Ready to solve data chaos?

Introducing Flatfile Concierge
Simplify complex data migrations using collaborative workbooks and intuitive data validation. No code required.

You know about data onboarding, but probably haven't heard the term.

Data onboarding is the process of importing customer data into your product, whether for first time, or in an ongoing basis. Without this data, customers can't use your product. This critical step during your onboarding flow can set the stage for how quickly customers see the value in your product, and brand.

How is data onboarding typically solved?

1. Providing CSV/Excel templates to customers.

Spreadsheet templates are the most common solution, which places the burden of providing usable data on the customer. Tasking customers to fix their data is detrimental to their onboarding experience, and wholly inefficient.

2. Emailing sensitive spreadsheet data back and forth.

Emailing CSV/Excel files between customers, partners, and vendors (which tend to have sensitive data) is also unfortunately the norm. And who can blame them? This is a key business process, isolated from innovation, offering no collaboration.

3. Costly implementation services, by way of teams.

Companies with resources identify data onboarding as a critical, but flawed business process, and opt to throw humans at the problem. Implementations teams are costly, questionably effective, without truly solving the core issue with onboarding data.

Yikes! Data onboarding doesn't have to be chaotic. 

Flatfile, the leader in data onboarding solutions, has created Concierge to solve this business inefficiency. With just a few clicks, customers, partners, and vendors can onboard their data using collaborative workspaces, intuitive data formatting, and best of all, no code.

Intuitive Excel data mapping
Flatfile Concierge automatically maps 95% of imported spreadsheet columns. Your customers will confidently import their data, correctly, the first time, without having to spend time manually mapping fields.

Manage customer data with ease
Tired of endless Excel workbooks cluttering your desktop? Flatfile Concierge offers a single, shared view of all data imports with relevant details like versions, statuses, owners, and validation errors.

Secure, collaborative workspaces with real-time activity
Multiple stakeholders usually means multiple points of vulnerability. Authenticated logins for each collaborator, as well as an approval flow for data submission, ensures you have full control over data onboarding.

Ready to solve data migrations in minutes?

Compliance

Flatfile is SOC2 type 1 and HIPAA compliant. If you have specific compliance requirements, let us know!

Data security

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.

About Flatfile

Flatfile started out of our own frustration with importing data into SaaS products. Across a decade of experience in enterprise software, we’ve built too many bespoke import scripts, spreadsheet templates, and software tools, all trying to solve the same core problem.

Flatfile provides two business products (Portal and Concierge) which solve data onboarding inefficiencies.

Interested in how we can help your business?

The new standard for customer data onboarding.

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