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How do I sync Converse forms into Vantage?

Overview

Syncs Converse form submissions directly into Vantage as a data source. No file export or API setup needed — just select a published form. Brings in submission answers plus profile, EAV, and DDE columns automatically.

When to Use

Use this feature when:

  • You want to turn form submissions into charts and KPIs
  • You want to track submission trends over time
  • You want to combine form data with other data sources
  • You want dashboards to include submitter profile details

Concepts

Internal Connector – Built-in pipeline that syncs Converse form submissions into Vantage

Form Sync – Copies new submissions into the data source, manually or on schedule

Profile Columns – Submitter's user details (name, role, region) included automatically

EAV Columns – Custom user attributes (store code, territory) joined to each submission

DDE Columns – Lookup table values (store list, product catalogue) attached 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

Open Vantage from the Vantage Dashboard widget on the Home Page.

  1. Go to Data Sources
  2. Click + Add Source → select Internal (Converse Forms)
  3. Select the published form to sync
  4. Review the column mapping
  5. Name the data source
  6. Click Save — initial sync runs automatically
  7. Click Resync anytime to pull in new submissions
  • How do I connect an Excel or CSV file as a data source?
  • How do I connect a REST API as a data source?
  • How do I view and edit data in a source?
  • How do I create a relationship between data sources?
FAQs

Why isn't my form in the list? Only published forms can be synced.

Do new submissions appear automatically? Yes, on the next scheduled sync — or click Resync for instant updates.

Can I edit synced data in Vantage? No, it's overwritten on every sync. Use View Data to inspect only.

What if I unpublish the form? Already-synced data stays; new submissions stop coming in.

Can multiple forms share one data source? No. Each form is its own source — use relationships to combine them.

Version Notes

Last Updated: Oct 2026

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