Welcome to Flatfile’s comprehensive guide collection. These guides provide step-by-step instructions and best practices for implementing advanced features and customizations in your Flatfile integration.

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Core Functionality

Essential guides for working with Flatfile’s core features and data processing capabilities.

Authentication

Complete guide to authenticating with Flatfile using API keys, Personal Access Tokens, and managing roles and permissions for your team and customers.

Using Actions

Learn how to trigger operations based on user input. Actions allow you to create custom workflows that execute when users interact with buttons in your Flatfile interface.

Handling Data

Master data processing with Data Hooks. This guide covers how to validate, transform, and process records as they’re imported into Flatfile.

Accepting Additional Fields

Enable dynamic field creation during data import. Learn how to allow users to add new fields on the fly when their data doesn’t match your predefined Blueprint.

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Data Processing & Filtering

Advanced techniques for filtering, querying, and transforming your data.

Advanced Filters

Create sophisticated filter combinations with complex conditions. Learn how to use logical operators, multiple criteria, and various data types to find exactly the records you need.

Using Flatfile Query Language

Master FFQL (Flatfile Query Language) to filter data in sheets with powerful query syntax. Build complex queries to search and manipulate your data programmatically.

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Configuration & Customization

Guides for customizing the look, feel, and behavior of your Flatfile implementation.

Theme Your Space

Customize the look and feel of Flatfile to match your brand. This comprehensive guide covers all theming options including colors, fonts, and UI elements.

Translating Your Space

Implement internationalization with text overrides and translations. Make your Flatfile interface accessible to users in different languages and regions.

Customize the Guest Sidebar

Control what guests see in their sidebar interface. Learn how to limit and customize the sidebar experience for different user types.

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Data Management

Guides for managing data lifecycle, retention, and export processes.

Egress

Get data out of Flatfile to external destinations. Master various patterns for exporting and syncing data to your systems and third-party services.

Utilizing Metadata

Store and manage descriptive information that provides additional context to your data. Learn how to effectively use metadata throughout your Flatfile implementation.

Multi-Part Jobs

Split complex operations into manageable parts for better performance and user experience. Learn how to break down large jobs into smaller, trackable components.

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Advanced Features

Specialized guides for advanced Flatfile features and enterprise capabilities.

Scoping with Namespaces

Organize and isolate resources using namespaces. Learn how to narrow down the scope of Spaces, Workbooks, and Sheets for better organization and security.

Share Secrets

Securely manage and use credentials in your listeners. Learn best practices for handling sensitive information like API keys and authentication tokens.

Authentication Examples

Standardized authentication setup patterns for consistent integration across all Flatfile projects.

Webhook Examples

Standardized webhook patterns for reliable data submission to external systems.

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Getting Help

Need additional assistance? Here are some resources:

  • Community - Join our Slack community for questions and discussions
  • Support - Get help from our support team
  • API Reference - Detailed API documentation
  • Platform - Access your Flatfile dashboard

Each guide includes practical examples, code snippets, and best practices to help you implement these features effectively in your own applications.