PostgreSQL Connection

To interact with a PostgreSQL database using actions in Profitbase Flow, you need to either select an existing connection or create a new one.

This guide explains how to configure a PostgreSQL connection and what each field means.

Connection properties

Name	Description
Name	A custom name for the connection. This will be shown when selecting it in Flow actions.
Connection / Authentication Type	Choose between PostgreSQL Authentication or a Custom Connection String.
Server Name	The hostname or IP address of your PostgreSQL server.
Database Name	The name of the specific database to connect to.
Username	The database user used for authentication.
Password	The password for the specified user.
Connection Timeout (optional)	Number of seconds before the connection attempt times out. Default is 60 seconds.

Configuration steps

1. Provide a Name for the connection.
2. Select the Authentication Type:
   • PostgreSQL Authentication – Fill in server, database, username, and password.
   • Custom Connection String – Paste a full connection string with credentials and parameters.
3. Fill in the Server Name, Database Name, Username, and Password.
4. (Optional) Set a Connection Timeout if needed.
5. Click Test Connection to verify the setup.
6. If the test is successful, click OK to save the connection.

Notes and best practices

• Ensure the PostgreSQL server is reachable from your network.
• Use strong credentials and rotate passwords regularly.
• Keep the default timeout unless your environment requires a longer or shorter duration.
• If connecting through a firewall, ensure the relevant port (default is 5432) is open.

Screenshots

Standard authentication

Custom connection string

Related documentation

• PostgreSQL connection string reference
• Flow PostgreSQL actions