Push-to-Warehouse Setup: Postgres (Generic)

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In this guide, you will be setting up a connection to a data warehouse destination you own. Reach out to your Customer Success Manager or [email protected] to confirm that your Modern Treasury plan includes the Push to Warehouse capability.

Prerequisites

• If your Postgres database is protected by security groups or other firewall settings, please reference our Push to Warehouse IP Address documentation to complete Step 1.

Step 1: Allow access

Create a rule in a security group or firewall settings to whitelist:

• incoming connections to your host and port (usually 5432) from the static IP.
• outgoing connections from ports 1024 to 65535 to the static IP.

Step 2: Create writer user

Create a database user to perform the writing of the source data.

1. Open a connection to your PostgreSQL database.
2. Create a user for the data transfer by executing the following SQL command.

CREATE USER <username> PASSWORD '<some-password>';

3. Grant user create and temporary privileges on the database. create allows the service to create new schemas and temporary allows the service to create temporary tables.

GRANT CREATE, TEMPORARY ON DATABASE <database> TO <username>;

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If the schema already exists

By default, the service creates a new schema based on the destination configuration (in the next step). If you prefer to create the schema yourself before connecting the destination, you must ensure that the writer user has the proper permissions on the schema, using GRANT ALL ON schema <schema> TO <username>;

Step 3: Add your destination

Securely share your host name, database name, port, your chosen schema name, username, and password with us to complete the connection.