How to Export and Import Lists in Jolt
Introduction
Jolt allows you to efficiently manage and share your checklists and lists by exporting and importing them. This guide will help you understand how to export lists from Jolt, edit them, and import them back into Jolt.
1. Exporting Lists
Why Export?
Exporting lists is useful for sharing checklists with other locations, editing multiple lists, or creating similar lists in different locations or content groups.
Steps to Export Lists:
Log In to the Jolt Web Portal:
Access your Jolt account via your web browser.
Navigate to Lists:
Go to Lists and then select Browse Lists.
Filter the List:
Use the filter options to find the list(s) you want to export. You can filter by list name or other criteria.
Select Date or Date Range:
Choose the appropriate date or date range when the list was completed. If you’re unsure, you can select Past Year.
Download as CSV:
Click Download as CSV to start the export process.
A popup will appear. Choose an instance of the list to download. You’ll need to do this for each list.
Save the CSV File:
A CSV file will be downloaded to your computer. Open this file using a spreadsheet editor like Excel, Numbers, or Google Sheets.
Edit the CSV File:
In your spreadsheet editor, delete any unnecessary columns. Ensure that you keep the required fields: Item Type (e.g., Checkmark, Photo) and Prompt.
2. Importing Lists
Why Import?
Importing allows you to bring lists into Jolt from a spreadsheet, making it easier to create new lists or update existing ones.
Steps to Import Lists:
Log In to the Jolt Web Portal:
Access your Jolt account via your web browser.
Go to Edit Lists:
Navigate to Lists and then select Edit Lists.
Create or Edit a List:
You can either create a new list or edit an existing one.
Bulk Import:
Click the blue Add button and then select Bulk Import.
Import from Spreadsheet:
Copy and paste data from your spreadsheet. Use keyboard shortcuts for this process:
Copy: Press Control + C (Windows) or Command + C (Mac).
Paste: Press Control + V (Windows) or Command + V (Mac).
Insert Required Fields:
Make sure to include the Item Type and Prompt fields. Points and Required are optional.
Start Import:
After adding all items, click Save All and then Start Import. The list will begin loading into Jolt.
Add More Items:
After the import, you can add more items by clicking the + at the bottom of the screen. Save any changes once you’re done.
3. Sharing Lists
Steps to Share Lists via Grid View:
Log In to the Jolt Web Portal:
Access your Jolt account via your web browser.
Navigate to Edit Lists:
Go to Lists and then select Edit Lists.
Switch to Grid View:
Click the Grid View icon at the top right of the page to view list items in a grid format.
Export from Grid View:
Right-click on an item type, select Export, and choose your preferred export option.
Open Exported File:
The exported list will open in your chosen program, allowing you to review or share it as needed.
Need Help?
If you encounter any issues or need further assistance, please contact our support team or visit our Support Home for more resources.