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How to bulk update member properties
How to bulk update member properties

Learn how to add member property values in bulk via Excel file upload. This includes default & custom member properties, coin balances, etc.

Sam Lepak avatar
Written by Sam Lepak
Updated over 2 weeks ago

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

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.

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