As part of your onboarding process, your contacts can be imported into Smokeball. 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 necessary before importing contacts.
Make sure to look over your contacts before sending them over to be imported so there are no duplicates.
If you were already Outlook or previously using Gmail, 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.
Contacts should be submitted in the format of the below image. Right Click to download: Sample Contact Import.xlsx
What will be available from a contact import:
|Individual Contacts||Company Contacts|
Once you have exported your contacts, send the CSV your Account Manager. Our team will then upload the contacts into your Smokeball account.
If you are using a platform other than Outlook or Gmail we advise reaching out to the support team of that platform for assistance or directions for export.
How to Export Contacts from Outlook or Gmail
|Exporting Contacts from Gmail|