How do I sync Converse forms into Vantage?

Overview

Syncing a Converse form into Vantage turns its submissions into a Vantage data source, so you can build dashboards and widgets from them. Once set up, new submissions keep flowing in on their own.

When to Use

Use this feature when:

You want to build dashboards or widgets from a Converse form's submissions
You need form data available as a Vantage data source
You want new submissions to keep syncing in without manual work

Concepts

Add to Analytics – The action that turns a form's submissions into a Vantage data source
Schema – The list of fields from the form and their data types, shown before the first sync
DDE Columns – Store list, product catalogue, and other DDE (Dynamic Data) columns attached automatically during sync
Resync – Manually pulls in submissions received since the last sync
Published Form – Only published forms can be synced; drafts don't appear

Set Up Guide

Go to the Forms section.
Click the form you want to pull data from
Click the form's Settings icon
Click Add to Analytics
Review the schema that's shown — check the field types and update any that need fixing
Click Create Entry to send the form's data to Vantage
The form now appears as a data source in Vantage, named after the form — its submissions show up there automatically

Best Practices

Only published forms can be synced — publish the form first if it's still a draft
Check the schema carefully before creating the entry — it's harder to fix field types after data has started syncing
Use Resync if you need the latest submissions right away instead of waiting for the next automatic sync

FAQs

Can I sync a draft form?
No — only published forms can be synced.

Do I need to resync manually every time?
No — new submissions sync in automatically once the form is set up. Resync is only for pulling in a submission right away instead of waiting.

Version Notes

Last Updated: Oct 2026