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How to bulk update member properties

Bulk update hire date, birthday, job title, manager, gender, ethnicity, and custom member properties by Excel template in the web app, Settings, Members.

Written by Brett Hellman

Update the values of Member Properties for each Matter user. You can update default member properties such as hire date, birthday, gender, ethnicity, job title, direct manager, and any custom member properties you've created.

Who can use this: Workspace Owners and Admins on the Pro and Enterprise plans, or on any plan during the free trial. Works the same for Slack and Microsoft Teams workspaces.

For an overview of the whole feature, read the Analytics Guide.

How to Access Properties

  1. Open the Web App.

  2. Go to Settings, then the Members section.

  3. In the upper right, click Bulk Update Member Properties.

  4. Then click Download Template to get a list of all Matter members and the corresponding properties and added property values.

  5. Fill out the template and upload it by clicking Upload Completed Template.

Important Notes:

  • Do not modify the UserID, Email Address, and Full Name columns.

  • Custom properties will appear as additional columns in the template.

  • If the HRIS sync is enabled, the HRIS values will be the source of truth and will overwrite for all properties.

The Bulk Update Member Properties page in the Matter web app with the Download Template and Upload Completed Template buttons

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