Here you'll find answers to common set up questions.
By Elisa1 author127 articles
Set up Relational Fields in Platform SDK
Platform SDK Agent Cheatsheet
Can I assign multiple sheets to a Workbook or Portal using the Flatfile Platform SDK?
Can I create a Workspace with the Platform SDK?
How can I use Regex in the Platform SDK?
Message Syntax for Validate Hook vs. Record Hooks
How will my workflow change if I use the Platform SDK?
What is new or different about Data Hooks® in the Platform SDK?
What is the Platform SDK?
Disabling Upsert for Linked Fields
Disable Fuzzy and Historical Matching for Category Fields Options
When will my Portal or Sheet update current versions or create new versions?
Using Linked Fields in Data Hooks® in the Platform SDK
UAT Recommendations for the Platform SDK
Why don’t my teammates have access to all Workspaces?
Workspace File Statuses
Getting Started in Workspaces
How do I track if my Workspace is active or inactive?
Use GraphQL Mutation Hooks to synchronize data from Flatfile Workspaces to your application's existing GraphQL API
How to import files into a Workspace using SFTP
Automating File Uploads to Workspaces
How does Relational Data work in Flatfile?
What is Relational Data?
Can I upload data to a Flatfile Workspace via an API?
Can I fetch relational data from a sheet in my Workspace?
Importing a File to a Shared Workspace
Nullable Variables in GraphQL Mutation Hooks
Saving Variable Data in a Workspace Environment using GraphQL
How do I keep my Portal 3.0 keys safe?
Advanced Signing and Security with Portal 3.0
Can I choose whether I want users to resume or start over when their session is interrupted?
How long is the JWT Valid in Flatfile?
How do I add Help Content to the sidebar of Portal 3.0?
How to detect when the importer is closed
Customizing Portal 3.0
Where does my data live during the import process?
Translation in Portal 3.0
How can I include Flatfile's importer within an iframe in my application's automated tests?
Change Width of the Grid Fields in Portal 2.0
Using Custom Fonts in Portal 2.0
Can I set up multiple upload buttons with Portal 2.0?
How do I change the background color of columns and tables during the matching stage?
How do I turn off auto-matching in Portal 2.0?
How do I use a CSV located at a URL as a source for my data?
How to know which fields are custom fields in Portal 2.0
How do I add custom HTML and text to the Portal 2.0 importer?
How does translation work in Portal 2.0?
How do I use Field Hooks to access multiple columns or fields?
Can I require column headers in Portal 2.0 even if the fields are blank?
How can I provide JSON data to the React library in Portal 2.0?
When deploying single instances for each customer, can we differentiate by user and post the results to the correct instance?
Can I manually set the encoding option in Portal 2.0?
Changing messaging for successful uploads in Portal 2.0
Can I skip sheet selection if there is only one sheet in the file in Portal 2.0?
Import Statistics in Portal 2.0
Can I manually add rows in the Review Stage in Portal 2.0?
Why are my .XLS files imported as .CSVs?
How can I format timestamps?
Getting Data out of Flatfile
Finding Flatfile IDs in the Dashboard
Flatfile Housing and Data Security
Implementing Custom Fields
What can I customize using CSS?
What can I do with Custom Fields?
How to bulk delete batches older than a specified date
Getting Flatfile to work on International Servers
How to Generate and deactivate Flatfile API keys with GraphQL
Commonly used NPM Packages
Data Deletion in Flatfile
How does de-duping work in Flatfile?
Exchanging an API access key for a bearer auth token for use with the Flatfile GraphQL API
Using the Flatfile GraphQL API to retrieve a list of data templates
Authentication in Webhooks
Can I use Flatfile's API to post information to an external URL?
Can I redirect users to another page after they upload data using Portal?
How can I create API keys?
What happens if I change the user or company information when I import data?
Using the Flatfile GraphQL API to create Data Templates
Can I extract multiple data points from one field?
What is the best way to work with JSON files using Flatfile?
Can I Send Flatfile Errors via Data Hook®?
File size limit for imported files
How do I see files that were imported from my dashboard?
What are the limitations of Data Hooks®?
When dates are imported to Flatfile, are they automatically reformatted into the US (dd/mm/yyyy) style?
Sorting and pinning in the Review Stage
Webhooks in Portal 3.0 and Workspaces
Can I make custom fields only allowed for specific users?
Can I send custom data that I could retrieve via the webhook?
Is it possible for users to be associated with multiple companies?
Best Practices for Handling Large Files
How many fields can I have in a data template?
What file types does Flatfile support?
Can I add Warnings or Comments in the Review Stage?
How many sheets can my Excel file have?
How many concurrent users does Flatfile support?
Can I ignore a row if a column value is not provided in the upload?
Does Flatfile support Apple Numbers files?
Can Flatfile handle an upload of more than one million records?
What are GraphQL and Rest?
I see a version 3 on NPM, should I upgrade?
How do I set a category for an empty cell?
Is there a limit to unique values in enum/category lists?
Are there limits to string text fields?
Does Flatfile support the NextJS framework?
What browsers does Flatfile support?
Can I access prior uploads in Flatfile?
Can I completely disable submission if there are any invalid records?
If a record already exists in a database, and the data owner is uploading a row with updated information on that record, will that existing record be updated?
What field types have built-in validations?
How does data deletion in Flatfile work?
What separators are supported by Flatfile?
How does Flatfile handle nested XML documents?
How to switch between Portal 2.0 and Portal 3.0 views in Flatfile Dashboard
Can I track which columns were exact matches and which were fuzzy matched?
Can I change the delimiters on files on export?
Does Flatfile integrate directly with any other products?
How can I retrieve the filename of the imported file?
Are batch upload results in concurrent or sequential execution?
Can I create multi-select category fields?
Can I make fields read-only?
What file type encodings are supported?
Can I limit the number of custom fields that can be imported?
What is the payload limit of Flatfile.session?
Can I import rotated files?
Is there a rate limit on the Flatfile API?