Guides Overview

Complete guide to authenticating with Flatfile using API keys, Personal Access Tokens, and managing roles and permissions for your team and customers.

Learn how to trigger operations based on user input. Actions allow you to create custom workflows that execute when users interact with buttons in your Flatfile interface.

Master data processing with Data Hooks. This guide covers how to validate, transform, and process records as they’re imported into Flatfile.

Enable dynamic field creation during data import. Learn how to allow users to add new fields on the fly when their data doesn’t match your predefined Blueprint.

Create sophisticated filter combinations with complex conditions. Learn how to use logical operators, multiple criteria, and various data types to find exactly the records you need.

Build custom file parsers to handle proprietary or uncommon file formats. Learn how to create extractors that can parse any file type and integrate seamlessly with Flatfile’s processing pipeline.

Master FFQL (Flatfile Query Language) to filter data in sheets with powerful query syntax. Build complex queries to search and manipulate your data programmatically.

Customize the look and feel of Flatfile to match your brand. This comprehensive guide covers all theming options including colors, fonts, and UI elements.

Implement internationalization with text overrides and translations. Make your Flatfile interface accessible to users in different languages and regions.

Control what guests see in their sidebar interface. Learn how to limit and customize the sidebar experience for different user types.

Get data out of Flatfile to external destinations. Master various patterns for exporting and syncing data to your systems and third-party services.

Store and manage descriptive information that provides additional context to your data. Learn how to effectively use metadata throughout your Flatfile implementation.

Split complex operations into manageable parts for better performance and user experience. Learn how to break down large jobs into smaller, trackable components.

Organize and isolate resources using namespaces. Learn how to narrow down the scope of Spaces, Workbooks, and Sheets for better organization and security.

Securely manage and use credentials in your listeners. Learn best practices for handling sensitive information like API keys and authentication tokens.

Standardized authentication setup patterns for consistent integration across all Flatfile projects.

Standardized webhook patterns for reliable data submission to external systems.