Quickstart

Create a new Space every time Flatfile is opened.

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For synchronous data import/exchange completed in one session, create a new Space each time Flatfile is opened. This suits situations where a clean slate for every interaction is preferred.

Before you begin

Get your keys

To complete this tutorial, you'll need to retrieve your Publishable key from your development environment.

Note: The Publishable Key is safe to be used in client-side applications as it has limited access to the Flatfile API.

Prepare your React project

Create your file structure

Setup your app to look something like this:

├── public/
   └── index.html
├── src/
   └── blueprint.js
   └── index.js
├── package.json

In this file structure, your app should have two main directories, public and src.

The public directory contains the index.html file, which is the entry point of the application’s front-end.

The src directory contains the main components and logic of the application, including the blueprint.js file, which defines your schema, and index.js from which your application is run.

The package.json file contains the dependencies and scripts for your application.

Build your importer

1. Initialize Flatfile

Initialize Flatfile to open in a modal. Pass in your publishableKey and a new Space will be created on each page load.

2. Build and run your React app

Build your React project and start the development server:

  npm install
  npm start

Your browser should automatically open, displaying the Flatfile importer on page load.

3. Build a Workbook

Now, let’s build a Workbook inside the Space for next time.

1. Update your blueprint.js with this simple Blueprint.
2. Update index.html to import the Workbook.

Next time you open Flatfile, you’ll see a Workbook called “Contacts” that has one Sheet with three fields. Your Workbook will also have a Submit action. We will configure this action in the next step.

4. Set the destination

Finally, let’s get the data out of our system and to your destination with onSubmit.

Once you add this code, when the submit button is clicked, this will be the place you can egress your data. Learn more about Egress Out.

5. Transform Data

Next, we’ll listen for data changes and respond onRecordHook,

Once you add this code, when a change occurs, we’ll log the entered first name and update the last name to “Rock.” You’ll immediately see this begin to work when you add or update any records. Learn more about Handling Data

src/index.js

import ReactDOM from "react-dom/client";
import { usePortal } from "@flatfile/react";
import { blueprint } from "./blueprint";

function App() {
  const FlatfilePortal = () => {
    return usePortal({
      publishableKey: "pk_1234",
      spaceBody: {
        namespace: "portal",
      },
      sheet: blueprint,
      onSubmit: async ({ sheet }) => {
        const data = await sheet.allData();
        console.log("onSubmit", data);
      },
      onRecordHook: (record) => {
        const firstName = record.get("firstName");
        console.log({ firstName });
        record.set("lastName", "Rock");
        return record;
      },
    });
  };
  return <FlatfilePortal />;
}

const root = ReactDOM.createRoot(document.getElementById("root"));
root.render(<App />);

6. Match your brand

By attaching a themeConfig, we will now override colors in your Space to match your brand. See all of the options here in the Theming Reference.

src/index.js

import ReactDOM from "react-dom/client";
import { usePortal } from "@flatfile/react";
import { blueprint } from "./blueprint";

function App() {
  const FlatfilePortal = () => {
    return usePortal({
      publishableKey: "pk_1234",
      spaceBody: {
        namespace: "portal",
      },
      sheet: blueprint,
      onSubmit: async ({ sheet }) => {
        const data = await sheet.allData();
        console.log("onSubmit", data);
      },
      onRecordHook: (record) => {
        const firstName = record.get("firstName");
        console.log({ firstName });
        record.set("lastName", "Rock");
        return record;
      },
      themeConfig: {
        root: {
          primaryColor: "red",
          textColor: "white",
          logo: "https://images.ctfassets.net/hjneo4qi4goj/gL6Blz3kTPdZXWknuIDVx/7bb7c73d93b111ed542d2ed426b42fd5/flatfile.svg",
        },
      },
    });
  };
  return <FlatfilePortal />;
}

const root = ReactDOM.createRoot(document.getElementById("root"));
root.render(<App />);

7. Customize

Continue to customize your importer as needed. For more options, view the full React integration reference.

Example

Explore our React example project for further guidance.

create-flatfile-react-simplified

Clone the simplified Flatfile React tutorial from here.