PostgreSQL integration

This integration allows you to connect and pull data from PostgreSQL into your data notebooks.

In this guide:

1. Prerequisites
2. Connecting your PostgreSQL database
3. Pulling data from PostgreSQL

Prerequisites

To connect your PostgreSQL database with your data notebooks you need to have the following:

• PostgreSQL [Need to update]
• Intersect Labs account and owner access level 

Connecting your PostgreSQL database

You can add your PostgreSQL integration from the Dashboard > Integrations > Add integrations > Add PostgreSQL section.

One-click on the PostgreSQL box and the connection portal will open. These are the fields that are required for the connection to be successful:

• Integration name
• Host URL
• Port
• Database 
• Username
• Password

If the authorization is successful, you should be able to see your new PostgreSQL integration in your Integrations page. 

 

Pull data from PostgreSQL

After you configure your Salesforce integration, you can import your data into your notebook. To do that, click Import data > Database > Read from Postgres (Add).

Once you select the integration, a new “Read from Postgres” step will be added to your data notebook. To successfully pull data you will need to select your integration (in our case it’s called: sampledb). Then, in the code block below you can add an SQL query that will source the data in your data notebook.

If the step is successfully configured you will see an output with your sourced data.

If you wish to preview the table you can expand the Output step, which will preview the table that was sourced.