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Meta Ads Integration

Connecting Meta Ads pulls Facebook and Instagram advertising performance into the client's portal dashboard.

Prerequisites

  • A Meta Business Manager account
  • The client's Ad Account ID
  • A Meta App with the ads_read permission granted

Connecting for a client

  1. Open the client in /admin/clients.
  2. Go to Integrations → Meta Ads.
  3. Enter the Ad Account ID (found in Meta Business Manager → Ad Accounts).
  4. Enter the Access Token for the Meta App.
  5. Click Test Connection to verify the credentials work.
  6. Click Save.

What the client sees

Once connected, the client's dashboard shows campaign performance metrics including spend, impressions, clicks, and conversions pulled from their linked ad account.

Rotating access tokens

Meta long-lived access tokens expire after ~60 days. When a token expires the integration will show a connection error. Return to the Integrations tab, generate a new long-lived token in Meta Business Manager, and update the token field.

Troubleshooting

ErrorLikely cause
Invalid OAuth access tokenToken has expired or been revoked
Ad account not foundAccount ID is incorrect or the token doesn't have access to that account
Insufficient permissionsThe app is missing the ads_read permission

Client Portal Help Documentation