Select CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?
DataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
Data Prep not loading
Problem is simple, it just fails to load. Peace Robin
Can you edit individual fields data manually in dataprep?
I just need to affect a manual change in a number of fields. Can I do this in dataprep, ie is there a transformation that can do this or it is fixed only to the formulas available to the column? Peace A Human
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
Launch Blueprint or Workflow Automation via Zoho Dataprep Import
Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance
Specify query with parameters
Hi, Is it possible to specify a sql query with filter parameters? Alternatively, is it possible to specify filters for a sql db table being imported? Thanks, Nick
Databridge issue
Hi I have installed Databridge into my PC and I have connected a MySQL that I use in Zoho Analytics. When I try to access the same connection through Zoho DataPrep the databridge is not available and the module requests me to download and install again
Dataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe
Export to Snowflake Failing
I'm attempting to export data to snowflake, but it continues to fail and producing the following error message: Table creation in the cloud database has failed. Error details: net.snowflake.client.jdbc.SnowflakeSQLException: Cannot perform CREATE TABLE.
Export to Zoho CRM Not Triggering Workflow Rules
Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule
How to Maintain Column Order When Exporting DataSets from DataPrep
I have a daily scheduled export of a Dataset that absolutely must maintain a consistent column order. However, I'm finding that the exported column order changes from time to time which breaks the pipeline upstream. Is there some method of ensuring that
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
What is Zoho DataPrep? | Self Service Data Preparation
The productivity provider SaaS provided Zoho entered the business intelligence platform field in July 2021. Zoho announced an AI-powered data preparation, business intelligence, and self-service platform application that combined the new Zoho DataPrep
Cannot change datatype from Dataprep into Zoho Analytics
When importing data directly from DataPrep into Zoho Analytics, I am unable to change the datatype for a column to visualise as a geo-location. Zoho Analytics says it cant change the table as its a system table, while Dataprep only has a "map" datatype
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
Data types are not imported from Subforms
I have a subform in Zoho CRM Contacts. With Date type, Currency Type, and Text type. When i import to DataPrep, the Dataset shows all fields has TEXT. The same problem when trying to export data from DataPrep to that subform in Zoho Contacts. The system
Relative Dates
Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?
Integration With Creator
Is integration with Zoho Creator possible? If not presently, is it on the roadmap?
A Comprehensive Report: Ensuring Data Diversity and Compliance with Zoho DataPrep
Executive Summary: In today's data-driven landscape, organizations face the challenge of managing diverse datasets from various sources while ensuring data cleanliness and compliance with regulatory standards. Zoho DataPrep offers a robust solution to
Currency data type invalidates any value above 999.99
I imported sales data from Amazon via an XLSX file. The data type in Excel was "Currency". Data prep is showing any value of $1000 or over as invalid. I tried deleting the $ and any commas, removed whitespaces and still any value above that amount comes
50 row limit - Merge and Cluster
I am trying to standardize about 28000 rows. When I select Merge and Cluster, it limits each run to 50 rows. This is not practical for many data sets. I cannot find reference to the limitation in either Zoho subscription or help documents. How do you
Marking ePHI, preventing export of sensitive information - here's how orgs can use DataPrep for HIPAA compliance
We're thrilled to unveil enhanced HIPAA compliance features within Zoho DataPrep, designed to bolster the protection and handling of ePHI (Electronic Protected Health Information). HIPAA as most of you know, refers to Health Insurance Portability and
File Pattern Matching in DataPrep Amazon S3
I'm trying to automate the refresh of a simple CSV file in a folder in a bucket on S3. . I'm using the advanced selection because I have 2 different files I need to import: Stores_20240208.csv People_20240208.csv I can connect to the bucket Using the
Export to zoho CRM
It's so pity .Dataprep can't export to Zoho CRM via connection. If Dataprep can do that .It will save a lots of time to integrate.
help dataprep
Hello, I've started working with the "dataprep" tool from Zoho. The objective is to automate the import of customer data from our Sage ERP to Zoho CRM. The first step involves synchronizing the "ACCOUNT" data, followed by the "contact" data, and finally,
Filter incomplete email addresses using DataPrep or DataPrep + Zoho Worksheet
Hello, I have a dataset containgin hundreds of email addresses. Each "email address could be: correct: i.e. info@companyname.ext incomplete: i.e. info@companyname empty I can see Data Prep is able to recognize wrong data type: Is there a way to manually
Check for "similar" Account Names
Is there a way to use DataPrep to compare the Account_Name in CRM Accounts to a column in a spreadsheet? Account Name in CRM is unique. I want to try to catch, before import, Account names which might be duplicates that a human could recognize, but which
Zoho DataPrep doesn't import external data with DataBridge
In a new project we want to import data to CRM through DataPrep. for 25 days the system has worked. After some changes we have not been able to successfully import the data again. When we launch the import activity, no complaint from DataPrep (previously
Bulk change columns data type
Hello, is there a way to bulk change the columns data type in a Dataset? Thank you
Zoho DataPrep integration with OpenAI (beta)
We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features
Problem with getting Zoho Recruit Notes
Hi, I am trying to access all notes in ZohoRecruit (because Zoho Analytics does not offer them as a table) https://www.zoho.com/recruit/developer-guide/apiv2/get-notes.html https://www.zoho.com/recruit/developer-guide/apiv2/access-refresh.html https://www.zoho.com/recruit/developer-guide/apiv2/whats-new.html
Data Prep Previous Rulesets not Showing
I applied preparations to a dataset but when I wanted to modify those preparations they no longer appear in the ruleset or ruleset history, meaning I need to redo everything from scratch and re-prepare my data. Any idea why this is happening? It's becoming
Deduplication
Hello, Is there a way to identify a duplicate row entry across multiple Text columns? For example, a duplicate row is if "Region" and "Product Area" and "Product" are all the same entries. I cant seem to get it to work in the Advanced section of the Transformation
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,
Ability to specify the time when scheduling import and export or trigger export after import completes
Right now, I have to actually creates the schedule at the exact time I want to run which is silly!
How to split an email address in data prep
I am trying to match my emails address to the accounts using domains. I am importing my contacts into data prep and would like to spilt the email address at the "@" symbol so I have the domain name, any help on how to do this and import this value back
URL import and APIs with pages/offset/limits
While the URL import allows to include parameters, how can we iterate through the page numbers or offset/limit until all data is imported?
De-Duplication
Hi, Within the CRM you have the ability to De-Duplicate Contacts based on email, is there a way to do this on Dataprep?
Retain column names when importing through URL
In Zoho Analytics there is an option called Retain Column names when importing through URL. Without this, the column names are preceded with the JSON records (i.e. records.id, records.abc, etc.). I know I can rename the columns, but having to rename
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