Flatfile Concierge

The collaborative workspace for data onboarding

Great customer experience is all about building relationships. It’s hard to do that, though, if you spend all your time wrangling and cleaning up their data.

Stay updated. Get first access. Impact data onboarding.
Flatfile Concierge | Easily and securely collaborate with your customers on data onboarding

No code required

Set up target data models in minutes for even the most complex customer data onboarding problems.

Secure data workspace

Securely share and collaborate on data imports without passing spreadsheets back and forth over email or FTP.

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Hubspot
Toast
Blackbaud
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Intelligent data import for customer success

Enterprise customer data is messy. That’s why Flatfile’s AI-powered platform automatically matches columns and runs validation checks, ensuring those messy spreadsheets are imported as clean, ready-to-use data. See how Success teams use Concierge to onboard data →

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Manage enterprise implementations with ease

Tired of endless Excel workbooks cluttering your desktop? Flatfile Concierge offers a single, shared view of all data imports with relevant details like versions, statuses, owners, and validation errors. Learn how Concierge helps Implementations teams →

ACME Sales Imports

Incomplete:


80% Complete4/5
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sales_q4.xls

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User
Company
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Secure, collaborative workspace with real-time data

Multiple stakeholders usually means multiple points of vulnerability. Authenticated login for each collaborator, as well as an approval flow for data submission, ensures you have full control over data onboarding.

Globex is inviting you to securely onboard your data using Flatfile

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Data Globex needs from you:

Employees
Tickets
Products
Company Info
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Intelligent data import for customer success

Enterprise customer data is messy. That’s why Flatfile’s AI-powered platform automatically matches columns and runs validation checks, ensuring those messy spreadsheets are imported as clean, ready-to-use data. See how Success teams use Concierge to onboard data →

Flatfile Concierge

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Stay updated. Get first access. Impact data onboarding.

And more...

Transforms CSV, XLS, TSV, and more into clean, validated output
Auto-matches 95% of imported data fields
Robust security architecture built on AWS and Heroku
Browse and search import history
A single source of truth for all enterprise customer data
Replay imports to diagnose issues
Users can easily fix and repair spreadsheet errors before uploading the data
SOC 2, GDPR, HIPAA compliance, plus on-premise deployment options
Built-in security mechanisms, including authentication flow and verification

SOC2, HIPAA, and more

Flatfile is SOC2 and HIPAA compliant. If you have specific compliance requirements, let us know!

Data security

Flatfile’s robust architecture processes data quickly and securely. We leverage AWS S3 for storage and encryption, as well as offer both client-only and on-premise deployment options.

GDPR Compliance

Flatfile is fully GDPR compliant and can easily execute a data processor agreement with your company if needed.

More data,

Fewer spreadsheets.

Data that works for you

Reduce time and effort during onboarding.

No code required

Shared workspacesNew

Secure, collaborative workspaces simplify complex data onboarding projects

Easy to configure data models

UI-based data model configuration lets you set up a desired template with validation rules in minutes

User-friendly experience

Flatfile’s design means it is accessible to end users of all technical skill levels

Multiple data formats

Allow data to be uploaded using a CSV, XLS, XML or even manual pasting from the user's clipboard

AI-Assisted import

Automatically match 95% of imported columns using machine learning and fuzzy matching

Powerful data tools

Data hooksNew

Advanced functions for real time data validation and transformation

Lookup fieldsNew

Validate data against a database or 3rd party system to easily contextualize, validate, or enrich imports

Replay importsComing soon

Analyze past data uploads to help resolve import issues without any guess work

WebhooksNew

Pull data from Flatfile directly into your application database by setting up a webhook listener

Data healingComing soon

Automated healers identify and transform data into its ideal state

Privacy and security

Regulatory compliance

Flatfile is fully GDPR, SOC2, and HIPAA compliant

Data security

Robust security architecture leveraging AWS S3 and options for client-only and on-premise implementation