Before you connect
- Use a Marketer Owner, Admin, or Member role. Viewers can inspect but not change the connection.
- Sign in to a Meta identity that can grant the intended business assets.
- Know which ad accounts, Instagram accounts, Pages, business portfolio, pixels, and catalog belong here.
- Grant a Facebook Page if Marketer will publish ads. Reporting can be healthy without one, but publishing cannot.

A Connected badge confirms authorization; the rest of the page confirms which assets and date ranges are actually usable.
Connect and select assets
1
Open Meta Ads
Go to Integrations → Meta Ads, then select Connect.
2
Complete Meta's secure flow
Review the access Meta presents and choose the resources Marketer may use.
3
Finish unresolved setup
If Marketer shows Finish setup, reopen the same asset dialog and save a complete selection. The authorization exists; the resource selection does not.
4
Verify the asset roster
Under Assets granted, confirm Ad accounts, Instagram accounts, Pages, Business portfolio, Pixels, and Catalog. A group with no grant shows None granted.
5
Confirm the identity
Check Facebook user and Connected so another operator can identify which Meta grant is active.
Understand every visible state
If the page says Meta status couldn’t be verified, the last-known connection remains untouched. Refresh before connecting, changing assets, or disconnecting.
Add the Page required for publishing
A healthy reporting connection can still show Add a Facebook Page. Meta requires a granted Page before Marketer can publish ads.- Select Add a Facebook Page.
- Reopen the Meta asset dialog.
- Grant the correct Page without changing unrelated selections.
- Return and confirm that Pages lists it.
Follow the first sync
Meta can make recent data available before the full history finishes. You may see:
Use Resync for a healthy connection that needs a new import. Use Retry sync when the page offers it after a failure. If a sync is in flight, the page can offer a cancel control.
Before acting on a number, confirm the selected ad account, source currency, reporting date range, conversion source, last sync, and coverage.
Manage backsyncing
Backsyncing controls whether Marketer keeps campaign, result, and spend reporting current from Meta. It does not pause or change activity inside Meta.- When on, reporting continues to update.
- When off, Marketer freezes reporting at the last completed sync.
- Pause backsyncing requires confirmation through Pause Meta backsyncing?
- Resuming begins immediately. Marketer can refill recent gaps, but a long pause can leave older days incomplete.
- A workspace without an active plan can show that backsyncing is paused until a subscription resumes; use View plans for the displayed recovery path.
Currency and action boundaries
Source ad accounts remain denominated in their own currencies. Blended views convert them to the workspace reporting currency; always compare like with like. Connection does not grant unlimited action authority. Marketer role, Meta asset permissions, Guardrails, autonomy, audience terms, and the state of the selected asset still apply.Recovery decision tree
- Status unavailable: refresh and preserve the current grant.
- Reconnect needed: reconnect; a resync cannot repair rejected authorization.
- Finish setup: reopen the asset dialog; reconnecting is unnecessary.
- Add a Facebook Page: add only the missing Page.
- Sync failed with healthy authorization: retry or resync.
- Wrong or missing asset: reopen the asset selection and confirm the provider identity can see it.
- Disconnect: use only when the workspace should stop using Meta; confirm reporting, audiences, and campaign workflows no longer depend on it.