> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetjamie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# DealCloud

> Log meeting notes to DealCloud interactions

Connect Jamie to DealCloud to log meeting notes as interactions or attach them to existing ones.

<Info>
  DealCloud integration requires a **Team** or **Enterprise** plan.
</Info>

## Setup

DealCloud uses API credentials that need to be configured by Jamie's support team.

1. Go to **Settings → Integrations → DealCloud**
2. Follow the instructions to contact support with your DealCloud API credentials (Site URL, Client ID, and API Key)
3. Once configured, your workspace will show the connection as active

<Info>
  Your DealCloud admin can find the API credentials in **DealCloud → Settings → API Management**.
</Info>

## Sending Meetings to DealCloud

1. Open a meeting in Jamie
2. Click the **Share** button and navigate to **Integrations**
3. Select **Send to DealCloud**

You can either add notes to an existing interaction or create a new one.

### Add to Existing Interaction

1. Search for and select an existing interaction from the dropdown
2. Click **Send**

Your meeting notes will be appended to the selected interaction's notes field.

### Create New Interaction

1. Switch to the **New Interaction** tab
2. Fill in the fields:

| Field                  | Description                                            |
| ---------------------- | ------------------------------------------------------ |
| **Subject**            | Pre-filled with the meeting title                      |
| **Date**               | Defaults to the meeting start date                     |
| **Type**               | Interaction type (defaults to "Meeting" if available)  |
| **Internal Attendees** | Jamie participants matched to DealCloud users by email |
| **Companies**          | Search and select companies                            |
| **Contacts**           | Search and select contacts (auto-matched by email)     |
| **Deal**               | Optionally associate a deal (auto-searched by company) |

3. Click **Create & Send**

The interaction is created in DealCloud with your meeting notes attached.

## Settings

Once connected, configure what content to include:

| Option         | Description                          |
| -------------- | ------------------------------------ |
| **Summary**    | Meeting notes with executive summary |
| **Transcript** | Full transcript in HTML format       |

<Info>
  At least one option must be enabled.
</Info>

## Field Mapping (Admin Only)

DealCloud sites have custom schemas. Jamie automatically discovers the correct fields for your site. If the auto-detection is incorrect, admins can override the field mapping:

1. Go to **Settings → Integrations → DealCloud**
2. Expand the **Field Mapping** section
3. Adjust any core fields (Subject, Date, Notes, etc.) using the dropdowns
4. Optionally add custom reference fields (e.g., Opportunities, Funds) that will appear in the New Interaction modal