Welcome to Flatfile’s comprehensive guide collection. These guides provide step-by-step instructions and best practices for implementing advanced features and customizations in your Flatfile integration.

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Core Functionality

Essential guides for working with Flatfile’s core features and data processing capabilities.

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Authentication

Complete guide to authenticating with Flatfile using API keys, Personal Access Tokens, and managing roles and permissions for your team and customers.

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Using Actions

Learn how to trigger operations based on user input. Actions allow you to create custom workflows that execute when users interact with buttons in your Flatfile interface.

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Handling Data

Master data processing with Data Hooks. This guide covers how to validate, transform, and process records as they’re imported into Flatfile.

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Accepting Additional Fields

Enable dynamic field creation during data import. Learn how to allow users to add new fields on the fly when their data doesn’t match your predefined Blueprint.

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Data Processing & Filtering

Advanced techniques for filtering, querying, and transforming your data.

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Advanced Filters

Create sophisticated filter combinations with complex conditions. Learn how to use logical operators, multiple criteria, and various data types to find exactly the records you need.

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Using Flatfile Query Language

Master FFQL (Flatfile Query Language) to filter data in sheets with powerful query syntax. Build complex queries to search and manipulate your data programmatically.

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Configuration & Customization

Guides for customizing the look, feel, and behavior of your Flatfile implementation.

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Theme Your Space

Customize the look and feel of Flatfile to match your brand. This comprehensive guide covers all theming options including colors, fonts, and UI elements.

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Translating Your Space

Implement internationalization with text overrides and translations. Make your Flatfile interface accessible to users in different languages and regions.

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Customize the Guest Sidebar

Control what guests see in their sidebar interface. Learn how to limit and customize the sidebar experience for different user types.

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Data Management

Guides for managing data lifecycle, retention, and export processes.

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Egress

Get data out of Flatfile to external destinations. Master various patterns for exporting and syncing data to your systems and third-party services.

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Utilizing Metadata

Store and manage descriptive information that provides additional context to your data. Learn how to effectively use metadata throughout your Flatfile implementation.

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Multi-Part Jobs

Split complex operations into manageable parts for better performance and user experience. Learn how to break down large jobs into smaller, trackable components.

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Advanced Features

Specialized guides for advanced Flatfile features and enterprise capabilities.

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Build Documents

Create custom pages in your sidebar with Documents. Learn how to build rich content pages that provide guidance and information to your users.

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Scoping with Namespaces

Organize and isolate resources using namespaces. Learn how to narrow down the scope of Spaces, Workbooks, and Sheets for better organization and security.

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Share Secrets

Securely manage and use credentials in your listeners. Learn best practices for handling sensitive information like API keys and authentication tokens.

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Authentication Examples

Standardized authentication setup patterns for consistent integration across all Flatfile projects.

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Webhook Examples

Standardized webhook patterns for reliable data submission to external systems.

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Getting Help

Need additional assistance? Here are some resources:

  • Community - Join our Slack community for questions and discussions
  • Support - Get help from our support team
  • API Reference - Detailed API documentation
  • Platform - Access your Flatfile dashboard

Each guide includes practical examples, code snippets, and best practices to help you implement these features effectively in your own applications.