Import pipeline from .zdpt file

Import pipeline from .zdpt file

Using this option, you can create a pipeline by importing a saved pipeline template from a file(.zdpt). You can reuse these files as and when needed.

Before learning to import pipeline, let's see how to save and download a pipeline template first.

 To save and download pipeline as .zdpt file 

1. Open the required pipeline and click the ellipses icon in the Pipeline builder page. Click here if you want to know how to create a pipeline.


2. Click the Save as template option and choose Download pipeline as .zdpt. The pipeline will be downloaded as a .zdpt file.

 

 To import a pipeline from a .zdpt file 

1. You can import a pipeline in the Home page, Pipeline tab and Workspaces tab(Inside a workspace) using the Import pipeline option.

2. Choose to import pipeline into an existing workspace or create a new workspace.

3. Upload the downloaded .zdpt file and click Finish. The pipeline gets imported into the selected workspace.

4. Authenticate the data sources and destinations in your pipeline.

You can also choose a different source and destination. For example, if you had used Google Drive as your data destination in the pipeline template and would like to change it to OneDrive, you can select OneDrive when you authenticate your destination.

Info: You may have to makes changes to match the data model (or the schema) of the new data you bring into the imported pipeline template, and change some of the rules available in the template to setup a proper data flow.

5. After you're done working on the created pipeline and have prepared your data, you can choose to run your pipeline and export data.

 

SEE ALSO

How to create a new pipeline?

How to create a pipeline from templates library?

Learn about manual run

Learn about schedule run

Learn about backfill run


    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 ...
                                                                                                          • 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 ...
                                                                                                          • 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 OneDrive

                                                                                                            Zoho DataPrep supports importing data from OneDrive, a file hosting service operated by Microsoft. OneDrive enables users to store, protect, share and synchronize their files. To import data from OneDrive 1. Open an existing pipeline or create a ...
                                                                                                          • Import data from SharePoint

                                                                                                            Zoho DataPrep supports importing data from SharePoint, a cloud storage service that allows users to store, organize, share, and access information from any device. To import data from SharePoint 1. Open an existing pipeline or create a pipeline from ...
                                                                                                            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