Onit Documentation

Matter Upload

by Michael Nadeau Updated on

Use the Matter Upload setting to bulk upload matter data.

To access Matter Upload, go to Settings > ELM and click Matter Upload.

Select the Upload Type, then upload your file. Note that matter definition uploads must be in CSV format. Use this template as a starting point, or click Download template to get a fresh copy.

Onit_Batch_Matters_Template.csv475 Bytes
Download 

Client Matter ID is required to update matters. Matter Name is required to create matters. All other fields are optional.

Click Request new template to request an upload template for matters, then select the matter template from the drop-down menu. Click Submit to send the request or Cancel to close the window.

Once uploaded, you'll see the Upload results. The page shows the Started date, Type, Uploaded by, Filename, Status, Successful, and Failed columns. Use the Search import results field to find specific records. Click the up/down arrows at the top of any column to sort by it. Use the Viewing drop-down menu to choose how many records to display.

Previous Article Translations/Languages in Unity
Next Article Using the Bulk Editor

Unity ELM End User Guides

Getting Started with Unity ELM 13
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 12
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 5
Reporting in Unity ELM 10
Admin Settings in Unity ELM 33
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

Other Resources

© 2026 Onit, Inc.

docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.