Flatfile for Customer Success

Customer data onboarding made easy

Data import should be simple, even for enterprise customers with complex needs. Create a collaborative workspace with your customer in minutes, no code required, with Flatfile workspaces.

Unum
Square
Hubspot
BambooHR
Coupa

The source of truth for data imports

A typical onboarding cycle might involve dozens of data files with versions, comments, and owners. Within Flatfile, this is all unified in a single view with statuses, stakeholders, and next steps, ensuring you always have the latest version of your customer’s data.

File name
User
Rows
Mock photo of user for illustration
Mock photo of user for illustration
Mock photo of user for illustration
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Set the rules, and let your customers bring the data

Flatfile’s AI-powered platform automatically matches data columns and runs advanced validation logic to ensuring that messy customer spreadsheets gets transformed into clean, ready-to-use data.

Match headers

Name
Confirmed
Email
Confirmed
Zip
Confirmed

No more spreadsheet errors

Tired of endless Excel workbooks cluttering your dashboard? With all of the data available in a single workspace, data management is easy and straightforward. Plus, Flatfile runs automated transformation to make data correction quick and painless.

Priority has been automatically matched

ImportedMatched
normal
Normal
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Collaborate in a secure environment

Stop passing spreadsheets back and forth over email with stakeholders. By creating a secure, authenticated workspaces for each customer, you ensure that collaborators get a shared view of all their data and can easily import more files. Flatfile protects the data using advanced encryption and removes customer data once it’s successfully imported

Globex is inviting you to securely onboard your data using Flatfile

A
G

Data Globex needs from you:

Employees
Tickets
Products
Company Info
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File name
User
Rows
Mock photo of user for illustration
Mock photo of user for illustration
Mock photo of user for illustration
Placeholder

The source of truth for data imports

A typical onboarding cycle might involve dozens of data files with versions, comments, and owners. Within Flatfile, this is all unified in a single view with statuses, stakeholders, and next steps, ensuring you always have the latest version of your customer’s data.

SOC2, HIPAA, and more

Flatfile is SOC2 and HIPAA compliant. If you have specific compliance requirements, let us know!

Data security

Flatfile’s robust architecture processes data quickly and securely. We leverage AWS S3 for storage and encryption, as well as offer both client-only and on-premise deployment options.

GDPR Compliance

Flatfile is fully GDPR compliant and can easily execute a data processor agreement with your company if needed.

More data,

Fewer spreadsheets.

Questions?

Visit our Knowledge Base or contact us at support@flatfile.com.