Turn your exports into the import file your system actually wants.
FlatConvert is a web app from Rooted Software that reshapes your data exports from one system to another, like a Giving or Events platform to CRM and/or a CRM to Accounting system. Build the mapping once, save it as a template, and reuse it every time.
Not on Systems Success? Get FlatConvert standalone for $35 per month per organization, with unlimited users.
Stop rebuilding the same spreadsheet every month
Lean teams, real missions, and tools like Virtuous, Planning Center, and SiteStacker already in the mix. We focus on your CRM and the data around it. (Businesses are welcome too, the same playbook works.)
Finance teams
Finance and bookkeeping staff who import gifts and transactions into accounting software.
Development & database managers
Development and database staff who move donor and contact data between systems.
Church & school administrators
Administrators who prepare lists for mailings, email campaigns, and reports.
Teams changing systems
Organizations mid-migration who need to clean and reshape exports before loading them into a new platform.
What We Help You Build
Real examples of the automations and simple apps we support under LastMile AI
Build your output visually
Upload your source data, design exactly what your destination system needs, and see the results as you build.
Drop in any CSV export and start working immediately.
See a sample of the raw data (5, 25, or 100 rows) before you decide what to change, so you are never guessing at column contents.
Add output columns one at a time and name them exactly what the receiving system expects. Every column shows a live preview of its result.
Row-level error counts appear as you build, so a bad date format or unmatched value is caught before you download.
Stack multiple operations on a single column (for example, map a value, then trim it, then change its case).
Reshape your data without code
Clean, combine, reformat, and translate your data using simple building blocks. Flip any card to see exactly what each transformation can do.
Copy a source column straight to the output under a new name.
Break one field into several using any delimiter, such as turning Full Name into First Name and Last Name.
Combine multiple fields into one, with your choice of separator (comma, pipe, space, and so on). Useful for building note or memo fields from an ID, a gift type, and a check number.
Convert dates from the format your source uses to the format your destination requires, including ISO (YYYY-MM-DD) and regional day-first formats.
Turn text amounts into properly formatted numbers, set decimal places, and add a currency symbol before or after the value.
Standard find and replace across a column.
Translate codes from one system to another with a lookup table (for example, project codes to accounting codes) and set a default value for anything blank or unmatched.
Add a column that contains the same value on every row, such as a source tag or campaign label.
Trim leading and trailing spaces and apply consistent casing.
Pick specific columns to group by unique values and sum or count other columns accordingly. Great for accounting systems.
Build it once. Reuse it everywhere.
Save transformations as reusable templates, share them at the right level, and turn repeat data cleanup into a simple workflow.
Store any transformation as a named template and run it again with a single click.
When you select a template, the app confirms that every required source column is present in the uploaded file before it runs.
Keep templates private, share them with your organization, or publish them globally so every Rooted client can benefit.
Start from a shared template, fork it, and adjust it for your own needs without affecting the original.
Template owners can update or archive their templates at any time.
Built for the whole office
Give your team the access they need without adding administrative work or paying for individual seats.
Every plan includes unlimited users, so the whole office can share templates without counting seats.
Client administrators can invite new team members, view their team, activate or deactivate users, and set user permissions. No need to go through Rooted to add someone.
Standard users get a focused view: upload, pick a template, transform, download.
Rooted's support team can see your organization and templates when you ask for help, so troubleshooting does not require screen shares and email chains.
From messy export to import-ready CSV.
Run your transformation and download a finished CSV that is ready to import into your destination system.
Where FlatConvert fits
Here are the data flows we built FlatConvert around. Each one takes minutes to set up the first time and seconds every time after. If your systems are already integrated, keep using the integration; FlatConvert is for the gaps in between.
How it Works
1. Upload: Drag your CSV export into the app and preview the raw data.
2. Build: Add output columns and choose how each one is built: mapped, split, combined, reformatted, looked up, or set to a constant.
3. Check: Watch live previews and row-level error counts, then adjust until the output is right.
4. Save: Save the process as a template and share it with your team or organization.
5. Reuse: Next time, upload, pick the template, and download the finished file.
Pricing
Two ways to get FlatConvert. Both include unlimited users, unlimited templates, and access to the shared template library.
Included at
$0
additional cost
FlatConvert is included with every Rooted Systems Success package.
WHAT YOU GET
- ✓ Unlimited users
- ✓ Unlimited templates — private, shared, or global
- ✓ Template setup help included in your package
BEST FOR
Organizations already on Rooted managed systems.
Flat rate
$45
/ month
per organization
One flat price covers your entire team with no per-user fees.
WHAT YOU GET
- ✓ Unlimited users — invite your entire team
- ✓ Unlimited templates — private, shared, or global
- ✓ Template setup help available on request
BEST FOR
Any nonprofit, ministry, church, or school with a CSV problem.
Frequently Asked Questions
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No. Every transformation is configured with dropdowns and text fields, and the result previews live as you build.
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CSV files. Most CRMs, giving platforms, and databases export to CSV directly.
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Yes. Templates can be shared with your whole organization, and administrators can manage which team members have access.
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The app shows how many rows produced an error for each transformation so you can fix the source or adjust the rule before downloading.
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Yes. Systems Success clients receive template setup as part of their package, and standalone subscribers can request setup help from our team.
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No. FlatConvert does not store your uploaded or transformed data. Files are processed for your session only, and you are responsible for downloading the transformed file and saving it locally. Your templates (the transformation rules, not the data) are saved so you can reuse them.
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It is free for Systems Success clients and $35 per month per organization for everyone else, with unlimited users on both.
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Any system that exports CSV. Rooted has formal partnerships with Virtuous, Salesforce, Blackbaud Raiser's Edge, CharityEngine, Bloomerang, DonorDock, and Neon One, and we build and share templates for common exports from each.
Spend your time on the mission, not the spreadsheet.
FlatConvert is included free with Rooted's Systems Success package and just $35 per month per organization for everyone else, with unlimited users either way. Let us show you how quickly your most painful import becomes a one-click template.