Flatly is a cloud-based Software as a Service (SaaS) that converts business data into flat files such as CSV, XLSX, or Sheets in cloud storage. The service can be configured through a set of "jobs" or "job settings" which control the replication and syncing of data. Once a job is set to run, Flatly runs as an invisible background service. 

Flatly Can Convert Freshteam Data into the Following Formats

  • Google Sheets

  • Google Drive
  • Excel Online
  • OneDrive
  • Dropbox
  • Amazon S3
  • FTP
  • SFTP
  • Azure Storage
  • Google Cloud Storage
  • Google Data Studio
  • PowerBI
  • Smartsheet

Steps to Integrate with Flatly

To integrate with Flatly, neither desktop installation nor technical expertise is required.

  1. Keep Freshteam open in a browser tab, and make note of your Freshteam domain and Freshteam API token/key.
  2. Open Flatly.io in a second browser tab and sign-up/log in to Flatly.
  3. Select Freshteam from the Select Source drop-down menu.
  4. Select Destination and authorize your cloud drive.
  5. Authorize Freshteam (enter your Freshteam domain name *without the HTTP prefix and without the Freshteam.com suffix*)
  6. Select Target Folder
  7. Select a Freshteam data object from the drop-down, for example - "Employees". (Note, you can merge 2 more objects later, inside a third-party Sheets app or using a third-party BI app).
  8. Set the remaining preferences
  9. Click Run Once, to test the Job. Then open your cloud drive (example: Google Sheets) in a third browser tab and review the output.
  10. If your data looks good, click Run Per Schedule, and you're done! You don't have to return to Flatly -but it's a good idea to log in periodically and check your Logs for any issues.

For a full list of supported Freshteam data objects see: https://flatly.io/integrations/freshteam

For any queries, please feel free to reach out to us at support@flatly.io