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Accounting and finance / Database

Pigment and PostgreSQL integration — sync requirements

Explore the requirements for connecting Pigment and PostgreSQL. Confirm Stacksync compatibility for your objects and operations before choosing an implementation.

  • Review your exact objects and data flow
  • Plan a pilot with Stacksync engineers

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Why teams connect Pigment and PostgreSQL

Plan a reliable Pigment and PostgreSQL integration

Decide whether your Pigment and PostgreSQL workflow needs ongoing record updates, scheduled reporting, or a one-time migration. Define a measurable outcome and assign an owner for exceptions before choosing the implementation.

Business outcomes to evaluate

These are planning goals for this pair. Confirm the required objects, directions, and business rules before relying on the proposed integration.

  • 01 Sync headcount and compensation data from an HRIS into workforce planning models.
  • 02 Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • 03 Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join
  • 04 Let an application write to its own database and have those rows appear as records in business systems in near real time

Objects and data to review for Pigment and PostgreSQL

Review each system's inventory separately. Object names do not establish a field mapping or a shared business entity. The connected account's permissions and object-specific support determine what can sync.

Pigment

Objects to assess with the integration team

Object or data typeCoverage and checks
ApplicationsPotential data to include. Confirm that Stacksync supports this object and the required direction.
MetricsPotential data to include. Confirm that Stacksync supports this object and the required direction.
Dimension listsPotential data to include. Confirm that Stacksync supports this object and the required direction.
TablesPotential data to include. Confirm that Stacksync supports this object and the required direction.
ScenariosPotential data to include. Confirm that Stacksync supports this object and the required direction.
Data importsPotential data to include. Confirm that Stacksync supports this object and the required direction.
Confirm Pigment object coverage

PostgreSQL

Documented object coverage

Object or data typeCoverage and checks
TablesSee connector requirements. Confirm field permissions and sync direction.
Read the PostgreSQL connector guide

Data relationship and field mapping

Build a mapping plan for Pigment and PostgreSQL

These candidates compare the meaning of records in each inventory. Field names below are business concepts for your worksheet, not verified API field names or ready-to-import mappings. Confirm the actual schema, object operations, and account permissions before implementation.

Download this pair’s planning worksheet (.csv)

No email required. Includes candidate relationships, identity rules, ownership, validation, and recovery checks.

Proposed reporting projection

Metrics Proposed metric or analytical result table in PostgreSQL (choose its name)

Plan a metric or analytical result dataset while preserving its source meaning.

Pigment
Catalog entry: support to confirm · Object named in catalog; Stacksync coverage requires confirmation
PostgreSQL
Proposed table: design required · User-designed table; confirm schema and connector eligibility

Identity rule to define

Identify a metric by definition/version, dimensions, time window, and entity key.

Field concepts to specify

  • Metric definition
  • Entity reference
  • Time window
  • Value
  • Computed-at time

Ownership decision

The analytical model owns the computation; operational systems should receive only approved outputs with freshness context.

Choose the implementation

Which integration method fits this pair?

Start with compatibility and a concrete example record. The Metrics / Proposed metric or analytical result table in PostgreSQL (choose its name) candidate provides a discussion point, but it does not confirm a supported Stacksync operation. Compare a managed sync, an explicit workflow, and a snapshot only after the data relationship is clear.

MethodWhen to evaluate itWhat to establish for this pairTradeoff
Vendor-native integrationA vendor-maintained route may fit if its current Pigment and PostgreSQL coverage matches the selected business entities.Check both vendors' current listings for Metrics / Proposed metric or analytical result table in PostgreSQL (choose its name), direction, account tier, and relationship handling. This page does not assert a native integration exists.A narrow supported workflow can reduce setup; requirements outside its object or lifecycle model need another route.
Managed Stacksync syncEvaluate through a compatibility review and a working example of the required read/write operations.Validate Identify a metric by definition/version, dimensions, time window, and entity key. Then verify actual field coverage, deletion behavior, and change detection.Fits continuing record synchronization when the connector contract matches; business approvals and multi-step transactions need explicit orchestration.
Custom API or workflowConsider when Pigment and PostgreSQL need a transformation, approval, or action outside a direct record sync.Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
File or scheduled snapshotConsider for a one-time Pigment / PostgreSQL migration or a reporting need with an explicit freshness window.Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.

Design a representative pilot

Workflow scenarios for Pigment and PostgreSQL

Use these process designs to make the intended result testable. Each scenario depends on confirmed connector operations and your business approval rules.

01

Metric or analytical result reporting projection

Trigger to define: A change to the selected Metrics or Proposed metric or analytical result table in PostgreSQL (choose its name) record needs a defined result in the other system.

  1. Scope the pilot to Pigment Metrics and PostgreSQL Proposed metric or analytical result table in PostgreSQL (choose its name); use the identity and ownership contract from the mapping candidate.
  2. Resolve entity keys, time zones, aggregation grain, and any currency/unit conversions.
  3. Select representative normal and exception records, then run only the confirmed direction. Keep the source and destination IDs in the acceptance log.
02

Reconcile Pigment business records with PostgreSQL

Trigger to define: A finance-owned record in Pigment needs operational visibility through a selected destination dataset.

  1. Select Metrics with the correct legal entity, period, and currency.
  2. Define a reporting relationship in PostgreSQL; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Acceptance example: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

Recovery decision: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Acceptance and reconciliation

What to test before production

Capture the selected records, source and destination IDs, expected result, actual result, and reviewer. Agree acceptable delay and reconciliation boundaries before evaluating the run.

Test scopeRepresentative checkPass condition
Metrics / Proposed metric or analytical result table in PostgreSQL (choose its name)Compare identical time windows and dimensions; test late-arriving data and a recalculated metric.The expected metric or analytical result relationship is preserved with no duplicate action or unintended write.
Direction and permissionsBring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.Only an approved, supported direction and permitted fields are written.
Freshness and reconciliationMeasure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.The process meets its agreed freshness target and reconciliation has no unexplained differences.

Troubleshooting and safe recovery

When a Pigment and PostgreSQL flow fails

Identify the failed record and intended business state before choosing a recovery action. Investigate authentication and destination validation before changing mappings.

Rejected or repeated metric or analytical result change

Check: Inspect Pigment Metrics and PostgreSQL Proposed metric or analytical result table in PostgreSQL (choose its name), their IDs, and the destination error.

Next action: Recompute the intended window before retrying an output; avoid overwriting a newer result with an older computation.

The required object or operation is absent

Check: Compare the exact Pigment and PostgreSQL objects with connector evidence, account permissions, and any On Request restrictions.

Next action: Pause that requirement and ask for a supported implementation path. A vendor endpoint or conceptual mapping is not proof that the managed connector performs the operation.

Source and destination disagree after a retry

Check: Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action: Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Source for Stacksync retry and revert behavior: Issues dashboard documentation.

How changes propagate between Pigment and PostgreSQL

Each direction of the sync is driven by what the source system can signal and what the destination accepts. Unconfirmed and unavailable directions are labeled below.

Pigment PostgreSQL Direction requires confirmation

DetectionConfirm how Stacksync detects changes for this connector and the objects you need.

DeliveryConfirm a supported Stacksync write path into PostgreSQL; availability of the vendor API alone is insufficient.

PostgreSQL Pigment Direction requires confirmation

DetectionThe Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.

DeliveryConfirm a supported Stacksync write path into Pigment; availability of the vendor API alone is insufficient.

Latency and object limitations

  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • An API, webhook, or database protocol does not by itself establish supported objects, write-back, delete handling, or end-to-end latency.

Connector evidence and limitations

Pigment

Integration interface to verify
REST-based import and export API
Authentication
Confirm the credentials, API plan, and permissions required for Pigment.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Requires confirmation
Write access
Requires confirmation

Limitations to check

  • This listing does not confirm a managed Stacksync integration for Pigment. Request a compatibility review before depending on automated sync.
  • An API, webhook, or database protocol does not by itself establish supported objects, write-back, delete handling, or end-to-end latency.

Stacksync implementation unconfirmed. API context alone does not establish connector support.

PostgreSQL

Integration interface to verify
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
The Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.
Read access
Documented for supported objects
Write access
Documented for supported objects

Limitations to check

  • Renaming a schema, table, or column requires updating the sync configuration.
  • Database views cannot be used as writable destinations in two-way sync; validate the selected connector and view support separately.

Evidence reviewed 2026-09-15; source documentation snapshot 2026-09-15. Confirm current account and object requirements in the linked guides.

Documentation sources
PostgreSQL setup guide

Prepare Pigment and PostgreSQL access

Complete the requirements for both environments before testing the mapping plan. Use non-production records where available, and record the account owner who can approve access and resolve setup errors.

Pigment setup gates

  • Identify the Pigment account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pigment, including read/write support, authentication, and initial-load limits.

Authorization

Confirm the credentials, API plan, and permissions required for Pigment.

Change detection to validate

Confirm how Stacksync detects changes for this connector and the objects you need.

PostgreSQL setup gates

  • Use a single-column primary key with a database-generated default for every selected table; composite primary keys are not supported.
  • Give the connected database role the required ownership and replication rights. Logical replication requires wal_level=logical; check the hosted database procedure before changing it.
  • For PostgreSQL 12 and earlier, have the database administrator install the pgcrypto extension before starting the sync so tracking tables can use gen_random_uuid(). PostgreSQL 13 and later provide this function without the extension.

Authorization

Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user

Change detection to validate

The Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.

Setup references: Authorize PostgresEnsuring Secure Cloud SQL Connections with SSL CertificateEnsuring Secure RDS Connections with SSL Certificate

Keep a launch record

Record the approved objects and fields, first-load cutoff, source and destination IDs, accepted delay, and exception owner. Complete the pair-specific acceptance checks before expanding to more records.

Use the Pigment and PostgreSQL planning worksheet to capture the contract. Credentials belong in the approved connection flow; the worksheet needs only the access owner and requirement.

Check compatibility with Stacksync engineers · Review current pricing

FAQ

Pigment and PostgreSQL integration FAQ

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