How to get started with Zoho DataPrep?

Setting up your organization

Welcome to Zoho DataPrep!

When you launch DataPrep for the first time by visiting and after signing up, a prompt appears to set up your organization. Let's get started with setting up your organization in Zoho DataPrep.

Steps to set up your organization

1. Enter the name of your organization in the Organization name field.


2. Choose your country code from the dropdown list and enter your phone number.

3. Click the Get started button to start using Zoho DataPrep. 

Product tour in Zoho DataPrep

4. On the next page, you can take a tour of Zoho DataPrep. The product tour covers the data import, preparation, and export process in DataPrep.



5. You can choose to skip the tour at any point using the Skip button while you tour the product.



6. Your progress with the tour will be saved in the Import, Prepare, or Export checkpoints on their completion.


7. You can also find the product tour by clicking the help icon from the top-right corner of the home page.



Few other links to finish setting up your organization 

8. Here are a few more links to finish setting up your organization.

  1. Add organization admins to your organization

  2. Create a workspace and add datasets to start importing data

  3. Add users and create groups in your organization

  4. Sharing a workspace with another user

  5. Sharing a dataset with another user


When you visit DataPrep's home page for the first time, this is how it will look.





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