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Import Excel to PostgreSQL

Check rows, insert valid records, and send the owner a chat report

Use this Agent instantly or customize it - no programming needed

Import an Excel file and report the result
Reads
  • New an Excel file
    New an Excel file

    Your new workbook supplies the records and its revision identifies the exact file to import.

  • Import rules
    Import rules

    You choose the worksheet, destination table, column mapping, and row checks before imports begin.

  • Owner's chat recipient
    Owner's chat recipient

    You choose the owner's direct chat conversation for each import report.

Shared folder
Shared folder

Your shared folder flags new Excel files and lets the Agent download each exact revision.

Shared folder
Download an Excel file and open the chosen worksheet
Is the workbook unreadable or the chosen worksheet missing?YesNo
Report zero inserts and the file or worksheet error
Writes
  • Import report
    Import report

    You get a direct chat message with the file name, committed count, and errors to fix.

Team chat tool
Team chat tool

The Agent uses team chat tool to tell the owner the import count and errors to fix.

Team chat tool
Are any required columns missing?YesNo
Report zero inserts and the missing columns
Writes
  • Import report
    Import report

    You get a direct chat message with the file name, committed count, and errors to fix.

Map valid rows and note errors by row number
Does the table insert fail?YesNo
Roll back the inserts and report zero rows with the database error
Writes
  • Import report
    Import report

    You get a direct chat message with the file name, committed count, and errors to fix.

Database table
Database table

The Agent uses database table to insert valid rows in one transaction and count committed records.

Database table
Commit valid rows and report the count and row errors
Writes
  • Inserted rows
    Inserted rows

    Your chosen table receives valid rows only after the insert commits.

  • Import report
    Import report

    You get a direct chat message with the file name, committed count, and errors to fix.

This Agent waits for a new Excel file in your shared folder. It checks the worksheet you choose and inserts valid rows into PostgreSQL. You get a chat report with the count and errors to fix.

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Slack
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Google Drive
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Airtable
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monday.com
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ClickUp
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Zoom
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Telegram
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Google Contacts
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Dropbox
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WhatsApp Notifications
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Microsoft Teams
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OneDrive
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Google Chat
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Microsoft SharePoint
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Microsoft Office 365
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RingCentral
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Chatwork
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Google BigQuery
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MySQL
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Connecteam
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PostgreSQL
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Firebase / Firestore
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SQL Server
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Twitch
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Kintone
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Made for your industry

Import Excel to PostgreSQL is made for businesses in these industries.

Made for your role

Import Excel to PostgreSQL is made for people in these roles.

Made for your department

Import Excel to PostgreSQL is made for people in these departments.

How Import Excel to PostgreSQL works

4 steps, in order, on every run.

  1. Find new Excel filesWatch the shared folder you choose and download each new Excel file.
  2. Check spreadsheet rowsMatch the worksheet you choose to your field mapping. Flag missing columns and invalid rows with reasons.
  3. Insert valid recordsSkip invalid rows and insert valid ones into your PostgreSQL table. Roll back the file if insertion fails.
  4. Report the importSend the owner a direct chat message with the committed count. Include spreadsheet and database errors to fix.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or Airtable.

25 tools
Set your rules
  • Choose the shared folder and connect its file-change trigger; keep the folder-change cursor so each new file is handled once.
  • Choose the worksheet, destination table, column-to-field mapping, required columns, and row validation rules for these business records.
  • Connect the destination table for inserts and choose the owner's direct chat recipient for import reports.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Import Excel to PostgreSQL:

Can I choose which columns go into PostgreSQL?

Yes. You choose the worksheet and map its columns to your PostgreSQL table. You also set required columns and row checks.

What happens when a file has errors?

You get a chat report with row numbers and reasons for skipped rows. Missing required columns stop the import.

What if a database insert fails?

You get a chat report showing zero rows inserted and the database error. The Agent rolls back that file's inserts.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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