PostgreSQL

Google Sheets + PostgreSQL

Query, Post and Sync Data from PostgreSQL

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is PostgreSQL?

PostgreSQL, also known as Postgres, is a free and open-source relational database management system emphasizing extensibility and SQL compliance. It was originally named POSTGRES, referring to its origins as a successor to the Ingres database developed at the University of California, Berkeley.

Setting up PostgreSQL with Sheet Director

Choose the PostgreSQL (Premium app) from the list and choose the service which you want to perform

If you're opening it for the first time on the sheet, then you won't be having any connections.

Don't worry Sheet director provides a way to create a connection easily

To create the connection you have to provide the following details.

Connection name - Provide a nice name for the connection you're creating
Provide the configuration details which are mandatory

Test Connection

Once you have provided the credentials you can easily check the connectivity by clicking on the test connection button

Based on the credentials authenticity, you will be having the feedbacks from the test

Once after connecting successfully, you can save the conection and continue.

These connections can be reused anytime and from any services used on the same Google Sheets

Querying on PostgreSQL

Once after saving the connection successfully, you can select the table and fields that you want to present on the Google Sheets

You also have a refresh button to get the updated tables list from the database

Filters

Filters can be used to query only the matching data from the tables

You can have multiple filters filters to a query

Sort

Sort can be used to sort the query results based on your interest.

You can have multiple sorts to a query

Max Result

You can limit how much no of records you want to fetch using a query

Destination Settings:

Configure the destination settings to save the records.

Scheduler Settings:

Switch on Run automatically to execute services automatically in the background.

Notification Settings:

Configure the Notification settings to set up the email templates and add attachments.

Sample Output

Without Filters and Sort

Posting on PostgreSQL

Select the service to Post

Source Sheet

Choose the Source sheet where the data is located
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Mapping

You can manually map the sheet data with the PostgreSQL fields

Click on execute to Post the records into the PostgreSQL.
Click save to save the service.
Click Execute to execute the service

After clicking on Execute you will be shown with the confirmation dialog of how many records will be posted, check that and click on "Post Now" to continue the posting

After successfully completeng the previous step you will be shown with the no successfully posted and failure records

You will also see that under the Result and the status column in the Google Sheet

Output in PostgreSQL

Syncing on PostgreSQL

Select Sync as a service

Synchronize settings

Synchronization Key

The keys will be used for matching rows in Google Sheets with data in PostgreSQL, these keys will be your primary key. (This is identified automatically)

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and PostgreSQL.

PostgreSQL Wins
Google Sheet Wins

MySQL Wins: The latest data from PostgreSQL will be updated in Google Sheets.

Google Sheet Wins: The latest data from Google Sheets will be updated in PostgreSQL.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then the Sheet Director will create it in the PostgreSQL