Before you begin
Asset templates are defined so that you can have all of your locations add assets in the same format using the template. Creating a template lets you control which information you want to track on your assets, e.g., make, model, serial number, etc. For more information on creating templates, see the Creating Asset Templates support article.
Once you create a template, you can add assets into each location and then assign them to work orders.
Typically assets belong to locations and they should be entered in location mode for each location in Jolt. For more information on modes in Jolt, see the article Location Mode vs. Content Group Mode in Jolt.
Adding Assets
To set up an asset template, take the following steps:
Navigate to Asset management
On the Jolt Web Portal in location mode, navigate to Lists | Asset Management.
Make sure you’re on the Assets tab.
Select the asset type
Click on the asset type you want to add.
Add the assets
Click the blue Plus button to open the side sheet.
Give the asset a unique name.
Important: The name is how the asset is identified in the UI so it must be unique so everyone knows exactly which asset they are looking at.
Fill in the information for the asset and click Save
Enter assets for other locations.
In the top right of the page, use the location switcher to change to other locations.
Follow steps 1-3 for your other locations.
Reviewing asset history
Click on the blue launch icon to open the side sheet
Click on the History tab to see all of the work orders that were completed on the asset.
Importing Assets
If you have a lot of 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.
Before you begin
You’ll want to have a spreadsheet of all of your assets for all locations prepared in advance.
The spreadsheet is created using a csv template exported from Jolt. 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.
Keep in mind that 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 asset 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
Navigate to Asset Management.
On the Web Portal, navigate to Lists | Asset Management.
Select the Asset Type.
Select the asset type you want to import from the dropdown list.
Export the CSV Format.
In the top right, click the More Options button.
Select Export file format.
Note where your browser is going to save the .csv file.
Click Save.
Getting the CSV File Ready
Open the format file CSV in a spreadsheet.
In Excel, take the following steps:
Click File | Open
Browse to the csv location noted in step 3 above.
Select the csv file and click Open.
In Sheets, take the following steps:
Start a new spreadsheet
Click File | Import or File | Open
Click Upload and Browse
Browse to the csv location noted in step 3 above.
Select the csv file and click open
Add the asset information into the spreadsheet.
Note that the column names in the export file cannot be changed. Also, columns cannot be removed or added.
If a column doesn’t have any information, it's OK to leave it blank.
Copy and paste your asset data from your source spreadsheet into the import spreadsheet.
Another option is to rename columns in your source spreadsheet to match the column names in the import spreadsheet.
If you go this route, any extra columns must be removed before importing.
Make sure none of the assets you are trying to import already exist in Jolt.
Make sure the values in the Asset Name column are unique by location.
Make sure the values in the Location column match your location names in Jolt.
If you need to create a content group level asset, leave the location name blank and make sure the content group spelling matches your content group in Jolt.
If the location name column has a value, the asset will be created at that location even if there is a value in the content group column.
Formatting different item types:
Yes/No - Put the full word Yes or No in the column.
Multiple choice - Make sure all the values in the column are a valid multiple choice option.
Person - Use the person’s Jolt account access email address (not the notification email address). The import will look up the person using the email address.
Short entry - Accepts all numbers, letters, and special characters. Limit to 70 characters.
Date/Time - Use the format MM/DD/YYYY HH:MM AM/PM. For example: 05/01/2025 01:30 PM.
Text - Same as short entry.
Save the spreadsheet.
In Excel:
Click File | Save
Make sure the file type is set to CSV
In Sheets:
Name the file (Note: It works best if you give it a name other than the file name of the export.
Click File | Download | Comma Separated Values
The file is saved to your default browser downloads folder.
Import the assets.
On the Jolt Web Portal, navigate back to Asset Management and select the asset type you exported the file format for above.
In the top right, click the More Options button and click “Import assets”.
Browse to the CSV file location, select it, and click Open.
The assets will be imported and created in Jolt. You will get a success message when complete.
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, for example, a 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.