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

        • Spotlight series #6: The Show app for Android TV has a new look!

          Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

        • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

          In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

        • WorkDrive for Excel Add on

          Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Zoho Books integration sync from Zoho CRM does not work

          Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

        • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

          The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

        • Is it possible to remove filtering options?

          My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

        • auto close automated alert tickets which are similar

          Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

        • Paging through API results. a major gap in your documentation.

          There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

        • RouteIQ for Zoho FSM

          Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

        • How do people handle using Outlook and Zoho Project calendar at the same time?

          We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

        • Please, make writer into a content creation tool

          I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

        • Changing field types

          Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

        • How do I associate pricebooks to a customer?

          I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

        • Leave Report Emailed Weekly

          I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

        • Zoho desk desktop application

          does zoho desk has a destop applicaion?

        • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

          As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate

        • Tip#47: Estimation planner

          Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the

        • Painfully Slow Zoho mail

          Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

        • Upcoming update to Google Drive integration in Zoho Creator

          Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly from

        • Changing Default PDF Name

          Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

        • Time Tracking on Iphone doesn't stop

          When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from

        • Zoho Sign - Zoho CRM extension upgrade

          Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's

        • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

          I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

        • Group by Owner/ Owner Kanban /Group by Custom Field

          Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option

        • Flow using way too many tasks

          I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken

        • Regarding the integration of Apollo.io with Zoho crm.

          I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

        • Start Workflow from Deluge Script

          I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

        • Saved Sections?

          In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?

        • Marketer's Space: Unable to select a sender address? Here's the fix

          Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.

        • Loading Project Balances in ZOHO Books for each project

          Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from

        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

        • Scale up your writing style with content analysis tool in Knowledge Base

          Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,

        • Zoho Books "Update" Trigger for Zapier?

          Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice

        • How to prevent editing of closed tickets in Zoho Desk?

          I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and

        • Zoho Desk Limitations

          Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

          I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

        • Next Page