Case studies

Flatfile Helps ClickUp Simplify Users’ Data Onboarding Experience

David Bonilla

Posted 8/6/2020

ClickUp is a project management productivity platform that helps anyone from individuals to entire teams create, plan, and organize everything. By integrating Flatfile, ClickUp is able to provide an intuitive data import and data onboarding experience for its users. Flatfile enables ClickUp users’ to bulk-upload tasks, checklists, due dates, time estimates, and more, all from a CSV. This makes ClickUp’s data import onboarding experience incredibly simple for new users. ClickUp’s development team was able to integrate Flatfile over the course of a week, rather than build out a data importer of their own, saving valuable engineering time.

Zeb Evans, CEO of ClickUp, originally discovered Flatfile's data import solution and recommended it during ClickUp’s early development stage as the tool of choice for handling user-facing CSV data imports. The team was more than willing to use a turn-key data import solution, rather than build it themselves.

Jerry Krusinski, Back-end Engineer at ClickUp said: “It saved us a big task in implementing a CSV parser ourselves.”

Scott Snider, Lead Front-end Engineer at ClickUp said: “I was excited to leapfrog using Flatfile rather than start from scratch on our own.”

Integrating Flatfile's data importer proved to be a simple project for ClickUp’s developer team. The Flatfile developer documentation contains a JSON configurator and snippet to quickly help teams test a Flatfile integration in their application.

According to Snider: “Everything was pretty easy! Flatfile worked right out of the box. It was a good experience, and the data importer did what we wanted it to do."

 


Flatfile’s simple JSON configurator allows CSV fields to be mapped to specific data models seamlessly. Subsequent CSV data imports from users will adhere to this data model.

Flatfile’s simple configuration and detailed developer documentation allowed the team to fully integrate Flatfile into ClickUp’s angular framework within a week.

Snider went on to say, “It was really easy and didn’t take very long to integrate. We worked on a few custom things, which took at most a few hours a day. A lot of times integrations don’t work right away, but Flatfile worked almost immediately. The developer docs were easy to read and helpful.”

Krusinski added: “For the majority of the features, we didn’t work on the integration for more than a week.”

The team appreciated the user-friendliness of the Flatfile importer. Its neutral visual interface also helps the data importer blend seamlessly into any SaaS product.

"The thing that I noticed first was the user interface," said Krusinski. "It’s really nice and user-friendly. Flatfile also has a very neutral UI. Even though it’s not our UI specifically, it still visually fits in the product.”

 

On top of requiring little to no upkeep, the team has benefited tremendously from Flatfile’s handling of support requests, and frequent improvements to the data importer, areas they would have been unable to focus on themselves.

"Flatfile helped us out with any issues that came up and pushed the appropriate updates quickly whenever we did have an issue. We get imports all the time and never get bug reports.”

About ClickUp
ClickUp is a productivity platform that provides a fundamentally new way to work. More than just task management — ClickUp offers notes, reminders, goals, calendar, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. To learn more about ClickUp’s productivity platform, visit clickup.com.

About Flatfile
Flatfile's mission is to remove barriers between humans and data. With AI-assisted data onboarding, they eliminate repetitive work and make B2B data transactions fast, intuitive, and error-free. Flatfile automatically learns how imported data should be structured and cleaned, enabling customers and teams to spend more time using their data instead of fixing it. Flatfile has transformed over 300 million rows of data for companies like ClickUp, Blackbaud, Benevity, and Toast. To learn more about Flatfile's products, Portal and Concierge, email [email protected] or get started for free at flatfile.io.

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