Flatfile for Implementations teams

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.

Hubspot
Toast
Blackbaud
ClickUp
Circuit

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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Email
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Zip
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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.

Priority has been automatically matched

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Collaborate in a secure environment

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.

Enhance your workflow without disrupting it

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

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Data Globex needs from you:

Employees
Tickets
Products
Company Info
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Match headers

Name
Confirmed
Email
Confirmed
Zip
Confirmed
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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.

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.