Learn how to export firm data from Smokeball using the Data import/export tool in the Web App.
- Navigate to the Smokeball Web App.
- Log in with your Smokeball credentials.
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In the lower-left corner, click the Settings (gear) icon, then select Data Import/Export.
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At the top right of the Data import/export page, select the New Import/Export + button.
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On the next screen, tick Data Export and select a reason for the export.Â
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Select Continue.
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Tick the items you would like to export from Smokeball, then select Proceed. You can choose from:
- Staff
- Contacts
- Matters
- Unbilled time, fees, and disbursements
- Invoices and (optional) Paid invoices
- Memos
- Tasks
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The export will begin to generate. Note that depending on the size of your firm’s data, the export process can take up to an hour.
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Once the status says Complete, select Download to download the .zip file of your data export.