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Add Postgres data sourcePostgreSQL

Add your PostgreSQL account to Scopum as your data source.

Add a Postgres Data Source to Scopum


To set up your Postgres connection in Scopum, you need to enter your PostgreSQL details in the Source Settings. This can be done in 5 simple steps.

Step 1: Enter your Postgres connection details
  1. If you aren’t signed into your Scopum account, sign in now.

  2. Select the Connections menu item and click Add Source.

  3. Locate and select the PostgreSQL icon.

Postgres Step 1

  1. Fill in the fields as follows:

    • Name: Choose a name for this Postgres data source. For example ‘My Postgres Data Warehouse’

    • Host (Endpoint): Enter the URL of your Postgres account. Don't include the port number. For example: ‘your-postgresql-instance.us-east-2.rds.amazonaws.com’.

      Note: Entering the ‘http://' or ‘https://' portion of the URL will prevent a successful connection.

    • Port: Enter the port used by your PostgreSQL instance. The default port of Postgres is 5432.

    • Username: Enter the username of your Postgres database user.

    • Password: Enter the password of your Postgres database user.

    • Database: Enter the name of the Postgres database you want to connect to Scopum.

Postgres example credentials

Step 2: Save the target

When finished, click Check and Continue.

Scopum will perform a connection test to the Postgres database; if successful, a Success! message will display at the top of the screen. If unsuccessful, please double-check the entered Postgres credentials.

Note: This test may take a few minutes to complete.

Step 3: Select Source Table

From the drop-down menu select the database table that you want to get data from.

Step 4: Choose sync type

Depending on the structure and size of your source data, you have two options how to sync your data.

Full sync With every sync run the entire source data set gets synced to your target.

Incremental sync With every sync run only new or changed data gets synced. This requires you to specify a field that is used to determine new and changed data. Most commonly this is a change time-stamp or sequential ID.

Step 5: Finish the Setup

Click Save to finish. You have just completed the setup of Postgres as your data source.

The next step is the setup of an email service provider as your data target.

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