Zoho DataPrep supports importing data from SharePoint, a cloud storage service that allows users to store, organize, share, and access information from any device.
1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
3. If you have already added a connection, click the existing connection and start importing data.
4. Authenticate your SharePoint account. You will need to authorize DataPrep to access your files when you do this for the first time.
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.
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.
To import data using Advanced selection,
Advanced selection helps you perform dynamic file selection based on regex. This can be used for getting new or incremental data from your SharePoint site. The newly added or modified file that matches the file pattern after the previous sync will be taken from your SharePoint site.
2. Provide the below details:
Choose site : Choose the site you want to import data from.
Choose drive : Choose the drive in your site from where you want to import data.
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.
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.
SEE ALSO
How to import data from cloud databases?
How to import data from saved data connections?
What other cloud storage options are available in Zoho DataPrep?
How to export data to SharePoint?
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