Flatfile

Elisa Dinsmore

Articles and Guides for previous versions of the Flatfile Importer

Versions 3.0 and 2.0

Product Overview

What is a Data Hook®?

What is a Sheet?

What is a Workspace?

What's the difference between Portal 2.0 and Portal 3.0?

What is Parallel Processing?

What is Developer Mode?

License Key Security

Matching

Product Release FAQ

Features

Flatfile's data importer

Defining your Data Flow

Relational Data

Submission Workflow in Portal 3.0

Data Hooks Best Practices

Product Guides

Flatfile Glossary

Glossary: Credit

Glossary: Validation

Glossary: Workspace

Glossary: Webhook

Glossary: Typekit Project ID

Glossary: Team

Glossary: SDK

Glossary: Row

Glossary: Relational Data

Glossary: Record

Glossary: Parallel Processing

Glossary: Matching

Glossary: License

Glossary: JSON Web Token

Glossary: File

Glossary: Field

Glossary: Embedded

Glossary: Dependency

Glossary: Egress

Glossary: Developer Mode

Glossary: Dataset

Glossary: Sheet

Glossary: Data Hook®

Glossary: Dashboard

Glossary: CSV

Glossary: Column

Glossary: Custom Fields

Glossary: Batch

Glossary: Access Key

Glossary: API

Glossary: Users

Glossary: Customers

Glossary: Value

Glossary

Here you'll find answers to common set up questions.

Implement

Can I use JavaScript in the Platform SDK?

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

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

Disabling Upsert for Relational Fields

Workspaces

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

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?

Portal 2.0

How can I format timestamps?

Getting Data out of Flatfile

Finding Flatfile IDs in the Dashboard

Flatfile Hosting 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

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

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?

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?

Does Flatfile support Apple Numbers files?

Are there limits to string text fields?

Does Flatfile support the NextJS framework?

Can I access prior uploads in Flatfile?

What browsers does Flatfile support?

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?

Can I completely disable submission if there are any invalid records?

What separators are supported by Flatfile?

How to switch between Portal 2.0 and Portal 3.0 views in Flatfile Dashboard

How does Flatfile handle nested XML documents?

What field types have built-in validations?

Can I track which columns were exact matches and which were fuzzy matched?

Can I change the delimiters on files on export?

How does data deletion in Flatfile work?

Can I create multi-select category fields?

Does Flatfile integrate directly with any other products?

Can I make fields read-only?

What file type encodings are supported?

How can I retrieve the filename of the imported file?

Can I limit the number of custom fields that can be imported?

Are batch upload results in concurrent or sequential execution?

What is the payload limit of Flatfile.session?

Can I import rotated files?

Is there a rate limit on the Flatfile API?

How many fields can I have in a data template?

All Products

Running into an error? See if we’ve encountered it before and how you can solve it.

Troubleshoot

Troubleshooting Common Workspaces Problems

Why can't I see the GraphQL feature in my Flatfile dashboard?

What happens if Flatfile is offline?

Why can't I scroll horizontally through my data?

Why does the response of REST endpoint “POST /auth/access-key/exchange” reveal a password?

Is Flatfile vulnerable to Java exploits?

Can I change the name of a file after it is uploaded?

Where can I find the Flatfile adapter version and the Flatfile importer config information?

Are there native logging options in Portal 2.0?

Why can't I get row counts with the /rest/batches endpoint in Portal 3.0?

How to Optimize Import Performance

Troubleshooting FAQs

Product Overview

Implement

Troubleshoot

Code Examples

Account