Postgres

Overview

Grouparoo's Postgres Integration is configurable as both a Source and a Destination that enables you to import and export customer data to and from one or more Postgres databases. Postgres is a relational database management system (RDBMS). You can use Grouparoo to sync data between a Postgres database and other services to operationalize your data.

Sources

Destinations

Setup

To work with the Postgres Plugin, you must first install it in an existing Grouparoo project. Grouparoo supports syncing with Postgres databases stored on a local machine or remotely, provided that there is no firewall or VPN prohibiting the connection.

App

To connect Postgres to Grouparoo, you create an App to tell Grouparoo how to connect to Postgres. This specifies the connection details for the database you want to sync data to or from.

App Options

In Grouparoo, provide the options that best describe how you would like to connect to Postgres.

Postgres Import Table

This source reads from a single schema or table in your Postgres database using a primary or foreign key. Properties are generated from this table from row values or aggregations of row values.

Options

There is one option to set for a Postgres Table Import Source. You need to choose the table from your database that will serve as the location for Grouparoo to scan for changes to Properties.

Mapping

Defining Mappings is a critical part of the process. It tells Grouparoo which Record to associate with the imported data.

If you are using Postgres Import Table as the primary source, choose the database column that uniquely identifies Records in your Model. This will often be the primary key of the table that represents your Model.

In secondary sources, choose the database column that ties this table to your primary source. This will often be a foreign key in your table.

Schedule

Create a schedule to actively pull new data from this Postgres table. If the recurring option is not selected, you are creating a one-time sync. There are also options to confirm records exist when running a schedule and to enable refresh. When Recurring is selected, you will see a field for entering the frequency, in minutes, of recurrence.

Options

Configure a schedule for your project and determine how Grouparoo should check for new data by selecting filling out the options for this Source.

Filters

If there is a subset of rows data you want to specifically include or exclude from your Postgres database table, create a Filter.

Properties

Properties populate your Records with data from your Postgres table based on table columns. Create a Property to be able to use row data in Grouparoo.

Options

Filters

If there is a subset of data for a specific primary or foreign key you want to include from your database table, create a Filter(https://www.grouparoo.com/docs/getting-started/product-concepts#filter).

Postgres Import Query

A Query Source works differently than a table-based source in that there are no any options to choose in setting up the connection to this type of source. A Query Source is a more flexible way to build properties.

This type of Source provides the ability to write custom SQL code to extract data from one or more tables and import the result into Grouparoo.

Postgres Export Record

Sync Modes

A Destination’s sync mode determines what to update in a Destination. The following are supported by Postgres:

• Sync: Add, update, and remove Postgres Exported Properties as needed.This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Postgres Exported Properties as needed, but do not remove anybody. This option looks for new Records to add to Postgres and changes to existing Postgres Records, but does not keep track of deletions.
• Enrich: Only update those Properties that already exist in Postgres. Do not add or remove Properties. This option will only update existing Properties in the Postgres database.

Destination Options

To further clarify how Postgres should sync data, select from the options provided that are specific to your database.

Record Data

Required Properties

In a Postgres Export Record Destination, you must choose the Grouparoo Property to map to the column listed as the primary key in the Postgres database table that this Destination syncs to. Therefore, the Exported property listed as required will be whatever is designated as the Primary Key in the Postgres table.

Optional Properties

In addition to the required mapping for your table’s primary key, any other columns in the table can also have mappings to Grouparoo properties.

Group Data

You can also use Grouparoo Groups to assign records to a Group in Postgres. This information is recorded in a table that lists the Grouping alongside a foreign key that relates to the associated Record being assigned to that Group in the Postgres database.

Notes

We strive to keep our documentation accurate, easy to use, and up to date. If you notice that something has changed or is not addressed in the process of setting up your Grouparoo connection with Postgres, please let us know by reaching out to help@grouparoo.com.

As always, if you need support using Grouparoo, reach out to community members in our Slack channel. We are always happy to help!