From Files and Feeds

Importing Data from Files and Feeds

  1. How do I import data into Zoho Reports?
  2. Can I import data in an existing table?
  3. Can I import huge files into Zoho Reports? 
  4. What are the file types supported?
  5. What are the JSON formats that can be imported?
  6. What are the XML formats that can be imported?
  7. How do I set custom date format?
  8. Can I map column from my file into column in Zoho Reports table while importing?
  9. Can I save my import settings?
  10. Why do I see Warning Details in Import Summary?
  11. Can I retain the relational data modeling from my source?
  12. Can I schedule importing data?
  13. Can I import files from my cloud storage?

1. How do I import data into Zoho Reports?

Refer to the following video to know more on this. 

2. Can I import data in 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. 

3. Can I import huge files into Zoho Reports? 

Zoho Reports 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. 

4. What are the file types supported?

Zoho Reports supports importing data from the following sources.

  • Comma Separated Value (CSV)
  • Excel (XLS and XLSX) /SXC
  • HTML
  • Tabular Text files
  • JSON
  • XML

5. What are the JSON formats that can be imported?

Zoho Reports supports importing proper JSON formats with the following criteria.

  • You can import any type of JSON array with single or multiple objects.
  • It is mandatory that the first row should contain column headers for importing JSON file.
  • In case you import file with multiple JSON objects separated by comma (not enclosed with square brackets), then the first object alone will be imported.
  • JSON object containing simple values without keys are not supported.

Refer to the supported JSON formats section, for more details on the JSON format that can be imported into Zoho Reports.

6. What are the XML formats that can be imported?

Refer to the supported XML formats section, to know on the XML format that can be imported into Zoho Reports.

7. How do I set custom date format?

By default, Zoho Reports tries to identify the date format of the given date column from the data provided and display the same in this field. If you find that to be incorrect or if Zoho Reports had failed to recognize any date column then you can set the date format in the Format of Date Column(s) option. Refer to this link, to know more how to construct custom date format.

8. Can I map column from my file into column in Zoho Reports 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 Reports table. You can choose whether this is a new column or the data need to be mapped with an existing column in the Zoho Reports table in this drop-down.  

9. Can I save my import settings?

Your import setting will be saved when your data source meets the following criteria. 

  • You have your data in Web or FTP server
  • Your data has column header

You can choose to import the data whenever you want using the Refetch Data Now option. 

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

Specifying a wrong data type for your column will generate errors on import. Zoho Reports 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.

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

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

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

12. Can I schedule importing data?

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

Refer the slide to know how to import data.  

 

13. Can I import files from my cloud storage?

Yes, you can import files from cloud storage. Zoho Reports 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.