From Files and Feeds

Importing Data from Files and Feeds

Often you would already have data locally stored in tabular file formats like CSV, XLS (Excel), JSON, and HTML files. The data in such formats could also be available as a URL or Web feed or even some application generated. Zoho Analytics offers easy import and copy-paste options of such data for jump-starting your reporting and analysis. This section explains how to import data into Zoho Analytics. 

Watch the below video to get a quick overview on importing data from files and feeds into Zoho Analytics.

  1. What are the file formats that can be imported into Zoho Analytics?
  2. What are the sources from which I can import data into Zoho Analytics using the files and feeds option?
  3. How do I import data from a CSV file into Zoho Analytics?
  4. How do I import data from Excel into Zoho Analytics?
  5. How do I import data from an HTML file into Zoho Analytics?
  6. How do I import data from JSON into Zoho Analytics?
  7. How do I import data from XML into Zoho Analytics?
  8. How do I import data from MS Access Database files into Zoho Analytics?
  9. How can I import data using an OData feed?
  10. How can I Import data from a Local File?
  11. How can I Import data from a web URL?
  12. Can I import data from the dynamic URL?
  13. Can import data from secured/authenticated URLs?
  14. How can I Import data from an FTP Server?
  15. How can I Import data by pasting data in Import wizard?
  16. How can I import data from an email attachment?
  17. Can I import data into an existing table?
  18. Can I import huge files into Zoho Analytics? 
  19. How do I set custom date format?
  20. Can I map a column from my file into a column in Zoho Analytics table while importing?
  21. Can I re-fetch/schedule data import?
  22. Why do I see Warning Details in Import Summary?
  23. How do I set On Import Error options?
  24. Can I retain the relational data modeling from my source?
  25. Can I schedule importing data?
  26. Can I import files from my cloud storage?

1. What are the file formats that can be imported into Zoho Analytics?

Zoho Analytics supports importing data from the following sources.

2. What are the sources from which I can import data into Zoho Analytics using the Files and Feeds option?

Zoho Analytics allows you to import data from the following sources using the Files and Feeds option:

3. How do I import data from a CSV file into Zoho Analytics?

4. How do I import data from Excel into Zoho Analytics?

5. How do I import data from an HTML file into Zoho Analytics?

6. How do I import data from JSON into Zoho Analytics?

7. How do I import data from XML into Zoho Analytics?

8. How do I import data from MS Access Database files into Zoho Analytics?

9. How can I import data using an OData feed?

10. How can I import data from a Local Drive?

11. How can I import data from a Web URL?

12. Can I import data from the dynamic URL?

Yes, you can import data from a dynamic URL using the parameter. You specify Current Date, Current Time and Current Date & Time as a dynamic value for the parameter to import. 

13. Can import data from secured/authenticated URLs?

Yes, Zoho Analytics supports importing data from secured URLs. You can import data from authenticated URL supporting the following authentication methods.

  • Basic - Authentication system based on user credentials.
  • OAuth 1 - Authentication system based on static Auth token. 
  • OAuth 2 - Authentication system based on Auth tokens, which are refreshed. 

To know how to import data from these secured URL, refer here.

14. How can I import data from an FTP Server?

15. How can I import data by pasting data into Import wizard?

16. How can I import data from an email attachment?

17. Can I import data into an existing table?

Yes, you can import data into an existing table. Follow the given steps to import data into existing table.

  1. Open the table into which you want to import data.
  2. Click Import Data > Import Data into this Table. Import wizard to import data into that table will open. 

Refer to the following video to know more on this. 

18. Can I import huge files into Zoho Analytics? 

Zoho Analytics has the following restrictions on the size of data import. You can upload a maximum of 1,000,000 rows and the file size should not exceed 100 MB

However, you can upload huge CSV files using the Upload Tool. This is a packaged downloadable tool installable in your machine. You can use this via GUI mode or command line mode to upload the data. You can also schedule upload of data using this tool. 

Refer the Upload Tool section to know more on this. 

19. How do I set custom date format?

By default, Zoho Analytics tries to identify the date format of the given date column from the data provided and display the same. If you find that to be incorrect or if Zoho Analytics had failed to recognize any date column then you can set the date format in the Format of Date Column(s) option. This date format will be applied to all date columns in the data being imported.

You can also set different date formats for each date column. Click the settings icon in the preview column header and select the Change Date Format option.

Now set the date format of the column.

To know more on how to construct custom date format, refer to this link.

20. Can I map a column from my file with a column in Zoho Analytics table while importing?

Yes, you can map columns while importing. In the Data Preview of the Import Setting, a drop-down will list all the columns in the Zoho Analytics table. You can choose whether this is a new column or the data need to be mapped to an existing column in the Zoho Analytics table in this drop-down.  

21. Can I Re-fetch/Schedule data import?

Zoho Analytics allows you to re-fetch data or schedule import only if,

  • You have imported your data from the Web or FTP server
  • Your data has a column header. If your data does not have a column header you will not be able to re-fetch or schedule an import.

To learn more about this refer Question No. 16.

22. Why do I see Warning Details in Import Summary?

Specifying a wrong data type for your column will generate errors on import. Zoho Analytics will handle the errors condition as you have set in On Import Errors option. 

In case of such errors, the details of the same would be shown in the Import Summary dialog.

 

23. How do I set On Import Error option?

You could specify how Zoho Analytics should handle errors condition (in case it occurs) in the Import settings dialog of Import Wizard.

The following are the possible options:

  • Set Empty Value for the Column (default) - Select this option to set empty value to the corresponding column value which had problems while importing.
  • Skip Corresponding Rows - Select this option to skip the corresponding rows in which an error occurs while importing.
  • Don't Import the data - Select this option to abort the import process, if any error occurs during importing.

In case any error occurs during import, the details of the same would be shown in the Import Summary dialog (refer to the below question) which would be shown on Import process completion.

24. Can I retain the relational data modeling from my source?

You cannot retain the relational data modeling from your source. However, Zoho Analytics allows you to auto join tables. 

While importing a new table into an existing database, Zoho Analytics auto identifies columns with the same column name and datatype and provides suggestions for lookup. You can create this lookup by following the steps in the below slide. 

25. Can I schedule data import?

Yes, you can schedule your import. Zoho Analytics supports scheduling import when you have stored your data in a web URL or FTP Server. It is mandatory that your data has a column header. 

Refer the slide to know how to import data.  

 

26. Can I import files from my cloud storage?

Yes, you can import files from cloud storage. Zoho Analytics allows you to import data from CSV, Excel (XLS and XLSX), JSON, HTML and zipped files stored in different Cloud Storage/Drive such as Zoho Docs, Google Drive, Dropbox, Box and OneDrive.

Refer to the Importing Data from Cloud Storage/Drive section to know more on this.

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