Flatfile for Customer Success

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.

Hubspot
Toast
Blackbaud
ClickUp
Circuit

The source of truth for data imports

A typical onboarding cycle might involve dozens of data files with versions, comments, and owners. Within Flatfile, this is all unified in a single view with statuses, stakeholders, and next steps, ensuring you always have the latest version of your customer’s data.

File name
User
Rows
Mock photo of user for illustration
Mock photo of user for illustration
Mock photo of user for illustration
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Set the rules, and let your customers bring the data

Flatfile’s AI-powered platform automatically matches data columns and runs advanced validation logic to ensuring that messy customer spreadsheets gets transformed into clean, ready-to-use data.

Match headers

Name
Confirmed
Email
Confirmed
Zip
Confirmed

No more spreadsheet errors

Tired of endless Excel workbooks cluttering your dashboard? With all of the data available in a single workspace, data management is easy and straightforward. Plus, Flatfile runs automated transformation to make data correction quick and painless.

Priority has been automatically matched

ImportedMatched
normal
Normal
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Collaborate in a secure environment

Stop passing spreadsheets back and forth over email with stakeholders. By creating a secure, authenticated workspaces for each customer, you ensure that collaborators get a shared view of all their data and can easily import more files. Flatfile protects the data using advanced encryption and removes customer data once it’s successfully imported

Globex is inviting you to securely onboard your data using Flatfile

A
G

Data Globex needs from you:

Employees
Tickets
Products
Company Info
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File name
User
Rows
Mock photo of user for illustration
Mock photo of user for illustration
Mock photo of user for illustration
Placeholder

The source of truth for data imports

A typical onboarding cycle might involve dozens of data files with versions, comments, and owners. Within Flatfile, this is all unified in a single view with statuses, stakeholders, and next steps, ensuring you always have the latest version of your customer’s data.

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.

  • Who can benefit from using Concierge for data onboarding and import?

    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!

  • Can I create an account and start importing data without coding skills?

    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.

  • How does Concierge’s shared workspace function?

    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.

  • What makes Flatfile Concierge a secure environment?

    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.

  • Are there any limits in Flatfile Concierge?

    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.