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. Choose the Cloud databases category from the left pane and click Panoply. You can also search Panoply in the search box.

Note: If you had already added a Panoply connection, choose the required connection under the Saved connections category and proceed to import. To learn more about Saved 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. Choose Saved connections from the left pane from the Choose your data source box while creating a new dataset.

2. You can manage your saved connections right from the data import screen. Click the (ellipses) icon to share, edit, view the connection overview, or remove the connection.

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

SEE ALSO

How to export data to Panoply?

How to add a new dataset to my workspace?

Learn about importing data using saved data connections.

Import data from cloud storage services.

Learn about scheduling import.

Import data from local databases.

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