PostgreSQL

You can connect Tability to PostgreSQL to automatically pull query results into your check-ins.

Once you add PostgreSQL as a data source for an outcome/Key Result, Tability can:

• Run your saved query and preview the current numeric value in the check-in flow.

• Automatically sync your metric while the plan is active on Premium subscriptions.

Available on Plus and Premium subscriptions

How to enable the integration

Step 1. Open the integrations page

Go to Workspace Settings > Integrations.

Step 2. Connect PostgreSQL

1. Find PostgreSQL in the Data connectors section

2. Click Connect to PostgreSQL

3. Enter the database name

4. Enter the server host

5. Enter the server port

6. Enter the username and password

7. Click Save

This creates a workspace-level PostgreSQL connection.

How to add a data source to an outcome/key result

Step 1. Open the outcome or KPI editor

Open your outcome or KPI, then go to the Data Source tab.

Step 2. Select PostgreSQL

Choose PostgreSQL from the list of available data sources.

Step 3. Write your SQL query

Add the SQL query Tability should run to fetch the metric.

The current UI only accepts:

• SELECT queries

• Queries without semicolons

Step 4. Save and preview

Click Save & preview to validate the query and load the current value.

How the data source is used in check-ins

Once the connector is saved, Tability runs the saved query and displays the current numeric result in the check-in form.

If auto-sync is enabled on a Premium subscription, Tability will also create synced check-ins automatically while the plan is active.