Frequently Asked Questions


What is Flatly?

Flatly is a cloud-based Software as a Service (SaaS) that replicates business data as flat files (CSV, XLSX, or Sheets) in cloud storage. The service can be configured through a set of "jobs" or "job settings" which control the replication and syncing of data. Once a job is set to run, Flatly runs as an invisible background service.

What is a "sync" or "job"?

A job is a small group of settings that determine (1) which data will be synced, (2) how often the data will be synced, (3) to which cloud storage destination the data will be synced, and (4) in which format the data should be packaged. A job can be executed or "run" either manually by a button click, or automatically, on a schedule.

What is a data source?

A data source is a web app that houses business data. It could be CRM, Support software, a financial institution or even a database. This app provides Flatly access to its data through an Application Programming Interface, or API, which is a secure channel for reading data.

What is a data destination?

A data destination is an online service that stores data securely. The most popular data destinations are Google Sheets (Google Drive) and Excel Online (OneDrive). Flatly automatically uploads data from data sources to these data destinations on a recurring basis.

Does Flatly store my business data?

No, Flatly does not store your business data. Flatly is a conduit architecture which means your data passes through Flatly briefly before it is replicated in your data destination. Your apps' connection information is stored securely in an encrypted database.

Does Flatly sync individual rows, one by one?

No, Flatly exports and flattens full data sets (GET /LIST ALL) from data sources, as opposed to just single rows.

Does Flatly rely on triggers?

No, generally triggers are an unnecessary headache for data integration, but make sense for app integration.

Does Flatly let me blend different data sets?

Flatly offers many pre-blended combo data sets like Deals+Products, but does not offer advanced custom blending features yet, but they are coming soon. Many Business Intelligence apps, to which you can sync data using Flatly, do offer blending though.


What is a cell?

A cell is one unit in a spreadsheet, for example A1. In the context of a CSV file a cell is one unit of text between two commas.

What is a "sync"?

A sync is a one-time replication and upload of data from your data source to your data destination.

How do I know how many cells I have in my data set?

During your free trial you can easily find out your cell count. Flatly will display your cell count in your logs and in a metadata attachment next to your flat file. You can reduce your cell count by using the Include Only Columns feature in your settings.

How many users does each plan allow?

Flatly is a single-user system.

Can I see a live demo of Flatly?

Flatly was made to be very intuitive. You might be pleasantly surprised to find that a self-guided free trial is even better than a demo. You can also see many demos on our YouTube channel.

Why is Flatly so expensive?

Flatly is a well-tested, reliable service that transforms significant volumes of data 24 hours a day, 7 days a week. Our pricing enables us to invest in the improvement of the service and provide great client support.

How does billing work?

Flatly is a subscription-based service with annual or monthly options and billing powered by Stripe. Stripe collects and stores credit card information and handles invoice emails and subscription management.

How reliable is Flatly?

Flatly's sync success rate has been above 99% since 2019. The most common cause of failed syncs is outages outside of Flatly.


How secure is Flatly?

Flatly has implemented a high security architecture on par with that of online banking, including AES 256 encryption at-rest and in-transit, and HTTPS TLS 1.3.

How does Flatly implement security?

Connection information is encrypted using Advanced Encryption Standard (AES 256) and stored in an encrypted database (Firebase) operated by Google. Flatly operates mostly server-side, with a minimal amount of information available client-side. Flatly relies on Cloudflare to protect client-side infrastructure.

Does Flatly store my busines data?

No. Unlike many other online services, Flatly does not store business data (examples: CRM opportunities, banking transactions, etc.) on any of our infrastructure. Flatly is a Conduit Architecture which means your data passes through Flatly infrastructure temporarily, but is not persisted.

What is a Conduit Architecture?

A conduit architecture is one through which data passes but is not stored or persisted for ongoing processing.

Do Flatly staff access my business data?

Flatly staff do not access your business data unless (a) you explicitly request such access via a support ticket, or (b) your business data causes infrastructure outages or stability issues.

Is Flatly SOC certified?

Flatly is not SOC certified, but it runs on Google Cloud which is SOC certified. Flatly has only 1 system admin, our CEO, which means far less surface area compared to large organizations with multiple staff having access to your data. Also, Flatly does not persist replicated business data on our own system.

How can I find out more about Flatly security?

Read online resources about (a) Google Security, (b) Firebase Security, (c) client versus server architecture, (d) Cloudflare (e) AES 256 and (f) TLS 1.3