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Connect Smokeball

Connect Smokeball from dashboardWISE, approve access in Smokeball, then return to dashboardWISE for the first sync. The connection is read-only: dashboardWISE reads reporting data and does not write practice records back to Smokeball.

Before you start

  • Sign in to the dashboardWISE firm you want to connect.
  • Make sure you can sign in to Smokeball and approve app access for that firm.
  • Your dashboardWISE role must have permission to manage integrations.

If Connect is disabled, ask a firm administrator to review your permissions.

Connect Smokeball

1. Open Integrations

In dashboardWISE, switch to the correct firm and open Integrations.

2. Search for Smokeball and click Connect

Use the search field to find Smokeball. On the matching integration card, select Connect. dashboardWISE starts the authorization flow and sends you to Smokeball.
Search for Smokeball on the dashboardWISE Integrations page, then select Connect.

3. Approve access in Smokeball

Sign in if Smokeball asks you to, review the requested access, and approve the connection. dashboardWISE receives an OAuth token; it does not receive your Smokeball password.
Smokeball sign-in page shown while connecting Smokeball to dashboardWISE
Sign in with the Smokeball account for the firm you are connecting, then continue through the authorization flow. This screen is controlled by Smokeball, so its wording or layout may change.

4. Return to dashboardWISE and let the sync finish

After approval, Smokeball sends you back to dashboardWISE automatically. dashboardWISE saves the connection and immediately queues a full initial sync. The sync window shows which record groups are complete, which are still running, and the overall progress of the import.
dashboardWISE opens sync progress over the first-sync empty state after Smokeball returns you to the app.

After the connection

Once the first sync finishes, dashboardWISE keeps reporting refreshed from Smokeball. Your team keeps working in Smokeball as normal; Smokeball remains the system of record.

Reporting time zone

Smokeball does not currently send a reporting time zone to dashboardWISE. After the first sync, set it in Settings → Firm. Until then, dashboardWISE uses UTC.

Data dashboardWISE reads from Smokeball

  • Clients, contacts, and matters
  • Staff, matter fees, and activity data
  • Matter invoices, fees, and expenses
  • Bank accounts and bank transactions

dashboardWISE does not write practice records back to Smokeball. If you disconnect the integration later, dashboardWISE removes the stored connection and starts cleanup of its synced dashboard data. Wait for cleanup to finish before reconnecting the same provider.

Troubleshooting

Connect is disabled

Your dashboardWISE role probably cannot manage integrations. Ask a firm administrator to review your permissions.

Authorization did not complete

Return to Integrations and select Connect again. Make sure you are signing in to the correct Smokeball account and approve the request before returning to dashboardWISE.

The first sync is still running

Larger firms can take longer to import. Keep following the sync progress in dashboardWISE; reporting fills in as the required stages complete.

dashboardWISE says data is still being deleted

A previous disconnect is still being cleaned up. Wait for that process to finish before connecting Smokeball again.