Adding PostgreSQL as Remote Target to Data Export

The PostgreSQL Data Export feature allows users to export data directly to a PostgreSQL database from the Automated Flow module. Depending on the availability of SELECT permissions on the customer’s PostgreSQL server, users can either select a schema/table from a dropdown or manually enter the table name. Afterward, a mapping interface is used to configure the data export process.

Accessing the Feature:

1. Navigate to Campaign>Automated Flow > Data Export Node:
   • From the main menu, go to Automated Flow.
   • In the flow editor, first add and configure a Recurring Node, then select the Data Export Node.
   • Under Remote Target, choose PostgreSQL from the dropdown menu.
2. PostgreSQL Option in Data Export Node:
   • After selecting PostgreSQL, click Next to proceed to the schema/table selection screen.

Step 1: Select Permissions

The next screen will display different options depending on whether the system has SELECT permissions on the customer’s SQL server:

Scenario 1: SELECT Permissions Exist

• Select Schema and Table:
  • First, a Select Schema dropdown field will appear. Choose the schema from this dropdown. Once the schema is selected, a Select Table dropdown will appear. From this dropdown, select the table you want to export data to.
  • Click Next to proceed to the mapping interface.

Scenario 2: No SELECT Permissions

• Manual Table Entry:
  • If the system does not have SELECT permissions, you will be prompted to manually enter the table name.
  • Input the table name in the provided field and click Next to continue.

Step 2: Data Mapping Interface

• Once the schema/table is selected (or manually entered), you will be presented with the mapping interface.
• This interface mirrors the functionality found in the Data Space Update node, allowing you to map fields between the Dengage platform and the Postgre SQL database.
• Complete the mapping by connecting the relevant Dengage platform fields to the corresponding Postgre SQL table columns.

Prerequisite: Defining PostgreSQL as a Remote Target

Before using features requiring PostgreSQL as a remote target, follow these steps to configure it:

1. Navigate to Remote Targets:
   • Go to Settings > Integrations > Remote Targets.
2. Add a New Remote Target:
   • Click the Add button.
3. Enter Remote Target Details:
   • In the pop-up window:
     • Fill in the Name of your remote source.
     • From the Type dropdown menu, select PostgreSQL.
     • Enter the required PostgreSQL credentials for authentication.
4. Save the Remote Target:
   • After entering all the required details, click Save.

Your PostgreSQL remote target is now configured and ready for use in relevant data export features.