Platform connections give ConvertMate access to your data from services like Shopify, Google Search Console, and Google Analytics. You manage all connections from one central location.
Accessing connections
To view and manage your connections:
- Click Settings in the left sidebar
- Select Connections from the menu
- See all available platforms and your connection status
Connected platforms
The connections page shows:
Active connections - Platforms currently syncing data Available connections - Platforms you can connect Connection status - Whether each platform is syncing properly or has errors Last sync - When data was last updated from each platform Manual actions - Sync now, reconnect, or disconnectAvailable platforms
ConvertMate supports these platforms:
E-commerce:- Shopify
- BigCommerce
- WooCommerce
- Adobe Commerce (Magento)
- TikTok Shop
- Google Search Console
- Google Analytics 4
- Google Ads
- Google Merchant Center
- Google My Business
- Meta (Facebook & Instagram)
- TikTok for Business
Each connection uses secure OAuth or API key authentication.
Notification banners keep you on track
The old dashboard cards for “Essential connections” and “Unconfigured connections” have been replaced by a single notification banner row that appears on every authenticated page (except the Quick Start experience). You’ll always see the most important reminder first, and an “X more notifications” toggle lets you expand the rest without leaving your current screen.
Static banners (snooze for 30 days)
Yellow static banners call out open tasks that affect core functionality:
- Missing GA4, GSC, or Google Ads connections
- Payments that failed or subscriptions that need attention
- Incomplete brand DNA information
- Outstanding items from the onboarding checklist
Closing a static banner hides it for 30 days, after which it will return if the underlying issue still exists. When the CTA mentions a connection, clicking it deep-links straight into Settings → Connections with the platform highlighted, so you can fix the problem immediately.
One-off notifications (dismiss forever)
Blue or green one-off banners celebrate things that just happened—agent runs, workflow completions, SEO audits, AI visibility scores, and similar milestones. Once you acknowledge or dismiss them they’re gone for good, so your banner row stays focused on new activity.
“Missing connection” badges
Whenever a required platform isn’t wired up, you’ll also see a blue Missing connection badge with a Connect button on relevant pages (agents library, execution history, etc.). Clicking it opens the Connections screen with the correct provider pre-selected, mirroring the behavior of the static banners. Badges switch to Needs configuration when scopes or permissions are incomplete, so you always know whether you need to connect, re-auth, or simply finish a wizard step.
Connecting a platform
To add a new connection:
- Find the platform in the list
- Click Connect
- Follow the authorization process
- Wait for initial data sync
- Verify the connection shows as active
Managing active connections
For each connected platform, you can:
View sync status - See when data was last synced and if any errors occurred. Connections with configuration gaps now show Needs configuration (amber) so you can fix missing scopes or permissions before agents run. Trigger manual sync - Click Sync now to refresh data immediately instead of waiting for automatic sync. View synced data - See what information ConvertMate has from this platform. Update credentials - Change API keys or refresh OAuth tokens if needed. Reconnect - If a connection breaks, re-authorize it without losing historical data. Disconnect - Remove the connection entirely.Sync frequency
Different platforms sync at different intervals:
Real-time - E-commerce platforms use webhooks for instant updates when you change products Daily - Analytics and search data syncs once per day On-demand - Some data only syncs when an agent needs itYou can always trigger a manual sync regardless of the schedule.
Troubleshooting connections
Connection shows error
- Check that you still have access to the platform
- Verify you didn't revoke ConvertMate's permissions in the platform's settings
- Try clicking Reconnect to refresh the connection
- Check if the platform is experiencing downtime
Data not syncing
- Click Sync now to trigger a manual sync
- Verify the platform has the data you're expecting
- Check that ConvertMate has necessary permissions
- Review the sync log for specific error messages
Connection drops frequently
- Your platform password might have changed
- OAuth tokens might be expiring prematurely
- Platform might have rate limits or API restrictions
- Contact support@convertmate.io if reconnecting doesn't fix it
Some data missing after sync
- Confirm all required permissions are granted
- Check if the platform filters or limits API access
- Try a Full resync to rebuild the data from scratch
- Verify the data exists in the platform itself
Disconnecting platforms
To remove a connection:
- Find the platform in your connections list
- Click Disconnect
- Confirm you want to remove it
After disconnecting:
- Data stops syncing immediately
- Historical data stays in ConvertMate
- Agents requiring that platform won't run
- You can reconnect anytime
Reconnecting platforms
If a connection breaks or you disconnected by mistake:
- Find the platform
- Click Reconnect
- Go through the authorization process again
- ConvertMate resumes syncing
Your historical execution results and settings are preserved when you reconnect.
Security and permissions
What we access:- Only data necessary for the agents you use
- Read-only access for most platforms
- Write access only when you explicitly apply recommendations
- Payment information or credit card data
- Customer passwords
- Private messages or internal notes
- Data from platforms you haven't connected
- All connections use encrypted communication (TLS 1.3)
- OAuth tokens stored securely and encrypted
- Regular security audits
- GDPR and CCPA compliant
What's next
Questions about connections? Use the chat widget or email support@convertmate.io.