Customer data onboarding made easy
Data import should be simple, even for enterprise customers with complex needs. Create a collaborative workspace with your customer in minutes, no code required, with Flatfile Concierge.
Learn more about how Concierge reduces time and effort during customer onboarding.
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.
Flatfile is fully GDPR compliant and can easily execute a data processor agreement with your company if needed.
Flatfile is SOC2 Type I compliant and in the process of SOC2 Type II and HIPAA certification. If you have specific compliance requirements, let us know!
Concierge was primarily designed for customer success, implementation, and services teams to help them deal with the tedious process of customer data onboarding. Concierge works best whenever you need to collect data from a third party and normalize it into a standard format - the customer could be external or internal!
Yes, Flatfile Concierge is a user-friendly data import tool that doesn’t require software engineers for daily support and management. Setup and maintenance do not require any particular technical expertise, and should you encounter any technical issues, Flatfile’s support team is here to help.
A workspace is a shared view of a customer or project. You can optionally invite multiple stakeholders to a shared workspace to contribute data or view past imports. Access rules, permissions, and data import rights can be configured by the workspace administrator.
Concierge is GDPR and SOC 2 Type 1 compliant, which means that all personal data is securely stored, processed, and transmitted. Apart from that, the product has built-in security mechanisms, including the authentication flow and verification. Users won’t be able to sign into the workspace without a password or a unique link. Once they do, they can run a final check before pulling data into the data import tool. This allows filtering out unnecessary sensitive or malformed input before sending it to your database.
The volume of the information processed by our data onboarding tools is unlimited. Subscriptions are based on the number of workspaces that can be created.
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Give your customer data the white-glove treatment.