Qobra can connect to PostgreSQL by two means:
The integration is used to synchronize exposed tables, their columns and their content. This integration is readonly and does not write anything in your PostgreSQL database.
Create an account to setup the Qobra connection, ensuring the principle of least privilege. This means the account needs to have read only access, on table that need to be synchronized with Qobra.
You’ll find Postgre’s documentation regarding User, role, & privilege commands here.
Once your account is created, make sure you keep its username and password for later steps.
Whitelist Qobra’s IP: 13.39.2.144
You’ll then be able to fill in connection modal in app:
Username
: PostgreSQL account usernamePassword
: PostgreSQL account passwordHost
: PostgreSQL account’s unique URLPort
: by default 5432Database
: PostgresSQL databaseYou’ll then be able to fill in connection modal in app:
Username
: PostgreSQL account usernamePassword
: PostgreSQL account passwordService account
: PostgreSQL account’s unique URLInstance
: PostgresSQL instanceDatabase
: PostgresSQL databaseTo synchronize a file to Qobra, it must meet requirements:
This integrations does total synchronization, meaning the whole document will be synced at every refresh.
You can edit this integration synchronization periods in application, to better suit your needs.
You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.
Postgres type | Qobra type |
---|---|
TEXT | string , picklist , multipicklist , user |
CHARACTER | string , picklist , multipicklist , user |
CHARACTER VARYING | string , picklist , multipicklist , user |
DATE | date |
TIMESTAMP WITHOUT TIME ZONE | date |
TIMESTAMP WITH TIME ZONE | date |
INTEGER | number , amount , percentage , user |
SMALLINT | number , amount , percentage , user |
BIGINT | number , amount , percentage , user |
DOUBLE PRECISION | number , amount , percentage |
NUMERIC | number , amount , percentage |
FLOAT | number , amount , percentage |
REAL | number , amount , percentage |
MONEY | amount |
BOOLEAN | bool |
BIT | string |
BIT VARYING | string |
With this integration, you can apply a custom query to your table synchronization, to avoid synchronizing too much information, consequently making synchronization quicker.
Custom queries are based on SQL where conditions. For instance, you could add as a custom query StageName = 'Closed Won’
to filter your Opportunity object.
Contact support for more information.
Qobra can connect to PostgreSQL by two means:
The integration is used to synchronize exposed tables, their columns and their content. This integration is readonly and does not write anything in your PostgreSQL database.
Create an account to setup the Qobra connection, ensuring the principle of least privilege. This means the account needs to have read only access, on table that need to be synchronized with Qobra.
You’ll find Postgre’s documentation regarding User, role, & privilege commands here.
Once your account is created, make sure you keep its username and password for later steps.
Whitelist Qobra’s IP: 13.39.2.144
You’ll then be able to fill in connection modal in app:
Username
: PostgreSQL account usernamePassword
: PostgreSQL account passwordHost
: PostgreSQL account’s unique URLPort
: by default 5432Database
: PostgresSQL databaseYou’ll then be able to fill in connection modal in app:
Username
: PostgreSQL account usernamePassword
: PostgreSQL account passwordService account
: PostgreSQL account’s unique URLInstance
: PostgresSQL instanceDatabase
: PostgresSQL databaseTo synchronize a file to Qobra, it must meet requirements:
This integrations does total synchronization, meaning the whole document will be synced at every refresh.
You can edit this integration synchronization periods in application, to better suit your needs.
You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.
Postgres type | Qobra type |
---|---|
TEXT | string , picklist , multipicklist , user |
CHARACTER | string , picklist , multipicklist , user |
CHARACTER VARYING | string , picklist , multipicklist , user |
DATE | date |
TIMESTAMP WITHOUT TIME ZONE | date |
TIMESTAMP WITH TIME ZONE | date |
INTEGER | number , amount , percentage , user |
SMALLINT | number , amount , percentage , user |
BIGINT | number , amount , percentage , user |
DOUBLE PRECISION | number , amount , percentage |
NUMERIC | number , amount , percentage |
FLOAT | number , amount , percentage |
REAL | number , amount , percentage |
MONEY | amount |
BOOLEAN | bool |
BIT | string |
BIT VARYING | string |
With this integration, you can apply a custom query to your table synchronization, to avoid synchronizing too much information, consequently making synchronization quicker.
Custom queries are based on SQL where conditions. For instance, you could add as a custom query StageName = 'Closed Won’
to filter your Opportunity object.
Contact support for more information.