Projects

Collaborate on data your way

Streamline complex data workflows across diverse stakeholders. Onboard new customers or solve any collaborative need for importing, validating, editing and approving data. Granular access control and powerful data transformations ensure the right people manage the right data at the right time.

HUNDREDS OF BUSINESSES TURN FILES INTO API-READY DATA WITH FLATFILE

Logos of Flatfile customers: ADP, ServiceTitan, Square, ClickUp, AstraZeneca, SageLogos of Flatfile customers: Square, ClickUp, AstraZeneca, Sage

Checklist

Built-in data checklists help users understand the data required from them.

Connections

Link directly to various external data sources such as databases, cloud storage and even APIs.

Comments & discussion

Team members can comment directly on data cells to add context, ask questions, or flag issues.

Multi-workbook flows

Work across multiple data sets, each with its own separate data based on team, function or workflow stage.

Integrations

Enable seamless interaction with external tools and data sources like Slack, Teams, Jira and Dropbox.

Guest management

Allow controlled, temporary access to project workspaces for external collaborators.

POWERFUL AI ASSISTANT

Focus on what, not how

From a smart AI Assistant that offers real-time, context-aware guidance to Natural Language Search that understands queries in plain English, Flatfile AI makes complex tasks surprisingly simple.

  • Transform

    Ask Flatfile’s AI Assistant to transform your data in any way you like.

  • Query

    Explain what you're searching for using plain English and Flatfile’s AI Assistant will convert it to a custom query for you.

Customized theming & styling

Theming and styling customization in Flatfile allow for interface adjustments to align with brand guidelines or user preferences.

Flatfile provides customization options for theming and styling, enabling you to change elements like color schemes, fonts, and layout.

User access controls

Ensure secure and role-appropriate access to your data. Flatfile’s controls can be configured to suit a range of organizational needs, providing both broad and fine-grained permissions.

  • Role-based permissions

  • Configurable settings

  • Secure data access

Comments & notifications

Real-time collaboration is essential when working with complex data sets or multiple stakeholders. With Flatfile Projects, team members can comment directly on data cells or sheets to provide context, ask questions or flag issues.

  • Inline comments: Users can leave comments directly on specific cells or sheets, making it clear what aspect of the data is being discussed.

  • Notification system: When a comment is made, notifications are sent to team members involved in the project.

  • Context preservation: Comments are stored and can be revisited, providing historical context to how data has been reviewed or modified.

Fit your flow

Integrate with your existing workflowComing soon

Project integrations enable seamless interaction with your preferred tools and data sources.

Microsoft Teams
Dropbox
Slack
Jira

"We cut the amount of time we spend wrangling with files by 95%. We basically had all hands working to solve those problems at times. The reduction in effort has saved us tens of thousands of dollars. Flatfile is a really good value for us."

Kelly Abbott, Co-founder & CTO

Office photo

And much more

Enhance your data projects with a suite of features designed for productivity and control. From granular task management and version control to real-time collaborative editing and robust search capabilities, discover tools that empower teams to work efficiently and make data-driven decisions.

Audit trails

For compliance and troubleshooting, every action performed within the project, such as data import, modification or task assignment, is logged.

Version control

Keep track of changes made to your data over time and roll back to previous versions if needed, offering an additional layer of data integrity.

File attachments

Whether it's supplementary data files, documentation or any other type of digital asset, Projects allow centralized storage and access.

Search and filter

Find exactly what you're looking for with a robust search function that supports full-text, numerical and even fuzzy searches.

Data export

Easily export your data into common formats like CSV, JSON or Excel. This can be done for whole data sets or specific filtered views.

Collaborative editing

Allows multiple users to edit the same dataset simultaneously, seeing each other's changes in real time.

Data validations

As data is imported or edited, validation rules can automatically check for things like format, uniqueness and other custom conditions.

Shared views

Collaborate with confidence knowing everyone sees the same data.

Comments & notifications

Users comment directly on data, get notified of changes, and track history for clear, collaborative decision-making.

More to love

Other options for solving your data exchange problems

Map any two datasets

Mapping

Map any two datasets

Automatically generate rules for moving data between any two schemas.

View Mapping
Accept data anywhere

Portal

Accept data anywhere

Build a deeply configurable file import experience right in your application.

View Portal
Supercharge your data

Workbooks

Supercharge your data

Edit, validate, transform or integrate data into any workflow.

View Workbooks