Create a new pipeline

Create a new pipeline

Pipelines are fundamental entities that allows users to create data flows in DataPrep, with multiple data stages and using various flow level transforms. You can create a new pipeline from scratch from the below places.
  • Home page
  • Pipelines tab
  • Workspaces tab 

 

 To create a pipeline from the Home page  

1. You can create a new pipeline from the Home page or from the Pipelines tab. Click on the Create New button. A pipeline gets created in a new workspace. The Pipeline builder will open into view.

2. Click on the Add data option to bring your data from the required data source. Learn more on 50+ data sources.

After data is imported, you will be redirected to the pipeline builder where you can see your data source, your dataset and a stage linked to it.

Stages are nodes created for processing data while applying data flow transforms. Every dataset imported from your data source will have a stage created by default. 

3. You can right-click the stage and apply the data flow transforms. 

4. You can also choose to Prepare Data to open the DataPrep Studio page and explore more data transforms. Click here to know the various elements in a pipeline builder.

5. Once you are done creating your data flow and apply necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.

6. Data destination is a place where you want to export your data to. It can be a cloud database, business applications like Zoho CRM, Zoho Analytics, etc. You can choose your preferred destination out of 50+ data destinations in DataPrep to export your prepared data to.  



7. Now that you have added a destination, you may want to 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. 

8. Each run is saved as a job. When a pipeline run is executed, 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. This complete process is captured in the job history.

9. Go to the ellipses icon, and click on the Job history menu to check your job status. All runs captured as jobs will be saved under the Jobs page. 

Info: You can also view the overall jobs status of all the pipelines under the Jobs tab.

To create a pipeline from the Pipelines tab

1. In the Pipelines tab, click the Create New button.  A pipeline gets created in a new workspace and the Pipeline builder opens.

2. Click on the Add data option to bring your data from the required data source. Learn more on 50+ data sources.

After data is imported, you will be redirected to the pipeline builder where you can see your data source, and a stage linked to it.

Click here to know the other steps to build and execute the pipeline.


 To create a pipeline from the Workspaces tab 

1. In the Workspaces page, click the + Import data button and import data from your favorite data source Learn more on 50+ data sources. Once you import data, a pipeline gets created in a new workspace and the Pipeline builder will open into view.
Note: You can also create a new pipeline within an existing workspace using the Create new pipeline option inside a workspace.

Click here to know the other steps to build and execute the pipeline.  


SEE ALSO

How to create a pipeline from predefined templates?


    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











                                        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

                                                                                                          • Pipeline Manual run

                                                                                                            By triggering the manual run option in your pipeline, you can export the data you have prepared to your destination. A manual run will run your pipeline on the existing data without refreshing, which means no new data will be imported. Note: You can ...
                                                                                                          • Create pipeline from template library

                                                                                                            Pipelines are fundamental entities that allows users to create data flows in DataPrep, with multiple data stages and various flow level transforms. Template library is a place which contains pre-defined templates and all the saved pipeline templates. ...
                                                                                                          • Pipeline

                                                                                                            Pipelines are fundamental entities that allows users to create data flows in DataPrep, with multiple data stages and various flow level transforms. To view the list of pipelines, you can click the Pipeline tab from the top bar. The Pipelines tab ...
                                                                                                          • Create buckets - Date

                                                                                                            You can classify a group of date values or individual dates using the bucketing technique. The bucketing options for a date column are: Weekday or not Month of the year
 Week of the year
 Week of the month
 Day of the year
 Day of the month Minute of ...
                                                                                                          • Create buckets - Number

                                                                                                            The bucketing transformation groups values in multiple ranges or buckets for easier understanding of highly scaled data. The granular details of such data can prevent us from getting a broad view of the data. This form of grouping values in a range ...
                                                                                                            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