White labeled Zoho DataPrep
White labeled Zoho DataPrep makes ETL and data preparation implementation easy for independent software vendors, solution developers, business consultants, etc. by providing integrated solution into their product.
You can take a look at the features available for the white labeled version of Zoho DataPrep here. However, additional product customizations can also be accommodated as part of a paid service. We offer the flexibility to build bespoke solutions tailored to meet your customer requirements.
Pre-requisites to implement white label solution
To deliver a seamless brand experience for your customers, you can set up a white labeled version of Zoho DataPrep service. This setup allows you to present the platform under your own domain, branding, and user-facing identity, ensuring consistency across your customer journey. Before getting started, please keep the following points in mind:
1.You'll need to create a new organization in Zoho DataPrep for the White-label setup. The existing portals cannot be turned into white label portals.
2.Each of your end-customers need their own client portal. If you're supporting multi-tenancy, each one must have a separate client portal. You can’t manage multiple customers in the same portal.
3.Each client portal must have a unique subdomain. This eases signup and other redirection flows.
4. The first client portal created by the user will be considered a parent client portal. All subsequent portals you create after that will be child client portals linked to the parent.
5. When a new child client portal is created, the rebranding and other properties will be copied from the parent client portal.
6. You need to have a domain or subdomain for your company. Make sure that the DNS (Domain Name System) records for your domain can be edited in the domain provider's settings.
How to set up white label portal?
The white label solution of Zoho DataPrep is available to customers on request. If you are interested in using Zoho DataPrep as a white label solution, please write to our team We will get in touch with you at the earliest.
Follow the below steps to set up a white label portal
1. Once our team enables the White label option for your portal, go to the Settings page, click the Feature Control tab, and click the White label settings option.
2. Click the Add domain button and provide the following details and click Save:
Domain Name: Enter the website address where the white label solution has to be hosted. (eg: zohodataprep.finepick.com).
Note: Once the domain name is configured, Zoho DataPrep will not allow you to edit the domain name.
Product Name: Enter the product name. This name will be used to replace all instances where the name Zoho DataPrep is used in your offering service.
Portal Name: Enter the portal name of your White Label application. The portal name can include only numbers and alphabets
Product Logo: Upload a logo for your White Label application. The supported file formats are .gif, .jpg, .png and .bmp and the maximum allowed size is 5 MB.
Favicon: Upload an icon that you want to display along with the page title in the browser tab. The maximum allowed size is 5 MB.
Support Mail ID: Enter a support email address. This email address will be used in all instances for email communications where the Zoho DataPrep support (support@zohodataprep.com) email address is currently used.
Notification Mail ID: Enter an email address where you would like to receive notifications and alerts about your white label portal.
3. Once the white label portal is created, the next step is to verify the CNAME.
4. Click the Verify CNAME link to configure the CNAME mapping of your subdomain.
The CNAME value you need to use depends on the data center your Zoho account is hosted in. Refer to the table below to find the correct CNAME mapping domain for your region."
|
Data center
|
CNAME Mapping Domain
|
|
US
|
dataprep.cs.zohohost.com
|
|
IN
|
dataprep.cs.zohohost.in
|
How to verify your CNAME?
a) Get the CNAME details from Zoho DataPrep. This appears when you click the Verify CNAME link.
b) Log in to your domain registrar or DNS provider and open the DNS management panel. Create a CNAME record with the following details
Record Type: Select "CNAME" as the record type.
Name/Host: The sub-domain you want to use.
Value/Target: Paste the target domain provided by your white-label service i.e, Zoho DataPrep. Example: dataprep.cs.zohohost.com.
c) Save the record.
d) Once you add your CNAME record, go back to the White label settings page in Zoho DataPrep and click the Verify CNAME link to check the verification status.
5. Once your CNAME is verified successfully, the next step is to verify your domain ownership.
6.Click the Verify domain ownership link and submit your domain verification request. You will receive an email when your domain verification is done.
To verify the domain ownership
a) Get the CNAME details from Zoho DataPrep. This appears when you click the Verify CNAME link.
b) Log in to your domain registrar or DNS provider and open the DNS management panel. Create a CNAME record with the following details
Record Type: Select "CNAME" as the record type.
Name/Host: The sub-domain you want to use.
Value/Target: Paste the target domain provided by your white-label service i.e, Zoho DataPrep. Example: dataprep.cs.zohohost.com.
c) Save the record.
d) Once you add your CNAME record, go back to the White label settings page in Zoho DataPrep and click the Verify domain ownership link to check the verification status.
7. Once your domain is verified, click the Create white label portal option.The primary portal is created successfully.
8. You will receive an email to verify your account along with a temporary password to login to your primary portal.
Once verified, you can sign-in to your primary portal and start exploring the white labeled version of Zoho DataPrep. Click here to know the features available for the white labeled version.
9. Once you are done verifying the primary portal, and adding the SSL certificate, our engineering team will create the White Label Solution as per your specifications. Our team will notify you via an email when your white label solution is ready.
Note: Customization of the login and signup pages is available and can be done based on your customer experience needs. Additional product customizations can also be accommodated as part of a paid service. We offer the flexibility to build bespoke solutions tailored to meet your customer requirements.
Note: We shall update the status from “Development in progress” to “Live” once all licensing and certification processes are complete and your white label solution is fully ready for use.
10. Once the domain is moved to live, sign in to your primary portal. Go to the Settings page, under the Feature control tab and click the White label settings option. Please note that the White label settings option will be available only for the account admin.
Under the Portal list tab, you can view the details of the primary portal. You can also edit details under the Settings tab if needed.
Steps to create client portal
11. Click the Add portal button in the White label settings page.
12. Provide the Portal name and Sub domain name for the client portal.
13. Click Save. Once the portal is created, the next step is to verify the CNAME.
14. Click the Verify CNAME link to configure the CNAME mapping of your subdomain.
This varies based on the data center in which your Zoho account is in.
|
Data center
|
CNAME Mapping Domain
|
|
US
|
dataprep.cs.zohohost.com
|
|
IN
|
dataprep.cs.zohohost.in
|
How to verify your CNAME for your client portal?
a) Get the CNAME details from Zoho DataPrep. This appears when you click the Verify CNAME link.
b) Log in to your domain registrar or DNS provider and open the DNS management panel. Create a CNAME record with the following details
Record Type: Select "CNAME" as the record type.
Name/Host: The sub-domain you want to use.
Value/Target: Paste the target domain provided by your white-label service i.e, Zoho DataPrep. Example: dataprep.cs.zohohost.com.
c) Save the record.
d) Once you add your CNAME record, go back to the White label settings page in Zoho DataPrep and check for the verification status.
15. Once your CNAME is verified successfully, the next step is to verify your subdomain.
16.Click the Verify subdomain link and submit your domain verification request. You will receive an email when your domain verification is done.
17. Once your domain is verified, you can come back to the White label settings page and click the Create white label portal option. The client portal is created successfully.
18.After adding the SSL certificate, our engineering team will create the White Label Solution as per your specifications. Our team will notify you via an email when your white label solution is ready.
Note: The Status will change from 'Development in progress' to 'Live' when your white label solution is ready.
19. Once the status turns to 'Live', you can launch the client portal in a new tab and start using the white labeled version of Zoho DataPrep. Click here to know the features available for the white labeled version.
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