Custify + Postgres

Integrate Postgres with Custify to pull data such as Event, People, and Companies and to analyze and manage it in Custify.

PostgreSQL, often referred to as Postgres, is an open-source object-relational database management system (ORDBMS).

PostgreSQL offers a rich set of features and capabilities, making it a powerful and flexible option for managing structured data. It is known for its focus on standards compliance, extensibility, and reliability. PostgreSQL supports a wide range of data types, including complex data structures such as arrays, JSON, and geometric data.

How does Postgres work with Custify?

Custify integrates with PostgreSQL, allowing you to extract People, Events, and Companies directly from your PostgreSQL data warehouse. When you connect Postgres, you’ll map your source data to Custify’s data objects.

By default, our app synchronizes data every hour, making it readily accessible within Custify for analysis and customer management by your customer success team.

How Do I Activate This Integration?

1. Sign in to Custify and navigate to the Integrations page.
2. Select the Data Warehouse integration.
3. Click New Sync and then New Source, and select Postgres.

4. Fill in your connection information.

  • We recommend creating a dedicated user for Custify to access your Postgres data warehouse. The user must have access to the tables you want to connect to Custify.
  • Here is a sample of how to create a user with access to a specific table:
CREATE USER <your_user> PASSWORD '********'; 
GRANT SELECT ON TABLE <your_table> TO <your_user>


5. Select which Custify object you want to create from your data: People, Events, or Companies.

6. Select the source data in your Postgres data warehouse.

  • Select the namespace and table in your data warehouse that contains the source data.

7. Map the fields in your source data to the fields expected by Custify.

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