We are able to import Contacts into Smokeball.
If you are exporting from another software, ensure each person is on a separate line.
A separate sheet for 'people' and 'organisations' is welcomed but not necessary.
Once you have your contact Excel/CSV spreadsheet, contact our team to get this list implemented into your firm.
If you are unsure on how to export your contacts, please reach out to your current system provider for assistance. Smokeball is more than happy to help if possible.
Importing contacts from LEAP
If you are migrating from LEAP, follow Step 1 in our Import data into Smokeball guide to find the relevant files to download from LEAP.