A&A DealFlow
PlannedCSV Import AvailablePlannedPlanned

Integrations

See what connects today, what uses a file workflow, and what remains planned.

Every integration card uses an explicit status so your team can evaluate the current product without planning around an unavailable connection.

Read every status before planning the workflow

CSV Import Available

Export a file from the source, then map and import it into A&A DealFlow. This is not synchronization.

Planned

The capability is not available today and has no public delivery date.

Integration directory

RingCentral

Calls, text messages, call history, recordings, voicemail, user mapping, and normalized communication records are planned. No live RingCentral connection is available today.

PropStream

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.

CSV Import AvailableSee the CSV Import Workflow

Email

A customer-facing email integration is planned. Platform transactional emails do not mean a connected company mailbox is available.

Calendars

Calendar synchronization for appointments is planned. Providers, direction, and timing are not yet committed.

Use a reviewable path for outside data.

A file import keeps validation, duplicate review, history, and supported rollback visible before outside data becomes part of the operating record.

  1. 01

    Export a CSV from the source.

  2. 02

    Upload and select a mapping.

  3. 03

    Preview and validate rows.

  4. 04

    Review duplicate handling.

  5. 05

    Run the job, inspect history, and use supported rollback when needed.

Provider-neutral by design does not mean provider-connected today.

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.

Integration questions

Does A&A DealFlow connect directly to PropStream?
No. The available workflow is CSV export and import. There is no direct API connection or synchronization.
Is RingCentral available?
No. RingCentral is Planned.
Can we connect email or a calendar?
Customer-facing email and calendar integrations are Planned.
When will planned integrations ship?
No public date is committed. Use the status page on each integration and contact sales for current evaluation context.

Tell sales which systems shape your current workflow.