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How do I sync Converse forms into Vantage?

Overview

SyncsSyncing a Converse form submissions directly into Vantage asturns its submissions into a Vantage data source.source, Noso fileyou exportcan orbuild APIdashboards setupand neededwidgets —from justthem. selectOnce aset publishedup, form.new Bringssubmissions keep flowing in submissionon answerstheir plus profile, EAV, and DDE columns automatically.own.

When to Use

Use this feature when:

  • You want to turnbuild dashboards or widgets from a Converse form's submissions
  • You need form submissionsdata intoavailable chartsas anda KPIsVantage data source
  • You want tonew track submission trends over time
  • You wantsubmissions to combinekeep formsyncing datain withwithout othermanual data sources
  • You want dashboards to include submitter profile detailswork

Concepts

Internal

    Connector
  • Add to Analytics – Built-inThe pipelineaction that syncsturns Conversea formform's submissions into a Vantage

    Formdata Syncsource

  • Schema – CopiesThe newlist submissionsof intofields from the form and their data source,types, manuallyshown orbefore onthe schedule

    first

    Profilesync

  • DDE 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 (storeStore list, product catalogue)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

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

  1. Go to DataForms Sourcesfrom the Home Page
  2. Click +the form you want to pull data from
  3. Click the form's Settings icon
  4. Click Add Source → select Internal (Converse Forms)
  5. Select the published form to syncAnalytics
  6. Review the columnschema mapping
    7. that's
  7. Nameshown — check the datafield sourcetypes and update any that need fixing
  8. Click SaveCreate Entry to send the form's data to Vantage
  9. The form now appears as a data source in Vantage, named after the form — initialits syncsubmissions runsshow up there automatically
  10. Click Resync anytime to manually pull in new submissions [TODO: confirm Resync still applies with this flow]

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

WhyCan isn'tI mysync forma indraft theform? list?
No Only— only published forms can be synced.

Do I need to resync manually every time? 
No — new submissions appearsync automatically?in Yes,automatically ononce the nextform scheduledis syncset — or clickup. Resync is only for instantpulling updates.in a submission right away instead of waiting.

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

Whathappens if I unpublishchange the form?form's Already-syncedquestions later? 
[TODO: confirm whether this affects the existing 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.schema]

Version Notes

Last Updated: Oct 2026

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