Postgres

Connect Summation to a PostgreSQL database.

Summation connects to PostgreSQL — and any compatible flavor (Amazon RDS, Aurora Postgres, Cloud SQL, Azure Database for PostgreSQL, Supabase, Neon, etc.) — using standard host/port credentials.

What you’ll need

• A reachable host and port (default 5432).
• A database name.
• A user with CONNECT on the database, USAGE on the schemas, and SELECT on the tables you want exposed. See GRANT in the Postgres docs.
• For most managed providers, an SSL mode that matches the server’s TLS configuration. See SSL Support.

Create a dedicated read-only role for Summation. Its queries are then auditable and there’s no way for the connector to modify data.

Where to find host/port for your provider

Provider	Where to look
Amazon RDS / Aurora	RDS console → your DB instance → Connectivity & security → Endpoint and port. See Connecting to a DB instance.
Google Cloud SQL	Cloud SQL console → your instance → Connections. See About connection options.
Azure Database for PostgreSQL	Azure portal → your server → Overview. See Connect with Azure CLI.
Supabase	Project dashboard → Project Settings → Database → Connection info. See Connect to Postgres.
Neon	Project dashboard → Connection Details. See Connect to your database.

Form fields

Field	Required	Stored as	Notes
Host	Yes	Config	DNS name or IP, e.g. db.example.com.
Port	Yes	Config	Default 5432.
Database	Yes	Config	The Postgres database name (not a schema).
Username	Yes	Config	Login role.
Password	Yes	Secret
SSL Mode	Optional	Config	One of disable, require, verify-ca, verify-full. Default verify-full. See SSL Mode descriptions.
CA Certificate	Optional	Secret	Upload or paste a PEM CA bundle for verify-ca / verify-full. See SSL Client File Usage.
Connection Pool Size	Optional	Config	Max concurrent connections from Summation. Default 10.

SSL modes

Mode	What it does
disable	No SSL. Don’t use over the public internet.
require	TLS on; certificate not verified.
verify-ca	TLS on; certificate verified against a trusted CA.
verify-full	TLS on; certificate verified and hostname checked. Recommended.

If your provider uses a self-signed CA, supply the bundle in CA Certificate. Most managed Postgres providers work with verify-full out of the box.

Setup SQL

CREATE ROLE summation LOGIN PASSWORD '<strong-password>';

GRANT CONNECT ON DATABASE analytics       TO summation;
GRANT USAGE   ON SCHEMA public            TO summation;
GRANT SELECT  ON ALL TABLES IN SCHEMA public TO summation;

ALTER DEFAULT PRIVILEGES IN SCHEMA public
  GRANT SELECT ON TABLES TO summation;

Adding datasets

Source references use the form:

postgres:my_database.my_schema.my_table

Common problems

Error or symptom	Likely cause
connection refused	Wrong host/port, or your firewall doesn’t allow Summation’s egress IPs.
SSL connection is required	The server requires TLS. Set SSL Mode to require or stricter.
server certificate ... does not match host name	The cert’s CN/SAN doesn’t include the host. Fix the cert or use verify-ca.
permission denied for relation ...	Grant SELECT on the table to the Summation role.