Zoho DataPrep - User Guide Overview

Zoho DataPrep is an advanced self-service ETL software. You can move large volumes of data from multiple data sources to various destinations to serve data analytics and data warehousing with exceptional data quality. You can also clean, transform and enrich the data while it is being moved from source to destination. DataPrep helps you create data flows using a visual pipeline builder, orchestrate the data pipelines with advanced scheduling and workflow triggers, and it can also help you monitor and get alerts from your data pipelines.

The below topics will help you quickly get started, explore key functionalities and set up data pipelines with Zoho DataPrep.

Get Started with Zoho DataPrep

Before you begin, set up the DataPrep platform: Set up your organization

Once your organization is set up, take a quick tour of Zoho DataPrep’s key elements — the Home page, Entities, and Workspace details page — to get familiar with the platform.

Create a pipeline

To get started, create your first data pipeline.

Create a new pipeline from scratch

Alternatively you can create a pipeline using pipeline templates:

Create pipeline from template library

Create pipeline from template file (.zdpt)

Add data to your pipeline

After you create your pipeline, start by adding data from various data sources: DataPrep supports 70+ different sources such as business apps, cloud storage, data warehouses, and more.

Local files - On-premises data integration

Import data from local files

Import data from FTP servers

Import data from URLs

Local databases - On-premises data integration

Import data from Maria DB

Import data from Oracle

Import data from MySQL

Import data from PostgreSQL

Import data from MS SQL Server
Import data from Pervasive SQL
Import data from Sybase
Import data from DB2
Import data from Exasol
Import data from Sqlite
Import data from Actian Vector
Import data from Greenplum
Import data from Denodo
Import data from Progress OpenEdge
Import data from YugabyteDB
Import data from Microsoft Access
Import data from SAP Hana
Import data from Custom JDBC URL

Cloud databases

Import data from Amazon Redshift

Import data from Snowflake

Import data from Oracle Cloud

Import data from Panoply

Import data from Amazon RDS MySQL

Import data from Amazon RDS MariaDB

Import data from Amazon RDS MS SQL Server

Import data from Amazon RDS PostgreSQL
Import data from Amazon RDS Oracle

Import data from Amazon RDS Aurora PostgreSQL

Import data from Amazon RDS Aurora MySQL

Import data from Amazon Athena

Import data from Rackspace Cloud MySQL

Import data from Rackspace Cloud Maria DB

Import data from Heroku PostgreSQL

Import data from IBM Cloud DB2

Import data from Google Cloud SQL MySQL

Import data from Google Cloud SQL PostgreSQL

Import data from Microsoft Azure SQL Database

Import data from Microsoft Azure SQL Data Warehouse

Import data from Microsoft Azure Maria DB

Import data from Microsoft Azure PostgreSQL

Import data from Microsoft Azure MySQL

Import data from Other Cloud Services - MS SQL Server

Import data from Other Cloud Services - DB2

Import data from Other Cloud Services - MemSQL

Import data from Other Cloud Services - Maria DB

Import data from Other Cloud Services - Oracle

Import data from Other Cloud Services - PostgreSQL

Import data from Other Cloud Services - MySQL

Import data from Google BigQuery

Cloud storage services

Import data from Amazon S3

Import data from Zoho WorkDrive

Import data from OneDrive

Import data from Dropbox

Import data from Google Drive

Import data from Box

Import data from SharePoint

Zoho Apps

Import data from Zoho Analytics

Import data from Zoho CRM

Import data from Zoho Creator

Import data from Zoho Bigin

Import data from Zoho Forms

Sales/CRM

Import data from Zoho CRM

Import data from Zoho Bigin

Import data from Salesforce

Import data from Pipedrive

Import data from HubSpot CRM

Survey/Forms

Import data from Zoho Forms

Import data from Typeform

Import data from SurveyMonkey

Import data from Jotform

ERP

Import data from Exact Online

Import data from Odoo

Finance

Import data from Expensify

Import data from Exact Online

Import data from Odoo

Import data from Xero

Marketing

Import data from Mixpanel

Import data from Klaviyo

Import data from Google Analytics 4 (GA4)

Human Resources

Import data from BambooHR

E-Commerce

Import data from BigCommerce

Project Management

Import data from Teamwork

Import data from ClickUp

Import data from Smartsheet

IT/Help Desk

Import data from Freshdesk

Import data from LiveAgent

Other Apps

Import data from Dataiku

Incremental fetch

Local files
Import incremental data from local files

Import configuration for local files

Import incremental data from FTP servers

Import configuration for URL

Local databases

Import Incremental data from local databases

Cloud databases

Import incremental data from cloud databases

Cloud storage services

Import incremental data from cloud storage services

Zoho Apps

Import configuration for Zoho CRM

Import configuration for Zoho Analytics

Import configuration for Zoho Creator

Import configuration for Zoho Forms

Import configuration for Zoho Bigin

Other Apps

Import configuration for Salesforce

Import configuration for Dataiku

Transform data

After data import, you can transform your data to match your destination or perform cleaning operations to improve data quality or enrich your data with external data sources. You also have the option to perform data blending. Zoho DataPrep offers 250+ transforms to clean, prepare, and enrich your data as needed. With Ask Zia - your AI data preparation agent, you can perform transformations just with natural language.

You can also Transform data using Code Studio. Code Studio in Zoho DataPrep lets you transform data using Python scripts within your pipeline.

Start working with your data in the Pipeline Builder and DataPrep Studio. When you're working with DataPrep Studio, Smart Select will help perform quick transformations, and Column Explorer will help you explore your data and quality.

Clean data

Data cleaning is the process of eliminating errors in data, reducing inconsistencies, and removing duplicates to increase data quality. Here's a list of our data cleaning transforms.

Change duration format

Unify date formats

Blend and Transform data

Data blending is the merging of data from various sources into a single dataset. Here's the list of transforms to blend and transform your data.

Data Blending:

Join

Reshape Data:

Number transforms

Create buckets - number

Round off

Text transforms

Split

Merge

Create buckets - text

Date, time and duration formats

Change date format

Change time format

Change duration format

Create buckets - date

Extract from date

Unify date formats

Other Data transforms - These are applicable to all data types:

Extract from list and map

Extract time

Enrich data

Enrich your data with AI based transformations and discover new insights from your data

Keyword extraction

Language detection

Sentiment analysis

Prepare data with our AI Capabilities

With Zia, and powered by ChatGPT API, Data Preparation gets even more easier - use natural language prompts to prepare your data. Listed below are our AI Capabilities.

Ask Zia - AI DataPrep Agent

Transform by Example

AI Formula Builder

Data destinations

After transforming your data, you can set data destinations in your pipeline. Zoho DataPrep supports a wide variety of destinations such as files, cloud storage solutions, cloud databases/warehouses, BI tools, and business applications.

Files

Export data as files

Export data to FTP servers

Cloud databases

Export data to Amazon Redshift

Export data to Snowflake

Export data to Oracle Cloud

Export data to Panoply

Export data to Amazon RDS MS SQL Server

Export data to Amazon RDS MySQL

Export data to Amazon RDS PostgreSQL

Export data to Amazon RDS Maria DB

Export data to Amazon RDS Oracle

Export data to Amazon RDS Aurora MySQL

Export data to Amazon RDS Aurora PostgreSQL

Export data to Rackspace Cloud Maria DB

Export data to Rackspace Cloud MySQL

Export data to IBM Cloud DB2

Export data to Heroku PostgreSQL

Export data to Google Cloud SQL MySQL

Export data to Google Cloud SQL PostgreSQL

Export data to Microsoft Azure SQL Database

Export data to Microsoft Azure SQL Data Warehouse

Export data to Microsoft Azure Maria DB

Export data to Microsoft Azure PostgreSQL

Export data to Microsoft Azure MySQL

Export data to Other Cloud Services - DB2

Export data to Other Cloud Services - MemSQL

Export data to Other Cloud Services - Maria DB

Export data to Other Cloud Services - PostgreSQL

Export data to Other Cloud Services - MS SQL Server

Export data to Other Cloud Services - MySQL

Export data to Other Cloud Services - Oracle

Export data to Google BigQuery

Cloud storage services

Export data to Box

Export data to Google Drive

Export data to Dropbox

Export data to Zoho WorkDrive

Export data to SharePoint

Export data to Amazon S3

Export data to OneDrive

Zoho Apps

Export data to Zoho Analytics

Export data to Zoho CRM

Export data to Zoho Creator

Export data to Zoho Bigin

Export data to Zoho Directory [Private preview]
Export data to Zoho Catalyst Data Store

Sales/CRM

Export data to Zoho CRM

Export data to Salesforce

Congratulations, you've now completed building your data pipeline! Let's see how you can run it, orchestrate it, and monitor executions.

Run pipeline and export prepared data

Run pipeline and export data to various destinations. You can perform manual execution or seamlessly orchestrate and automate data movement from source to destination.

Manual Run

Manual run can be used to run the pipeline for testing and on-demand workflows.

You can also use Manual Reload for refreshing your pipeline with the latest data from source.

Use the Sectional run to run a specific section of your pipeline so that changes in upstream stages are propagated only to the current stage without executing the entire pipeline.