Connecting your first platform

Before you can use AI agents, you need to connect at least one platform to ConvertMate. This gives agents access to your data so they can analyze, optimize, and automate your marketing tasks.

Why connect platforms

Different agents need different data sources. For example:

• Content optimization agents need access to your product catalog (Shopify, WooCommerce)
• SEO agents need search performance data (Google Search Console)
• Traffic analysis agents need visitor behavior data (Google Analytics 4)
• Product feed agents need shopping data (Google Merchant Center)

The more platforms you connect, the more agents you can use.

Supported platforms

ConvertMate connects with these platforms:

E-commerce platforms:

• Shopify
• WooCommerce
• BigCommerce
• Adobe Commerce (Magento) - Business plan required

Google services:

• Google Search Console
• Google Analytics 4
• Google Merchant Center
• Google Ads - Growth plan or higher required
• Google My Business

Social and marketing:

• Meta (Facebook & Instagram)
• TikTok Shop
• TikTok for Business

Each platform connection uses secure OAuth or API key authentication, so you never share passwords directly with ConvertMate.

How to connect a platform

All platform connections follow the same basic process:

Step 1: Navigate to connections

1. Log in to your ConvertMate account
2. Click Settings in the left sidebar
3. Choose Connections from the menu
4. You'll see a list of all available platforms

Step 2: Choose your platform

1. Find the platform you want to connect
2. Review what data ConvertMate will access
3. Click Connect next to the platform name

Step 3: Authorize the connection

What happens next depends on the platform:

OAuth platforms (Shopify, Google, Meta):

• You'll be redirected to the platform's website
• Log in if you're not already
• Review the permissions ConvertMate is requesting
• Click approve or authorize
• You'll be redirected back to ConvertMate

API key platforms (WooCommerce, BigCommerce):

• You'll need to generate an API key in your platform's settings first
• Enter the API key and any other required credentials
• Click Test connection to verify it works
• Save the connection

Step 4: Wait for initial sync

After authorization:

• ConvertMate starts syncing your data
• Small datasets take 1-2 minutes
• Large datasets can take 10-15 minutes
• You can leave the page while sync continues
• You'll get a notification when sync completes

Connecting Shopify

Shopify is the most common e-commerce platform. Here's what happens when you connect it:

What ConvertMate can access:

• Product titles, descriptions, and images
• Collections and product tags
• Pricing and inventory data
• SEO metadata

What ConvertMate can modify:

• Product descriptions (when you apply agent recommendations)
• Meta titles and descriptions
• Product tags

Connection time: 2-10 minutes depending on catalog size Detailed Shopify setup guide

Connecting Google Search Console

Google Search Console provides SEO data about how your site appears in Google search results.

What ConvertMate can access:

• Search queries driving traffic to your site
• Page rankings and click-through rates
• Index coverage and crawl errors
• Core Web Vitals data

Requirements:

• You need to be a verified owner or user of the property in Google Search Console
• Your site must be verified in Search Console

Connection time: Under 1 minute

After connecting, ConvertMate can show you which pages rank well, identify SEO opportunities, and track ranking changes over time.

Connecting Google Analytics 4

Google Analytics 4 provides detailed visitor behavior and conversion data.

What ConvertMate can access:

• Traffic sources and user demographics
• Page views and session duration
• Conversion events and goals
• E-commerce transaction data (if configured)

Requirements:

• You need viewer access or higher to the GA4 property
• Property must have been collecting data for at least 24 hours

Connection time: Under 1 minute

After connecting, agents can analyze which content drives the most engagement, identify drop-off points, and suggest conversion optimizations.

Connecting Google Merchant Center

If you run Google Shopping campaigns, connecting Merchant Center lets agents optimize your product feed.

What ConvertMate can access:

• Product feed data
• Disapproved products and issues
• Shopping campaign performance

What ConvertMate can modify:

• Product titles and descriptions in the feed
• Custom labels and product categories

Requirements:

• You need admin access to the Merchant Center account
• At least one active product feed

Connection time: 2-5 minutes

Managing connections

After connecting platforms, you can manage them in Settings → Connections:

View connection status - See which platforms are active, syncing, or have errors. Trigger manual sync - Click Sync now to refresh data immediately instead of waiting for automatic sync. Update credentials - Change API keys or reconnect OAuth if permissions changed. Disconnect platforms - Remove connections you no longer need. Your historical data stays in ConvertMate even after disconnecting.

Connection troubleshooting

Connection fails during authorization

• Clear your browser cache and cookies
• Try an incognito/private browsing window
• Make sure you're logged into the correct account on the platform
• Disable browser extensions temporarily
• Try a different browser

Data not syncing after connection

• Check that the platform is online and accessible
• Verify you didn't revoke permissions in the platform's settings
• Try clicking Retry sync in Settings → Connections
• Check for error messages next to the connection
• Contact support@convertmate.io if sync continues to fail

Connection works but some data is missing

• Confirm the platform account has the data you're expecting
• Some platforms have delays before new data appears
• Check that ConvertMate has all required permissions
• Try a manual Full resync from the connections page

What happens to your data

Security:

• All connections use encrypted communication (TLS 1.3)
• OAuth tokens are stored securely and encrypted
• We never see or store your platform passwords
• API keys are encrypted in our database

Privacy:

• We only access the data needed for the agents you use
• You can disconnect anytime and data access stops immediately
• We comply with GDPR, CCPA, and SOC 2 standards

Data retention:

• Connected data stays in ConvertMate as long as you maintain the connection
• When you disconnect, we keep historical agent execution results but stop pulling new data
• If you delete your ConvertMate account, all data is permanently deleted within 30 days

Read our full privacy policy

What's next

After connecting your first platform:

• Run your first agent
• Browse the agents library
• Learn about AI agents
• Connect additional platforms

Need help connecting a platform? Use the chat widget in the bottom-right corner or email support@convertmate.io.