# Flatly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Flatly the right ETL solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186673/Flatly/reviews --- Flatly 4.8 (21) [View alternatives](https://www.capterra.com/p/186673/Flatly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Flatly Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews KS Katie S ConsultantNon-Profit Organization Management, Self-employedUsed the software for: Less than 6 months. “The best part of using Flatly was how intuitive the platform was for exporting data from Freshdesk, and the ability to customize exports without needing a developer. But what truly stood out was the customer support - \[sensitive content hidden\] from Flatly was phenomenal.“ July 10, 2025 AB Andrew B Project Manager/Business AnalystInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months. “Unfortunately the integrations I was looking to use were not currently functional.“ December 2, 2021 KS Katie S ConsultantNon-Profit Organization Management, Self-employedUsed the software for: Less than 6 months. “Flatly made what could have been a complex and frustrating data migration process incredibly smooth.“ July 10, 2025 Anthony S Sr IT EngineerMechanical or Industrial Engineering, 51 - 200 employeesUsed the software for: Less than 6 months. “Flatly makes it easy to extract data from SaaS apps they integrate with on a regular schedule.“ October 17, 2023 VI Vignesh I analystAccounting, 501 - 1,000 employeesUsed the software for: Less than 6 months. “Great Way to keep track of my personal financial budget“ February 21, 2024 ## Showing most helpful reviews Showing 1-21 of 21 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Steve M. Owner Information Technology and Services Used the software for: 1-2 years ### "Flatly working with Freshdesk files" January 4, 2022 5.0 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 Review Source PL Paul L. Systems and Data Lead Construction Used the software for: Less than 6 months ### "Good for small businesses" April 14, 2025 5.0 Pros very user friendly, easy to connect and setup. I was able to connect our CRM to onedrive very quickly and with little effort Cons a bit too "dumbed down" dashboard, not very clear on how to delete a flow so that's not great either Alternatives considered [Make](https://www.capterra.com/p/154278/Integromat/)[Skyvia](https://www.capterra.com/p/146167/Skyvia/)[Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/) Reason for choosing Flatly cheaper and easy to use, requires no coding and the setup was very intuitive Review Source VI Vignesh I. analyst Accounting Used the software for: Less than 6 months ### "Great Product for Niche Purposes" February 21, 2024 4.0 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 Review Source KS Katie S. Consultant Non-Profit Organization Management Used the software for: Less than 6 months ### "Excellent Tool with Exceptional Support – Made Data Migration a Breeze" July 10, 2025 5.0 Flatly made what could have been a complex and frustrating data migration process incredibly smooth. From setup to execution, the platform performed flawlessly, and the support we received was among the best I’ve encountered in any SaaS product. I wouldn’t hesitate to use Flatly again for future data export or sync needs. Pros The best part of using Flatly was how intuitive the platform was for exporting data from Freshdesk, and the ability to customize exports without needing a developer. But what truly stood out was the customer support - \[sensitive content hidden\] from Flatly was phenomenal. He was proactive, knowledgeable, and genuinely went above and beyond to ensure everything worked perfectly for our Freshdesk to Salesforce migration. Cons Honestly, not much to dislike. I cannot think of something I liked least as they fixed any issues I had. Review Source JH Jake H. President and CEO Restaurants Used the software for: 6-12 months ### "A Great Partner for Business Data Syncing" May 29, 2025 5.0 Working with Flatly has been easy and effective. Their team is engaged, support is top-notch, and the platform does exactly what we need. Pros Flatly is super responsive and helpful, especially when assisting us in getting Google Business access set up and syncing correctly. Great customer support! Cons Honestly, there’s nothing we disliked. Flatly has been smooth and efficient across the board with no issues to note. Review Source VR Verified Reviewer Sr IT Engineer Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "ETL tool for systems that don't support data export" October 17, 2023 5.0 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. Switched from [Dataddo](https://www.capterra.com/p/141592/Dataddo/) Better pricing for our use case. Review Source IC Ivor C. Director Logistics and Supply Chain Used the software for: 2+ years ### "Easy and effective" June 28, 2019 5.0 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. Review Source Steve M. Head of Technology and Support Financial Services Used the software for: 6-12 months ### "Great tool for Migrating data" December 10, 2021 4.0 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. Review Source VR Verified Reviewer Dir of Marketing Hospitality Used the software for: 1-2 years ### "Great No-Coding Tool" July 22, 2019 5.0 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. Review Source Pyry R. CEO Computer Software Used the software for: 1-2 years ### "Flatly is great" March 14, 2023 5.0 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. Review Source SL Simon L. IT Director Hospital & Health Care Used the software for: 2+ years ### "Simple, Easy to use, works great!" December 2, 2021 5.0 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. Review Source PH Patrick H. CEO Information Technology and Services Used the software for: 6-12 months ### "Flatly makes it easy to track banking data" April 12, 2023 5.0 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. Switched from [Tiller](https://www.capterra.com/p/176940/Tiller/) Tiller was too manual Review Source CV Chris V. Technical Business Analyst Insurance Used the software for: Less than 6 months ### "Needed a solution in a pinch and found Flatly!" September 27, 2023 5.0 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. Review Source MC Michael C. Operations Manager Construction Used the software for: 2+ years ### "Does exactly what is was designed for" March 15, 2021 5.0 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. Review Source AC Alex C. Business Owner Construction Used the software for: 6-12 months ### "Data Backup" March 12, 2022 4.0 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. Review Source EK Ed K. User Services Manager Consumer Goods Used the software for: Less than 6 months ### "No direct DB access, no problem" December 2, 2021 5.0 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. Review Source SS Spark S. Director Computer Software Used the software for: Less than 6 months ### "Does the job" March 2, 2023 5.0 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. Review Source NG Nanu G. Director of Analytics Consumer Goods Used the software for: 6-12 months ### "Reliable and Rarely Fails" March 3, 2022 5.0 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. Review Source SW Scott W. Partner Banking Used the software for: Less than 6 months ### "Flatly works well" April 6, 2023 4.0 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. Review Source JC Joseph C. OWNER Consumer Electronics Used the software for: Less than 6 months ### "EASY AND SIMPLE SOFTWARE" March 25, 2024 5.0 Pros CHEAP AND EASY TO GET YOUR BASICS DONE DAY TO DAY. Cons INITAL STARTUP AND CUSTOMER SUPPORT WAS A LITTLE SLOW TO ANSWER Review Source AB Andrew B. Project Manager/Business Analyst Information Technology and Services Used the software for: Less than 6 months ### "Easy to interact with" December 2, 2021 4.0 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. 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