Objective: Create your ideal data model(s)
Anyone who understands the type of data your system is ingesting.
Primary key/record type: What makes a single record unique?
"Data" is a set of information made up of individual records. The type of data is usually defined by what data makes up a single unique record within that set. This can be a single value (like "email address"), but it can also be made up of multiple values (like "first name", "last name", and "phone number").
Common examples of data (and their associated primary record types):
Contacts: ("email") or ("first name" AND "last name" AND "phone number") ("last name" AND "address")
Inventory: ("UPC") or ("Inventory number" AND "location")
Event logging: ("log ID") or ("Date time" AND "type")
Invoices: ("Invoice #") or ("Vendor" AND "Date" AND "Invoice total")
Related record data: What information is related to each single record?
Information related to the primary key is frequently accepted, if not required. You'll want to define what data you want to collect that is related to the primary key.
If we look at our primary key examples above:
Contacts: "phone number" "secondary phone number" "address" "home address"
Inventory: "units" "unit weight" "storage location" "brand" "label"
Event logging: "description" "source" "request" "count"
Invoices: "vendor" "approver" "net term"
Each data property that you want to import (both primary and related data) will be set up as a field within Flatfile.
Ideal data aligns perfectly with your system. It's what data looks like when that record set is complete and in its most useful state. Frequently, it's also what your data looks like if you pull the most complete and useful data out of your system.
Your system likely needs certain data in a particular format in order to process or store it. You'll want to collect any limitations or needs related to each data property (or group of properties).
This information can usually be defined or managed by Product teams, Customer Success or Implementations teams, or Data teams who are involved with customer journeys or engagement.
Objective: Build your data flow
Flatfile Portal is configured as a button on your website. The Portal importer will launch for the user when the button is pressed.
Flatfile Concierge is a standalone web app for for your team. Your team can use it as an internal tool, or invite collaborators to onboard data with you. The workspace can be launched by going to app.flatfile.com.
Cleaned data from both Flatfile products can be downloaded as a .CSV file. Portal is also configured to allow [webhooks], which push the data as it is created in browser, and [API access], which allows you to pull uploaded data into your system.
Don't know what your user's ideal data flow looks like? Forward a Flatfile team invite to someone on your team who does, and we can help them outline a solution.
Objective: Technical configuration of Flatfile, using your ideal data model
For developers: Getting started with Portal guide
Either a developer or someone that understands the ideal data can configure the data template.
Non-technical: No-code template upload of CSV, or button selection in-app Technical: Json schema upload
Objective: You've done it! Delightful data onboarding at your users' fingertips.