# My Matters

Adds or removes matters from a user's My Matters list by processing rows from an Excel file. All rows for the same user are grouped and processed in a single update call.

Filename pattern: filename must contain mymatters (case-insensitive).
Example: 20240115 mymatters update.xlsx

# Columns

Name Required Description
User / UserName Yes The user for whom matters are added or removed. Rows are grouped by this value (case-insensitive).
MatterCode Yes Matter code identifying the matter to add or remove.
ClientCode Conditional Client code used to identify the matter. Required when MatterCodeIsNotUnique is configured in the service settings.
Title No Display name for the matter entry. Defaults to the matter list item title when not provided.
Category No Category label for the matter entry in My Matters.
Remove / Delete No Boolean. When true, the matter is removed from the user's list. When false or omitted, it is added.

Both User and MatterCode are required per row.

# Behavior

All rows for the same User (compared case-insensitively) are batched together and submitted in a single call to MyMattersList.Update().

The matter list item is resolved from MatterCode (and ClientCode when needed). If the matter is not found in the matter list, the row fails with an error.

Title defaults to the Title field of the matter list item when not provided in the row.

Last Updated: 4/20/2026, 12:54:05 PM