Flatfile Concierge

The collaborative workspace for data onboarding

Great customer experience is all about building relationships. It’s hard to do that, though, if you spend all your time wrangling and cleaning up their data.

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Flatfile Concierge | Easily and securely collaborate with your customers on data onboarding

No code required

Set up target data models in minutes for even the most complex customer data onboarding problems.

Secure data workspace

Securely share and collaborate on data imports without passing spreadsheets back and forth over email or FTP.

TRUSTED BY

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Hubspot
Toast
Blackbaud
ClickUp

Intelligent data import for customer success

Enterprise customer data is messy. That’s why Flatfile’s AI-powered platform automatically matches columns and runs validation checks, ensuring those messy spreadsheets are imported as clean, ready-to-use data. See how Success teams use Concierge to onboard data →

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Manage enterprise implementations 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. Learn how Concierge helps Implementations teams →

ACME Sales Imports

Incomplete:


80% Complete4/5
+3

sales_q4.xls

Review
User
Company
Rows
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Secure, collaborative workspace with real-time data

Multiple stakeholders usually means multiple points of vulnerability. Authenticated login for each collaborator, as well as an approval flow for data submission, ensures you have full control over data onboarding.

Globex is inviting you to securely onboard your data using Flatfile

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Data Globex needs from you:

Employees
Tickets
Products
Company Info
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Priority has been automatically matched

ImportedMatched
normal
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Intelligent data import for customer success

Enterprise customer data is messy. That’s why Flatfile’s AI-powered platform automatically matches columns and runs validation checks, ensuring those messy spreadsheets are imported as clean, ready-to-use data. See how Success teams use Concierge to onboard data →

Pricing

All Flatfile plans come with unlimited end users, unlimited admin users, and unlimited records imported.

Basic

$99/mo
per workspace
Start free trial
  • Collaborative workspaces
  • Smart column matching
  • Data set merging
  • Data export
  • Customize collaboration invite
Best for simple data projects

ProComing soon

$399/mo
per workspace
Get notified
  • Everything in Basic, plus:
  • Data Hooks™
  • Shared Slack channel
  • Whitelabeling option
  • Relational data set import
Best for complex data projects

Enterprise

Custom
per workspace
Get notified
  • Everything in Pro, plus:
  • Enterprise SLA
  • SFTP ingest
  • On-prem option
  • Dedicated CSM
Best for large and complex data projects

Basic

$99/mo
per workspace
Start free trial
  • Collaborative workspaces
  • Smart column matching
  • Data set merging
  • Data export
  • Customize collaboration invite
Best for simple data projects

More data,

Fewer spreadsheets.

Data that works for you

Reduce time and effort during onboarding.

No code required

Shared workspacesNew

Secure, collaborative workspaces simplify complex data onboarding projects

Easy to configure data models

UI-based data model configuration lets you set up a desired template with validation rules in minutes

User-friendly experience

Flatfile’s design means it is accessible to end users of all technical skill levels

Multiple data formats

Allow data to be uploaded using a CSV, XLS, XML or even manual pasting from the user's clipboard

AI-Assisted import

Automatically match 95% of imported columns using machine learning and fuzzy matching

Powerful data tools

Data hooksNew

Advanced functions for real time data validation and transformation

Lookup fieldsNew

Validate data against a database or 3rd party system to easily contextualize, validate, or enrich imports

Replay importsComing soon

Analyze past data uploads to help resolve import issues without any guess work

WebhooksNew

Pull data from Flatfile directly into your application database by setting up a webhook listener

Data healingComing soon

Automated healers identify and transform data into its ideal state

Privacy and security

Regulatory compliance

Flatfile is fully GDPR, SOC2, and HIPAA compliant

Data security

Robust security architecture leveraging AWS S3 and options for client-only and on-premise implementation