To create a Meta Destination and connect your Meta Business Manager account with the InfoSum platform you will need to obtain a System User Access Token to authorize InfoSum to send data to your Meta account. 

Table of contents

Prerequisites

Token Setup steps

Troubleshooting common issues

Security best practices

Prerequisites

Before proceeding, ensure you have:

1. A fully set up and functional Meta Business Manager account
2. Admin access to your Business Manager
3. A Facebook Ad Account associated with your Business Manager
4. Completed business verification for your Business Manager

Setup Steps

1. Create and Configure a Business App

1. Go to developers.facebook.com and log in. You will be creating a business app. You can find Meta's instructions for app creation here
2. Click "Create App" 
    
3. Name your app and add a contact email. Click Next
   
4. On the list of app types, click 'All' and then select the last option 'other'
   
   
   
5. Select Business as your app type
   
   
   
6. You can connect your business portfolio now or later and click create app.
   

   Once you have completed the app creation flow your app is loaded in the app Dashboard and you will be able to select the products, permissions, and features you need to build your app.

3. Configure App Product & set app Live

1. Once created, go to "Settings" > "Basic" in your app dashboard:
   • Fill in all required fields, including Privacy Policy URL
   • Verify your app is type "Business"
2. Add the Marketing API product to your app:
   • Go to "Add Products" in the left sidebar
   • Find "Marketing API" and click "Set Up"
   • You can find more infromation about the marketing API on meta's dev docs
3. Set your app to 'Live' mode:
   • In the app dashboard, find the toggle at the top to switch from Development to Live mode

3. Configure App Permissions

1. In your app dashboard, go to "App Review" > "Permissions and Features"
2. If required, request the following permission:
   • ads_management
3. Provide necessary documentation for the review process. You can find more information on Meta's dev docs for permissions

4. Create a System User

1. In Business Manager, go to "Business Settings" > "Users" > "System Users"
2. Click "Add" to create a new system user. You can find more information about system users on Meta's dev docs for APIs
3. Name it clearly (e.g., "InfoSumConnector") and assign it the "Admin" role

5. Assign Assets to System User

1. Still in the System Users section, select your new system user
2. Click "Add Assets"
3. Under "Ad Accounts", select your ad account and grant "Admin" access
4. Under "Apps", select your business app and grant "Admin" access
5. Click "Save Changes"

6. Generate System User Token

1. In the System Users section, click on your system user
2. Click "Generate New Token"
3. Select your business app
4. Choose the ads_management permission
5. Set an appropriate expiration for the token (consider security vs. convenience)
6. Click "Generate Token"
7. Securely store the generated token - you'll need this for the connector

7. Gather Required Information

For the InfoSum connector, you'll need:

1. The audience name you want to use
2. Your Facebook Ad Account ID
3. The System User Token you just generated
4. An understanding of where the customer information in your custom audience was originally collected. (User Provided only, Partner provided only or Both User and partner provided)

Troubleshooting Common Issues

• Permission Errors: Ensure your app has the ads_management permission approved and that the system user has been granted appropriate access to both the app and ad account.
• Token Issues: If your token doesn't work, regenerate it and ensure you're using the most recent version.
• App in Development Mode: Remember that your app needs to be in 'Live' mode for the connector to work with real ad accounts.

Security Best Practices

• Regularly rotate your system user token
• Use the principle of least privilege when assigning roles and permissions

If you experience any issues, review each step carefully or contact the InfoSum support team for assistance support@infosum.com