From field service to system-ready data

How to streamline data imports for faster customer onboarding


Kyle Costa

Kyle Costa

Enterprise Account Executive

Seungyeon Shin

Seungyeon Shin

Solutions Architect


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Are you spending too much time manually onboarding customer data and helping your non-technical customers navigate complex data imports? Fortunately, field service teams are reclaiming their time by utilizing data exchange platforms like Flatfile to accelerate and simplify importing CSV files, Excel spreadsheets and many other file types from internal and external sources. This in-depth webinar will demonstrate how you can streamline your cumbersome data migration processes and onboard customers more efficiently and accurately.

In this webinar, you’ll learn:

  • How common data file import, collection, exchange and onboarding challenges significantly impact field service platforms

  • Key considerations for designing a workflow that aligns with how you do business

  • How to improve consistency of experience with non-technical customers, whether they’re involved in the process or not