Connect PostgreSQL to Excel

With Coupler.io, you can automate the integration process, from collection to loading. The whole procedure takes only several minutes of your time and no stress. You don’t have to worry about compound settings and programming but enjoy the no-code solution.

To connect PostgreSQL to Excel, create an importer in your Coupler.io account with PostgreSQL as a source and Excel as a destination. Then, follow the three-step instructions for the integration setup.

Step 1: Collect data
Under the source setting, you’ll need to connect to your PostgreSQL account to provide Coupler.io read-only access to your data. Then, specify all other requested basic settings for the source:

• Report type. Select Table or view for easy data retrieval or use Custom SQL to write specific queries to extract data from a single or multiple PostgreSQL tables.
• Schema. Indicate the schema to export from PostgreSQL.
• Table/view. Write the specific table name to export data from.

Step 2: Organize and transform
At this step, you can preview the extracted PostgreSQL data and inspect it. You can further elaborate on it with the data organization and manipulation module of Coupler.io. It offers the following options for working with data:

• Filter and sort records based on the list of available criteria.
• Change columns by renaming and rearranging them.
• Hide unnecessary columns or add new ones.
• Create new metrics using mathematical formulas.
• Join and append data from multiple PostgreSQL tables or other apps.

Have a look at your data once again and decide whether it looks the way you want. If everything is fine, proceed to the Destination tab.

Step 3: Load and schedule refresh
Connect your Microsoft Excel account and select the workbook and sheet to load PostgreSQL data. Otherwise, create a new sheet in the selected workbook and name it accordingly.



As destination parameters are configured, turn on the Automatic data refresh option if you prefer to regularly send data updates from PostgreSQL to Excel. Select the interval in the corresponding dropdown field, mention the weekdays, and set time preferences.

Afterwards, save and run the importer to start loading the data to the Excel workbook.

Enabled data refreshes support a constant supply of PostgreSQL data to your Excel reports. Customize the update frequency according to your preference: monthly, daily, hourly, or even every 30 or 15 minutes. You may want to select specific days of the week, the exact time, and your time zone.



With automatic data refresh, you'll always have the latest data available for analytics. That way, your reports will always reflect the latest data and actual insights.