Profi.co enables you to integrate and connect your PostgreSQL and create key results via the database server of PostgreSQL.
You can now integrate PostgreSQL with your Profit.co account and can create key results using password and username. This enables users to integrate the server with their PostgreSQL database with the key results. You can get up-to-date information on your check-ins without the hassle of switching between the two accounts.
Step 1
Now navigate to Settings → Integrations→ Connectors from the left navigation panel.
Step 2
On the Integrations page, click on the Manage button of the PostgreSQL connector.
Step 3
Now click on the Connect to PostgreSQL button.
Step 4
In the connect to PostgreSQL page, provide information for Connection Name, under server copy and paste the hostname with the port number of your PostgreSQL account.
Give your Username & Password the same as that of your PostgreSQL login username and password.
Step 5
Now the Profit.co account is successfully integrated with the PostgreSQL account.
Step 6
Now click on Create Key result → Using form.
Step 7
Now create the key results, here Increase KPI is selected. For example, set the KPI as the Total Sale Amount.
Enable the Auto Update toggle, choose connections and PostgreSQL, and give a value.
Enter the SQL Query value to run and get the exact value in the database. Finally, update it.
Step 8
The current value of your KPI will be automatically updated on the From page. You can manually update the To value which you want and create it.
Step 9
If you’re trying to update the key results you will get the present value present in the database before check-in.
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