Handle data onboarding with ease, import any data into your SaaS platform
As part of your new customer onboarding process, you often have to help your customers migrate data from another platform into your SaaS platform. Peliqan is a low-code data platform, that allow your Customer Success team to handle data onboarding projects at scale, using a template-based approach.
Connect the source data from the customer, such as CSV files, Excel files or an API. Files can be imported from SFTP, cloud storage (OneDrive, Sharepoint, Google Drive) or any other source.
Build up a set of templates to avoid reinventing the wheel. Choose from a template and customize it for one customer if needed. The template defines standard transformations (e.g. date formats) and field mappings.
If the customer has custom objects or custom fields, add them to the field mapping of the template.
Run the import, verify the result in a rich spreadsheet UI. Update the import logic if needed and rerun until all records have been processed correctly.
Peliqan is a multi-tier platform for SaaS companies. This means that each end-customer is fully isolated, while your Customer Success and Professional Services team can handle their accounts at scale.
Completed onboarding projects can be archived and revisited when needed.
Build up a library of templates with predefined data import logic. Use a combination of no-code flows, SQL and optional low-code Python to convert any data type, including parent-child relationships, complex JSON structures, custom objects etc.
You can even schedule flows for ongoing data imports from a given source (API, CSV on SFTP, Excel files…).
Yes, Peliqan is a multi-tier environment, it is possible to configure a tier for partners, so that they can handle their assigned end-customers.
Once a few templates have been created, data onboarding can be done in a couple of hours, of course depending on the complexity of the data. Larger projects might be completed in a few days, e.g. with trial runs on a test environment, prior to a production migration.
Data onboarding services are typically offered by B2B SaaS companies, e.g. CRM, ERP and Accounting platforms.
Our team consists of SaaS veterans, with a deep understanding of both the data world and the SaaS world. We are specifically specialised in providing white-label / OEM solutions. Not only from a technical perspective (embedding, integration), but also the pricing model, the operations and the support, that will help you to quickly grow your revenue.
