Import data using saved data connections
DataPrep saves your data connections to avoid hassles in keying them often.
To access your saved data connections
1. Create a pipeline or open an existing pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option. You can also click the Import data option under the Workspaces tab to import data.
Info: 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 Saved data connections from the left pane in the Choose your data source section while importing a data.
2. Manage your saved data connections from the data import screen. Click the ellipses icon to share, edit, view the connection overview, or remove the connection.
3. You can update the saved connection with new credentials using the Edit connection option.
4. Click the connection you need. You'll be directed to the corresponding data import screen.
For example, if you had chosen an FTP connection used earlier, you can seamlessly import data from the same configuration that was saved.
Data connection options
You can perform the following actions on data connections:
- Connection overview
- Edit connection
- Share connection
- Remove connection
Connection overview
The Connection overview option allows you to view the basic details of data connections such as created by which user, created on which date, the usage details, the connection type and more.
To view the connection overview
1. Choose Saved data connections from the left pane in the Choose a data source section while importing a data.
2. Click the ellipses icon in the data connection and select the Connection overview option.
3. The Connection overview pane will slide open on the right-hand side of the page.
4. Click the 
or 
icons to edit or delete the connection.
5. You can also share the connections by clicking the Share connection link.
6. The usage details such as the dataset name that uses the connection, a tag to indicate whether the connection is being used to import or export the dataset, the user who actively uses the connection for the dataset, and the workspace name within which the dataset is available are displayed under the Usage details section.
Edit connection
DataPrep allows you to edit the data connection details saved.
To edit a data connection
1. Choose Saved data connections from the left pane in the Choose a data source section while importing a data.
2. Click the ellipses icon in the data connection and select the Edit Connection option.
3. After making the required changes, click the Update button.
Share Connection
DataPrep allows you to share connection details and connection as an entity with other users.
To share data connection
1. Choose Saved data connections from the left pane in the Choose a data source section while importing a data.
2. Click the ellipses icon in the data connection and then select the Share connection option.
3. The Share connection pane opens on the right-hand side of the page.
4. Provide the email address(es) or user group name(s) in the Enter user email or user group name text box. You can also search for contacts by clicking the Pick users/groups link.
5. The Send email notification to users check box is selected automatically to notify the users. However, you can modify the selection.
6. Click the Share button and share the connection with the required people.
7. Once the connection is shared, the details are displayed in the Shared details box.
Remove connection
Zoho DataPrep allows you to remove or delete a data connection.
To remove a connection
1. Choose Saved data connections from the left pane in the Choose a data source section while importing a data.
2. Click the ellipses icon present in the data connection and then select the Remove Connection option.
3. Click the Remove button in the Remove Connection dialog box.
Note: You can remove a connection only when there are no datasets associated with the connections.
SEE ALSO
How to import data from FTP servers?
How to import data from URL?
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Import data from Snowflake
Zoho DataPrep supports importing data from Snowflake, a cloud database. Snowflake is a cloud data warehouse that can store, process and analyze data. To import data from Snowflake 1. Create a pipeline or open an existing pipeline from the Home Page, ...Import data from Panoply
Zoho DataPrep allows you to import data from Panoply, a fully-integrated data management platform that syncs, stores, organizes and analyzes data from many sources. To import data from Panoply 1. Create a pipeline or open an existing pipeline from ...Import data from URLs
You can enter the URL to a CSV, TSV, JSON, HTML, XLS, XLSX or XML file. DataPrep also supports URL imports that require authentication. To import files from URLs 1. Create a pipeline or open an existing pipeline from the Home Page, Pipelines tab or ...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 ...Import data from Box
Zoho DataPrep supports importing data from Box, a cloud storage service that allows users to store, collaborate and manage files securely in an online folder system accessible from any device. To import data from Box 1. Open an existing pipeline or ...
New to Zoho LandingPage?
Zoho LandingPage Resources