Automated Continuous Workable Replication to PostgreSQL

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Workable data into your PostgreSQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure PostgreSQL as a Replication Destination

Using CData Sync, you can replicate Workable data to PostgreSQL. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select the Destinations tab and locate the PostgreSQL connector.
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the PostgreSQL connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to PostgreSQL, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the PostgreSQL connection.
   • Server: Enter the host name or IP of the server that hosts the PostgreSQL database. The default server value is localhost.
   • Auth Scheme: Select the authentication scheme. The default auth scheme is Password.
   • Port: Enter the port number of the server that hosts the PostgreSQL database. The default port value is 5432.
   • User: Enter the user ID provided for authentication with the PostgreSQL database.
   • Password: Enter the password provided for authentication with the PostgreSQL database.
   • Database: Enter the name of the database.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to PostgreSQL and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

In this article, we will demonstrate how to load Workable data into PostgreSQL and utilize it as a destination.

Configure the Workable Connection

You can configure a connection to Workable from the Connections tab. To add a connection to your Workable account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Workable).
3. Configure the connection properties.
   
   

   Using API Key Authentication

   Workable uses API key authentication to control access to the API. To obtain an API Key:

   1. Log in to your Workable account.
   2. Navigate to Settings > Integrations > API Access Tokens.
   3. Click "Generate API Token".
   4. Copy the generated token.

   After obtaining your API Key, set the following connection properties:

   • AuthScheme: Set this to APIKey.
   Set the following in the ProfileSettings connection property:
   • APIKey: Set this to your Workable API Key.
   • Subdomain: Set this to your Workable account subdomain. For example, if your Workable URL is acmeinc.workable.com, then the Subdomain is 'acmeinc'.

   Example Connection String

   Profile=C:\profiles\Workable.apip;ProfileSettings='AuthScheme=APIKey;APIKey=my_api_key;Subdomain=acmeinc';
   

   
4. Click Connect to Workable to ensure that the connection is configured properly.
5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Workable tables you wish to replicate into PostgreSQL, and click Add Tasks again.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Workable data to PostgreSQL.

Run the Replication Job

Once all the required configurations are made for the job, select the Workable table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you have seen how to replicate Workable data into PostgreSQL, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.