All Flatly Reviews

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User Profile

Steve

Verified reviewer

Information Technology and Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed January 2022

Flatly working with Freshdesk files

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.

PROS

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

CONS

Pre-emptive alerting to problems would be useful.

Reason for choosing Flatly

Simple to use and the integrations for our needs were built-in

Anonymous

51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

ETL tool for systems that don't support data export

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.

PROS

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).

CONS

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.

Reasons for switching to Flatly

Better pricing for our use case.

Joseph

Consumer Electronics, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

EASY AND SIMPLE SOFTWARE

PROS

CHEAP AND EASY TO GET YOUR BASICS DONE DAY TO DAY.

CONS

INITAL STARTUP AND CUSTOMER SUPPORT WAS A LITTLE SLOW TO ANSWER

Vignesh

Accounting, 501-1,000 employees

Used monthly for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

5

Reviewed February 2024

Great Product for Niche Purposes

PROS

Great Way to keep track of my personal financial budget

CONS

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

Ivor

Logistics and Supply Chain, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2019

Easy and effective

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!

PROS

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

CONS

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.

Patrick

Information Technology and Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

Flatly makes it easy to track banking data

Great!

PROS

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

CONS

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

Reasons for switching to Flatly

Tiller was too manual

Anonymous

1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2019

Great No-Coding Tool

Fabulous.

PROS

Flatly is a great way to pipe data to places you need it. It is extremely easy to set-up and has been 100% reliable for us.

CONS

The only thing I could possible ask for would be to cross-reference tables via custom queries. But its probably a little unreasonable to ask for this given Flatly's price point.

User Profile

Steve

Verified reviewer

Financial Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2021

Great tool for Migrating data

We used it to migrate CRM data from our old system to our new system. Flatly made it possible to move the data quickly by extracting it in the proper format and also minimized data loss by updating daily.

PROS

It is quite an intuitive product that is really limited only by the availability of data at the source.

CONS

There was not much I didn't like. As mentioned, the limits were really on the sources.

Chris

Insurance, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Needed a solution in a pinch and found Flatly!

Was working with a client that needed to export a junction object's records out of their CRM and into a workable format for data migration. They had met with other providers (Import2, CSV Loader) and had bumped into roadblock after roadblock.

PROS

The usability of the platform is excellent, and approachable for even novice users, but my favorite feature is the auto-connections and authentication it does between the systems.

CONS

The pricing seems a bit steep given the limitations with the filtering and conditions.

Alex

Construction, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2022

Data Backup

Overall we are very satisfied. We haven't had to rely on the data backups yet but it gives us peace of mind.

PROS

Use it for backing up our CRM database on a weekly basis. This gives us peace of mind that no matter what happens to the records in our CRM we have the raw data on a weekly basis. This gives us protections from a cyber attack or an employee mistake, or intentional harm to our company.

CONS

The pricing structure should have more of an intermediate step from plan to plan.

Reasons for switching to Flatly

Jivrus was not able to satisfy our functionality

Simon

Hospital & Health Care, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

Simple, Easy to use, works great!

PROS

Did exactly what I wanted and setup took less than an hour.

CONS

There are a lot of great integrations already setup but I wish there were more or a way to setup my own API's with my custom applications.

Michael

Construction, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Does exactly what is was designed for

The team is very friendly and there to help.

PROS

It has never failed me and their support is great.

CONS

Everything has always worked great so far since I have used it.

User Profile

Pyry

Verified reviewer

Computer Software, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2023

Flatly is great

PROS

Our company needed to flatten data from Google Cloud Firestore-database and Flatly was really to only option to do this and it works great.

CONS

There is really not cons about Flatly at least in our use. Works like a charm.

Nanu

Consumer Goods, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

FUNCTIONALITY

5

Reviewed March 2022

Reliable and Rarely Fails

PROS

Helps us access data that isn't easily accessed.

CONS

When modifying a job, you can miss the need to relaunch the hourly exporting. Going days before realizing the reports haven't been pulling as scheduled.

Scott

Banking, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2023

Flatly works well

We are using this to associate credit card transactions to projects and import Amex CC into google sheets, where we can then select a project that those charges get linked to.

PROS

Quick and Easy to implement. I was able to get something working in a few minutes.

CONS

Little unclear how it updates with frequency.

Spark

Computer Software, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed March 2023

Does the job

PROS

Converts my firebase realtime db tables into CSV flawlessly. Columns are named automatically and correctly . Automatic syncing every 6 hours is a major bonus.

CONS

A bit pricey. A bit slow if you have too many fields. Sometimes you don't know if there are fields in you json that are unused. However, you can manually select columns to export if you know your data well.

Ed

Consumer Goods, 201-500 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

No direct DB access, no problem

It just works. We ran into a challenge that our new ticket system (Fresh Service) did not have direct database or PowerBI access. Flatly allowed us to pull our data to an Excel data source and keep our familiar PowerBI dashboards.

PROS

Allowed us to keep our existing Power BI dashboards when the source we switched to did not have direct DB access.

CONS

I wish we could manually force some syncs during development. Once things are setup we don't need constantly updated data, but it would be nice to have a limited number of manual syncs per day. I also wish the data could go to Teams or Sharepoint so it didn't need to be tied to a personal OneDrive.

Andrew

Information Technology and Services, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

Easy to interact with

PROS

Easy to interact with, great/responsive customer service

CONS

Unfortunately the integrations I was looking to use were not currently functional. I reached out to customer support and was quickly refunded. They also said they would get in touch with me when the integrations were functional again. Window to having integrations working was < 2 weeks.

Showing 1 - 18 of 18 Reviews