PostgreSQL as a source

The PostgreSQL source supports both cloud and on-premises endpoints. 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.

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. AutoSync uses this load type by default if you do not select a timestamp column.

A timestamp column must be one of the following types:

  • timestamp
  • timestamp with time zone

Supported account types

Designer and Classic Manager provide 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.

For PostgreSQL, AutoSync supports:

  • 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.