Automatically Export & Sync Freshservice Data to OneDrive
Flatly's pre-blended combo data sets from Freshservice are some of the most comprehensive in the industry. They take slightly longer to process, but their utility in a business intelligence context is unparalleled. These data sets are automatically presented in a left-joined format, with parent data sets repeated and child data sets unique to each row. This enables an analyst to examine individual child records with vital context from the parent records, without doing any additional blending or mapping.
The Universal JSON Data Source in Flatly can be used to automatically extract the Scheduled Data Export JSON provided by Freshservice for custom use cases that go beyond the standard data resources provided by the Freshervice API. Flatly will try to automatically detect keys and values and produce a useful table. Additional layout options are available with assistance from Flatly Support.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).
As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.
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