---
title: How to import Constituent data using the Bulk Uploader
description: This article covers how to upload Constituent data to your Alpine database using the Bulk Uploader.
---

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# How to import Constituent data using the Bulk Uploader

## This article covers how to upload Constituent data to your Alpine database using the Bulk Uploader.

 

**NOTE:** If you’re looking for information on how to bulk upload or bulk update Actions + Constituents to your Alpine database, click [HERE](https://kbhelp.humanitru.com/knowledge/how-to-import-actions-using-the-bulk-uploader?hsLang=en) for step-by-step instructions

### **Navigating to the Bulk Uploader interface**

The first step to uploading or editing Constituent data is to navigate to the Bulk Uploader interface. To open the Bulk Uploader interface, follow these steps.

1. Log in to your Alpine database.
2. Click on your name in the top right corner of the screen.
3. From the drop-down menu, click **Bulk Upload.**

**![Screenshot 2026-08-12 at 12.28.54 PM](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.28.54%20PM.png?width=279&height=171&name=Screenshot%202026-08-12%20at%2012.28.54%20PM.png)**

This will open up the Bulk Uploader interface.

![Screenshot 2026-09-17 121902](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-09-17%20121902.png?width=670&height=317&name=Screenshot%202026-09-17%20121902.png)

To close out of the interface you can click on the “X” in the top right corner of the screen at any time to be taken back to your Alpine Database. 

### **Selecting the Constituent Upload Type**

After navigating to the Bulk Uploader interface, the next thing you will need to do is select your **Upload Type**. If the spreadsheet you are uploading contains only Constituent data (First Name, Last Name, Address, Phone Number, Email Address, etc.), select **Only Constituents** as the **Upload Type**.

If you're creating relationships between Constituents (for example, spouse or employer relationships), select **Relationships** as the **Upload Type** instead. See **[How to Upload Relationships Using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-upload-relationships-using-the-bulk-uploader?hsLang=en)** for step-by-step instructions.

### **Upload a File**

Next, select the spreadsheet you want to upload Alpine database.

1. Click **Choose File.**
2. From your local computer drive, select the spreadsheet you want to upload
3. Click **Open.** The file name will become visible after selecting the file from your computer.
4. Once you have confirmed that you are uploading the correct file, click **Upload**.  
   ![Screenshot 2026-08-12 at 12.32.44 PM](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.32.44%20PM.png?width=374&height=114&name=Screenshot%202026-08-12%20at%2012.32.44%20PM.png)

### **Matching Types**

The Bulk Uploader comes with three different methods to match your data to pre-existing Constituents.

#### **Match Constituents by email**

This matching type attempts to match rows to existing Constituents by their Email Fields (\[Base\] Email as well as any Custom Fields of type Email). If no email fields are found, a new Constituent is created. This option skips any rows that have an invalid or blank email address in the chosen match email address field.

If matching pre-existing Constituents by their emails, select the column on your spreadsheet containing the email addresses of your Constituents.

![Screenshot 2026-09-17 122353](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-09-17%20122353.png?width=359&height=520&name=Screenshot%202026-09-17%20122353.png)

#### **Match Constituents by Constituent ID:**

This matching type attempts to match rows to existing Constituents. If the Constituent is not found by the given Constituent ID, then that row will be skipped.

If you are matching pre-existing Constituents by their Constituent ID, select the column on your spreadsheet containing the Constituent ID for each Constituent. The Constituent ID is a system-generated number found in the Base Field of each Constituent profile in your Alpine database.

![Screenshot 2026-10-02 101726](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-10-02%20101726.png?width=356&height=522&name=Screenshot%202026-10-02%20101726.png)

### **Match Constituents by Custom Field:**

Use this option to match rows to existing Constituents using a Custom Field, such as an ID from your previous system. Select the Custom Field to match on and the spreadsheet column that holds those values.

The Bulk Uploader shows how many Constituents have a value in that field and how many of those values are unique. If two Constituents share the same value, the one with the lower Constituent ID is used. If no match is found, a new Constituent is created with that Custom Field value.

Every row needs a value in the match column. If any cell is blank, the upload stops before Preview so you can fix it.  
![Screenshot 2026-09-17 123755](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-09-17%20123755.png?width=362&height=671&name=Screenshot%202026-09-17%20123755.png)

### **Sanitize Fields**

Next, select whether or not to sanitize your input fields. If you select **Sanitize Input Fields**, the Bulk Uploader will “title-case” the fields for Name, Email Salutation, and Mailing Name. It will also attempt to format Phone numbers if applicable.

| **Input Field** | **Before** | **After** |
| --- | --- | --- |
| Name and Mailing Name | ronald swanson | Ronald Swanson |
| Email Salutation | leslie | Leslie |
| Phone Numbers | 5558675309 | (555) 867-5309 |

### **Match spreadsheet columns**

After uploading your spreadsheet to the Bulk Uploader tool, the next step is to match each of the spreadsheet columns. Matching columns is the process of identifying which columns in the spreadsheet correspond to which fields in the Alpine database.

To match your spreadsheet columns with the desired Destination Alpine Field, follow these steps.

1. Click the **Source(s)** dropdown
2. Select the column that you would like to match.
   
   ![Screenshot 2026-08-12 at 12.41.24 PM](https://kbhelp.humanitru.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.41.24%20PM.png?width=670&height=104&name=Screenshot%202026-08-12%20at%2012.41.24%20PM.png)
3. Once selected, the column will appear in the **Selected Spreadsheet Column(s)** field. If you select more than one column (e.g. First Name and Last Name), the Bulk Uploader tool allows you to combine the cell values together.
4. Next, use the **Destination Alpine Field** dropdown to identify the corresponding fields in your Alpine Database to map the spreadsheet column(s).
5. Repeat this process for all of the columns in the spreadsheet that you want to import into your Alpine Database.
6. Click **Add New Matching Rule** if you need to match additional columns to fields in your Alpine Database.

**NOTE:** By default, each matching field is set to **Fill in if Blank** by default. If you select **Fill in if Blank**, this means that any empty field in your Alpine Database will be filled with the data from your spreadsheet column once the import has been completed. 

Alternatively, Users change the import option to Override Existing Values. Selecting this option will overwrite any current data that exists in the Destination Alpine field with the data from your spreadsheet column.

Broad categories of Destination Alpine Fields include:

- Tags/Tag Groups
- Campaign Categories
- Base Fields
- Custom Fields
- Add to Constituent Bulk Upload Action Notes

If you don't want a column's data brought into Alpine, select **Ignore**. Alpine will skip that column during the upload, and none of its data will be imported.

Continue mapping each column from your spreadsheet to a Destination Alpine Field. Check your mappings to make sure everything is correct before proceeding. This will help you avoid importing data into the wrong fields.

### **Preview Upload**

Once you've completed mapping your spreadsheet columns to their respective Destination Alpine Field, you can proceed to preview your upload.

Click the **Preview Upload** button in the bottom left-hand corner of the interface. Once clicked, the Bulk Uploader tool will scan your imported data and highlight any potential errors. Hovering over each value in the preview table will pull up a tooltip with a brief description and guidance on how to fix each value.

**NOTE:** You will be unable to finalize your import file if your spreadsheet contains any of the following:

- Invalid Actions (Invalid Amount)
- Invalid Actions (Invalid Hours)
- Invalid Actions (Action Date)

If there are no errors with your spreadsheet, click the **Finalize Upload** button. Your data will be uploaded into your Alpine database. 

![bulk\_uploader\_ preview\_upload](https://kbhelp.humanitru.com/hs-fs/hubfs/bulk_uploader_%20preview_upload.png?width=382&height=96&name=bulk_uploader_%20preview_upload.png)

**Downloading a Skipped Rows report:** if any rows in your file can't be processed (for example, an invalid email format or a missing required field), a **Download skipped rows report** button appears between Preview Upload and Finalize Upload. Clicking it downloads a CSV listing each skipped row and the reason it was skipped, so you can find and fix the problem in your source file and re-upload it. 

### Reviewing your data

After you've finished importing your data, it's important to review your file import. A unique system-generate Campaign is applied to each individual import file. To view all of your imported files:

1. Click **Campaigns** on the left-hand side navigation bar.
2. Scroll down or use the search bar to navigate to the Category **\[System\] Auto-Generated**.
3. Click on the Campaign associated with your Bulk Upload file.

![bulk\_uploader\_applied\_campaign](https://kbhelp.humanitru.com/hs-fs/hubfs/bulk_uploader_applied_campaign.png?width=464&height=114&name=bulk_uploader_applied_campaign.png)

Each imported Constituent file includes the following information:

- File name
- Import date
- A Note Action that explains how each row of data was imported
- Applied tags
- Applied campaigns
- Filled-in custom fields
- Overridden Constituent data, if applicable

![c76ef863-9329-4e43-88ef-f754f8933f50](https://kbhelp.humanitru.com/hs-fs/hubfs/c76ef863-9329-4e43-88ef-f754f8933f50.png?width=670&height=136&name=c76ef863-9329-4e43-88ef-f754f8933f50.png)

 

 

 

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