Flatly

By Flatly

Export and sync data from business apps to spreadsheets, cloud storage, and BI tools.

Data ExportData SyncNo-Code ETLScheduled Backups
Overview

What is Flatly?

Flatly is a web app that exports and syncs data from business applications such as CRM, banking, help desk, time tracking, and issue tracking tools. It flattens that data and sends it on a schedule to destinations like Google Sheets, OneDrive, SharePoint, Amazon S3, and Dropbox. Small business owners, operations managers, analysts, and IT teams use Flatly to build reports, feed Power BI dashboards, and keep regular backups without writing code.

Best for
Small Business OwnersOperations ManagersData AnalystsIT TeamsBI Report Builders
Product snapshot
Category
Data Extraction & Collection
Best for
No-code app data exports
Deployment
Cloud
Free trial
Yes
Integrations
Google Sheets, OneDrive, Amazon S3
AI features
No
Key features

Key features of Flatly

Scheduled data syncs

Run exports automatically on hourly, daily, or weekly schedules.

Data flattening

Convert nested app and database records into flat, tabular files.

Many app sources

Pull data from CRM, banking, help desk, and accounting apps.

Cloud destinations

Send files to Google Sheets, OneDrive, S3, Dropbox, and SFTP.

BI tool feeds

Keep Power BI and Looker Studio reports supplied with fresh data.

No-code setup

Connect sources and destinations through a guided web interface.

Reviews

Flatly reviews

20 reviews

Overall

4.8/5

  • Ease of use4.6/5
  • Features4.6/5
  • Value for money4.5/5
  • Customer support4.8/5

What users like

  • Quick setup in under an hour
  • Runs reliably in the background
  • Responsive and helpful support team
  • Easy exports from help desk tools

What users dislike

  • Pricing feels high for some users
  • No alerts when connections break
  • Limited options between pricing tiers
  • Some needed integrations are missing

Steve M.

Owner

“Liked how much time it saves on help desk CSV work by running quietly in the background. Found it lacks proactive alerts when a problem occurs.”

Paul L.

Systems and Data Lead

“Liked the easy setup and how quickly the CRM was connected to OneDrive. Found the dashboard oversimplified and deleting a flow unclear.”

Vignesh I.

Analyst

“Liked using it to track a personal budget. Found exports tedious to manage and the 120-day transaction history limit restrictive.”

Katie S.

Consultant

“Liked the intuitive Freshdesk exports, the ability to customize them without needing a developer, and strong, helpful support. Noted no major drawbacks.”

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Integrations

Flatly integrations

Flatly connects a broad set of business application sources to common storage and reporting destinations. On the source side it supports tools such as Freshdesk, Pipedrive, QuickBooks Online, Xero, Smartsheet, Airtable, Gusto, Firebase and Firestore, and bank feeds through Plaid. Exports can be delivered to Google Sheets, Google Drive, OneDrive, Excel Online, Microsoft SharePoint, Amazon S3, Azure Storage, Box, Dropbox, FTP, and SFTP. Because files land in these locations on a schedule, teams can point Microsoft Power BI or Looker Studio at them to keep dashboards current. Reviewers note that some niche sources are not yet available and that custom API connections are not offered.

FAQ

Frequently asked questions about Flatly