How to import data from Panoply into Zoho DataPrep?

Import data from Panoply

Zoho DataPrep allows you to import data from Panoply, a fully-integrated data management platform that syncs, stores, organizes and analyzes data from many sources.

To import data from Panoply  

1. Click Cloud databases in the Choose a data source box.

Note: If you had already added a Panoply connection earlier, click the Saved data connection option and proceed to import. To learn more about Saved data connections, click here.

2. Select Panoply in the Database service name dropdown.
3. Enter the Endpoint, Port, Database name, Username, and Password to authenticate the database connection.

4. Enter a unique name for your connection under Connection name.
5. You can also select the Use SSL checkbox if your database server has been setup to serve encrypted data through SSL.
6. Click the Connect button.
Note: The connection configuration will be saved for importing data in the future. Credentials are securely encrypted and stored.

7. Select the tables that need to be imported.

8. You can also the Use SQL query option to select and import data.

9. Click Import to begin importing data from your Panoply account.
10. Once you have completed importing data, your dataset will open and you can start preparing your data right away.

Note: You can choose to schedule the import using the Schedule import option available for datasets in your workspace or from the Import menu in the top bar of the DataPrep Studio page. Click here to know more.

To edit the Panoply connection  

DataPrep saves your data connections to avoid the hassle of keying in the credentials every time you need to connect to a data source or destination. You can always edit the saved data connection and update them with new parameters or credentials using the Edit connection option.
1. Click Saved data connections from the Choose a data source box.

2. You can manage your saved data connections right from the data import screen. Click the (ellipses) icon which hosts share, edit, connection overview, and remove connection options.

3. Click the Edit connection option. You can update all the parameters and credentials in the saved connection and click Update .


How to export data to Panoply?

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