Zoho DataPrep 2.0 Beta Launch

Zoho DataPrep 2.0 Beta Launch



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



      • Sticky Posts

      • Announcement: Zoho DataPrep 1.0 will be deprecated on August 31,2025

        We'd like to inform you that the Zoho DataPrep 1.0 version will be officially deprecated as of August 31, 2025. This aligns with our efforts to streamline and improve your overall experience with Zoho DataPrep 2.0 which was released in Sep 2024 . To ensure

      • Announcement: Migrate your workspaces to Zoho DataPrep 2.0

        Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the

      • Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform

        Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the

      • 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

      • Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

        We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,

        • Recent Topics

        • Animated GIF Images in Chat

          I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

        • Multi file upload

          Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

        • Pickup and delivery

          Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.

        • Unable to change the "credentials of login user" option when creating a connection

          I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

        • Set a lead as non-marketing if they opt out of email marketing

          I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.

        • How to create knowledge base article from api?

          How to create knowledge base article from api?

        • Disabling Smart Writing Assistant

          Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

        • How can you train the Zia Bot for Desk

          I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question.  How can I best train it? Should I change the title of my articles, add more information inthe body copy?

        • Side bar menu

          It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

        • Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat

          Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing

        • Bigin merge field in email template for subject line to match lead name

          Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even

        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

        • iOS App Version 3.0 - Customer list gone?

          Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just

        • Form responses to quote process

          Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT want

        • Inventory Barcode Creation - Add Picture of Item

          Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

        • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

          hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

        • IPv6 MX Support in 2025

          There are multiple discussion on this community on IPv6 adjacent issues though the most pressing issue for IPv6 support is not solved yet the support team seems to not understand what is the issue and is steering the conversation to the wrong and misleading

        • What is Zoho Marketing Plus?

          As if there wasn't enough confusion with SalesIQ, CRM, Campaigns and Marketing Automation, now we have Marketing Plus too. Can somebody from Zoho please give us a comparative list of features that are in Marketing Plus compared to what's in Marketing

        • Unable to attach the file via the API.

          We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

        • Zoho Bookings Issues We are facing

          Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

        • Experience effortless record management in CRM For Everyone with the all-new Grid View!

          Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

        • Zoho Books Quote - Client cannot accept quote

          We are using the Zoho One plan and some of our clients have reported that they cannot accept the quote when we select their email at the bottom to send the quote to. When trying to accept, the quote prompts a message saying "You are not allowed to accept

        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

        • Reckon Accounts Hosted to Zoho Finance

          Hi Everyone I want to transition from Reckon Accounts Hosted to Zoho Finance, as I have numerous other tasks in Zoho One, and it seems logical to make the move. (Reckon has a QuickBooks back end & is hosted on Assure now, think) I would really like to

        • Flex Your Creativity – A New component to Canvas in Zoho CRM

          Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

        • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

          We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

        • I can't found API for Sales Receipts

          Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

        • Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?

          Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compare

        • Vendor Assignment issue for staff in User Roales

          there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will

        • Zoho Desk Community Portal Not Displaying Custom Styling Correctly

          Hi Zoho Community, I’m struggling to get a custom community portal in Zoho Desk to display my branding and styling correctly, and I’d love some help troubleshooting this for a client’s support portal. Details: Setup: Zoho Desk (Professional plan, latest

        • Remove or hide default views

          I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

        • Function #46: Auto generate list of lapsed customers using Custom Button

          Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,

        • Schedule Timeout 5 minutes vs. stated 15 minutes

          I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

        • Zoho Analytics - Bill Table

          Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

        • Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition

          Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition Is it possible on click of the predelivery Transition show the alert message if site ready ness file upload empty also not move the stage

        • Announcing new features in Trident for Windows (v.1.28.5.0)

          Hello Community, Trident for Windows is here with exciting new features to help you stay productive and make collaboration simpler. Let’s dive into what’s new! Slash commands are now supported in the Cliq module. You can now use slash commands from the

        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

        • Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

          Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this

        • Show all items making up the composite item in transactions

          Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the

        • Override Auto Number field?

          We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

        • Next Page