Preparing Contacts for Import into Smokeball

During your onboarding process, your contacts can be imported into Smokeball. Your contacts will be available for use and will help fill out matters quickly.

Before you begin, review your current contacts list and remove any duplicates.

If you were already using Outlook or previously using Gmail, it is easy to export your contacts. If you have another system, or if you provide your contacts in a.CSV (Comma Separated Values) in the format below, then we will import them into Smokeball on your behalf. 

Contacts should be submitted in the format of the image below. Click to download


What will be available from a contact import:

Individual Contacts

Company Contacts

  • Title, First Name, Middle Name, Last Name
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • Home Address
  • Gender
  • DOB (Date of Birth)
  • Notes
  • Name
  • Business Phone
  • Business Fax
  • Business Address
  • Notes
  • Any contacts associated with that business

Once you have exported your contacts, send the .CSV to 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 in exporting your contacts.

Export Contacts from Outlook

  1. In Outlook, Select File > Open & Export > Import/Export. blobid0.png
  2. In the Import and Export Wizard window, select Export to a file and then select next.
  3. Select Comma Separated Values and then select next. blobid1.png
  4. Select your contacts folder and then select next. 
    • Create a name for your exported .CSV file, use the browse button to choose the location to save the file, and then select next. blobid2.png
  5. Select the Finish button. blobid3.png

Export Contacts from Gmail 

  1. In Gmail, select the 9-dot button and then select Contacts. blobid4.png
  2. Select Export and then select Outlook CSV. blobid5.png
  3. Locate and review your .CSV file and submit it to your onboarding specialist. Your onboarding specialist will then import it into Smokeball. 
    • The file will likely be in your computer’s Downloads folder. If you access Gmail with Google Chrome, you can verify the download location by clicking on the three dots in the upper right-hand corner and selecting Settings
      • In Chrome settings, select Downloads to view or change the location. 




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