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Connect your data

Connect PostgreSQL

Save a PostgreSQL connection once, then use its tables and views in the Visual Designer. Workflows read through the connection, so you can build reusable preparation steps around the data already in your database.

Before you connect

Have the database host, port, database name, username, and password ready. The database must be reachable from the DataQloo server, and the database user needs access to the schemas and objects you intend to read.

Use a database account with the permissions your workflow needs. Confirm the server's TLS requirements with the person who manages the database.

Add and test a connection

  1. Open Connections → Add Connection.
  2. Choose PostgreSQL.
  3. Give the connection a recognizable name, such as Reporting database.
  4. Enter the connection details. PostgreSQL commonly uses port 5432; use your server's configured port.
  5. Configure SSL to match your server, then test the connection.
  6. Save the connection after a successful test.

You can also use the connection-string entry option to populate the PostgreSQL fields, then review the parsed values before saving.

Read a table or view

In the Visual Designer, add Database Source. Choose Table or View, select your saved connection, and select the source object.

The source's columns become available in downstream tools. For example, connect Filter, Aggregate, and Sort to build a grouped revenue report. Advanced users can choose Use custom SQL from the source's Advanced section.

Maintain the connection

The Connections list shows status, owner, and last-tested time. Use Test to check a saved connection or Edit to update its details. When editing, an empty password field keeps the stored password. Save changed details before testing the updated credentials; the test action on an existing connection checks its saved configuration.

Connection credentials are encrypted before storage. Keep the connection in place while workflows or datasets depend on it, and update it when database credentials change.

Resolve a connection error

Check the host and port, network access from the DataQloo server, the database name, credentials, and SSL settings. Review the test result for the specific failure, then test again after correcting the details.

Continue with Database Source to build the first step of your workflow.