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Overview

Connecting PostgreSQL to Pylar allows you to query and analyze your PostgreSQL data directly from Pylar. Your data remains in PostgreSQL—Pylar indexes it for easier querying and executes queries on your PostgreSQL infrastructure.

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Prerequisites

  • ✅ Pylar account with Analyst role or higher
  • ✅ PostgreSQL database access
  • ✅ Database credentials (host, port, database name, username, password)
  • ✅ Ability to whitelist IP addresses in PostgreSQL firewall

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Step 1: Navigate to Connections

  1. In your Pylar workspace, click on the “Connections” tab located in the sidebar
  2. You’ll see the list of available data sources

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Step 2: Select PostgreSQL

From the list of available data sources, select “PostgreSQL”. The connection setup screen will open.

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Step 3: Enter Connection Details

You’ll need the following information to connect:

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Host

The hostname or IP address of your PostgreSQL server. Examples:
  • db.example.com
  • 192.168.1.100
  • postgres.example.com

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Port

The port number for PostgreSQL. Default: 5432 Note: If your PostgreSQL server uses a non-standard port, enter that port number.

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Database Name

The name of the database you want to connect to. Example: production, analytics, customer_data

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Username

Your PostgreSQL username that has access to the database. Best Practice: Create a dedicated user for Pylar with read-only permissions.

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Password

The corresponding password for your PostgreSQL username.
Use a dedicated PostgreSQL user account for Pylar with read-only permissions when possible. This enhances security and allows for better access control.

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Step 4: Whitelist Pylar IP Address

Critical Step: Whitelist Pylar’s IP address to ensure seamless connectivity. Pylar IP Address: 34.122.205.142 How to whitelist:

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Option 1: PostgreSQL pg_hba.conf

  1. Edit the pg_hba.conf file on your PostgreSQL server
  2. Add a line allowing connections from Pylar’s IP: 
    host    all    all    34.122.205.142/32    md5
  3. Reload PostgreSQL configuration: 
    sudo systemctl reload postgresql

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Option 2: Cloud Provider Firewall

If using a cloud-hosted PostgreSQL (AWS RDS, Google Cloud SQL, Azure Database): AWS RDS:
  1. Go to RDS Security Groups
  2. Add inbound rule: Allow PostgreSQL (port 5432) from IP 34.122.205.142
Google Cloud SQL:
  1. Go to Cloud SQL instance
  2. Add authorized network: 34.122.205.142/32
Azure Database:
  1. Go to Azure Portal → Firewall settings
  2. Add client IP: 34.122.205.142
Whitelisting the IP address is crucial for establishing a secure and stable connection. Without it, Pylar will not be able to connect to your PostgreSQL database.

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Step 5: Test Connection

  1. Click the “Submit” button
  2. Pylar will test the connection to your PostgreSQL database
  3. If successful, you’ll see a success message
  4. If it fails, you’ll be prompted to make corrections to your database credentials
A successful connection test means Pylar can reach your PostgreSQL server and authenticate. Verify all details are correct before proceeding.

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Step 6: Save and Connect

Once the connection test is successful:
  1. Click “Save” to save your configuration
  2. You’ll be prompted to give the connection a schema name
  3. Enter a descriptive name (e.g., postgres_production or analytics_db)
  4. Save the configuration
Naming Rules:
  • Lowercase letters only
  • Numbers and underscores allowed
  • No spaces or special characters

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Step 7: Start Exploring

Your PostgreSQL database is now connected to Pylar. You can:
  • Query your data: Use the SQL IDE to query PostgreSQL tables
  • Create views: Build views on your PostgreSQL data
  • Join with other sources: Combine PostgreSQL data with other connected sources

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Using Your PostgreSQL Connection

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Query PostgreSQL Data

Reference your connection by the schema name you provided: 
SELECT * 
FROM postgres_production.public.customers 
WHERE is_active = true;

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Join with Other Sources

Join PostgreSQL data with other connected sources: 
SELECT 
  pg.customer_id,
  pg.customer_name,
  hs.email,
  sf.opportunity_value
FROM postgres_production.customers pg
JOIN hubspot.contacts hs ON pg.email = hs.email
JOIN snowflake.opportunities sf ON pg.customer_id = sf.account_id;

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Troubleshooting

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Issue: Connection test fails

Solutions:
  • Verify host and port are correct
  • Check username and password
  • Ensure IP address 34.122.205.142 is whitelisted
  • Verify database name exists
  • Check PostgreSQL is accessible from the internet

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Issue: “Connection refused” error

Solutions:
  • Verify PostgreSQL is running
  • Check port number is correct (default 5432)
  • Ensure firewall allows connections from Pylar’s IP
  • Verify PostgreSQL is configured to accept remote connections

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Issue: “Authentication failed” error

Solutions:
  • Verify username and password are correct
  • Check user has permissions to access the database
  • Review PostgreSQL authentication settings
  • Ensure user is not locked or disabled

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Issue: “Network or security block” error

Solutions:
  • Confirm IP address 34.122.205.142 is whitelisted
  • Check firewall rules allow PostgreSQL port (5432)
  • Review network security group settings
  • Verify PostgreSQL listen_addresses includes the network interface

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Best Practices

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User Account Security

  • ✅ Create a dedicated PostgreSQL user for Pylar
  • ✅ Grant only necessary permissions (read-only if possible)
  • ✅ Use role-based access control
  • ✅ Regularly audit user permissions

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Network Security

  • ✅ Whitelist only Pylar’s IP address
  • ✅ Use SSL/TLS connections when possible
  • ✅ Monitor connection logs
  • ✅ Review failed connection attempts

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Connection Naming

  • ✅ Use descriptive names: postgres_prod, postgres_analytics
  • ✅ Include environment information
  • ✅ Be consistent across your workspace

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Next Steps

Now that PostgreSQL is connected:

Create Views

Use your PostgreSQL connection to create data views