Import and Update Property Data

Last updated: October 29, 2026

A person's property values can be updated in several ways, depending on whether you're editing one person, many people, or syncing from another system.

Editing property values on a profile or in bulk requires permission to edit person properties. Without it, the Properties tab is view-only and Edit properties is disabled.

Some built-in Rally properties, like contact and interview counts, are tracked automatically and can't be edited.

From individual person profiles

  1. Open a people table: a study's participants, All People, or a population. To find someone, use the search bar in the top right (Search name or email).

  2. Select the person's name to open their profile.

  3. Select the Properties tab. To find a property quickly, use the search bar at the top of the tab.

  4. Add, change, or remove values. You can edit any custom property, plus First Name, Last Name, Email, and Phone.

Any changes made directly from the person profile are saved automatically.

In bulk from a people table

  1. Navigate to People and select All People or a population. You can also do this from a study's participant table.

  2. Use filters, a view, a list, or a form to find the people you want to update.

  3. Use the checkboxes to select them.

  4. Select Edit properties above the table.

  5. In the side panel, choose the property under Property to update, then enter the new value. The new value replaces each person's existing value.

  6. Select Save Changes.

  7. To update another property, repeat these steps. Each save updates one property.

In bulk via CSV upload

You can update custom properties and built-in fields (First Name, Last Name, Email, Phone, Opted Out, and Last Contact Date) by importing a CSV file and mapping the columns to the matching properties. Rally matches each row to an existing person by email, phone, or a unique property. Values in the file replace each person's existing values, and fill in any that are blank.

A blank cell in a mapped custom property column clears that person's existing value. To keep existing values, remove columns you don't want to change before importing. Multi-select values also replace a person's current selections instead of adding to them.

Question templates and screener or survey response mapping

You can create reusable question templates with property mapping or map screener or survey questions to properties. When a participant answers a mapped question, their answer is saved to that property automatically. Each new answer replaces the property's current value, including answers from participants who are disqualified. Mapping also works for screeners and surveys built in Qualtrics.

Data syncs (Salesforce, Snowflake, or BigQuery)

By mapping fields in Salesforce, Snowflake, or BigQuery to Rally properties, your contacts' information syncs to Rally automatically, updating property values and creating new people if your sync is set to. Syncs run once a day by default.

When you map a field, you choose which system wins if the values differ. If the external system wins, a sync can overwrite edits made in Rally, including clearing a value when the external field is empty.

Rally API or Rally MCP

Developers can create or update people and their property values with the Rally API, matching people by email, phone, or a unique property. AI tools connected through Rally MCP can do the same. Both need permission to create people in your workspace.