Asset templates are defined so you can have all your locations add assets in the same format using the template. Creating a template gives you control over information you want to track on your assets (e.g., make, model, serial number, etc.)
Adding assets
Log in to the Jolt web app and navigate to the menu.
Select lists > asset management (make sure you are on the assets tab).
Select the asset type, then click on the blue plus sign to open the side sheet.
Assign a unique name to the asset.
Note: The name is how the asset is identified in your account, so it must be unique so other users knows which asset they are looking at.
Fill in the information for the asset and click save.
In the top right corner, use the location switcher to change to other locations, and repeat steps 1-5 for your other locations.
Finally, click on the blue launch icon to open the side sheet and select the history tab to see all of the work orders that were completed on the asset.
Importing assets
If you have a multiple assets that need to be added, you can import them from a CSV. This is an advanced feature that requires careful preparation for the import process to pass all the data validation tests.
Make sure you have a spreadsheet (template is exported from Jolt) of all your assets for all locations prepared in advance.
The column names in the spreadsheet must match the item names on the asset template.
If you are importing assets that have information tracked in a multiple choice item, you must be sure that all of the values in the spreadsheet for that column exist as multiple choice options.
Assets are imported by asset type. If you have assets for multiple asset types, they must be imported one asset type at a time.
All assets in the spreadsheet must have a unique name (assets in different locations can have the same name).
Assets typically belong to a location, not a content group. This is important so you can track work on assets separately for each location.
Exporting the CSV format
First, you will need to export a CSV spreadsheet. Log in to the Jolt web app then navigate to lists > asset management.
Select the asset type from the dropdown list then click more options in the top right corner.
Select export then choose the CSV option. By default, the CSV file should export to your Downloads folder. If you are unsure about this, please contact your IT department.
Click save. Your download should finish within a few seconds.
Locate the CSV file in your downloads folder on your local device, then open it as a spreadsheet.
Refer to your list of assets that you manage in a spreadsheet. This is your source spreadsheet.
To format different item types:
Yes/No — enter the full word yes or no in the column.
Multiple choice — Ensure all values in the column are valid multiple-choice options.
Person — Use the user’s Jolt account email address (not notification email address). The import will look up the person using the email address.
Short entry — Accepts all numbers, letters, and special characters (70-character limit).
Date/Time — Use the format MM/DD/YYYY HH:MM AM/PM (e.g., 05/01/2025 01:30 PM).
Text — Same as short entry.
Save the spreadsheet as a CSV file.
Go back to the Jolt web app and navigate to asset management.
In the top right corner, click the more options button, then select import assets.
Browse your local device and click on the CSV file, then select open.
The assets will be imported to Jolt. This may take a minute.
Once complete, you will see a success message.
A note on validation
During the import process, there is a lot of validation to make sure you don’t end up with bad data.
If there is a problem with the data in your spreadsheet (e.g., duplicate asset name), the import process will abort, no assets will be created, and you will see an error message explaining what happened and which row and column the error was found during validation (if applicable).
If this happens, fix the data in your spreadsheet and try the import again.
If your spreadsheet has several problems, it will take several attempts to get past the validation before the assets will import successfully.
Updating assets
Assets can be updated on the assets page by double-clicking into a cell and changing the value.
You can also update multiple rows in a column using copy and paste.
In a spreadsheet program, you can copy values to your clipboard.
Double-click into a cell in and use the keyboard shortcut Cmd+V to paste the contents from your clipboard.
Note: There are some limitations
You can only update values in one column at a time
You can only update about 100 rows at a time
The web page validates the values to ensure they are formatted as expected (e.g., “Yes” or “No” for a Y/N item)
Once a cell or group of cells have been changed, they appear highlighted in blue.
Click save to make the changes permanent.