CSV Import Available
Export a file from the source, then map and import it into A&A DealFlow. This is not synchronization.
Integrations
Every integration card uses an explicit status so your team can evaluate the current product without planning around an unavailable connection.
Export a file from the source, then map and import it into A&A DealFlow. This is not synchronization.
The capability is not available today and has no public delivery date.
Calls, text messages, call history, recordings, voicemail, user mapping, and normalized communication records are planned. No live RingCentral connection is available today.
Export a CSV, apply the PropStream mapping preset, preview and validate rows, handle duplicates, and retain import history. This is not a direct API integration or synchronization.
A customer-facing email integration is planned. Platform transactional emails do not mean a connected company mailbox is available.
Calendar synchronization for appointments is planned. Providers, direction, and timing are not yet committed.
A file import keeps validation, duplicate review, history, and supported rollback visible before outside data becomes part of the operating record.
The application is designed around provider-neutral internal interfaces so future connections can normalize records without putting provider secrets in the browser. This is an architecture direction, not a claim that every provider is connected.