Zoho DataPrep supports exporting data to Zoho Directory. Zoho Directory is an identity and access management software that allows you to authenticate and manage access provision to multiple products. 

Note: This integration is in Private Preview, meaning, it is not available in Zoho DataPrep to all users at the moment.

 To export data to Zoho Directory

1. Click the Export now option from the Export menu in the DataPrep Studio page.

2. You can search Zoho Directory under the All destinations tab or choose it under the Zoho Apps category.

3. Choose the Organization in Zoho Directory to which you want to export your data.

4. Click Next to view the Export summary. The summary comprises details such as destination, organization name, number of records to be exported, and the target match result.

5. If the target match check fails, you need to fix the errors by completing the target matching steps. If the target match check is passed, you can proceed with exporting your data to Zoho Directory.

Info : Target matching is a useful feature in DataPrep that prevents export failures caused due to errors from the data model mismatch. Learn more about target matching. 

6. Click Export to export your data to Zoho Directory.

Quick Tip: If you want to run the export in the background, click Close. The export progress will be captured in the notifications panel, and you will be notified when the export is complete.

7. Once the export is complete, the export summary widget shows the number of records inserted, updated, deleted, and in some cases, failed to export, if there were any.

8. You can choose to schedule the export by selecting the Schedule this export? option.

    To schedule export,

• Select a Repeat method (Every 'N' hours, Every day, Weekly once, Monthly once) and set frequency using the Perform every dropdown.

• You can also select the Time zone to export data. By default, your local timezone will be selected.

• Click Save.

Click here to know more about Schedule export.

Note:

1. The rows whose values match their respective data types will be exported.

2. Rows with data type mismatch are not exported, and error details will be notified through email and in the notification panel.

3. The email_id column must be unique as the user records are exported to Zoho Directory based on their unique email ids. 

 

4. Datasets containing invalid or missing email ids cannot be exported to Zoho Directory. Please ensure the email_id column does not contain invalid values or missing values before scheduling export to Zoho Directory.

5. The other columns will be exported to Zoho Directory even with invalid values or missing values.

Target matching during export to Zoho Directory

Note: Target matching failure is not an export failure. Target matching happens before the data is actually exported to the destination. This way, the schema or data model errors that could cause export to fail are caught beforehand, preventing export failures. Learn more about target matching.

When target match check fails 

1. If the target match check fails during Zoho Directory export, you can click the View error details link from the Export summary pane to get an overview of the errors.

2. The Target match errors panel shows the different model match errors and the number of columns associated with each error.

Pro Tip: The default view shows only the error columns, but you can always uncheck the Show only error checkbox to view all the columns. 

The errors in target matching are explained below.

1. Unmatched columns : This option shows all the unmatched columns in the source and target datasets.

When using the unmatched columns filter, you can toggle the Show only mandatory columns to verify if there are any mandatory columns required and include them.

2. Data type mismatch : This option filters the columns from the source dataset having data types that do not match the columns in the target.

3. Data format mismatch : This option filters columns from the source dataset having data formats that differ from those in the target dataset.

4. Constraint mismatch : This option filters the columns that do not match the data type constraints of the columns in the target. To know how to add constraints for a column, click here.

5. Mandatory columns mismatch : This option filters the columns that are required in your target.

6. Data size overflow warnings : This option filters the columns with data exceeding the maximum size allowed in the target.

3. You can return to your dataset to fix the column-level issues shown in the Target match errors pane using the Fix errors button.

1. The Target match errors section shows the errors and the number of columns associated with each error.

2. The section at the top lists the error categories along with the number of errors in each category.

3. You can click them to filter errors related to each category in the panel.

4. In the default view, all columns are displayed. However, you can click any error category and get a closer look at the columns or view the error columns alone by selecting the Show only errors checkbox.

5. Your filter selection in the Target match errors panel will also be applied on the grid in the DataPrep Studio page.

4. After fixing the errors, you can proceed with exporting your data to Zoho Directory.

5. Once the export is complete, the export summary widget shows the number of records inserted, updated, deleted, and in some cases, failed to export, if there were any.

6. You can choose to schedule the export by selecting the Schedule this export? option.

To schedule export,

• Select a Repeat method (Every 'N' hours, Every day, Weekly once, Monthly once) and set frequency using the Perform every dropdown.

• You can also select the Time zone to export data. By default, your local timezone will be selected.

• Click Save.

Click here to know more about Schedule export.



7. You can also download the deleted and failed records if any by clicking the download icon, if you wish to review them.

To schedule data export   

You can schedule data export using the Schedule export option.

1. Select the Schedule export option from the Export menu in the DataPrep Studio page.

2. Click the New schedule button to create a new schedule for export.

Note:

You can also pause or resume, edit, share, and delete existing schedules from here.

3. In the Schedule config section, select a Repeat method (Every 'N' hours, Every day, Weekly once, Monthly once). Choose a time to repeat (i.e. set a frequency) using the Perform every option.



4. Select the Time zone to export data. By default, your local timezone will be selected.

5. Click Next, and you can search Zoho Directory under the All destinations tab or choose it under the Zoho Apps category.

6. Choose the Organization in Zoho Directory to which you want to export your data.



7. Click Next to view the target match result in the Export Summary section.

8. If the target match check fails, you need to fix the errors by completing the target matching steps. If the target match check is passed, you can proceed with exporting your data to Zoho Directory.

Info: Target matching is a useful feature in DataPrep that prevents export failures caused due to errors from the data model mismatch. Learn more about target matching.

9. Click the Export button and schedule the export.

Limitations

• The user records are exported to Zoho Directory based on their unique email ids; if the email id already exists in Zoho Directory, the record will be updated. If not, a new user will be added.
  

• During export, if a dataset contains two similar email ids, the first one will be updated while the second will fail, halting the export process. Henceforth, it is recommended to first apply deduplicate transform to prevent duplicate email ids.

• Only the 12 mandatory columns will be allowed during export. The extra columns must be deleted while exporting the dataset to the Zoho directory. The mandatory columns are as follows:
  
  

• first_name

• last_name

• email_id

• display_name

• user_status

• timezone

• language_code

• address-street_address

• address-city

• address-state

• country_code
  

• address-country
  

• If the user adds a field using the Manage field option in the Zoho directory, it will also be listed under mandatory columns to be matched.
  

• You cannot undo or cancel the changes after exporting the data to Zoho Directory.
  

• You can export a maximum of 10,000 records at a time.

SEE ALSO

How to schedule data export?  

Manage Schedules
Learn more about Target Matching