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. 

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

  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.

 

 

 




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