How to import data from Dropbox into Zoho DataPrep?

Import data from Dropbox




Zoho DataPrep supports importing data from Dropbox, a file hosting service. Dropbox offers cloud storage, file synchronization, personal cloud, and client software.

To import data from Dropbox      

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
InfoInfo: You can also click the Import data  icon at the top of the pipeline builder and bring data from multiple sources into the pipeline.




2. Choose the Cloud storage category from the left pane and click the Dropbox icon to import from Dropbox. You can also search the required cloud storage services in the search box.
 


Notes

Note: If you had already added a Dropbox connection earlier, click the Saved data connection option and proceed to import. To learn more about Saved data connections, click here .


3. If you have added a connection already, click the existing connection and start importing data.



Notes Note: Click the Add new link to add a new Dropbox account. You can create as many Dropbox connections as required.

 

4. Authenticate your Dropbox account. You will need to authorize DataPrep to access your files when you do this for the first time.



Notes
Note: The connection configuration will be saved for importing from the Dropbox in the future. Credentials are securely encrypted and stored.

 

5. Select the files you want to import and click the Import button. You can also select files from the Shared with me tab. You can also use the Advanced selection option to import files that match a specific pattern. Click here to know more. 



Notes Note : You can also import files from shared folders in Dropbox. The shared folders will be listed under the My drive tab and shared files will be listed under Shared with me tab.

6. If it is an HTML, XLS, or XLSX file, you can click the Preview option to view a sample of the data.

 

7. If the file is password protected, enter the password, and click the   right arrow.

 

8. Click the Import button.

 

9. Once you have completed importing data, Pipeline builder page opens and you can start applying transforms. You can also right-click the stage and choose the Prepare data option and prepare your data in the DataPrep Studio page. Click here to know more about the transforms.




10. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.
NotesNote:  After adding a destination to the pipeline, you can 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.

 

Advanced selection

To import data using Advanced selection,

1. Click the Advanced selection link.


Advanced selection helps you perform dynamic file selection based on regex. This can be used for getting new or incremental data from your Dropbox. The newly added or modified file that matches the file pattern after the previous sync will be taken from your Dropbox account.

Info
Important: Advanced selection is used not only for incremental fetch. You can also use this option for bulk import of files based on the file pattern. 




2. Fill in the required details:

  • Choose folder : Choose the folder you want to import data from.

  • Folder path : The folder path where you want to search for files. Eg. incr/

    If the files are stored in the drive without any folder, you can leave this field empty.
    Alert
    The "Folder Path" is a directory path field and does not support regex patterns.
    Info
    Info: Folder path is case-sensitive.

  • Include subfolders : You can also select the Include subfolders checkbox if you want to include subfolders while searching for a file.

  • File pattern : The pattern used to match the file names in the site. This supports regex type matching. You can also use the pattern, ".*" to match any file in the path specified.

    Info
    Info: File pattern is case-sensitive.
Notes

Note: The file pattern match is a simple regex type match. For example, to fetch files with file names such as Sales_2022.csv , Sales_2023.csv , Sales_2024.csv , you can input the pattern Sales_.* 


Similarly to fetch files such as PublicData1.csv , PublicData2.csv , PublicData3.csv , use Public.*


If you want to import a single file, then specify the pattern using the exact file name.
Eg: leads_jan_2022.*


  • Parse file as : Choose the required extension to parse the file. If your file format is not a commonly used one, you can use this option to parse the file into one of the following formats before importing the data into a readable format. The available formats are CSV, TSV, JSON, XML, and TXT.

  • Merge files and import - This will merge all the files that match the pattern specified and import them as a single dataset.

    Idea
    Important: You can use this option to merge files together during the import itself, without having to perform unions post import.
    Info
    Info: This option can merge a maximum of only 5 files at a time.
    Notes
    Note: If this checkbox is unchecked then, only 1 file will be fetched at a time.

    Eg. If your Dropbox account has 10 files, the first 5 will be merged into one dataset and imported. During the next reload, the remaining 5 files will be merged and imported.

    Similarly, if your Dropbox account has 8 files, the first 5 will be merged and fetched first, followed by the next 3.
3. Click the Import button.

NotesNote: We support only CSV, TSV, JSON, XML, and TXT file formats for incremental fetch from cloud storage.

SEE ALSO

How to add a new pipeline?


Import data from cloud databases


Import data from saved data connections


How to schedule a pipeline?    


What are the other cloud storage options available in Zoho DataPrep?    


How to export data to Dropbox?


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