migration. These records were identified as duplicates based on the CRM’s deduplication rules.

  • Duplicate records were present in your source CRM, but the target CRM doesn’t allow duplicates. As a result, these were merged according to the target CRM’s duplicate management rules.

  • You configured matching rules for particular objects and based on those rules, some records from the source CRM were matched with records in the target CRM.

In each of these cases, you may see "Existing records" listed in your migration report.

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To ensure no valuable data is lost—such as additional custom fields or multi-select values that are missing in the existing records of the new CRM—you can use the Update merged records option. This feature helps fill in those gaps by enriching matched records with the corresponding information from the source CRM.