Zoho DataPrep supports exporting data to Zoho Directory. Zoho Directory is an identity and access management software that allows you to authenticate and manage access provision to multiple products. 

Note: This integration is in Private Preview, meaning, it is not available in Zoho DataPrep to all users at the moment.

 To export data to Zoho Directory

3. You can search Zoho Directory under the All destinations tab or choose it under the Zoho Apps category.

4. Choose the Organization in Zoho Directory to which you want to export your data.

5. Click Save. 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: 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.

6. If the manual run succeeds without any errors, your data will be exported successfully. If the manual run fails throwing the below target match error, you can fix them by completing the target matching steps.

Note:

1. The rows whose values match their respective data types will be exported.

2. Rows with data type mismatch are not exported, and error details will be notified through email and in the notification panel.

3. The email_id column must be unique as the user records are exported to Zoho Directory based on their unique email ids. 

 

4. Datasets containing invalid or missing email ids cannot be exported to Zoho Directory. Please ensure the email_id column does not contain invalid values or missing values before scheduling to Zoho Directory.

5. The other columns will be exported to Zoho Directory even with invalid values or missing values.

Target matching during export to Zoho Directory

Note: Target matching failure is not an export failure. Target matching happens before the data is actually exported to the destination. This way, the schema or data model errors that could cause export to fail are caught beforehand, preventing export failures. Learn more about target matching.

When target match check fails 

1. If the target match check fails during Zoho Directory export, you can go to the DataPrep Studio page, click the target matching icon  at the top right corner and choose the Show target option. The target's data model is displayed above the existing source dataset.

The columns in the source dataset are automatically aligned to match the columns in the target dataset, if found.

Note: All columns are displayed in the grid by default. However, you can filter out the required option by clicking the All columns link.

3. Click the View summary link to view the summary of the target match errors. The summary shows the different model match errors and the number of columns associated with each error. You can click on the required error columns and click Apply to filter out specific error columns. 
 

Target match error summary

Target matching errors

The errors in target matching are explained below.

1. Unmatched columns : This option shows all the unmatched columns in the source and target datasets.

Info : When using the unmatched columns filter, you can toggle the Show only mandatory columns to verify if there are any mandatory columns (set as mandatory columns) required and include them. You can also fix only the mandatory columns and proceed exporting.

2. Data type mismatch : This option filters the columns from the source dataset having data types that do not match the columns in the target.

3. Data format mismatch : This option filters columns from the source dataset having data formats that differ from those in the target dataset.

4. Constraint mismatch : This option filters the columns that do not match the data type constraints of the columns in the target. To know how to add constraints for a column, click here.

5. Mandatory columns mismatch : This option displays the columns that are set as mandatory in the target but not set as mandatory in your source.
   
   

   

   The mandatory columns cannot be exported to the destination unless they are matched and set as mandatory. You can click the  icon above the column to set it as mandatory. 

6. Data size overflow warnings : This option filters the columns with data exceeding the maximum size allowed in the target. 

4. After fixing the errors you can go to the Pipeline builder page and run your pipeline to export your data. 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.

Limitations

• The user records are exported to Zoho Directory based on their unique email ids; if the email id already exists in Zoho Directory, the record will be updated. If not, a new user will be added.
  

• During export, if a dataset contains two similar email ids, the first one will be updated while the second will fail, halting the export process. Henceforth, it is recommended to first apply deduplicate transform to prevent duplicate email ids.

• Only the 12 mandatory columns will be allowed during export. The extra columns must be deleted while exporting the dataset to the Zoho directory. The mandatory columns are as follows:
  
  

• first_name

• last_name

• email_id

• display_name

• user_status

• timezone

• language_code

• address-street_address

• address-city

• address-state

• country_code
  

• address-country
  

• If the user adds a field using the Manage field option in the Zoho directory, it will also be listed under mandatory columns to be matched.
  

• You cannot undo or cancel the changes after exporting the data to Zoho Directory.
  

• You can export a maximum of 10,000 records at a time.

SEE ALSO

How to schedule a pipeline?  

Learn more about Target Matching.