Announcing DataPrep 2.0 Beta!

Announcing DataPrep 2.0 Beta!



Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage.
With that said, how confident are you in making business decisions based on your business data? How clean is your CRM data? Or how much time is spent on manual data cleansing and preparation? 

To help you solve these problems, we're pleased to announce the release of the DataPrep 2.0 public beta! With this new version, it's now even easier to build an end-to-end pipeline and have complete control over the quality and movement of your data.

What's new in 2.0?



Visual pipeline builder 

The all-new pipeline canvas lets you design a seamless end-to-end data flow. Earlier, you were limited to working with a single dataset at a time—but now data can be fetched from multiple sources, more than one dataset can be prepared and used simultaneously, and the data can be exported to multiple destinations. This helps businesses visualize data flows better, simplify complex workflows, and work with data with more confidence.

Unified scheduling of end-to-end pipelines

A massive upgrade has been made to our scheduling feature. In DataPrep 1.0, the sources and destinations had separate schedules which had to be manually managed by staggering the schedule timing, which was hard. But with 2.0, the scheduling can now be set up at the pipeline level. A single unified schedule can be used to manage imports, processing, and exports for all sources and destinations within the pipeline.

Monitor jobs with ease

With automated pipelines, data transfer happens around the clock. Sometimes, there can be issues with fetching data, and the data transfer can fail. But with jobs, you can easily monitor failed jobs with granular details and identify the points of failure. This ensures your organization doesn't miss out on any valuable data. 

Comprehensive version history

Maintain a complete audit trail with version history. Working with data can be challenging; but with the help of this feature, you can easily track changes and run experiments to get more out of your data. Not happy with your experimental changes to data? Easily switch back to the previously published version with the click of a button. 

Backfill your data effortlessly

There can be outages in the data pipeline, this can be due to source or destination failure, changes in the data or model requiring changes in the preparation steps, and can take a while to be restored. However there is no easy way to catch up on processing the data during the outage, to solve this we are now introducing the Backfill feature. The backfill feature can be used to fetch data and simulate a scheduled process for a selected period of time. For example, if there was an outage of 2 days on a pipeline that was setup to run every hour. With backfill, you can now create a configuration to process all that data by simulating the schedule process for the missed two days, this will create 48 new jobs that will run in sequence and process the missed data for two days.

Efficient row processing with incremental fetch

In every scheduled run, choosing the incremental fetch option fetches only the new and updated data from the source for processing.  This was available for few sources in 1.0, but we're expanding the support to all data sources in 2.0. Incremental fetch job runs faster, compared to full fetch as only the newly added rows are processed, also making it more cost effective. 



Transforms made simple with OpenAI 

Our new transforms, powered by OpenAI, help generate complex formulas based on logic written in simple English or transform data based on the sample output given. This simplifies the data preparation process and makes Zoho DataPrep more accessible, even for organizations that don't have a dedicated data analyst team. 



Create instant pipelines with templates 

We built DataPrep with a vision of helping businesses, big or small, have better access to all their business data—but we understand that the data game can be tricky when you're starting out.
To keep our vision alive and to help everyone start using their business data better, we've built a template gallery based on various business use cases that can easily be used to create a pipeline architecture. Just click on the template to add the formula instantly and transforms needed for the data workflow.

You can also save your own data pipelines as templates to make recreating pipelines easier or to apply the data pipeline over a different set of data. You can also share the data pipelines with your organisation or export them as files to share across different organisations.




New dashboard showcasing your pipeline status

Our new and improved dashboard shows the status of all your pipelines instantly. Easily monitor your scheduled runs, identify failed jobs, and ensure your data is up-to-date in your system. 



Make data movement easier with other business applications


We are expanding the list of data connectors supported in Zoho DataPrep and as a start we have released the Zoho Creator integration. 




Migrating data into Zoho Creator, as well as seamlessly moving data between various modules within your custom Creator app, has been made easy with DataPrep. 

As more organizations are adopting SaaS products in their tech stack, in order to make data more available, we're opening up integrations with HubSpot, Salesforce, and SurveyMonkey, as well as many more Zoho products, in the next couple of months. Stay tuned for more data connectors in Zoho DataPrep!

Can't wait to try DataPrep 2.0?
All our existing customers can access the Beta version right from within their DataPrep home page. The Beta is not available for Zoho One users yet, but if you want to try out the Beta on a standalone account, contact us at customersuccess@zohodataprep.com 

Zoho DataPrep is designed to make data preparation and movement easy. With DataPrep 2.0, we have completely revamped our product with the new pipeline builder, unified schedules, pipeline templates and universal incremental fetch that lets you easily manage complex data preparation jobs and data movement.  We've also included 50+ other updates to help you clean, prepare, and monitor your business data effortlessly. 

Check out all updates in 2.0

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ




                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Flow Task Limits - How to Monitor, Understand Consumption?

                                                                                                            So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
                                                                                                          • Cross References Do Not Update Correctly

                                                                                                            I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including
                                                                                                          • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

                                                                                                            Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
                                                                                                          • How to Track and Manage Schedule Changes in Zoho Projects

                                                                                                            Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges
                                                                                                          • Is there a notification API when a new note is addeding

                                                                                                            Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
                                                                                                          • Zoho Sheet - Desktop App or Offline

                                                                                                            Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                          • Collaborate Feature doesn't work

                                                                                                            Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
                                                                                                          • Edit Permission during and after approval?

                                                                                                            When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
                                                                                                          • Zoho web and mobile application not workingn

                                                                                                            Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.
                                                                                                          • Introducing the revamped What's New page

                                                                                                            Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                          • Prevent stripping of custom CSS when creating an email template?

                                                                                                            Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
                                                                                                          • Bulk Moving Images into Folders in the Library

                                                                                                            I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
                                                                                                          • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

                                                                                                            Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted
                                                                                                          • Systematic SPF alignment issues with Zoho subdomains

                                                                                                            Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                          • Accidentally deleted a meeting recording -- can it be recovered?

                                                                                                            Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?
                                                                                                          • To Zoho customers and partners: how do you use Linked Workspaces?

                                                                                                            Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
                                                                                                          • How to access email templates using Desk API?

                                                                                                            Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;
                                                                                                          • How to render either thumbnail_url or preview_url or preview_data_url

                                                                                                            I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                                                                                          • Update Portal User Name using Deluge?

                                                                                                            Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is
                                                                                                          • Zoho Bookings No Sync with Outlook

                                                                                                            Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
                                                                                                          • Unable to retrieve Contact_Name field contents using Web API in javascript function

                                                                                                            Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
                                                                                                          • Updating Woocommerce Variation Products Prices Via Zoho CRM

                                                                                                            I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.
                                                                                                          • Emails Disappearing From Inbox

                                                                                                            I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found
                                                                                                          • Power of Automation :: Automatic removal of project users once the project status is changed.

                                                                                                            A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                                                                                          • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

                                                                                                            Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For
                                                                                                          • Automatic category assignment

                                                                                                            Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category
                                                                                                          • Zoho Books - France

                                                                                                            L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                          • Every time an event is updated, all participants receive an update email. How can I deactivate this?

                                                                                                            Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
                                                                                                          • Having Trouble Opening The Candidate Portal

                                                                                                            Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
                                                                                                          • Forms - Notification When Response Submitted

                                                                                                            How do I set it up to generate an email notification when a response (class request) is submitted?
                                                                                                          • how to use validation rules in subform

                                                                                                            Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                          • How to disable user entry on Answer Bot in Zobot

                                                                                                            Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,
                                                                                                          • More admin control over user profiles

                                                                                                            It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures
                                                                                                          • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

                                                                                                            Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
                                                                                                          • Changing the Default Search Criteria for Finding Duplicates

                                                                                                            Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                          • Clear Tag & Linking Between Quotes and Sales Orders

                                                                                                            Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating
                                                                                                          • Zoho Books Sandbox environment

                                                                                                            Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                          • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

                                                                                                            Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support
                                                                                                          • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

                                                                                                            We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
                                                                                                          • Next Page