This article is for Flatfile's Workspaces. If you'd like to check out the latest version of the Flatfile Data Exchange Platform, click here!

First, you will need to log in using your username and password at app.flatfile.io.

Once you have logged in, it’s time to create a data template. Data templates are how you tell Flatfile what you expect your data to look like. To create a data template, click on Templates in the left hand side of your dashboard. From here, you can create a data template by manually defining columns or by uploading a CSV representative of what you want your data to look like.

Next, it’s time to create a Workspace. You can create a Workspace by navigating to the Workspaces section of the Flatfile Dashboard and clicking Create Workspace. Each Workspace must have a name, an associated Organization, and one or more Data Templates attached to it.

After creating a data template and a Workspace, you can invite anyone you would like to collaborate with you.

And that’s it! All that’s left to do is upload your data!