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 rows processed, total storage used in your portal and more. It also gives an overview of the other usage details such as the number of data sources and destinations scheduled, number of workspaces and pipelines, the total number of users in your organization, and Add on purchases, if any.
You can manage your current plan using the Manage your Plan option in Zoho Store. You can review the subscription costs, choose the billing cycle, and the number of users for your plan.
Plans and Pricing
You can find the different plans available and pricing from Zoho DataPrep website. Here's the link to our pricing page.
You can choose to sign up for the free plan (our freemium model - forever free plan) or the standard plan for which you get 15 days free trial.
You can even extend your Standard free trial for 15 more days by clicking the Extend trial link that appears a few days before your trial expiry.
After evaluating DataPrep, anytime during or after after the trail period, you can purchase Zoho DataPrep from the Zoho Store.
Here's how you can purchase DataPrep from Zoho Store
1. Click the Upgrade Your Plan button to open Zoho Store.
2. Choose the billing cycle: Yearly or Monthly.
3. Review the plans and subscription costs.
4. Choose the rows processed per month, i.e., the number of rows that would be processed for data preparation on a monthly basis in your organization plays a major role in selecting the plan. Learn more
5. Compare and contrast the available features, services and support for the plan.
6. Decide the number of users required.
7. Choose the required plan: Standard or Enterprise.
8. Decide on the Add on required if any, for example, you may want to have additional users, or additional data sources and data destinations to be scheduled. Enter the Add on purchase details if any.
9. Review the Payment summary. Click to Proceed and make the payment.
10. You will get a confirmation message and email on your payment.
11. You will also receive an welcome email from Zoho DataPrep.
That's it! You're all set! Here's a quick link to jump start using DataPrep.
Click here to take a look at some FAQs on Manage Subscription.
Organization settings
Under the Organization tab, select Organization settings to view and edit your organization information.
Note: This setting is accessible only to the Account admin of the organization.
Organization details
You can view your organization details such as organization name, logo and organization URL. Click the 
icon next to the organization name to edit your organization name. You can click the 
icon to copy the organization URL and you can share this hyperlink to access the Home page. You can also click Upload to upload a new logo of your choice.
Change account admin
If you are an account admin, you can transfer your role to another user from the Select new account admin drop down. Only organization admins will be listed.
Once the account admin has been changed, the old account admin will no longer have the account admin privileges.
Manage all data
You can export all of your data or delete your organization and all its data from the Manage data in your organization section.
Export all data
1. Select Export all data to send a link to your registered email address to download the exported data.
2. Set password protection for your data export file by creating a password. Please make sure you remember this password as it will not be stored in DataPrep and there is no way to recover it.
3. You will receive a download link to your registered email address when your data is ready to be exported.
Delete organization
If you decide to stop using Zoho DataPrep, you can permanently delete the organization and all its data.
- If your organization is under paid plan, you can delete your organization after canceling your subscription by visiting the Zoho Store.
- If you are on a free or a trial plan, you can directly go ahead with deleting your organization. You can also take a backup of your data in a password-protected file. The download link of the file will be sent to your registered email address.
When you delete your organization, all data will be removed from Zoho DataPrep servers and will no longer be accessible to you or any other users and groups the data was shared with.
To delete organization
1. Click the Delete organization button.
2. Take a moment to fill in the survey and let us know why you wish to delete your DataPrep organization.
3. You can choose to take a back up of your data before deleting your organization.
4. You can export the back up data in a password protected file.
5. If you choose to back up, you will receive a download link to your registered email address when the data back up is ready.
6. Once you are done taking a back up of your data, click the Yes, Delete organization button to delete your DataPrep organization permanently.
Preferences
To set your preference for Data propagation, choose the Preferences option under the Organization tab in the Settings page. If enabled, data and model changes from the upstream will automatically load if you try to open or transform a downstream stage. If disabled, there will be an option to do this manually.
Note: By default, the toggle will be disabled.
What is data propagation?
Data propagation is the process of loading any changes made in the upstream stages to the current stage that you're working on. Let's say you make some changes rule additions or edits in a parent stage(s), those changes will be propagated to the dependent child stage(s).
In DataPrep, data propagation is processed either manually or automatically based on your preference.
Automatic data propagation
The changes from upstream will be automatically propagated if you had enabled the Preferences toggle.
Let's say you have a parent stage A, and a derived child stage B. You modify the date formats in A and when you open B, you will see the below screen as the data will start propagating automatically. Once the data propagation is completed successfully, you can start preparing your data.
Note: Auto or manual data propagation where changes are loaded from the upstream are counted towards rows processed consumption.
Manual data propagation
You can propagate changes manually from upstream when you disable the Preferences toggle. By default, the toggle is disabled set for manual data propagation.
Let's say you have a parent stage A, and a derived child stage B. You modify the date formats in A and when you open B, you will see the below pop-up asking you to load the changes from upstream. You can either choose to load changes right away and work on the newly loaded sample data, or, do this later and work on the older sample data.
With Manual data propagation it is the you, the user, who decides to load changes or not, depending on the need for latest data. For example, if you do not need to verify the latest data and just make some rule updates faster, you may choose "I'll do it later" in the popup shown. That way, you can focus on building the pipeline faster.
Note: Auto or manual data propagation where changes are loaded from the upstream are counted towards rows processed consumption.
If you choose to load changes later, you can continue working with your old data and when you are ready, click the Update stage button and load changes from upstream.
SEE ALSO
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Audit settings
Zoho DataPrep allows you to manage all user activities and user access in your organization using the Audit tab under the Compliance tab in the Settings page. You can also export and download these audit logs. DataPrep provides you with the below ...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 ...Custom data type
The Custom data type page lists all the custom data types created by the user across all the pipelines in DataPrep. You can view the data type name, the data type, base data type, and how many pipelines it is used in. You can also choose to edit, ...Languages supported in Zoho DataPrep
List of other languages supported and steps to switch to a different language Zoho DataPrep is available in the following languages. Arabic [ar] Chinese[zh] Dutch[nl] English [en] French[fr] German[de] Hungarian[hu] Italian[it] Japanese[ja] ...User roles and permissions in Zoho DataPrep
Zoho DataPrep has two roles—Account admin and Organization admin that are not entity-based. Let us explore each of them. User roles in DataPrep Account admin Organization admin Workspace shared user Pipeline shared user Account admin Account admin in ...
New to Zoho LandingPage?
Zoho LandingPage Resources