How do I set up the Smokeball integration with Exizent?

Setup process

• In Exizent, a member of your team with Company Administrator permission levels should navigate to Company settings
  
  

• Select the Integrations tab

• Click the + Add integration button

  
• Select Smokeball in the Integration type dropdown

• Click the Sign in to Smokeball button to connect your Smokeball account with Exizent

• Authorise the integration between Smokeball and Exizent
• Click Save
• This will add the integration to your account and you will see all active integrations on the Integrations tab in the Company settings page.
• On the Integrations tab of your Company settings you will now see a Create case via integration link next to your Smokeball integration. Click the link and you can follow the instructions in this article to create your Smokeball cases in Exizent.
• Try a test case to make sure you see a new case appearing in Exizent with all the data populated you expected to transfer between the 2 systems. Get in touch with our support team via support@legal.exizent.com if you need any assistance.