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 .

 
 SEE ALSO

How to export data to Panoply?

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace
      Start your free trial

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                


                            





                          Manage your brands on social media
                          Access Zoho Social





                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Features

                                      Form Templates

                                      Customers

                                      Mobile Forms

                                      Pricing

                                      Integrations

                                      Blogs

                                      Ebooks

                                      Tips & Tricks

                                      Community

                                      Terms of Use

                                      Secure your business
                                      communication with Zoho Mail
                                      Get started


                                      Mail on the move with
                                      Zoho Mail mobile application
                                      Go Mobile

                                        Stay on top of your schedule
                                        at all times
                                        Get started


                                        Carry your calendar with you
                                        Anytime, anywhere
                                        Get started


                                          Latest Announcements


                                              Zoho Sign Resources

                                                What's new
                                                Help Guide
                                                Solutions Guide
                                                API
                                                Blogs
                                                FAQ's
                                                Legal Guide
                                                Forums
                                                Webinars

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now



                                                    Zoho SalesIQ Resources


                                                        Zoho TeamInbox Resources



                                                              Latest Feature Updates

                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now





                                                                            Setup Zoho Bigin in 30 Minitues
                                                                            Latest Feature Updates


                                                                                Latest Feature Updates



                                                                                          • Related Articles

                                                                                          • Import data from Oracle Cloud

                                                                                            Zoho DataPrep supports importing data from Oracle Cloud, a cloud computing service offered by Oracle Corporation. It provides servers, storage, network, applications and services through a global network of Oracle Corporation managed data centers. ...

                                                                                          • Import data from cloud databases

                                                                                            You can import data from the following cloud databases: Amazon RDS - MySQL Amazon RDS - MS SQL Server Amazon RDS - Oracle Amazon RDS - PostgreSQL Amazon RDS - Maria DB Amazon RDS - Amazon Aurora MySQL Amazon RDS - Amazon Aurora PostgreSQL Amazon ...

                                                                                          • Import data from cloud storage services

                                                                                            DataPrep supports import from the following cloud storage services. Google Drive One Drive Box Storage Dropbox Zoho WorkDrive Amazon S3 To import data from a cloud storage service 1. Choose the Cloud storage category from the left pane and click the ...

                                                                                          • Import data from OneDrive

                                                                                            Zoho DataPrep supports importing data from OneDrive, a file hosting service operated by Microsoft. OneDrive enables users to store, protect, share and synchronize their files. To import data from OneDrive 1. Click Cloud Storage in the Choose a data ...

                                                                                          • Import data from DropBox

                                                                                            Zoho DataPrep supports importing data from DropBox, a file hosting service. Dropbox offers cloud storage, file synchronization, personal cloud, and client software. To import data from DropBox 1. Click Cloud Storage in the Choose a data source box. ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace
                                                                                          Workplace on mobile

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources