Zoho DataPrep allows you to seamlessly bring in your forms data from Zoho Creator using the Zoho Creator connector. Zoho Creator is a powerful low-code application development platform that helps businesses build custom web and mobile apps faster.
1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
2. Choose the Zoho Apps category from the left pane and click on Zoho Creator. You can also directly search the option in the search box.
3. Choose the required workspace and application from the Choose workspace and Choose application dropdown.
4. You can choose to import all data, or configure your import since a previous date.
a) If you choose to import all data - All data available in the selected forms will be imported.
b) If you choose to import data from a specific date - All data recorded in the selected forms (both added and modified) since (on or after) the chosen date will be imported.
6. The selected forms appear at the top. Click Import to import the selected forms into Zoho DataPrep.
7. Once you have completed importing data, Pipeline builder page will open from where you can start applying transforms. You can also right-click the stage and choose the Prepare data option to prepare your data in the DataPrep Studio page. Click here to know more about the transforms.
8. 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.
Note: 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.
You can schedule your pipeline using the Schedule option. You can also import incremental data from your Creator application while scheduling. Incremental data import is a method used to import new or modified records after the previous sync.
1. Select the Schedule option in the pipeline builder.
2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.
6. Select the required option from the How to import data from source? drop down. You can choose to import all data, only modified and new data, only new data, or do not import data using this option.
Info: The new data will be fetched using the Added_Time columns from the last imported time.
7. Click Save to schedule import for your dataset.
Important:
If you have already configured a schedule from Creator, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.
Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.
Note: This option will be visible only if you have added more than one destination in your pipeline.
1) Click the Order exports toggle
8. After you configure the schedule configuration, click Save to execute the schedule. This will start the pipeline.
Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination at regular intervals. This complete process is captured in the job history.
9. To go to the jobs list of a particular pipeline, go to the ellipses icon in the pipeline builder, and click on the Job history menu to check the job status of your pipeline.
10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.
The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.
Info: You can also view the status of your schedules later on the Jobs page.
Note: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.
After you set your schedule, you can choose to Pause schedule or Resume schedule, Edit schedule and Remove schedule using the Schedule Active option in the pipeline builder.
When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.
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