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How Do I Connect My Meta Account?

Christopher John avatar
Written by Christopher John
Updated this week

Introduction

There are two ways to connect Meta to Pencil:

  1. Directly from Pencil using OAuth

  2. Grant Access through Pencil Business Manager and have Pencil make the connections


Directly from Pencil

  1. Navigate to Settings > Integrations.

  2. Find ‘Meta’ at the top of the list and click ‘Connect your ad account(s)’

  3. You can choose whether you want to toggle on/off:

    1. Block write access

    2. Don't pull spend data

    3. Don't pull impressions

  4. You will be prompted to sign into your Facebook Business Account

  5. Select the businesses you want Pencil to access and click Continue.

  6. Select the pages you want Pencil to access and click Continue.

  7. Review the permissions and click on Save followed by Got It.

  8. A popup with the list of ad accounts will be shown. Select the ad accounts to which ads need to be exported and insights need to be pulled and click Save.

  9. The status will be shown as Connected and Predictions Trained. The Ad Account(s) are successfully connected and ads can be exported.


The API parameters that are pulled from Meta can be found here


Access via Pencil Business Manager

This method requires the person granting access to be the admin of Meta Business portfolio and the Business Portfolio owns the resources (ad accounts, datasets, pages) for which access has to be shared.

  1. Login to the Business Portfolio settings and navigate to the Partners section.

  2. Click the Add button and select 'Give a partner access to your assets'.

  3. In the popup enter the Pencil Business ID 818242561706251 and choose Next.

  4. Choose the resources you wish to assign access to and then click the Assign Assets button.

  5. Once the resources are assigned please notify the Pencil team to enable your connections to Meta

Additional Meta resources can be found here

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