Automatically Export & Sync Intercom Data to CSV
Flatly's Intercom integration is fine-tuned to handle large volumes of Companies. This includes the Companies+Contacts pre-blended combo data set, which is particularly useful because it allows for Contacts analysis with groupings by Company, and for Company information alongside individual Contacts.
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 is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage. You can easily download your CSV from your cloud using that cloud's download option.
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