How to Bulk Import People into Jolt
If you need to add multiple people to your Jolt system at once, you can use the Bulk Import feature to streamline the process. This guide will walk you through the steps to efficiently import information from a spreadsheet or add details manually.
Steps to Bulk Import People
Log In to the Jolt Web Portal
Open your web browser and go to the Jolt Web Portal.
Log in with your credentials.
Navigate to the Bulk Import Feature
Go to the People section.
Click on Bulk Import.
Prepare Your Data
Copy from Spreadsheet: Open your spreadsheet containing the people’s information.
Use Ctrl + C (Windows) or Command + C (Mac) to copy the data.
Paste it into the Bulk Import field using Ctrl + V (Windows) or Command + V (Mac).
Manually Enter Data: If you prefer, you can manually enter the information directly into the Bulk Import field. Note: You must use your keyboard, as the mouse cannot be used in this field.
Ensure All Required Fields are Completed
Make sure to include the following mandatory fields for each person:
First Name
Last Name
Pin (4-digit number)
First Role
All these columns must be filled out for each entry to save successfully.
Save Your Entries
After entering or pasting all the required information, click Save All to complete the import process.
Additional Tips
Data Formatting: Ensure your data is correctly formatted in the spreadsheet. This will help avoid errors during the import process.
Error Checking: Double-check the required fields and data accuracy before saving to minimize the need for corrections later.