PostgreSQL

Overview

Sortment lets you pull data stored in your PostgreSQL database and use it to create schema.

Connection configuration

To get started, select PostgreSQL on data connections page and and follow the steps below.

Connection type

Right now, Sortment supports direct connection over public internet. Since data is encrypted in transit via TLS, a direct connection is suitable for most use cases.

Configure your source

Enter the following required fields into Sortment:

• Host: The hostname or IP address of your PostgreSQL server.

• Port: The port number of your PostgreSQL server. The default port number is 5432, but yours may be different.

• Database: The name of the database in your PostgreSQL cluster. This database is used by Sortment to execute queries in PostgreSQL.

• Schema: The name of the schema in your PostgreSQL cluster where Sortment will get write access for creating audiences and campaigns.

User credentials

Enter the following fields into Sortment:

• Username: This can be your personal PostgreSQL login or a dedicated user for Sortment. At minimum, this user must have read and write access to your data for respective databases and schema.

• Password: This is the password for the user specified above.

Test connection

When setting up a source for the first time, Sortment validates the following:

• Network connectivity

• PostgreSQL credentials

• Permission to list schemas and tables

• Permission to write to the schema

All configurations must pass them for uninterrupted access to Sortment. Some sources may initially fail connection tests due to timeouts. Once a connection is established, subsequent API requests should happen more quickly, so it's best to retry tests if they first fail. You can do this by clicking Continue again.

If you've retried the tests and verified your credentials are correct but it is still failing, reach out to [e-mail]