The Coefficient PostgreSQL connector comes with a visual query builder where you can select tables, columns, and filters, which we automatically translate into SQL query that is run on your PostgreSQL instance. In addition, you can supply custom SQL as well if you prefer to set up your import based on a PostgreSQL SQL query.

Connecting to PostgreSQL

When you begin a PostgreSQL import for the first time, you will need to go through a few steps to connect PostgreSQL as a data source for Coefficient.

Coefficient will need the following information: Host, Database Name, Username, and Password.

  1. Open the Coefficient Sidebar and click on the Menu.

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  1. Select Connected Sources.

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  1. Select “Add Connection” at the bottom and then select “PostgreSQL”.

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  1. Enter your Host, Database name, Username, and Password in the fields provided.

The default port for PostgreSQL is 5432.

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NOTE: All 3 of the Coefficient IP Addresses will need to be whitelisted in order to successfully connect to PostgreSQL as a data source.

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Importing from PostgreSQL

Import from Tables:

  1. Select “Import from…” in the Coefficient sidebar.

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  1. Select PostgreSQL as the data source. Then select “Import from tables”.

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  1. The Data Preview screen will pop up on your screen. From the list on the left, select the table in your database that you would like to pull data from.

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  1. The Data Preview screen will update showing the fields/columns in the table you selected. This will show you a sample of the import (the first 50 rows). From here you can set the filters, sort the data, set limits or import a cloud pivot. Then click Import.

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