This guide will walk you through using Sheetloom's writeback feature to update your Postgres database seamlessly. Whether you're new to Sheetloom or looking to refresh your knowledge, this step-by-step tutorial will help you get the most out of the platform.
Scenario Overview
In this tutorial, we'll work through a practical example using a stock control system for an oil company. This scenario demonstrates how Sheetloom can help manage inventory data, track items across different storage locations, and enable seamless updates back to your source data.
Our example focuses on managing oil inventory items, their quantities, and storage locations stored in a Postgres database. The writeback feature will be particularly useful when you need to update information like changing where an item is stored and ensuring those changes are reflected back in your Postgres database.
Using the Writeback Feature
One of Sheetloom's most powerful features is writeback, which allows you to modify data in your spreadsheet and push those changes back to your data source. This enables a seamless two-way data flow between your spreadsheets and your Postgres database.
In our stock control example, we'll demonstrate writeback by changing the storage location of an inventory item and writing that change back to your Postgres database. The writeback facility can be used to update stock in any ERP system, making it an ideal solution for managing inventory across different platforms and ensuring data consistency.
Step 1: Modify Your Data in the Sheet
Open your spreadsheet in Sheetloom and make the necessary changes to your data. For our example, you might change the storage location of an oil inventory item from one facility to another. You can edit cells, add rows, delete entries, or update values as needed. All changes are tracked and ready to be synchronized.
Step 2: Upload to Template Section
After making your edits, navigate to the Template section in Sheetloom. Upload your modified spreadsheet here. Sheetloom will detect the changes and prepare them for writeback.
Step 3: Execute Writeback
Once your modified template is uploaded, click the "Writeback" button to push your changes back to your Postgres database. In our example, when you change an item's storage location in the spreadsheet, Sheetloom will validate the change and update the corresponding record in your Postgres database. This ensures that your inventory data remains accurate and synchronized across your system. The writeback feature works seamlessly with Postgres and can be configured to update stock in any ERP system that uses Postgres as its backend database.
Video Tutorial:
Next Steps
Congratulations! You've now learned how to use Sheetloom's writeback feature with your Postgres database. This powerful capability allows you to update your database directly from your spreadsheets, making it easy to manage inventory and stock data across any ERP system. For more information or support, please refer to the Sheetloom documentation.