As part of your onboarding process, your account manager will help you import your contacts into Smokeball to use. By sending in contacts to be imported, your contacts will be available to use in Smokeball and help fill out matters quickly.
Just like moving into a new house, it's important to clean up and remove anything that is not neccessary before importing contacts. Make sure to look over your contacts before sending them over to be imported so there are no duplicates. If you are using outlook, it is very easy to export your contacts (see below). If you have another system, if you provide your contacts in a CSV in the format below, we will import them into Smokeball.
What will be available from a contact import:
- Title, First Name, Middle Name, Last Name
- Home Phone
- Work Phone
- Cell Phone
- Home Address
- DOB (Date of Birth)
- Business Phone
- Business Fax
- Business Address
- Any contacts associated with that business
*See the bottom of this page for an attached example CSV if not exporting contacts from Outlook*
Exporting Contacts from Outlook:
1. Export a contact list in a .CSV or .XLS format.
- For example, in Outlook:
2. Send the exported contact list to your Account manager. Using an import tool, our team will then upload the contacts into your Smokeball account.