Connections
DataPrep saves your data connections to avoid hassles in keying them often. You can manage your connections from the Connection tab under the Settings page. The connections page shows the list of all the connections used across all the workspaces in your organization, along with the type and created time.
You can also quickly sort your connections based on the connections and created time using the respective sort icon located at the top of the table header.
You can also quickly sort your connections based on the connections and created time using the respective sort icon located at the top of the table header.
Data connection options
You can perform the following actions on data connections:
-
Connection overview
-
Share connection
-
Remove connection
Connection overview
The Connection overview displays the basic details of data connections, such as created by which user, created on which date, last modified date, shared with which users, the usage details, the connection type, and more.
To view the connection overview
1. Choose Connections from the left pane in the Settings page.
2. Click the info icon next to the connection name to view the Connection overview.
3. The Connection overview pane will slide open on the right-hand side of the page.
4. You can also share the connections by clicking the Share connection link. Click here to know more about how to share a connection.
Note: You can use the Edit option under the shared details to make changes or remove a user from accessing the connections when needed.
6. The usage details, such as the dataset name that uses the connection, a tag to indicate whether the connection is being used to import or export the dataset, and the workspace name within which the dataset is available, are displayed under the Usage details section.
Note: You can also remove your connection using the delete icon in the connection overview pane.
Share Connection
DataPrep allows you to share connection details and connection as an entity with other users.
To share data connection with individual users and groups
1. Choose Connections from the left pane in the Settings page.
2. Click the share icon located on each data connection.
Note: You can use the checkboxes to the left of the connections names to multi-select and share multiple data connections at one go.
3. The Share connection pane opens on the right-hand side of the page.
4. Provide the email address(es) in the Enter user email or user group name text box.
5. You can also add the existing users or groups in your contacts by clicking the Pick users/groups option from the top right corner of the sharing panel.
6. Search for the user name or group name in the contact list and click the 
icon to add them.
Note: Entering a user name or group name under the Enter the user email or group name box will show a list of matching contacts or groups for you to choose from.
5. The Send email notification to users check box is selected automatically to notify the users. However, you can modify the selection.
6. Click the Share button and share the connection with the required users. The connections have been successfully shared. You can also use the Edit option under Shared details to make changes or remove a user or group from accessing the connections when needed.
7. Once the connection is shared, the details are displayed in the Shared details box.
Remove connection
Zoho DataPrep allows you to remove or delete a data connection.
To remove a connection
1. Choose Connections from the left pane in the Settings page.
2. Click the delete icon located on each data connection.
Note: You can remove a connection only when there are no datasets associated with the connections.
Info: You can also manage your saved data connections from the data import screen. Click the ellipses icon to share, edit, view the connection overview, or remove the connection.
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