Documentation Index
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Legacy Documentation: This documentation is maintained for backward compatibility. For the latest documentation, please visit the current documentation site.
The Flatfile Portal is a user-friendly interface that allows users to upload
files directly into your application. This intuitive design ensures that users
can quickly upload their data without needing technical expertise.
Features
Easy Data Import
The Flatfile Portal simplifies the data import process by allowing users to drag
and drop files directly into the interface. This intuitive design ensures that
users can quickly upload their data without needing technical expertise.
Customizable Spaces
Each instance of the Flatfile Portal operates within a “Space.” A Space is a
dedicated environment where users can manage their data imports. You can
customize the Space to fit your branding and user experience needs, ensuring
that it aligns with your application’s look and feel.
Real-Time Data Validation
As users upload their files, the Flatfile Portal automatically validates the
data in real-time. This feature helps to catch errors early in the process,
ensuring that only clean, accurate data is imported into your application.
Integration with Your Application
Once the data is validated, it can be seamlessly integrated into your
application. The Flatfile Portal provides APIs that allow you to
programmatically access the imported data, making it easy to incorporate it into
your existing workflows.
User Management and Permissions
The Flatfile Portal includes built-in user management features, allowing you to
control who has access to the data import functionality. You can set permissions
based on user roles, ensuring that sensitive data is only accessible to
authorized personnel.
Getting Started
Embed the Portal in Your Application
After configuring your Space, you can embed the Flatfile Portal into your
application. This is typically done by including a JavaScript snippet that
initializes the Flatfile import functionality.
Once your Space is created, you can configure the import settings. This includes
defining the types of files that can be uploaded, setting validation rules, and
customizing the user interface to match your brand.
Start Importing Data
With everything set up, users can start importing data into your application.
They can simply drag and drop their files into the Flatfile Portal, and the data
will be processed and validated in real-time.
Egress Imported Data
Once the data is imported, you can access it through the Flatfile API. This
allows you to integrate the data into your application’s workflows, ensuring
that it is readily available for use.