Recommended reading: How to start using Flatfile
Recommended Portal demos: Portal playgrounds
Business configuration:
Technical configuration:
Configure your website to launch Flatfile (NPM package or CDN)
Set Portal's configuration options
Required:
Recommended:
devMode: true
(while in development)
managed: true
(for advanced file processing)
Set up your Portal field config with the identified data model(s)
Note: You will want a different configuration launched for each type of primary data you are importing
Configure Data Hooks® for normalization, advanced validation, and advanced messaging (validation within the data being imported, as well as from external libraries or your own system)
Pull submitted data into your system
Design configuration:
End user/testing:
Business configuration:
Data template configuration (either no-code or technical configuration):
Collaborate:
Collect: