How to connect Meta safely

Authorize the correct identity, review discovered accounts, and know when to reconnect.

7 minutes read

Updated Jul 15, 2026

Reviewed Jul 15, 2026

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Before you begin

Meta access to the businesses and ad accounts managed by the agency.
Confirm the active Workspace and the Meta identity that will be authorized.

Expected result

The correct Meta identity will be authorized in the active Workspace, and discovered ad accounts will appear in Integrations.

Before you start

Use a Meta identity with access to the businesses and accounts managed by the agency. The connection requests permissions for ads, businesses, pages, and WhatsApp because Agencify reads resources and also supports authorized change flows.

Requirements

The correct Workspace is selected.
An active Meta session for the identity being authorized.
Access to the required Business Managers and ad accounts.
An active subscription or trial when required.

Permissions

Owners, Admins, and Members can connect Meta. Viewers cannot manage integrations.

Steps

Confirm the active Workspace in the sidebar.
Open Integrations.
In the Meta Ads card, select Connect Account Meta Ads.
If a connection already exists and access must be renewed, use Reconnect.
In Meta, confirm the identity, businesses, and requested permissions.
Return to Agencify and wait for account discovery.
Check the name, ID, status, and Business Manager for each account before linking it to a client.

Meta Ads integration card header on the Integrations page. — The header identifies the Meta Ads card on the Integrations page. Open Integrations and locate the Meta Ads header by its name, icon, and description.

Validation

The Meta Ads card should show the connection and discovered accounts. Confirm that the accounts belong in this Workspace and that the displayed Business Manager is correct.

Troubleshooting

If no account appears, confirm that the identity can access a Business Manager with owned accounts.
If only some accounts appear, review permissions in each business.
If the connection is expired or revoked, use Reconnect.
If a page or another asset is still missing, first check the account linked to the client.

Limits and safeguards

Discovery checks Business Managers and their owned accounts. Businesses with insufficient permission may be skipped, and shared-only accounts may not appear. The connection can finish without finding accounts. Token lifetime is not guaranteed. Reconnect renews authorization without requiring a disconnect first. Disconnect attempts to revoke provider access.

What Agencify reads, syncs, and changes.
How to connect Google safely.
An account, page, or asset is missing.

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