How to get started with Zoho DataPrep?

Setting up your organization


Welcome to Zoho DataPrep!

When you launch DataPrep for the first time by visiting dataprep.zoho.com and after signing up, you can quickly get started with the trial by updating your contact details and start exploring Zoho DataPrep. Let's get started with setting up your organization in Zoho DataPrep.

Steps to set up your DataPrep organization

 

1. If you want to update your phone number, you can choose your country code from the dropdown and edit your phone number.



2. Click the Start Trial button to start using Zoho DataPrep. 

3. Next you can take a the product tour of Zoho DataPrep. 

Notes
Note: You can change your organization name in the Settings page under the Organization settings section.

Product tour in Zoho DataPrep

4. The product tour covers the pipeline creation, data import, data preparation, and data export process in DataPrep.



 

 

5. You can choose to skip the tour at any point using the Skip button while you tour the product.


 



6. Your progress with the tour will be saved in the Import, Prepare, or Export checkpoints on their completion.






7. You can also find the product tour by clicking the  from the top-right corner of the Home page.


Few other links to finish setting up your organization 

8. Here are a few more links to finish setting up your organization.

  1. Add organization admins to your organization

  2. Create a pipeline 

  3. Import data and start preparing data

  4. Add users and create groups in your organization

  5. Sharing a workspace with another user

  6. Sharing a pipeline with another user

 

When you visit DataPrep's home page for the first time, this is how it will look.

 

 

 




SEE ALSO

    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Getting started with Zoho DataPrep

                                                                                                                What is Zoho DataPrep? Zoho DataPrep is an advanced self-service data preparation software that offers a comprehensive solution to model, cleanse, prepare, enrich and organize large volumes of data from multiple data sources to serve data analytics ...
                                                                                                              • Zoho DataPrep's Home page

                                                                                                                Dashboard Getting started The getting started section in the home page is shown to trial users, this shows you the various aspects to get started with Zoho DataPrep. You can take a Product tour to get a walkthrough and understand the end-to-end ...
                                                                                                              • Entities in Zoho DataPrep

                                                                                                                The following entities are available as part of Zoho DataPrep. Organization Workspace Pipelines Pipeline Template Ruleset Template Jobs User groups Saved data connections DataPrep - Organization An Organization is set up by the Account admin for your ...
                                                                                                              • Organization

                                                                                                                You can manage the settings of your organization, subscription and preference to data propagation under the Organization tab in the Settings page. Manage subscription In the Manage subscription tab, you can review your current plan, the number of ...
                                                                                                              • Workspace details page

                                                                                                                The workspace details page lists all relevant information about the workspace and its child entities. It includes details on the pipelines, ruleset templates, and pipeline templates within the workspace. Let us take a look in detail. Workspace ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources