PostgreSQL as a source

The PostgreSQL source supports both cloud and on-premises databases. To connect to an on-premises database, your environment must have a self-managed Groundplex configured in the Classic Manager shared folder. Refer to Connect to on-premises endpoints for more information.

When you select PostgreSQL, if AutoSync detects that a Groundplex is available, a dialog opens that enables you to select a cloud or on-premises database. For an on-premises database, you must select a Groundplex.

To use the incremental load type, you'll need to select a column that contains the last updated timestamp for each table. If no such column exists, you can:
  • Create it in the source first.
  • Use Full load instead. Full load drops the target tables and reloads them on synchronization. It does not require a timestamp column that tracks updates.

Supported account types

The IIP provides multiple Account types for most endpoints and not all types are compatible with AutoSync. When you create or edit a data pipeline, the existing credentials list only includes compatible Accounts. AutoSync supports the following IIP Account types:

  • Postgres Database Account

Connection configuration

When you configure credentials in AutoSync, the PostgreSQL properties include the following:

  • Account Properties
    • Credential label: A unique, meaningful name such as Postgre-Sales. If a configuration with the same name exists, AutoSync displays an Asset conflict error message.
    • Hostname: The name of the machine hosting the database.
    • Port Number: The port number to connect to the database. Default value: 1521
    • Database name: The name of the database. For example, MyDB.
    • Username: A username for an account with the correct permissions for AutoSync to synchronize data.
    • Password: The password for the account. Multiple retries with an invalid password can cause your account to be locked.
    • Share: (Optional) Select a user group to share this configuration with. Org admins create user groups to share credentials. If you are a member of a user group, you can select it from the dropdown. You can also select the global shared folder to share the credentials with everyone in your Org.
  • Validate and Save: After saving and validating, AutoSync adds the configuration to the list of saved credentials.
  • Select schema: AutoSync populates this list from the account. Choose the schema to use as the destination.
  • Select tables to synchronize: After configuring a destination, choose tables to synchronize. AutoSync populates the list from your PostgreSQL account.
  • Select the column that tracks the last modified time: To use Incremental load, select a timestamp column. This column must not be nullable and can't contain any null values. To use Full load, leave this field empty.
  • Click Select another table to add another table to synchronize.