Getting started with Zoho DataPrep

What is Zoho DataPrep?

Zoho DataPrep is an advanced self-service data preparation software that offers a comprehensive solution to model, cleanse, prepare, enrich and organize large volumes of data from multiple data sources to serve data analytics and data warehousing with exceptional data quality. Here's a quick video on Zoho DataPrep.

Get started with Zoho DataPrep

1. Set up your organization

Visit dataprep.zoho.com and launch Zoho DataPrep. After signing up, you will be prompted to set up your organization.

How to set up your organization?

Tour the basics of Zoho DataPrep

2. Create workspace

Workspaces are entities that hold the various datasets and rulesets imported into Zoho DataPrep.

How to create a workspace?

Workspace Settings

Manage workspaces from the Home page

3. Import data

Import data by adding datasets to your workspace. A dataset is a table collection of discrete items of related data.

How to add dataset?

Import data into Zoho DataPrep

Manage datasets on the Workspace details page

4. Transform and prepare data

Clean, transform and enrich data using the data transforms and AI based enrichments.

Data transforms in Zoho DataPrep

5. Export data

Once you're done preparing your data, export the prepared data to your destination. You can also set up export schedules.

Exporting data

Export schedule

6. Sharing and Collaboration

You can share your data with other users and user groups in your organization.

Sharing and collaboration

User roles and permissions in sharing

7. Manage data

Manage your prepared data using the data cataloging features.

Data cataloging

Global search and filtering

Manage your DataPrep organization

You can manage your organization settings, add or remove users from the Settings page.

Organization settings

Organization admins

User and group access

Manage privacy

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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.

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Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

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Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

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Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Quick Links	Workflow Automation	Data Collection
Web Forms	Retail	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Forms for Solopreneurs
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit	Forms for Government
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms	Insurance
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Wufoo alternative	Encrypted Forms
Accessible Forms	Typeform alternative	Secure Forms
		WCAG

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