How to import data from PostgreSQL local database?
Import data from PostgreSQL
You can import data from the PostgreSQL database into Zoho DataPrep using Zoho Databridge. Click here to know about Zoho Databridge.
Before looking into how to import data, let's take a look at the pre-requisites to connect to the PostgreSQL database.
Prerequisites for PostgreSQL
Please ensure the following conditions are met before proceeding with connecting to your PostgreSQL.
1. Provide database read permissions to the Zoho DataPrep server.
2. Ensure you have the correct login credentials for your database. As a best practice, try connecting to your target database from the Zoho DataPrep server, using the native database management software available for the respective database.
Enable remote connections
Follow the steps below to enable remote connections:
- Open the file pg_hba.conf found under the PostgreSQL_Home/data/folder. (<PostgreSQL_Home> refers to the directory where PostgreSQL database is installed.)
- Add the following line, and save the file.
host all all <IP address> trust
Replace <IP address> with the IP address of the Zoho DataPrep server. The IP address must be mentioned along with the subnet mask. For example: 192.168.1.1/24.
- Open the file postgresql.conf found under the same <PostgreSQL_Home>/data/ folder.
listen_address = '<IP address>'
Replace <IP address> with the IP address of the Zoho DataPrep server. For example: 192.168.1.1.
To import data from PostgreSQL
1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.
Info: You can also click the Import data 2. In the next screen, choose the required database or click the Databases category from the left pane.
3. Select New connection from the Connection drop down. If you have existing connections, you can choose the required connection from the Connection drop down.
4. Give your connection a name under the Connection name section.
5. Zoho Databridge is a tool that facilitates importing data from local databases. Databridge is mandatory to import data from any local database.
Note: If this is the first time you are downloading Zoho Databridge, see how to install it here.
6. Once you have installed Databridge on your machine, select your Databridge from the Databridge drop-down.
Note: Select the Databridge which is installed in the same network as the database you want to import the data from.
7. Select PostgreSQL in the Database type drop down and enter the Database server host name and Port number.
8. Enter your Database name and provide the username and password if authentication is required.
Note: You can also select the Use SSL checkbox if your database server has been setup to serve encrypted data through SSL.
9. Save your database configuration and connect to the database using Connect.
Note: The connection configuration will be automatically saved for importing from the database in the future. Credentials are securely encrypted and stored.
10. Select the tables that need to be imported.
11. You can also use alternatively a SQL query to import data.
The incremental fetch option is not available when the data is imported using a query from databases. Click here to know more about incremental fetch from local database.
11. Click Import to begin importing data from your account.
12. Once you complete importing data, the Pipeline builder page opens and you can start applying transforms. You can also right-click the stage and choose the Prepare data option to prepare your data using various transforms in the DataPrep Studio page. Click here to know more about the transforms.
13. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.
While configuring the Schedule, Backfill, Manual reload, Webhooks, or Zoho Flow, the import configuration needs to be mandatorily setup for all the sources. Without setting up the import configuration, the run cannot be saved. Click here to know more about how to set up import configuration.
14. After configuring a run, a pipeline job will be created at the run time. You can view the status of a job with the granular details in the Job summary. Click here to know more about the job summary.
To edit the PostgreSQL connection
DataPrep saves your data connections to avoid the hassle of keying in the credentials every time you need to connect to a data source or destination. You can always edit the saved data connection and update them with new parameters or credentials using the Edit connection option.
1. While creating a new dataset, click Saved data connections from the left pane in the Choose a data source section.
2. You can manage your saved data connections right from the data import screen. Click the ellipsis (3 dots) icon to share, edit, view the connection overview, or remove the connection.
3. Click the Edit connection option to update the saved connection with new parameters or credentials.
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