CSV integration + automation

Regardless of how you use CSVs to store data, you can make your processes more efficient by automatically syncing your CSVs and domain-specific tools. Whether you need to connect your CRM, ERP, marketing automation platform, HR information system, applicant tracking system, customer data platform, DevOps tools, ticketing platform, data warehouse, or business intelligence tool, you can trust the Tray Platform to make syncing data anywhere painless. 

Business users in sales, marketing, support, HR, IT, revenue operations, product, and countless other roles across the organization use the Tray Platform to unsilo their CSVs. And our library of pre-built connectors, data helpers, and custom logic operators ensures that you can manage your CSV data exactly as you need. 

We’ve made it easy to stand up robust automated processes that help you increase the value of your spreadsheet data. With the Tray Platform, you can execute highly customized data transformations to reformat, enrich, and de-duplicate records. You can pull data from any CSV file to load it into another tool. You can even create temporary CSVs to house large datasets and enable seamless automated workflows.

Non-technical users love the Tray Platform for its ease of use. While power users love utilizing our platform to stand up heavy-duty data jobs that process billions of records every day. Plus, our elastic, serverless architecture ensures your workflows will scale with your business needs. 

Solve any use case and take full control of your CSV data with the Tray Platform. Need to easily consolidate HR data from disparate tools and spreadsheets to ensure a single, real-time record of employee information? Need to rapidly load lead lists from a recent webinar or event so sales can follow up faster and boost conversion rates? Need to flexibly extract, transform, and load (ETL) data from CSVs into your data warehouse for more-actionable insights? We connect with popular tools including Capsule CRM, Salesforce, Marketo, Segment, Intercom, ADP Workforce Now, NetSuite, SAP ERP, Airtable, Asana, and more. 

IT and security teams at leading firms trust the Tray Platform to handle their most sensitive data. We’re SOC 2 Type 2 certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.