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.


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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.
Flatfile allows our customers to onboard faster while importing all kinds of data.
Silas Garrison, CEO at HealthSpace

Import users

Upload

Any CSV, XLS, or TSV accepted

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.
Our customers love Flatfile. It speeds the importing process up for them. They don't have to manually key things in, which makes them enjoy using the overall product even more.
Vishesh Mittal, Co-founder of Plato Medical

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

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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
onboard your data using Flatfile

A
ACME
G
Globex

Welcome, J. Doe!

Please enter the PIN in your email to access this shared workspace.

Import users

Upload

Any CSV, XLS, or TSV accepted

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.
Flatfile allows our customers to onboard faster while importing all kinds of data.
Silas Garrison, CEO at HealthSpace

Flatfile Concierge

Learn more about how Concierge reduces time and effort during customer onboarding.

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.

SOC2, HIPAA, and more

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!

Frequently asked questions

  • 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.

Any questions left?

Contact us at [email protected], and
we'll be happy to answer.

Join the waitlist for Concierge

Give your customer data the white-glove treatment.