Import data from Files
If you have data stored in local drives in tabular file formats such as CSV, Excel, JSON, etc., you can easily import them into Zoho Analytics. Zoho Analytics offers easy import and copy-paste options of such data to jump start your reporting and advanced analysis.
Supported file types
- What are the various formats in which files can be imported into Zoho Analytics?
- What are the sources from which I can import data into Zoho Analytics using the Files option?
- How do I import data from a CSV file into Zoho Analytics?
- How do I import data from Excel into Zoho Analytics?
- How do I import data from an HTML file into Zoho Analytics?
- How do I import data from JSON into Zoho Analytics?
- How do I import data from XML into Zoho Analytics?
- How do I import data from Statistical Files into Zoho Analytics?
- How do I import data from Microsoft Access Database files into Zoho Analytics?
- How do I import data from Spatial Files into Zoho Analytics?
Supported data locations
- How do I import data from a local file into Zoho Analytics?
- How do I import data from an FTP Server?
- How do I paste copied data into Zoho Analytics easily?
- Is it possible to import data into an existing table?
- How do I set a custom date format?
- Is it possible to map a column from the source file to a column in a Zoho Analytics table while importing?
- Can I retain the data source's relational data modeling?
- How do I set On Import Error options?
- Why do I see Warning Details in the Import Summary?
- Can I schedule data import?
Supported File Types
You can import data into Zoho Analytics in the following formats:
If the CSV, TSV, Text, XLS, HTML, JSON, XML, and Spatial files are larger in size, you can compress the files in ZIP or GZIP format and import it into Zoho Analytics with ease.
Zoho Analytics allows you to import data from the following data locations using the Files tile in the Import Your Data page.
Supported data locations
Data can be imported into existing tables in Zoho Analytics in any of the applicable file formats, from the supported data locations.
Follow the steps below to import data into existing tables.
Open the table into which you wish to import additional data.
Click the Import Data button on the top right corner, and select the Import Data into this Table option.
In the Import Your Data page that appears, select the required tile to import data from local files, web URLs or cloud drives.
In the page that appears, choose the appropriate option from the How do you to Import? drop down. The following options are available:
Add records at the end: Use this option to append imported records to the end of the table.
Delete existing records and add: Use this option to delete all the records in the table and add the new records into the table.
Add records and replace if already exists: Use this option to update existing records with the new values and append new records to the end of the table.
Add records, replace existing and delete missing record: This option allows you to update the existing records with new values, append new records to the end of the table and delete the records in the table that are not present in the file that is being imported.
Note: When replacing existing records in Zoho Analytics, select the columns in the source file that are to be matched to the existing ones in Zoho Analytics. The values in these columns will be used as the key to match the existing records in the table to the new records being imported. Thus, the columns should be selected such that they uniquely identify each record in the table. If unique records are not identified, all records will be appended to the end of the table.
Choose the required file type and data location, select the source file, and click Next to proceed with the import process as usual.
By default, Zoho Analytics identifies the date format of the date columns in the data being imported. If the default format is incorrect, you can easily modify the same while importing data into Zoho Analytics.
There are two ways to set a custom date format for your date columns.
Select the required date format from the Format of Date Column (s) drop down. This option will apply the selected date format to all date columns in the data being imported.
You can also set different date formats for each date column in your data. To do this, click the Settings icon in the preview column header, select the Change Date Format option and set the required date format.
Refer the Constructing a Custom Date format document to know more.
2. Is it possible to map a column from the source file to a column in an Zoho Analytics table while importing data?
While importing data into an existing table in Zoho Analytics, you can map a column from the imported file to a specific column in the Zoho Analytics table. In the Data Preview section of the Import wizard, use the drop down in the column header to choose the required column. You can either select the column the data needs to be mapped to, or specify that it is a new column.
While you cannot retain your source's relational data modeling, Zoho Analytics allows you to auto join tables during data import. While importing data into an existing table, Zoho Analytics auto identifies similar columns and provides suggestions for lookup.
The following presentation explains how this works.
The On Import Errors drop down in the Import wizard allows you to specify how import errors are to be handled in Zoho Analytics.
The following are the available options:
Set Empty Value for the Column: This option sets an empty value to columns that had problems while importing.
Skip Corresponding Rows: This option skips the rows in which an error occurred during data import.
Don't Import the data: If any errors occur during data import, this option allows you to abort the import process.
In case any error occurs during import, the details of the same would be shown in the Import Summary dialog. Refer the next question to know more.
Specifying a wrong data type for your column will generate errors on import. Zoho Analytics will handle such errors per the specified On Import Errors option and display details of the same in the Import Summary dialog.
Zoho Analytics allows you to schedule the import of data from FTP servers and web URLs.
Note: To schedule data import, it is mandatory that the data has a column header