“Invalid data for field”
“Missing required field”
“It keeps saying the upload failed”
Triggered? That’s how your customers feel when they’re trying to get their data to you. If only they could see the value of your product faster; instead, they’re stuck trying to figure out some weird, elusive error like removing the blank title rows above their column headers, finding and replacing the special characters that found their way into the file, or googling how to save with UTF-8 encoding.
Companies of all sizes struggle with this issue when onboarding new customers. They don’t realize there’s a solution out there and have accepted this as par for the course, instead optimizing for other ways to improve the customer onboarding experience.
Most take it as far as creating downloadable CSV templates, building a file importer in-house that can recognize it, and finally sending customers a lengthy knowledge base article on how to format their spreadsheet for import. But those help articles – well, virtually no one understands them. And, even if they can figure it out, no one wants to do that work.
What if exchanging customer data was astonishingly easy?
All of the inconsistent data coming from your customers is fundamentally inputted by humans. A data onboarding solution allows you to accept files just as they are from all of your customers and deliver a world-class customer experience.
New users are there to see if you can really do what you told them. They’re there to see if you can make them look like a hero to their boss. As the vast amount of software or homegrown solutions they previously tried fell short, this means you have a very small amount of time to prove it.
You see, a product sitting in an empty state is less than helpful. In fact, empty states are one of the most underrated aspects of user experience design. That’s a conversation for another day but nonetheless.
Your product is brought to life by data–your customer’s data–the data they recognize. And, every minute they spend fixing a spreadsheet just to get going is one minute less seeing the magic of the product they were just sold on and so excited about.
Enter Flatfile: the easiest way to get customer data into your product
With Flatfile, data is mapped, validated, and imported successfully in just a few clicks. Integrating data onboarding into your business means your team can focus on more meaningful work—like building unique features.
Flatfile offers two distinct products to fit your data onboarding needs:
1. Portal
Fully embedded in your platform
Build a deeply configurable import experience in your product. Getting started takes just a few lines of code.
Built for:
- Engineers
- Product Managers
2. Workspaces
The no-code hosted solution
Create a delightful customer onboarding experience in just a few clicks and start inviting your customers—no code required.
Built for:
- Customer Success
- Implementations
With Flatfile, your customer’s experience is world-class on day one–it’s built to handle everything from data mapping, field validation, and Portal is meticulously designed to blend right into your platform. Flatfile turns a frustrating process for everyone into a delightful first-touch experience for your customers.
With SOC II Type I & II certifications, GDPR compliance, and even HIPAA compliance to boot, ensuring your customer–no matter where in the world they’re located–is sharing their data securely and in compliance.
No more emailing files back and forth.
No more help articles that just don’t land.
Just clean data on day one, when it matters most.
The world’s best companies have a secret when it comes to onboarding their customers
They’re allowing their customers to import files on their own and without having to send them to a long, grueling help article on how to clean it first. With Flatfile, accept customer data and get it into your platform exactly how it needs to look in minutes, not hours – no more sales bottlenecks. GET STARTED
