Webinar On-demand

Faster onboarding of customer data sources through automation

Calvin Cortez, Solutions Engineering
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"We'd ideally want to receive data in our format, but it's a hurdle for our customers to massage their data for us. We needed an effective way of doing it ourselves but with faster turnaround."

Getting external data (e.g. when onboarding new customers) into your platform can be time-consuming, expensive, and frustrating – for all parties.

Discover how to standardize and automate your data ingestion process...

.... so you can take any external data, quickly convert it to your specs, and upload it to where you need – all automated and easy to replicate for the next source.

We’ll show you case studies of three SaaS companies that are using CloverDX to automate their data onboarding:

  • A platform dealing with legal casework information. Their pipeline, built with CloverDX, can handle data in a variety of formats, without needing to know the format in advance – the pipeline itself auto-detects the structure and populates a target stage table.
  • A platform for collecting data from hundreds of schools continually monitors an FTP site for incoming files, then pushes them automatically into a process that manages everything from file handling to transforming data and pushing the result to an internal API.
  • A platform working with debt collection data uses CloverDX to allow their non-technical onboarding teams to configure mappings in Excel, then feed these mappings into an ingestion pipeline that automatically ingests, validates, and transforms the data.

RussRonchi"When I go in and I speak to a prospective customer, I don't ever worry about data. I did before.

The question was always ‘Where's your data? What does it look like? What format is it? How much are we talking?’

So what we were doing before was we were kind of going in with handcuffs.

And what CloverDX really allowed us to do is go in and say ‘It doesn't matter how you're giving us this stuff, we're just going to stitch it all together."
- Formula 3 Group



Calvin Cortez works with customers to introduce CloverDX, prototype rapid solutions to meet different use cases, and solve specific client data problems.

CloverDX has been working at the coalface of data challenges since 2007. We’ve worked with companies large and small around the world, in industries such as finance, healthcare and consulting, to help them build and manage better data pipelines and deliver better data outcomes.

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