How to import data from saved data connection?

Import data using saved data connections




DataPrep saves your data connections to avoid hassles in keying them often.

To access your saved data connections 

1. Choose Saved data connections from the left pane in the Choose your data source section while creating a new dataset. 



2. Manage your saved data connections from the data import screen. Click the ellipses icon to share, edit, view the connection overview, or remove the connection. 

3. You can update the saved connection with new credentials using the Edit connection option.



4. Click the connection you need. You'll be directed to the corresponding data import screen. 
For example, if you had chosen an FTP connection used earlier, you can seamlessly import data from the same configuration that was saved.


Data connection options

You can perform the following actions on data connections:
  1. Connection overview
  2. Edit connection
  3. Share connection
  4. Remove connection

Connection overview

The Connection overview option allows you to view the basic details of data connections such as created by which user, created on which date, the usage details, the connection type and more.

To view the connection overview
 
1. Choose Saved data connections from the left pane in the Choose a data source section while creating a new dataset. 



2. Click the ellipses icon in the data connection and select the Connection overview option.



3. The Connection overview pane will slide open on the right-hand side of the page.



4. Click the  or  icons to edit or delete the connection.

5. You can also share the connections by clicking the Share connection link.

6. The usage details such as the dataset name that uses the connection, a tag to indicate whether the connection is being used to import or export the dataset, the user who actively uses the connection for the dataset, and the workspace name within which the dataset is available  are displayed under the Usage details section. 

Edit connection

DataPrep allows you to edit the data connection details saved.

To edit a data connection

1. Choose Saved data connections from the left pane in the Choose a data source section while creating a new dataset.



2. Click the ellipses icon in the data connection and select the Edit Connection option.



3. After making the required changes, click the Update button. 





Share Connection

DataPrep allows you to share connection details and connection as an entity with other users.

To share data connection

1. Choose Saved data connections from the left pane in the Choose a data source section while creating a new dataset.



2. Click the ellipses icon in the data connection and then select the Share connection option.



3. The Share connection pane opens on the right-hand side of the page.




4. Provide the email address(es) or user group name(s) in the Enter user email or user group name text box. You can also search for contacts by clicking the Pick users/groups link.

5. The Send email notification to users check box is selected automatically to notify the users. However, you can modify the selection.

6. Click the Share button and share the connection with the required people. 

7. Once the connection is shared, the details are displayed in the Shared details box.

Remove connection

Zoho DataPrep allows you to remove or delete a data connection.

To remove a connection

1. Choose Saved data connections from the left pane in the Choose a data source section while creating a new dataset.



2. Click the ellipses icon present in the data connection and then select the Remove Connection option.



3. Click the Remove button in the Remove Connection dialog box.









Note: You can remove a connection only when there are no datasets associated with the connections.

SEE ALSO

    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 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. ...

                                                                                          • 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. ...

                                                                                          • Import data from URLs

                                                                                            You can enter the URL to a CSV, TSV, JSON, HTML, XLS, XLSX or XML file. DataPrep also supports URL imports that require authentication. To import files from URLs 1. Create a workspace or open an existing workspace. Click here to see how to create a ...

                                                                                          • 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. ...
                                                                                          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