Flatly

Flatly working with Freshdesk files

Kommentare: U used to spend a lot of time exporting and importing CSV files from our helpdesk system in order to produce accurate timesheets for our clients. With Flatly the amount of time I need to do this has greatly reduced.

Vorteile:

Flatly just works efficiently and effectively in the background every day and saves me a lot of time from manually exporting and importing CSV files

Nachteile:

Pre-emptive alerting to problems would be useful.

ETL tool for systems that don't support data export

Kommentare: Fantastic. Originally we had an issue with Gusto integration, but the developers/support went above and beyond to get us going. I would highly recommend Flatly over other ETL competitors for basic tasks. They are priced competitively, and actually care about their customers.

Vorteile:

Flatly makes it easy to extract data from SaaS apps they integrate with on a regular schedule. The integrations are plentiful and include SaaS apps that normally don't allow for any export at all, yet alone on a schedule. (our use case was Gusto - no external APIs, no scheduled exports, but with Flatly its all possible).

Nachteile:

No major cons. Would be nice to have "shared sources" where you can delegate authorization of a source to one person and that use that authorization with another account. Currently, as an admin, I have to sign in to the app, then have the authorizer of the source app sign in on my computer.

Great Product for Niche Purposes

Vorteile:

Great Way to keep track of my personal financial budget

Nachteile:

Trying to export data files can be a tedious process. Not being able to go past 120 days of transaction history is not ideal

Easy and effective

Kommentare: I have been able schedule a regular job to take an extract from Insightly CRM directly into Google sheets so that the data there can be manipulated using Google Apps Script. The reporting built into Insightly didn’t do what I needed easily and I didn’t want to get into calling Insightly APIs from my code. Flatly’s service coincided so closely with what I wanted to do that I almost couldn’t believe it existed!

Vorteile:

Very quick and simple to get an extract running direct into a Google sheet

Nachteile:

Over a 2 year period the columns in my extract have changed without warning a few times. I mostly put this down to changes in my data source (Insightly), however in retrospect some sort of built in warning within Flatly would be useful. Either that or I build checking into my software, which I don’t really want to do.

Flatly makes it easy to track banking data

Kommentare: Great!

Vorteile:

Flatly updates a Google Sheet with the latest banking transactions, automatically, on a daily basis.

Nachteile:

If it gets disconnected, I don't realize until I login.