Announcing DataPrep 2.0 Beta!

Announcing DataPrep 2.0 Beta!



Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage.
With that said, how confident are you in making business decisions based on your business data? How clean is your CRM data? Or how much time is spent on manual data cleansing and preparation? 

To help you solve these problems, we're pleased to announce the release of the DataPrep 2.0 public beta! With this new version, it's now even easier to build an end-to-end pipeline and have complete control over the quality and movement of your data.

What's new in 2.0?



Visual pipeline builder 

The all-new pipeline canvas lets you design a seamless end-to-end data flow. Earlier, you were limited to working with a single dataset at a time—but now data can be fetched from multiple sources, more than one dataset can be prepared and used simultaneously, and the data can be exported to multiple destinations. This helps businesses visualize data flows better, simplify complex workflows, and work with data with more confidence.

Unified scheduling of end-to-end pipelines

A massive upgrade has been made to our scheduling feature. In DataPrep 1.0, the sources and destinations had separate schedules which had to be manually managed by staggering the schedule timing, which was hard. But with 2.0, the scheduling can now be set up at the pipeline level. A single unified schedule can be used to manage imports, processing, and exports for all sources and destinations within the pipeline.

Monitor jobs with ease

With automated pipelines, data transfer happens around the clock. Sometimes, there can be issues with fetching data, and the data transfer can fail. But with jobs, you can easily monitor failed jobs with granular details and identify the points of failure. This ensures your organization doesn't miss out on any valuable data. 

Comprehensive version history

Maintain a complete audit trail with version history. Working with data can be challenging; but with the help of this feature, you can easily track changes and run experiments to get more out of your data. Not happy with your experimental changes to data? Easily switch back to the previously published version with the click of a button. 

Backfill your data effortlessly

There can be outages in the data pipeline, this can be due to source or destination failure, changes in the data or model requiring changes in the preparation steps, and can take a while to be restored. However there is no easy way to catch up on processing the data during the outage, to solve this we are now introducing the Backfill feature. The backfill feature can be used to fetch data and simulate a scheduled process for a selected period of time. For example, if there was an outage of 2 days on a pipeline that was setup to run every hour. With backfill, you can now create a configuration to process all that data by simulating the schedule process for the missed two days, this will create 48 new jobs that will run in sequence and process the missed data for two days.

Efficient row processing with incremental fetch

In every scheduled run, choosing the incremental fetch option fetches only the new and updated data from the source for processing.  This was available for few sources in 1.0, but we're expanding the support to all data sources in 2.0. Incremental fetch job runs faster, compared to full fetch as only the newly added rows are processed, also making it more cost effective. 



Transforms made simple with OpenAI 

Our new transforms, powered by OpenAI, help generate complex formulas based on logic written in simple English or transform data based on the sample output given. This simplifies the data preparation process and makes Zoho DataPrep more accessible, even for organizations that don't have a dedicated data analyst team. 



Create instant pipelines with templates 

We built DataPrep with a vision of helping businesses, big or small, have better access to all their business data—but we understand that the data game can be tricky when you're starting out.
To keep our vision alive and to help everyone start using their business data better, we've built a template gallery based on various business use cases that can easily be used to create a pipeline architecture. Just click on the template to add the formula instantly and transforms needed for the data workflow.

You can also save your own data pipelines as templates to make recreating pipelines easier or to apply the data pipeline over a different set of data. You can also share the data pipelines with your organisation or export them as files to share across different organisations.




New dashboard showcasing your pipeline status

Our new and improved dashboard shows the status of all your pipelines instantly. Easily monitor your scheduled runs, identify failed jobs, and ensure your data is up-to-date in your system. 



Make data movement easier with other business applications


We are expanding the list of data connectors supported in Zoho DataPrep and as a start we have released the Zoho Creator integration. 




Migrating data into Zoho Creator, as well as seamlessly moving data between various modules within your custom Creator app, has been made easy with DataPrep. 

As more organizations are adopting SaaS products in their tech stack, in order to make data more available, we're opening up integrations with HubSpot, Salesforce, and SurveyMonkey, as well as many more Zoho products, in the next couple of months. Stay tuned for more data connectors in Zoho DataPrep!

Can't wait to try DataPrep 2.0?
All our existing customers can access the Beta version right from within their DataPrep home page. The Beta is not available for Zoho One users yet, but if you want to try out the Beta on a standalone account, contact us at customersuccess@zohodataprep.com 

Zoho DataPrep is designed to make data preparation and movement easy. With DataPrep 2.0, we have completely revamped our product with the new pipeline builder, unified schedules, pipeline templates and universal incremental fetch that lets you easily manage complex data preparation jobs and data movement.  We've also included 50+ other updates to help you clean, prepare, and monitor your business data effortlessly. 

Check out all updates in 2.0

      • Recent Topics

      • Cadence Support in Zoho Vertical Studio

        We would like to know whether it is possible to create and configure Cadences in Zoho Vertical Studio, similar to the Cadence feature available in Zoho CRM. Please confirm if Vertical Studio supports creating cadences for modules and users, and whether
      • Removing "Products" as mandatory field from Sales Order creation page

        Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
      • Zoho Books says "The customer "Hakimuddin P A Ali" already exists. Please specify a different name.""

        One of my transaction is not getting posted from Stripe to Zoho books. I already checked in Zoho books that there is no customer already present in Zoho books with the same name (as the error mentions) I already raised this complaint on Zoho flow portal,
      • Is it possible to automate a file to be directly uploaded to a specific subfolder in Zoho Workdrive?

        I am establishing a workflow so that when a new task is marked "complete", the document submitted in the task (under the "Documents" tab) is automatically uploaded to a specific subfolder in the associated WorkDrive for the project. However, the dilemma
      • Steuerberater der Zoho benutzt in Deutschland

        I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
      • Why are some folders not showing up as an action trigger in Zoho Flow?

        I am currently working on a flow that automates the process of creating a folder in WorkDrive once a Task List is created. When I am selecting a destination for the folder, some projects are not showing up. I intend to create a folder within a specific
      • Getting Date from PostgreSQL error

        I am pulling data from PostgreSQL table into a CRM record via FLOW but the field is coming out empty. Need some suggestions: Field Type in CRM: Date/Time Field value in PostgreSQL: 2024-12-05 21:06:32.479 Field value in FLOW "Fetch Row": created : "2024-12-05T21:06:32.479382000",
      • Zoho Flow to SendOwl API error

        SendOwl is listed in the apps list of Zoho Flow. When trying to connect through the API with valid key and secret, the error given is: SendOwl says "HTTP Basic: Access denied" It seems Zoho doesn't connect via HTTPS. I've already tried using webhooks,
      • decisions based on content of a ticket

        Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based
      • Newline Character "\n" parsing problem in webhooks

        Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()
      • 3 year sick leave cycle

        How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This
      • One Company, multi branches, multi warehouses and I need to manage this in one organization

        Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to
      • Migration Evernote

        Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel
      • Pushing GCLID info from Gravity Forms to ZohoCRM

        We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
      • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

        Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
      • On Zoho Flow, Record deleted trigger from Zoho Creator

        On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record
      • Zoho Flow Switch On Not Working

        I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect
      • MS Teams Flow Integration Question

        Where can I find the chat ID for the "Post message to chat" target?
      • Zoho Flow - Access denied to recover recording from call module - OpenAI

        Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission
      • Unable to send price in big commerce from zoho flow.

        I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the
      • Not sending mail to new lead in zoho flow

        I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them
      • Access query string from incoming webhook URL in Zoho Flow

        I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal
      • Unable to access my Zoho forms account

        For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed
      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
      • Identify Unused Deluge Functions in Zoho CRM

        Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview
      • User Automation: User based workflow rules & webhooks

        User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
      • Update on V2 API End-of-Life Timeline

        Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
      • Run a workflow after record merge

        Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other
      • Zoho Books' 2025 Wrapped

        Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
      • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

        2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued
      • Batch Tracking custom function

        Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually
      • Company Multiple Branch/ Location Accounting

        Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
      • Is it possible to setup bin locations WITHOUT mandating batch tracking?

        Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
      • Dependent (Conditional) Fields in Zoho Bookings Forms

        Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value
      • Support “Other” Option with Free Text in Dropdown Fields

        Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows
      • Include Suggested Articles in New Ticket Email

        When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
      • Item Bulk Edit - Allow for Reorder Level

        We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It
      • Sharing my portal URL with clients outside the project

        Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
      • Next Page