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.
Alternatively you can create a pipeline using pipeline templates:
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
Local databases - On-premises data integration
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
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
Cloud storage services
Zoho Apps
Sales/CRM
Survey/Forms
Finance
Marketing
Human Resources
E-Commerce
Project Management
IT/Help Desk
Other Apps
Incremental fetch
Local files
Import incremental data from local files
Import incremental data from local files
Local databases
Cloud databases
Cloud storage services
Zoho Apps
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.
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.
Reshape Data:
Number transforms
Text transforms
Date, time and duration formats
Other Data transforms - These are applicable to all data types:
Enrich data
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.
Cloud databases
Cloud storage services
Zoho Apps
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.
Orchestrate workflows
Learn how to automate and manage the execution of your data pipelines for seamless and timely data movement.
Schedule helps you set up automated schedules for your pipelines to run at specific intervals without manual intervention.
Webhooks & API - Trigger your pipelines in real time using webhooks or APIs, based on events from external applications.
Backfill run allows you to catch up scheduled pipeline executions that have continuously failed over a period of time.
Sharing and collaboration
You can share workspaces and pipelines to collaborate seamlessly with other users.
You can also share connections, pipeline templates and ruleset templates. Learn more.
Settings
Organization settings - Manage subscription, organization admin and data.
User Management - Add/remove administrators and users.
Other Settings - Notifications, Privacy, Compliance, Feature settings, etc.
White labelled Zoho DataPrep
Learn how Zoho DataPrep can be customized and branded for your organization, providing a seamless experience for your users under your own domain.
Scope of support and limitations
Solutions Guides
Explore our catalog of practical how-to solutions designed to help you tackle common use cases in data cleaning and preparation with ease.
Glossary
REST API
Privacy and Compliance in Zoho DataPrep
FAQs
Click here to find what's the latest with Zoho DataPrep and explore the new features and enhancements.
Service Level Agreement(SLA)
Contact us
In case you need our assistance:
Access your files securely from anywhere
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.
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