How to export data to SharePoint?

Export data to SharePoint

 

Zoho DataPrep supports exporting data to SharePoint, a cloud storage service that allows users to store, organize, share, and access information from any device.

To export data to SharePoint  


1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab. You can bring your data from 50+sources.

2. On the Pipeline Builder page, once you have completed creating your data flow and applying the necessary transforms in your stages, you can right-click a stage and select the Add Destination option.



 

3. You can choose the Cloud storage category and click SharePoint or type SharePoint in the search box.

 

 

NotesNote: If you had already added a SharePoint connection earlier, you can simply select the existing connection under the Saved connections section and proceed with exporting. To learn more about Saved connections, click here. 

4. If your data contains columns with personal data or ePHI data, you can choose to include or exclude them in the Columns section. You can also apply the required security methods to protect your data as follows.

 

A. Data masking    

Data masking hides original data with 'x' to protect personal information.

 

B. Data Tokenization  

Data tokenization replaces each distinct value in your data with a random value. Hence the output is statistically identical to the original data.

 

C. None

You can select none if you do not want to use any security method. You can choose whether to export these column using the corresponding check boxes.  

 

 


Notes

Note:

  1. Exporting datasets without securing personal data will be restricted if Secure data exports option is enabled in your organization's privacy settings. Click here to know more.

  1. Based on the Compliance settings of your organization, exporting datasets with ePHI data may be restricted or restricted without securing ePHI data with security measures or password protection. Click here to know more.

 

5. Click Next and if you have added a connection already, click the existing connection and start exporting data.




NotesNote: Click the Add new link to add a new SharePoint account. You can create as many SharePoint connections as required.

 

6. You will need to authenticate SharePoint when you try connecting to SharePoint for the first time. Click the Authenticate SharePoint button to authenticate your account with your credentials.


 


NotesNote: The connection configuration will be saved for exporting data to SharePoint in the future. Credentials are securely encrypted and stored.


7. You can choose to export the dataset in any of these supported file formats:

CSV, TSV, JSON, XLS, XLSX, and XML formats.

8. Select the required option from the File export option. You can choose to Add as new version or Add as new file during export.

9. Use the Compress file option to save your export as a .zip file.

10. You can also encrypt the file and protect it using a password before export.



11. You can also click the Advanced options link for the following options.

  • You can encode the file using character encoding methods like UTF-8 using the File encoding option.

  • You can use a Row Separator such as UNIX (Line Feed) or MAC (Carriage Return) to ensure the line endings are translated properly.

  • You can distinguish the point at which the content of a text field begins and ends using Text qualifiers such as Single Quote(') or Double Quote(").

  • You can separate out the data or split using a Delimiter such as a Comma(,) , Semicolon(;) , Space, Tab, or Custom.

12. Navigate to the folder you want to place the file in and click Export.

13. Now that you have added a destination, you may want to try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline. Learn about the different types of runs here

Info
Info: Each run is saved as a job. When a pipeline run is executed, the data fetched from your data sources will be prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination. This complete process is captured in the Jobs page.


SEE ALSO

How to import data from SharePoint into Zoho DataPrep?
What are the other cloud storage options available in Zoho DataPrep?

What other export options are available?

Learn about scheduling export.

How to export data to cloud database?


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