Please visit https://docs.google.com/document/d/1ZbOsLgZN9HF1UPPeZVE4U7b40d5G9Q3G131P3whYIc4/edit to view configuration guide. This configuration guide will walk you through the required steps to configure and start with the Update Client Details.
P.S. Discover Update Client Details, the easy way to keep client information up to date in Salesforce. Find it on AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcsATUAZ