Automatically Export & Sync Shopify Data to Excel Online
Some of the Shopify data sets Flatly offers include metafields and metaobjects automatically blended in with each parent data set (example: Orders-Last X Days+MetaFields). Since these metas can contain nested data, Flatly outputs these data sets in a left-joined format. The parent to each meta has its fields repeated in each row, whereas each meta is unique to each row. The labels from each meta are presented as column headings, to make the data intelligible for human users.
A non-left-joined option (high column count) is available as well. First, experiment with the existing Flatly Shopify data sets and check if your business intelligence platform can properly relate repeated parents to unique metas without any additional setup. Reach out to Flatly Support for more details.
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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