Frequently Asked Questions for Portal 2.0/3.0 Customers:
Why is Flatfile launching a new version?
As a category creator, we’ve been drinking from a firehose of feedback. We’ve poured every piece of feedback into the latest version and know it’s something you’re going to be excited about. We’re eternally grateful to every one of our customers for sharing what you find valuable. Keep the feedback coming, we can’t wait to hear what you want us to build next!
How do I upgrade from v2 or v3 to the latest version?
At this time, upgrading will require some development work. We’ve made it as easy as possible with our new Quickstart docs to get an idea of how to start building out a new importer and reformatting your validations for the new Platform. Reach out to our support team if you have questions! We will be coming out with upgrade guides soon!
Will v2 and v3 be deprecated?
At some point in the future we will deprecate v2 and v3. Until then, we will continue supporting v2 and v3 in maintenance mode. This means we can answer any questions and will fix any blocking issues. As you would expect with new software versions, new features will be only added to our latest version. Our goal is to make it as seamless as possible to upgrade your v2 and v3 portals and will provide additional information on more automated upgrade paths when they are available.
Why did you move away from the template UI?
We strive to provide the best developer experience during set up and the best user experience when exchanging data with your customers. We often received requests for better ways to manage templates in code, and heard your feedback that the template UI was difficult to use to manage and update templates. The template UI did not align with our goals of providing the best experience for your developers and users.
Are there any feature gaps between v2/v3 and the new version?
The following features are not yet available but will be available by the time we go to GA:
Custom fields [v3]
i18n Translation Overrides [v2/v3]
Passing environment variables at runtime [v2/3]
Disabling the submit button if there are invalid records in the review table [v3]
I’m using a regional server or self hosting Flatfile, should I upgrade to the latest version now?
Regional servers and self hosting are not available yet, however you can still sign up and test in our shared cloud environment.
I’m currently using v2 and processing all data client side (managed:false), will that be available in the next version?
We have made the decision to move away from fully client side processing. Since we released v2, we’ve continued to increase our compliance and security protocols to make it easier for our customers to make the decision to use our server side processing. You can see our security details here. If you are interested in a private cloud or self hosting option, please reach out to email@example.com.
I saw on your website that Flatfile is now free. How do I change my pricing?
We now offer a free tier, with pay-as-you-go options as you ramp up your volume on the platform. Please reach out to firstname.lastname@example.org with any additional questions on pricing.
What happened to the Platform SDK?
The Flatfile "Platform SDK" was designed before Flatfile's full event-based architecture was built out. The Listener SDK takes full advantage of interacting with Flatfile events to orchestrate data exchange workflows, and it is inclusive of all the same functionality of the Platform SDK.
Data Hooks are still triggered when cells are added and edited by using the Record Hooks plugin.
The native framework for the Listener SDK is Node, meaning all npm packages can still be imported and used.
Field types and validation remain the same.
In addition to the functionality of the Platform SDK, the Listener SDK allows you to hook into any Event in Flatfile, be that a file upload, a Space getting created, or an Action being triggered. This allows for a better fit within your unique workflow, without losing any of the robust data parsing, mapping, and validation capabilities of Flatfile.