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

Related Links/FAQs

Related pages in this book:

How do I upload an Excel or CSV file as a source?

How do I connect a REST API source?

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