Skip to main content

How do I sync Converse forms into Vantage?

1. Overview

Syncs Converse forms (built using the form builder)submissions can be synceddirectly into Vantage as an internala data source. ThisNo letsfile youexport buildor dashboards,API runsetup AIneeded queries,— just select a published form. Brings in submission answers plus profile, EAV, and setDDE upcolumns alerts over your form submission data — bringing field-collected data directly into analytics.

When a form is added as a Vantage source, its submitted data is written to ClickHouse. The sync can be triggered manually by an admin, and will include all current submissions.automatically.

2. When to Use

Use this feature when:

  • WhenYou youwant haveto aturn 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 collectingsubmissions storeinto visits,Vantage

audits,

Form surveys, or any field data.

  • When you want to visualise form responses on dashboards with KPI cards, charts, and tables.
  • When you want to ask AI questions over form data (e.g., "Which stores had the lowest audit scores last week?").
  • When you plan to set up instant alerts or exception alerts based on form submissions.

    • 3. Concepts

    • Add to AnalyticsSync – TheCopies actionnew thatsubmissions registersinto a Converse form as a Vantage internal source. Until a form is added to analytics, itsthe data existssource, only in the form builder database and is not available for Vantage dashboardsmanually or AI.
    • Sync / Resync – The process that reads form submissions and writes them into ClickHouse. An initial sync happens when the form is first added. Subsequent resyncs are triggered manually to pick up new submissions.
    • User Enrichment – Vantage automatically joins submitter information (name, email, role, region, manager — from user profile attributes) onto each submission row. This enrichment refreshes on aschedule

      daily cycle.

    • FormProfile Columns – EachSubmitter's formuser questiondetails becomes(name, arole, columnregion) 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 source,Dashboard pluswidget systemon columnsthe likeHome submission date, submitter ID, and enriched user attributes.

    4. Set Up Guide

    Step 1: Open Sources
    Page.

    1. InGo Vantage, clickto Data Sources from the navigation.
    2. Click + Add Source.
    →
    Step 2: Select Connector Type
    1. Selectselect Internal (Converse Form)Forms) as the connector type.
    Step 3: Choose the Form
    1. Select the published form you want to bringsync
      2. into Vantage from
    2. Review the listcolumn of available forms.mapping
    Step 4: Sync
    1. Vantage syncsName the form's submission data into ClickHouse.source
    2. TheClick Save — initial sync mayruns take a moment depending on the volume of existing submissions.automatically
  • Click
    StepResync 5:anytime Verify
    to
    1. Check the row countpull in thenew Sources listing.
    2. Browse the data to confirm columns and values look correct.
    3. Verify that enriched user columns (name, region, manager, etc.) are populated.submissions
    • Add a form to analytics early — even before submissions start flowing — so the source is ready when you build dashboards.
    • Resync before important reviews or presentations to ensure you have the latest data.
    • User attribute enrichment (manager, region, etc.) refreshes daily. If you just updated user profiles, the change may not reflect in Vantage until the next day.
    • If you modify the form structure (adding or removing questions), resync the source so the ClickHouse schema picks up the new columns.
    • How do I connect an Excel or CSV file as a data automatically?
      Currently,source?
      • form
    • How do I connect a REST API as a data syncssource?
      • when
    • How you trigger it manually (initial add or resync). Automatic periodic sync is planned.

      Cando I useview alertsand onedit data in a formsource?

      • that
    • How hasn'do I create a relationship between data sources?
    FAQs

    Why isn't been added to analytics?
    Instant alerts (on-submit notifications) work on any form. Exception alerts that query the ClickHouse table require themy form to be added to analytics first.

    What columns appear in the Vantagelist? source?
    EachOnly formpublished questionforms becomescan abe column, plus system columns like submission date, submitter ID, and enriched user attributes (name, email, region, manager, etc.).synced.

    I added aDo new question to my form but it doesn'tsubmissions appear inautomatically? Vantage.Yes, What do I do?
    Resyncon the source.next Newscheduled formsync questions— onlyor appearclick asResync ClickHousefor columnsinstant after a resync.updates.

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

    What if I unpublish the sameform? formAlready-synced asdata astays; sourcenew moresubmissions thanstop once?
    coming in.

    Can multiple forms share one data source? No. Each form mapsis its own source — use relationships to onecombine source in Vantage.them.

    7. Version Notes

    Last Updated: 04 SepOct 2026

     

    • Back to top