How to set up the integration between Smokeball and DecisionVault?
Setting up and using the integration involves the following steps:
- Authenticate Smokeball with DecisionVault
- Link the Smokeball matter to the DecisionVault one, and sync over contacts
1. Authenticate Smokeball with DecisionVault
To authenticate Smokeball with DecisionVault go to the integrations page - and look for the 'Authenticate with Smokeball' button. Follow the prompts to login to Smokeball and to give DecisionVault access.
Note: this only stores an 'access token' in DecisionVault to access Smokeball on your behalf. We don't have access to your login details, and you can always remove DecisionVault's access to Smokeball by removing the token from the integrations page.
2. Link the Smokeball matter to the DecisionVault one, and sync over contacts
After you authenticate with Smokeball, it shows up as a system to sync with on the matter detail screen:
You can then search in your existing Smokeball matters (it will search on the client name in Smokeball on open matters) and map the existing contacts on those matters to the people on the DecisionVault matter.
The below video shows a quick demonstration:
Frequently Asked Questions
How does DecisionVault find my Smokeball matter?
The search looks at the client name on open matters in Smokeball. Pick the right matter from the results and map its existing contacts to the people on the DecisionVault matter.
Does DecisionVault store my Smokeball password?
No. Authenticating only stores an access token so DecisionVault can reach Smokeball on your behalf. You can remove the token at any time from the integrations page.
Does the matter keep syncing automatically after the first sync?
No, the sync is on demand. Open the matter, pick Smokeball from the sync options, and run the sync whenever you want to push the latest information.