Simplify the enterprise customer onboarding cycle

Enterprise implementations only get more complex when data onboarding is involved. Cut through the noise and share a single source of truth as you get your customers to value, faster.


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Set the rules, and let your customers bring the data

Quickly configure target data formats, and skip reformatting every import according to that template. Flatfile’s AI-powered platform automatically matches data columns and runs advanced validation logic, ensuring messy customer imports gets transformed to clean, useful data.

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Clean customer data with ease

Tired of endless Excel workbooks cluttering your desktop? Flatfile runs automated transformation and makes it easy to correct any data formatting or labeling issues, all within a single dashboard.

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

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Collaborate in a secure environment

Stop passing spreadsheets back and forth over email. Secure, authenticated workspaces for each customer ensure that everyone gets a shared view of data imports.

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

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Enhance your workflow without disrupting it

Stop passing spreadsheets back and forth over email. 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.

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We were spending 8-10 hours on helping our customers import their data, and sometimes they would churn. When it happened, it was a strain on resources. Now Flatfile saves us up to 10 hours per new customer.

Meghann Quirante

Product, UX Lead

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Set the rules, and let your customers bring the data

Quickly configure target data formats, and skip reformatting every import according to that template. Flatfile’s AI-powered platform automatically matches data columns and runs advanced validation logic, ensuring messy customer imports gets transformed to clean, useful data.

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.