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Flatfile

Prepare files for a migration in a shared workspace. Match source columns to the destination, review invalid rows and hand off the cleaned records.

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Which Flatfile product is this?

Flatfile Projects is a shared workspace for preparing data for a destination. Bring in files, match their columns to the fields you need, and review and correct rows before handing them off.

The company renamed itself Obvious and says Flatfile remains a supported product. Obvious also names a separate agent. This profile covers the Flatfile Projects workflow.

What does the review step give you?

Flatfile shows the destination fields in its Review Table. You can filter for invalid rows and fix values or decide which records need more information. Agree on the destination format and who can approve corrections before loading the file into your app.

Flatfile can help prepare the records. Your team still checks what the destination actually saved and whether any records were skipped, repeated or put under the wrong customer.

How would you rehearse a small migration?

Draw two fictional tables on paper, one from the old app and one for the new app. Use a customer reference, a label and a date. Put a blank reference on one row and use two different date formats.

  1. Agree on the destination
    Match each source column to its destination. Write which value identifies a record and who can confirm an ambiguous date.
  2. Mark what is ready
    Set aside the row with no reference. Check a couple of sample rows against the original and write down which corrections an approver should confirm.
  3. Describe the handoff
    Write the expected count of approved and held rows. Keep the original and cleaned version separate. End with the paper record rather than uploading files or running a migration.

What affects the cost and what can you take out?

Flatfile lists pricing for Projects by project volume and says it does not charge by seat. Its public Projects pricing page asks you to discuss a quote. Check what counts as a project and which features or add-ons are included.

Flatfile documents downloading selected records from the Review Table. Original uploaded files and cleaned rows are separate. Its published terms say the customer retains ownership of submitted Customer Data and grants Flatfile rights to process it. Keep approved copies of the source files and cleaned outputs in storage you control.